Features
Built for firms that run applications on behalf of clients — immigration, legal, accounting, licensing, admissions and more.
For companies
- Company profile, logo and optional public page
- Services with document requirement templates
- Client records, invitations and access control
- Applications with reference numbers, priorities, due dates and assignments
- Configurable workflow statuses and allowed transitions
- Internal notes kept separate from client-visible information
- Document requests, reviews, versions and a download audit trail
- Team roles: owner, administrator, staff
- Activity and audit logs
For clients
- One secure login for every company you work with
- Clear progress timeline for each application
- Upload requested documents from any device
- See why a document was rejected and replace it
- Download documents the company has shared with you
- Email and in-app notifications, with preferences
- Secure messaging on each application
Security & privacy
- Strict tenant isolation enforced in the service layer and by database constraints
- Private object storage with short-lived signed download links
- File type validation by content, size limits and randomised storage keys
- Argon2id password hashing, rate limiting, account lockout and optional TOTP 2FA
- Server-side permission checks on every action
- Audit logs for sensitive actions