Compliance Operating System for Migration Practices
Compliance capabilitiesbuilt for your practice.
Service Agreements, File Notes, Application Approvals, and Statements of Service — connected to every client record. Not document signing software. A compliance operating system.
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
Every compliance step, in one client-centric workspace.
Designed for migration practices that need audit-ready records — not another generic e-sign tool.
Service Agreements
OMARA-ready retainers
Standardised service agreement structures with itemised fees, disbursements, and refund terms — locked to your agency templates.
- Subclass-aware matter configuration
- Milestone payment schedules
- Signed agreements stored against the client
File Notes
Append-only audit trail
Every client interaction recorded with server timestamps and agent identification. Exportable for compliance review.
- Append-only — never editable, never deletable
- Server timestamped and agent identified
- Organised by client and note type
Application Approval
Review, sign, certify
Application approvals follow a compliance chain: review, client sign-off, certificate generation, permanent storage.
- Structured approval workflow
- Certificate generated on completion
- Stored permanently against the client
Statement of Service
Work performed, fees confirmed
Track work performed, confirm fees, and record client acknowledgement — all linked to the client matter.
- Work performed documentation
- Fee confirmation tracking
- Acknowledgement status visible
Compliance Dashboard
Know what is missingbefore an audit does.
ImmiMate surfaces compliance gaps across your practice — missing agreements, pending approvals, outstanding documents, and unacknowledged statements of service.
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
Ready for audit-ready compliance?
See how ImmiMate connects every workflow to the client.