Book a walkthrough
See VisaNest on a file like yours
A walkthrough is a guided session with the VisaNest team, shaped around your case types, your team and the way you work today. You can also explore the live demo on your own, right now.
Walkthrough booking isn’t open yet in this demo build. In the meantime, the live demo covers every workflow from first enquiry to filing.
What a walkthrough covers
Built around your caseload, not a script
Every session is different, but most cover the same ground. Bring the licensed representative who signs off, the person who runs files day to day, and whoever looks after IT or compliance.
Your practice today
We start with your case mix, your team and the tools you already use, so the rest of the session is about your work rather than a generic tour.
The agents on a sample file
Follow one case from first enquiry through intake, review and form preparation, and see exactly where each agent stops and waits for a person.
Sign-off points and permissions
Work out which messages and actions need a practitioner’s approval, and who on your team should be able to see and do what.
Bringing your material across
Talk through moving your checklists, questionnaires, retainers and email templates into your firm’s private knowledge vault.
Security and data residency
Cover where data is stored, how each firm is isolated and what the audit log records, with time set aside for compliance questions.
Fit and pricing
VisaNest is priced by case volume with unlimited team members, so we look at your typical caseload and what a plan would involve.
Rather look around first?
The demo workspace runs in your browser with fictional clients and cases. Nothing to install, and no sign-up.