CounselOS for · Registered migration agents
Practice management software for registered migration agents
Registered migration agents need matter tracking, client documents, fee transparency, and OMARA client-money handling — distinct from legal trust accounting used by law firms. CounselOS offers case workflows and a dedicated client-money ledger for agents when that module is enabled after onboarding. CounselOS does not claim OMARA endorsement or audit certification; you remain responsible for compliance. Governed AI assists with drafts such as fee proposals and RFI checklists; agents review before use — there are no visa eligibility chatbots.
Pain points we hear
- Legal practice systems misunderstand agent client-money rules versus solicitor trust accounts.
- Visa-docket tools track cases but leave client-money reconciliation shallow.
- RFI deadlines and document lists maintained outside the primary file.
- Generic AI tools create conduct risk when staff paste passport details into public chat.
- Uncertainty about which features are actually live versus roadmap marketing.
Workflows on a typical matter
New engagement
Capture client details, visa stream, and costs disclosure. Open the case with checklist steps your agency uses when immigration tools are enabled.
Client-money movements
Record client-money receipts and payments on the OMARA ledger — separate from legal trust used by law firms on the same platform.
Department deadlines
Compliance calendar flags RFIs and critical dates on the case so the team escalates before deadlines pass.
Drafts under review
AI assists with fee proposals or checklist drafts. The registered agent reviews before anything is sent to the client or department.
How CounselOS helps
Migration agents get case management with honest boundaries: client-money tooling separate from legal trust, immigration modules enabled per agency, and governed AI without eligibility automation. Compare CounselOS to ImmiIQ and VisaDocket on depth, not slogans.
Relevant capabilities
OMARA client-money ledger
A dedicated ledger for registered agents — separate from legal trust accounting. CounselOS does not claim OMARA endorsement; your agency remains accountable.
Case workflows
Checklists and matter stages when immigration modules are enabled for your agency after onboarding.
Governed AI
Assistive drafts for proposals and RFIs — reviewed by a registered agent. No visa eligibility or grant-probability tools.
Client portal
Clients can upload documents and view status when enabled. We confirm portal and payment scope before go-live.
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.
Registered migration agents use a dedicated client-money ledger for OMARA compliance. This is separate from legal trust accounting used by law firms. CounselOS does not claim OMARA endorsement or audit certification — your registered agent remains responsible for compliance.
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
Is CounselOS endorsed or certified by OMARA?
No. CounselOS does not claim OMARA endorsement or audit certification. You remain responsible for client-money compliance and record-keeping.
Can a law firm and migration agency share one tenant?
Legal trust and agent client-money are different ledgers with different rules. Book a demo with your structure and we will map what is supported.
Does AI assess visa eligibility for clients?
No. AI assists with drafts and checklists only, under human review. We do not provide eligibility chatbots or grant-probability estimates.
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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