For registered migration agents
EverythingConnectedTo The Client.
Service Agreements. File Notes. Application Approvals. Statements of Service.
Built to help migration practices remain audit-ready.
Client Overview
Sarah Johnson
Student Visa — Subclass 500 — Independent Visa
Matter Progress
Service Agreement
Signed on 12 May 2025
File Notes
12 entries recorded
Application Preparation
Documents collecting
Application Approval
Certificate generated
Lodgement
Lodged 3 Jun 2025
Statement of Service
Client acknowledged
Completion
Trusted by migration practices across Australia
The ImmiMate workflow
A complete compliance journey.
Client
Create and manage client matter
Service Agreement
Send, sign and store agreements
File Notes
Capture every interaction
Application Preparation
Prepare and collect documents
Application Approval
Client reviews and approves
Lodgement
Lodge with confidence
Statement of Service
Document work performed
Completion
Matter complete and audit-ready
Platform capabilities
Everything your practice needs.
Client Management
Unified client profiles, matters, and activity timelines.
Application Approvals
Structured review, client sign-off, and certificates.
Compliance Tracking
Dashboard visibility across agreements and obligations.
Service Agreements
OMARA-ready retainers with e-signature dispatch.
Document Library
Secure storage, send workflows, and audit history.
Analytics
Practice metrics across agreements, documents, and matters.
Role-Based Access
Owner, agent, and read-only permissions built in.
Audit Logs
Immutable activity records for every critical action.
File Notes
Every conversation.Captured forever.
- Append-only. Never editable. Never deletable.
- Server timestamped and agent identified.
- Organised by client and note type.
- Exportable for audit at any time.
File Notes
Called client to confirm TRA assessment has been lodged. Client advised passport is expiring in October — reminded to renew before lodgement.
Forwarded state nomination invitation letter to client. Advised client to not travel interstate before application is lodged.
Client attended office to sign authorised form 956. Provided updated documents.
12
Missing Agreements
Require attention
8
Pending Approvals
Awaiting client sign-off
15
Outstanding Documents
Still to be collected
5
Unacknowledged SOS
Awaiting acknowledgement
98%
Audit Readiness
Excellent
0%
Platform uptime
0+
Documents processed
0+
Approvals tracked
0+
Audit events logged
Testimonials
Built with agents, for agents.
“ImmiMate replaced four disconnected tools. Our file notes and agreements finally live in one audit-ready system.”
“The workflow from lead to lodgement is visible on every client. Compliance reviews take hours, not days.”
“Application approvals with certificates gave us defensible records. Clients sign off faster with clear trails.”
Built for migration practices that value compliance.
Secure by design
Your data is encrypted, protected and backed by enterprise-grade infrastructure.
Built for OMARA
Designed specifically for registered migration agents and Australian compliance obligations.
Trusted by professionals
Used by migration agents who take compliance, documentation and client care seriously.
Experience ImmiMate for your practice.
Book a personalised demo and see how ImmiMate connects every compliance workflow to the client.