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Guides for registered migration agents

Plain guides on checking documents, screening enquiries and using AI tools in a migration practice.

Is it safe to upload client documents to an AI tool?

Seven questions to ask any AI vendor before uploading client documents, with Casen's answers.

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How to cross-check dates of birth and names across documents

Why identity details differ between documents, a manual method to find the differences, and what Casen flags today.

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How to screen visa enquiries before the first consultation

What to collect before a first consultation, how to run intake as a chat and how to read a private pre-assessment.

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Using Claude with migration documents and client data

What the Claude connector does, where the information goes and why consent comes first.

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