The full case pipeline — run by your team, guided by AI.
From intake to visa approval, every document and task lives in one system. AI drafts the work — your team approves every step.
Built for how Relocation Agents actually work
Dense, fast, keyboard-friendly — for professionals who live in it all day.
Full case pipeline
Every case, every phase, one view — from intake to housing to visa approval, without switching between five different tools to piece it together.
Human-in-the-loop AI
AI extracts document data and flags what needs attention. Nothing reaches a government portal without your explicit approval.
Team & workload management
Assign cases, reassign Relocation Agents, and see exactly who's carrying what load.
Reporting that means something
Real completion rates, pending-document counts, and caseload — not vanity metrics.
How it works
Invite your clients
Share your company's unique invite code — clients register themselves from the mobile app or client portal.
Approve new registrations
Review and approve each new client before their case opens and a Relocation Agent is assigned.
Review, don't rubber-stamp
AI prepares every document and draft. You approve, edit, or reject — always the final word.
One system — on your desktop and in your pocket
Run your entire caseload from the web portal
Every case, every phase, one view — assign agents, review AI drafts, and track completion without juggling spreadsheets.
Give clients the mobile app, keep the control
Your clients register, upload documents, and track progress from their phone — while every action still waits on your approval.
AI proposes. Your team decides.
Every AI output is presented as a draft with visible confidence signals, awaiting your explicit approval. Nothing is ever auto-executed — not a document submission, not a status change, not a client message.
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Create your workspaceBuilt by people who've done this themselves
Two founders, one platform.