CounselOS for · Immigration law firms
Practice management for immigration law firms in Australia
Immigration law firms juggle visa subclasses, department deadlines, client documents, and fee proposals — often across legal trust and strict record-keeping rules. CounselOS provides matter management, compliance calendars, client portal, and governed AI for drafts such as fee proposals, RFI checklists, and research memos. Immigration-specific workflow tools are enabled per firm after onboarding. CounselOS does not provide visa eligibility chatbots, grant-probability estimates, or automated legal advice.
Pain points we hear
- Visa CRMs lack legal trust accounting; practice systems lack immigration matter depth.
- RFI and department deadlines tracked in spreadsheets beside the “official” matter file.
- Staff tempted by generic AI tools that should not see passport and visa details.
- Fee proposals and client updates rewritten from scratch for every engagement.
- Unclear which products actually support lawyer trust rules versus agent client-money rules.
Workflows on a typical matter
New visa matter
Open the matter with client, visa stream, and responsible lawyer. Workflow checklists reflect stages your firm uses when immigration tools are enabled.
Document and RFI tracking
Store applications, supporting documents, and department correspondence on the matter. Compliance dates flag upcoming deadlines.
Governed drafting
AI assists with fee proposals or memo drafts inside the matter. The supervising lawyer reviews before the client sees anything.
Trust and billing
Legal trust accounting follows Australian state rules in the same product as time and invoicing — separate from migration-agent client-money ledgers.
How CounselOS helps
Immigration lawyers get Australian legal practice management with optional immigration workflow modules, governed AI with human review, and comparison pages for immigration CRMs — described honestly. We confirm which features are live for your firm before go-live.
Relevant capabilities
Immigration workflows (per firm)
Visa matter templates and checklists are rolled out with registered immigration law firms after onboarding — not assumed on every account.
Governed AI for immigration work
Assistive drafts for memos, RFIs, and client updates — always reviewed by a lawyer. No eligibility engines or grant-probability tools.
Client portal
Clients upload documents and view status when your firm enables the portal. Payments follow live billing setup.
Compare immigration CRMs
See how CounselOS differs from ImmiIQ and VisaDocket on legal trust depth and governance — not just case tracking.
CounselOS is rolling out with Australian firms. Trust accounting, e-sign, bank feeds, and office accounting (Xero/MYOB) are enabled per firm after onboarding — we will confirm what is live on your account before you rely on it.
Immigration and visa workflow tools are enabled per registered migration agency or immigration law firm after onboarding — not every CounselOS account includes them on day one. We will confirm what is live for you before go-live.
Immigration AI assists with drafts such as fee proposals, RFI checklists, and research memos — always reviewed by a registered migration agent or lawyer before use. CounselOS does not provide visa eligibility chatbots or grant-probability estimates.
Common questions
Does CounselOS predict visa grants or assess eligibility?
No. We do not provide visa eligibility chatbots or grant-probability estimates. AI assists with drafts and checklists under lawyer review only.
Is OMARA client-money accounting included for lawyers?
Legal trust accounting is for law firms. Registered migration agents use a separate client-money ledger when that module is enabled — see our migration agents page.
How does CounselOS compare to ImmiIQ or VisaDocket?
Our comparison pages explain differences in trust accounting, AI governance, and migration support. Book a demo with your current stack.
See CounselOS for your firm
Walk through features, pricing for your team size, or a migration assessment if you are switching platforms.
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