CounselOS for · Registered migration agents
Run the visa pipeline, not twelve spreadsheets.
You need a single place for enquiries, consults, service agreements, document chase, lodgement prep, and OMARA compliance — without copying client details into public chat tools. CounselOS gives registered migration agencies a visa pipeline, client-money ledger, and portal pre-engagement when the immigration module is enabled for your firm.
A day in the firm.
Open the visa pipeline board: new leads, consults booked, matters awaiting service agreement, and cases ready for lodgement prep.
Send a portal pre-engagement checklist to a new client — they upload documents via magic link before you open the matter.
Review AI-drafted fee proposal and RFI cover letter. Approve what is ready; nothing goes to the client until you sign off.
Export OMARA compliance pack: Consumer Guide delivery log, service agreements, and client-money ledger entries for the week.
One board
Lead to lodgement pipeline
OMARA-ready
Consumer Guide & client-money ledger
Agent review
No eligibility chatbots
See the visa pipeline and OMARA hub on your firm’s data.
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