Immigration Consultancy Software: Document Checklists, Deadlines and Client Portals
Mythex lets an immigration consultancy build a client portal where each person sees which documents are received, missing or need replacing, a CRM that reminds you of visa expiry dates months ahead, consultation booking in the client's time zone, and invoices that separate your fees from government fees. Describe your routes and process in chat and publish.
What a case actually involves
Every case starts with a consultation and turns into a long checklist: passports, bank statements covering the right months, employment letters, certified translations, police certificates, each with its own validity window. Clients send photos of documents over WhatsApp at midnight, often blurry, sometimes the wrong page. Consultants track which item is still missing in a spreadsheet and chase them one at a time. A bank statement that was fine in March is too old by May. Corporate clients sponsor several workers, each with their own file. Who may give immigration advice is regulated in many countries. Software cannot decide a case, but it can make the checklist visible to the client and keep every date in front of you.
- A document checklist per case with statuses
- Validity dates on time-sensitive documents
- Access limited to the client and assigned staff
- Visa expiry dates with long-lead reminders
- Your fees and government fees on separate lines
- Employer accounts with each sponsored worker
What you can build for immigration consultancies
A checklist the client can see, instead of WhatsApp
Each client logs in to their checklist with every document marked received, missing or needs replacing, with a short reason such as 'statement older than 28 days'. Uploads go straight to the right item. Case status and the next action are visible, so clients stop messaging to ask.
Build a client portal for my immigration consultancy. Each case has a document checklist (passport, bank statements, employment letter, translations, police certificate) with statuses received, missing or needs replacing and a reason. Clients upload files to each item. Show issue and expiry dates on time-sensitive documents, the case stage and the next action.
Every visa expiry date, months ahead
Leads record route of interest, nationality and timeline. Clients carry their current visa expiry with a reminder well in advance. Employer clients link to each sponsored worker, and referral sources like universities and community groups are tracked.
Make a CRM for an immigration consultancy. Leads have route of interest, nationality, current country and timeline. Clients have visa type and expiry date with a reminder 4 months ahead. Employer accounts list each sponsored worker. Track referral source.
Consultations in the client's time zone
Initial consultations get longer slots than follow-ups, times show in the visitor's local time, the form asks for visa category and any deadline, and paid consultations are confirmed after payment.
Build consultation booking for my immigration consultancy with 60-minute initial consultations and 30-minute follow-ups, slots shown in the client's time zone, a form asking visa category, current location and any visa expiry date, and payment before confirmation.
Staged fees, with government costs shown apart
Invoices tied to case milestones such as signing, document review and submission. Professional fees, government application fees, translation and courier costs appear as separate lines, and employers can be billed per sponsored worker.
Create invoicing for an immigration consultancy. Bill professional fees in stages at signing and submission, list government fees, translation and courier costs on separate lines, bill employers per sponsored worker, and state refund terms for withdrawn applications.
Where cases are waiting
Active cases by stage, cases per consultant, time from signing to submission, and a single list of upcoming deadlines across every client. Waiting on documents is usually the longest stage, and this shows by how much.
Build a dashboard for my immigration consultancy showing cases by stage (awaiting documents, in review, submitted, decided), cases per consultant, average days from signing to submission, and upcoming deadlines across all clients.
A site that is factual about what you do
Pages for work, family, study and citizenship routes that describe how you help without promising outcomes, the countries whose systems you work with, your registration or accreditation details, and a consultation form.
Make a website for my immigration consultancy with pages for work visas, family visas, study and citizenship, describing how we prepare, check and submit applications without promising results. Show our accreditation in the footer, the countries we cover, and a consultation enquiry form.
Passports, bank statements and who can see them
You hold identity and financial documents for people who are often in a vulnerable position. Files sit in your project's storage and each client opens only their own; ask for staff access limited to the assigned consultant and a log of who viewed what. Check the data protection rules where you operate, and the rules on who may give immigration advice, before you go live.
- Client sees only their own case
- Staff access by assignment
- Access log on documents
Do not promise outcomes
Decisions rest with the authorities. Keep website copy, landing pages and emails to what you do: assess, prepare, check, submit. Avoid success rates you cannot support. Careful clients trust that more than guarantees.
Questions
Is a portal safe for passport scans?
Files are stored in your project's storage and each client opens only their own. These are sensitive documents, so check the data protection rules where you operate and limit access to the staff who need it.
Can clients in other countries book in their own time zone?
Yes. Slots are shown in the visitor's local time while you see them in yours.
Can the system remind us of visa expiry dates?
Yes. Store the expiry date with a reminder offset, and a list shows every client whose date is approaching.
Does the app give immigration advice?
No. It organises documents, deadlines and invoices. Advice comes from your qualified staff, under the rules that apply where you operate.
Do I need to code, and what does it cost?
No code is needed. The Free plan has no card requirement, and Pro is $25 a month for a custom domain, code editing, export and more credits.
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