Lead and client management for migration agents
Casen gives migration practices a dashboard for managing leads and clients. Organise enquiries with tags, keep intake information connected to the lead, and bring client context into the same AI-powered workspace used for document analysis.
Organise enquiries as leads
New enquiries can be captured through Casen's AI intake chat or added to the practice's lead workflow. Use tags to group and organise leads in a way that fits your practice. Intake context helps the team understand what a prospective client has already shared.
Keep client information accessible to your practice
Casen's dashboard supports management of lead and client information alongside its AI-assisted intake and document-review features. Use it as an additional practice workspace; Casen is designed to work alongside, not replace, your existing practice-management system.
Connect information to the work that follows
When a matter moves from enquiry to client work, the practice can use the information it has gathered to prepare for the next step. Casen can also support first-pass analysis of documents uploaded for a lead or client, subject to the current product workflow and your practice's consent and recordkeeping policies.
Keep professional responsibility with the agent
Casen helps organise information; it does not determine whether a person qualifies for a visa or replace the agent's assessment. Your practice remains responsible for verifying client details, records, and advice.
Bring your enquiry workflow into view
Book a demo to see how Casen's intake chat and lead/client dashboard work together.
