Practice Management Software for Visa & Immigration Firms

FinnDesk is practice management software for visa and immigration firms handling many applications at once. Start each case from a template for its visa type, collect documents over WhatsApp, track every application through to a decision and bill at each milestone.

Case templates for each visa type and route
Document checklists sent and tracked over WhatsApp
A pipeline showing every case from enquiry to decision
Milestone invoices for engagement, submission and success fees

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Modules in one workspace

Unlimited

Clients and cases

14 days

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Why visa and immigration casework gets hard to manage.

Every visa type has its own steps

Work, family, student and residency applications each need different documents and stages. Rebuilding the checklist for every new case wastes time and invites mistakes.

Documents arrive in pieces

Passports, bank statements and supporting letters come in over weeks through chat and email. Knowing what is still missing for each case is a job in itself.

Cases waiting on authorities

Once an application is submitted it can sit for weeks. Without follow-up dates, stalled cases are only noticed when the client calls.

Fees tied to milestones

Engagement, submission and success fees fall due at different stages, and one is easily missed when invoicing is done by hand.

Immigration case management with the practice built in.

FinnDesk handles the casework and the business around it — templates, documents, status and billing — for every client and every application.

Case task templates by visa type

Create a task template for each visa category — tourist, work, student, residency. Apply it to a new case in one click and get a full task list with deadlines pre-populated for that case type.

Tasks & Compliance Scheduling

Document collection over WhatsApp

Send a client their document checklist via WhatsApp. They reply with attachments; FinnDesk files them against the case. Automatic reminders go out for missing items until the checklist is complete.

WhatsApp Integration

Case pipeline view

See every active case on a status board — enquiry, engaged, documents collecting, submitted, decision pending, approved. Spot at-risk cases before they become emergencies.

Leads

Milestone-based invoicing

Define payment milestones for each case type. FinnDesk generates the invoice automatically when a milestone task is marked complete — engagement fee, submission fee, success fee.

Invoice & Billing

Practice management for visa & immigration firms, answered

What is immigration practice management software?

It is the system a visa or immigration firm uses to run its caseload and its business: case templates, document collection, application status, client communication and billing. FinnDesk keeps all of it on one record per client.

Can FinnDesk handle multiple visa types for the same client?

Yes. A client can have multiple simultaneous cases — for example, a business visa and a spousal visa — each tracked separately with their own tasks, documents and deadlines.

Does FinnDesk work for immigration firms in different countries?

Yes. Case templates, document checklists and deadlines are fully customisable, so you can set up the routes and requirements for whichever countries your clients are applying to.

How do we track cases that are pending a government decision?

Cases in a "decision pending" stage can have a follow-up task with a chaser date. If no update is received by that date, FinnDesk prompts the case officer to chase the relevant authority.

How do clients stay updated on their application?

Clients receive status updates over WhatsApp or email at the key milestones — documents received, application submitted, decision received — so your team is not fielding status calls.

How does FinnDesk handle rejected applications that need to be re-submitted?

A rejected case can be cloned as a new case with the same client and document history. Tasks are reset to the re-submission stage and a new deadline calendar is applied.

Still have a question? Talk to us

Track every visa case from enquiry to approval.

14-day full-feature trial, no credit card. Build your first case template and see every application on one board.

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