Workflow automation for migration practices
Casen helps Australian migration agents streamline repeatable work around enquiries, lead and client information, and document review. It combines AI-assisted intake and document analysis with a dashboard for managing leads and clients, while leaving professional review and decisions with the agent.
Start with enquiry intake
Use Casen's AI intake chat to collect information from prospective clients and prepare a private pre-assessment for the agent. This can reduce the repetitive back-and-forth needed to understand an enquiry before a consultation.
Keep lead and client context organised
Manage leads and clients in Casen's dashboard and use tags to organise enquiries. Keep the information gathered during intake available to the practice as work progresses.
Use an AI first pass on documents
For currently supported visa subclasses, Casen can analyse a set of client documents and surface items the agent may want to verify. Review the documents and findings yourself; the analysis does not replace the migration agent's work or legal advice.
Extend your workflow with API and MCP
Casen supports API and MCP integrations for custom AI-powered automations, including connections to Claude and ChatGPT. Any information sent through an external connector is handled under the practice's account and relationship with that provider. Read the Trust page and obtain any required client consent before enabling a connector.
Automation that supports, not replaces, your practice
Casen is an AI-assisted layer that works alongside an existing practice-management system. It can streamline parts of a workflow, but it does not automate every practice task or assume responsibility for the agent's professional obligations.
Map a workflow in your practice
Book a demo to discuss where Casen's intake, dashboard, analysis and integrations could fit.
