Clients, documents, immigration steps, housing and payments, managed from one connected workspace, with every next step assigned and visible.
The real workflow, in miniature. Open a case, check what the AI read, approve it or send it back, and watch the pipeline and the audit trail move with you.
Intake, documents, engagements, payments and the case itself — in one place, with a trail of who decided what.
AI extracts document data and flags what needs attention. Nothing reaches a government portal without your explicit approval.
Assign cases, reassign Relocation Managers, and see exactly who's carrying what load.
Every case, every phase, one view — from intake to housing to visa approval, without switching between five different tools to piece it together.
Real completion rates, pending-document counts, and caseload — not vanity metrics.
Share your company's unique invite code — clients register themselves from the mobile app or client portal.
Review and approve each new client before their case opens and a Relocation Manager is assigned.
AI prepares every document and draft. You approve, edit, or reject — always the final word.
Run the caseload from the web portal, and answer the thing that cannot wait from a phone between meetings. Same case, same trail, either way.


Assign agents, review AI drafts and track completion without a spreadsheet.
Approve or reject a document from anywhere — the decision is recorded either way.
Every action carries who did it and when, down to the field that changed.
Every AI output arrives as a draft with its confidence visible, waiting on your approval. Nothing is auto-executed — not a submission, not a status change, not a message to a client.
Every case, task and document carries a clear, honest status.
No success state that hides a problem further down the line.
Every AI action waits for someone to confirm it.
No two practices run the same way, so we quote rather than list. Tell us about your team and your cases and we reply within two working days with a quotation and everything it includes.
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Fourteen days, no card. Set your workspace up in minutes and bring your first case across the same afternoon.
Two founders, one platform.