Keep Your Caseload
Organized and Visible
Keep client records, document reviews, internal notes, and case stages together. Your team retains responsibility for legal advice, filing, and deadlines.
Why Choose immipedia
Case management
Search and filter client records and update their stage as your team progresses.
Document review
Track missing files and review uploads against your requirements.
Client communication
Exchange messages through the client portal and keep conversations attached to the case.
Team coordination
On Professional or Enterprise, assign cases and collaborate with role-based access.
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
Clear ownership at every stage.
Use the workspace to support professional judgment and make responsibilities visible to the people managing the case.
Assign responsibility
Make it clear who maintains the client record, reviews documents and follows up on missing information.
Review before progressing
Check uploaded evidence and record what needs attention before moving a case to the next stage.
Keep clients informed
Use the portal and messaging tools to share updates that your team has reviewed.
One clear next step.
Then the next.
Ready to Get Started?
Streamline your immigration practice with immipedia — start your free account today.