For Visa & Immigration Firms

Track every visa application. Miss no embassy deadline.

FinnDesk gives visa and immigration firms a single workspace to manage cases from initial enquiry to visa grant — with application tracking, document checklists, embassy deadline alerts and client billing built in.

Case-level task lists with embassy and consulate deadline tracking
Structured document checklists sent via WhatsApp or email
Lead pipeline for new enquiries and conversions
Billing linked to case milestones and approvals

Start free trial Book a demo

Embassy deadlines missed with automated tracking

50%

Faster document collection per case

3×

More cases handled per immigration officer

The challenge

What makes immigration case management complex.

Every case has a different deadline and document set

A tourist visa, a work permit and a residency application each require different documents, have different embassy deadlines and follow different review timelines. Managing these in a spreadsheet is a recipe for errors.

Clients who are slow to provide documents

Delays in document submission cascade into missed appointments and rejected applications. Without a system that tracks and chases, your team becomes the bottleneck.

No visibility across the case pipeline

Senior consultants need to know how many cases are in each stage, which are at risk and what is blocked — without calling every case officer for an update.

Billing tied to unpredictable case timelines

Immigration work is paid in stages — on engagement, on submission, on approval. Tracking which milestone has been reached for which client, and invoicing at the right moment, requires a system.

How FinnDesk helps

FinnDesk gives your immigration practice a case management backbone.

Every application tracked from first enquiry to visa grant, with every document and deadline in one place.

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

FAQ

Visa & Immigration Firms — your questions answered.

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

Talk to us

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 multiple countries?

Yes. FinnDesk is used by immigration consultants in the UAE, South Africa, India and other countries. Compliance calendars are fully customisable to the rules of each jurisdiction.

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.

Can clients see the status of their own application?

Clients receive status updates via WhatsApp or email at key milestones — submission confirmed, decision received, visa approved. A full self-service portal is on the product roadmap.

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.

Get Started

Manage more cases with less effort.

14-day free trial — no credit card required. Set up your first case type template in 15 minutes.