Vizado

The complete platform
for immigration
& visa agencies.

One workspace for every lead, case, document and deadline — built by a Canadian team to serve immigration consultants worldwide. Full case lifecycle across any programme and jurisdiction, a branded client portal, e-signatures included, and an audit trail built for the regulator.

Case managementClient portalE-signaturesOnline bookingsAnalytics
Leads tracked
Unlimited
No lead cap — the full pipeline
Case types
8+
Visa, PR, citizenship and more
Staff roles
3
Admin · Case manager · Staff
Jurisdictions
Any
Built for global agencies

The challenge

Running an immigration practice is still painfully manual

Scattered case files

Client documents spread across email threads, shared drives and paper folders — with no single source of truth for case status.

Missed deadlines & gaps

Visa expiry dates, submission windows and renewal reminders managed in spreadsheets — a missed date means a failed application.

Constant client chasing

Hours spent following up on documents, answering status questions and fielding calls that interrupt billable work.

No business visibility

No real-time view of revenue, case volume, staff capacity or conversion rates. Growing the practice means flying blind.

Platform overview

Three layers. One workspace.

01

Operations core

Everything to run cases and serve clients — from first enquiry to file closure.

  • Lead pipeline and Kanban board
  • Full case lifecycle management
  • Multi-jurisdiction document checklists
  • Case notes, audit trail and messaging
  • Staff task assignment and deadlines
02

Client experience

A branded self-service portal that keeps clients informed and agencies responsive.

  • Secure branded client portal
  • Real-time case status updates
  • Document upload and review
  • Online consultation booking
  • Legally binding e-signatures
03

Business intelligence

Live analytics and automation that turn raw activity into decisions.

  • Lead source and conversion metrics
  • Case volume and stage tracking
  • Staff performance dashboards
  • Revenue and billing reports
  • Automated workflows and SLA timers

Deep dive — cases

Case management built for complexity

From intake interview to government submission — every case type, every jurisdiction.

Full case lifecycle

Intake → assessment → filing → approval → closure, with custom milestones per case type and stage-based checklists.

Any programme, any country

Visa, permit, citizenship, permanent residency, family sponsorship and refugee claims — with multi-jurisdiction document templates pre-built.

Deadline intelligence

Priority flags, automated alerts, SLA timers and expiry tracking so nothing falls through the cracks.

Compliance audit trail

Every action logged with timestamp and user — IRCC-ready record keeping built into the workflow rather than bolted on.

Sample case pipeline

  • New enquiry
  • Assessment
  • Document collection
  • Application preparation
  • Submitted / in review
  • Approved & closed

Stages, milestones and checklists are defined per case type — so a study permit and a refugee claim do not share a pipeline just because the software could not tell them apart.

Deep dive — client experience

Clients serve themselves. Consultants stay focused.

A branded portal and a legally binding e-signature flow — no third-party tools required.

Client portal

  • Secure, branded dashboard per client
  • Real-time case status and stage progress
  • Document upload, review and approval
  • Consultation booking with live availability
  • In-app messaging with the consultant team
  • Custom forms with conditional logic
  • Mobile-responsive — works on any device

E-signatures & agreements

  • Template-based agreement generation
  • Variables auto-filled from case and client data
  • Draw or type signature — either mode
  • Signer name, IP address and timestamp captured
  • Embedded in PDF export — court-ready
  • Signed copy archived in the document vault
  • Version control and audit history

Deep dive — bookings & analytics

Every consultation booked. Every metric tracked.

Consultation bookings

  • Real-time availability calendar
  • Video, phone and in-person modes
  • Automated email confirmations
  • Automatic case creation on booking
  • Staff leave and capacity management

Analytics & reporting

  • Lead source and conversion funnel
  • Case volume by stage and type
  • Staff performance dashboards
  • Revenue and billing reports
  • CSV export — any report, any range

Automation & rules

  • Stage-based progression rules
  • SLA timers and escalation alerts
  • Lead routing and auto-assignment
  • Deadline and expiry notifications
  • Government form pre-fill from case data

Trust & security

Built with compliance as a foundation, not an afterthought

Immigration data is among the most sensitive personal information an agency handles. Vizado treats it accordingly.

Row-level security

Every database query is tenant-scoped at the database level. No cross-tenant data leakage is architecturally possible.

Multi-tenant isolation

Each agency operates in a fully isolated data environment. Staff can only access cases within their own organisation.

Role-based permissions

Granular access control — admin, case manager and staff roles with configurable permissions per module.

Full audit trail

Every action — who did what, when — logged immutably. IRCC-ready record keeping built into the workflow.

Staff two-factor authentication

Time-based OTP required for all staff logins. No account access without a second factor.

Resilient infrastructure

Redundant backend replicas, active health checks, load balancing and automated failover.

Immigration consultants are regulated professionals. The tools they use must be as rigorous as the standards they are held to.

Vizado design principle

Who we serve

One platform. Every immigration practice type.

Built in Canada for RCIC-regulated consultants — designed to scale to any jurisdiction worldwide.

Immigration consulting

Visa & permits

Travel services

Family sponsorship

Study permits

Work permits

Citizenship applications

Refugee claims

Canadian-madeGlobal platformMulti-jurisdictionMulti-currency

Get started

Ready to modernise
your agency?

Vizado is currently in private beta, accepting a limited number of agencies. Request access and get hands-on onboarding from the founding team.