Lead & visa pipeline
Capture enquiries, run consults, convert to matters, and track visa cases on a stage board — from intake through lodgement and decision.
Immigration & OMARA
Visa pipeline, compliance, and client engagement in one system.
From first enquiry through service agreement, document chase, lodgement prep, and post-decision follow-up — with OMARA Consumer Guide delivery, client-money ledger, and governed AI that registered agents review before anything goes to a client.
Immigration & OMARA
Registered migration agencies on the same platform as your law firm colleagues.
When the immigration module is enabled for your firm, you get a visa pipeline, OMARA compliance tools, client-money ledger, and portal pre-engagement — with governed AI that registered agents review before anything reaches a client.
Immigration and visa workflow tools are enabled per registered migration agency or immigration law firm after onboarding — not every CounselOS account includes them on day one. We will confirm what is live for you before go-live.
Registered migration agents use a dedicated client-money ledger for OMARA compliance. This is separate from legal trust accounting used by law firms. CounselOS does not claim OMARA endorsement or audit certification — your registered agent remains responsible for compliance.
Immigration AI assists with drafts such as fee proposals, RFI checklists, and research memos — always reviewed by a registered migration agent or lawyer before use. CounselOS does not provide visa eligibility chatbots or grant-probability estimates.
OMARA compliance backbone
Consumer Guide delivery log, service agreements, lodgement gates, refund SLA tracking, and export packs — built for registered migration agents.
Client-money ledger
Separate from legal trust accounting — track client funds, disbursements, and variations with an audit-friendly ledger designed for OMARA obligations.
Visa blueprints & checklists
Matter-scoped checklists and blueprint templates so your team knows what is done and what is still outstanding before lodgement.
Family groups & Form 956
Link dependants, manage authorised recipient appointments, and keep family-unit context on one matter file.
Immigration deadlines
Visa-specific deadlines alongside your firm calendar — so statutory and OMARA dates do not hide in email threads.
Portal pre-engagement
Send clients a secure magic-link checklist to upload documents before engagement — less chasing, clearer audit trail.
Governed immigration AI
Draft fee proposals, RFI cover letters, research memos, and policy digests — labelled AI-generated and held for agent review. No eligibility chatbots.
Work queue & integrations
Staff work queue for portal uploads, partner settings, VEVO check logging, and e-lodge attempt tracking when your firm enables integrations.