Checklist Page
OMARA Compliance Checklist for Migration Agencies
Compliance is easier to manage when your agency has visible workflows, reminders, ownership, and records. This checklist focuses on the operational pieces software should support.
Operational checklist
What a compliant setup should make easier
Tasks and reminders for compliance-sensitive follow-up work
Matter history and action logs that are easier to review later
Clear ownership for sign-off, document review, and client follow-up
Consistent workflows so staff are not reinventing the process each time
Reminder-led operations
Use time-based workflows so important actions do not disappear into inboxes.
Audit-friendly records
Keep visible history across matter progress, notes, and operational actions.
Controlled team workflows
Make compliance-sensitive work easier to track and review across the team.