Migration practice software for Australian agents
Casen is an AI-powered platform designed for registered migration agents in Australia. It helps capture and pre-assess enquiries, manage lead and client information, review visa documents, and streamline repeatable practice workflows. Casen works alongside your existing practice-management system, with the migration agent responsible for professional review and decisions.
What is migration practice software?
Migration practice software helps migration professionals organise the work around client matters, from initial enquiries and intake through to document review and ongoing client management. Practices use different systems for different jobs. Casen focuses on AI-assisted intake, lead and client management, and first-pass document analysis, and can connect with Claude or ChatGPT through MCP.
Capture and pre-assess new enquiries
Casen's AI intake chat gathers information from prospective clients through a structured conversation. It helps the practice understand an enquiry and prepare a private pre-assessment of likely visa pathways before the first consultation. A pre-assessment is a starting point for the agent's review, not a determination of eligibility or legal advice.
Manage leads and clients in one dashboard
Use Casen's dashboard to manage lead and client information. Tag leads to organise enquiries and keep intake context available to the practice. Casen complements an existing practice-management system rather than replacing it.
Review visa documents with an AI first pass
Upload client documents and select a supported visa subclass to receive an indicative first-pass analysis. Casen can identify details such as differences in names or dates of birth, expired documents, and other points worth checking. Where available, the analysis links points to relevant legislation. The migration agent should verify the evidence, legal references, and conclusions against current requirements.
Connect Casen to Claude or ChatGPT
Casen supports an MCP connection to Claude and ChatGPT, allowing an agent to work with Casen information through those tools. The connection sends information to the external AI service under the agent's own account and provider relationship. Review Casen's Trust page and obtain any required client consent before enabling a connector.
Built for agent-led work
Casen provides AI assistance; it does not replace a registered migration agent, a practice-management system, or professional judgement. Agents are responsible for confirming facts, checking applicable law and policy, and deciding what advice to give.
See how Casen could fit your practice
Try Casen free or book a walkthrough of intake, lead/client management, document analysis, and MCP connections.
Related: AI intake chat, lead and client management, document analysis, workflow automation, MCP connections, guides, FAQs, Trust page.
