For migration agents
Built for the pressureof regulated practice.
Managing lodgement deadlines, client anxieties, and compliance reviews is demanding enough. Your compliance infrastructure should not add to the burden.
The ImmiMate workflow
Eight steps. One client record.
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
Client-centric workflow
Everything connectedto the client.
Compliance Proof Your Practice. One client record. Every compliance step in sequence.
Client
Every workflow begins with the client record.
Service Agreement
OMARA-compliant retainers with locked templates.
File Notes
Append-only notes with server timestamps.
Application Preparation
Documents and evidence organised per matter.
Application Approval
Review, sign, certificate, permanent storage.
Lodgement
Lodgement tracked against the client matter.
Statement of Service
Work performed, fees confirmed, acknowledged.
Completion
Full compliance record retained for audit.
The practice dilemma
Migration practices need more than generic e-signature.
They require standardised legal structures, on-shore data custody, and repeatable compliance records.
Manual retainers slow growth
Drafting OMARA-ready agreements for every subclass manually drains hours that could be spent advising.
Generic e-sign lacks context
Standard tools do not understand migration billing, disbursement schedules, or legal variables.
Scattered compliance evidence
Files divided across drives and emails make audit preparation stressful and disorganised.
No internal access controls
Without permissions, administrative staff can accidentally edit legal clause language before sending.
Compliance comparison
Generic tools vs. ImmiMate
Ready for audit-ready compliance?
See how ImmiMate connects every workflow to the client.