Serve Your Clients Effectively

By Running Your
Practice Efficiently

Migration CRM

Work Faster, Smarter & Easier - Discover an Entire Suite of Features

Officio offers a complete set of features designed for today's migration practice.
Popular features include:

AI Writer

Draft clear and professional communications to clients, MARA, your regulatory body, other migration professionals, and more!

Write letters and emails quickly and easily
Strike the right tone for each communication
Elevate your level of professionalism
Reduce errors

API Integrations

Integrate your other professional tools into Officio and further streamline your immigration practice.

Link to your Calendly tool and allow clients to schedule appointments with you
Add URLs to the client file
Upload documents from your Dropbox account
Upload documents from your Google Drive account

Client Portal

Establish a single point of contact with each client through the easy-to-use client portal.

Consolidate important documents
Access files from anywhere, at any time
Collaborate with clients quickly and easily
Streamline your processes

Client Management

Create a complete client profile that includes the unique details of each case.

Stay up-to-date on progress and get reminders for tasks
File client emails automatically in their proper folders
Track time spent on client files
Ensure regulatory compliance more easily

ImmiXpress

Facilitate the collection and use of client data.

Avoid redundancy
Be accurate and precise
Automatically populate ImmiAccount forms
Reduce your time spent on processes

Find Out More

Prospect Management

Get an easy-to-use system for organizing referrals and leads.

Gather detailed prospect information
Eliminate redundancy with our Prospect Web Questionnaire
Grow your client base faster and more easily
Discover clients you want to work with

Branded Templates

Showcase your professionalism with branded documents and email templates.

Access useful forms and templates
Customize templates with your unique branding
Create consistent messaging across all channels
Simplify your communication using ready-made templates

Reminders & Automated Tasks

Take control over your cases with reminders and task prompts.

Create easy-to-manage workflows
Establish clear processes
Stay on top of important tasks
Keep thorough and clear records to stay compliant

Billing & Client Account

Maintain clear financial oversight with secure banking integrations and automations.

Keep a record of every client account transaction
Maintain clear accounting records
Use a highly secure system the migration industry trusts
Maintain consistent and reliable billing and reconciliation processes

Get an innovative all-in-one platform designed
for today's migration practice

Get Started

OFFICIO

Streamline Your Migration Practice

Officio has offered case management software to immigration professionals around the world for over 25 years.
We understand the needs of your migration practice.

Officio’s full suite includes:

Client Portal
Client Management
Case Management
Document Management
Template Management
Task Management
Prospect Management
Form Management
Questionnaires to Profiles Sync
- ABN/ACN Check
- VEVO Check
Billing & Client Account

Email/Calendar
Dashboard
Prospects Web Questionnaire
Web-Builder
Reminders & Automatic Tasks
Enhanced Task Management
Time Management & Billing
Advanced Search & Reporting
Create Roles to Limit Access
Workflow Management
AI Writer

Branded Document & Email Templates
Personalized Branding
Multiple Offices
Case Referencing Numbering System
Mass Email
Employer Module
Note Keeping
ImmiXpress
Integrations (Calendly, Dropbox, Google Drive)
Officio Studio
E-Signature

Get everything you need to maximize your efficiency
and help your clients

Get Started

Get Better Tools to Run a Better Practice

Use specialized software built for your industry

Step 1

Sign Up for
Officio

Step 2

Streamline Your
Processes

Step 3

Run Your Business
With Ease

Take your business to its next level