Coordinate Client Cases
Across Your Team
Manage individual client cases, assign responsibility, and review documents in one workspace. Bulk processing, employer portals, and volume reporting are coming soon.
Why Choose immipedia
Individual case records
Add candidates one at a time and track their destination, pathway, and stage.
Team assignments
Assign cases manually to team members on Professional or Enterprise.
Document collection
Invite each client to upload documents and provide requested information.
Future agency workflows
Bulk case creation, employer partner portals, and workload reporting are planned; share your requirements with us.
See the current client workflow
A workflow you can use today
Add a client
Create the client record and enter the destination and visa pathway.
Invite and collect
Send a portal invitation, request information, and generate or customize the document checklist.
Review the case
Review uploaded documents and extracted text, record internal notes, and request anything missing.
Update progress
Set the case stage and message the client. Filing and government status checks remain your responsibility.
Review your workload
Check current cases, missing uploads, documents awaiting review, and recent activity.
What you get with immipedia
See other use cases
Give people the access their work needs.
Build a clear process for team permissions and the information each client should see.
Team roles
Review roles when inviting colleagues and whenever responsibilities change.
Client access
Use the client portal for the client’s own documents, messages and case updates.
Firm procedures
Keep your professional review, recordkeeping and information-handling procedures in place alongside the platform.
Ready to Get Started?
Streamline your immigration practice with immipedia — start your free account today.