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Use Case Page

Client Portal Software for Migration Agencies

Migration agencies need client portal software that makes document collection easier, gives clients basic status visibility, and reduces repetitive follow-up work for staff.

Passport uploaded
Statement requested
Lodgement in progress

Structured uploads

Give clients one place to send documents without long email threads.

Status visibility

Reduce simple update requests by showing progress in a client-friendly way.

Less manual chasing

Move reminders and document requests into a more repeatable workflow.

Better control

Keep client-facing actions tied to the matter record and internal workflow.