Workflow

From inquiry to lodgement — one connected journey.

ImmiMate maps every compliance step to the client record. No disconnected spreadsheets. No missing audit trails.

Create and manage client matter

Send, sign and store agreements

Capture every interaction

Prepare and collect documents

Client reviews and approves

Lodge with confidence

Document work performed

Matter complete and audit-ready

Seven stages. Zero gaps.

Capture leads and initial client interest.

Collect details, matter context, and compliance disclosures.

Configure visa stream, fees, and responsible RMA.

Generate OMARA-ready service agreements and dispatch for signature.

File notes, obligations, and practice visibility in one place.

Internal review and client sign-off with certificates.

Track lodgement status and completion records.

See how each module supports the workflow.