Collect the whole file once, in the client’s language
The Case Agent sends each client a questionnaire and document checklist built for their exact application, reads every upload as it arrives and fills in the client profile. Your team starts from organised, clearly labelled information rather than an email thread full of attachments.
- Built for each case type
- Six languages in the demo
- Works from a phone
QUESTIONNAIRES · LOGIC
Questionnaires shaped to the application
The problem
One long generic form overwhelms clients, and the questions that matter most for their program still get missed.
How it works
- Each case type gets its own questionnaire, so a study permit client never sees sponsorship questions.
- Conditional logic reveals follow-up questions only when an answer calls for them.
- Clients can switch the questionnaire into their preferred language at any point.
- Questions are kept in line with current IRCC requirements as forms change.
- Clients can leave a note beside any question when something needs explaining.
Cuestionario · Patrocinio
¿Ha estado casado/a anteriormente?
Pregunta condicional
Fecha en que terminó el matrimonio anterior
06 / 2019
Nota para su consultora
“El certificado de divorcio está en español. Puedo enviar una traducción.”
CHECKLIST · UPLOADS
A document checklist clients can actually finish
The problem
Clients send phone photos named IMG_4471.jpg, and someone on your team has to rename, shrink and merge every file before it can go anywhere near a portal.
How it works
- A guided checklist shows exactly what this client needs, with a plain-language note for each item.
- Clients upload straight from their phone camera or their files.
- Uploads are renamed automatically to clear, IRCC-friendly file names.
- Large scans are compressed, and multi-page documents are merged into one PDF.
- Everything syncs to your firm’s cloud storage.
Uploads · Ana Lucía Torres
IMG_4471.HEIC
TORRES_ANA_Passport.pdf
Converted · 8.2 MB → 1.1 MB
acta_1.jpg, acta_2.jpg, acta_3.jpg
TORRES_ANA_MarriageCertificate.pdf
3 photos merged
fotos_juntos.zip
TORRES_ANA_RelationshipPhotos.pdf
Compressed to fit the portal limit
Synced to Google Drive · Clients / Torres
AI SCANNER · EXTRACTION
Documents that fill in the profile
The problem
Staff retype names, dates and numbers from passports and old applications, and every retyped field is another chance for a typo.
How it works
- Reads passports, work and study permits, national IDs and previously filed IMM PDFs.
- Imports the Word and Excel questionnaires your firm already uses.
- Extracted details go straight into the client profile, each linked to its source.
- Anything uncertain is marked for a person to check rather than guessed.
Passport scan · extracted
TORRES_ANA_Passport.pdf
Family name
ConfirmedTORRES
passport
Given names
ConfirmedANA LUCÍA
passport
Date of birth
Confirmed1993-04-18
passport
Passport expiry
Confirmed2031-02-10
passport
Place of birth
Held for reviewPUEBLA (?)
low-contrast area
4 fields added to the profile · 1 sent to a person
Before and after
What changes for your team
How the work covered by Client Intake typically runs today, and how it runs with VisaNest.
| Before | With VisaNest |
|---|---|
| The same generic intake form for every program | A questionnaire built for the client’s exact case type |
| Documents arriving by email with meaningless names | Uploads renamed, compressed and filed as they arrive |
| Passport details retyped into forms by hand | Details extracted from documents into the profile |
| Questions in English only, whatever the client reads best | Intake in the client’s preferred language |
Explore the rest of the platform
- Practice CRMPipeline, intake forms, retainers, e-signature and invoicing
- Case ReviewReview Mode, smart validations and AI document checks
- Form AutofillIMM PDF packages, portal prefill and Express Entry
- Website AssistantA chat assistant that answers visitors and books consultations
- SoonRegulatory MonitorRule changes, processing times and client briefings
See Client Intake in the demo
Follow a fictional spousal sponsorship through its questionnaire, checklist and uploads.