Client & case records
Keep clients, family members, services and cases together.
Manage clients, visa applications, WhatsApp messages, documents, payments and daily work from one simple system.
A clear picture of the work that matters.
From the first enquiry to the final travel arrangements, keep everything connected to the right client and case.
From first conversation to an organized client relationship.
Appointments, service pathways, and conversation history.
Applications, documents, owners, and important milestones.
Coordinate departures and keep arrival details close at hand.
Open Migratey and see your clients, active cases, assigned work and upcoming appointments together.
Initial eligibility discussion
10:30 AM · Video
Talk to clients, track messages and follow up without searching through multiple chats or asking your team for updates.
Keep client messages close to their cases.
Follow up on missing files and next steps.
Give the right staff member the full conversation.
Illustrative product interface. WhatsApp Business messaging requires the appropriate connection and account permissions.
Store case notes, document requests, appointments, deadlines and team responsibilities together. Everyone works from the same information.
Recruitment, visa, consultation and travel teams can share updates without moving between spreadsheets and chat groups.
Set up reminders and internal actions around the way your agency already works. Your team stays in control of every client relationship.
See automation in a demoReplace scattered spreadsheets, separate inboxes and manual reminders with a shared system for your daily work.
The tools your team already uses every day, organized around your clients and cases.
Keep clients, family members, services and cases together.
Manage meetings, advice notes and follow-ups.
Organize application stages, checklists and client files.
Manage employers, vacancies and placement details.
Store flights, departure details and arrival updates.
Assign work, share notes and follow case progress.
Client details, money, documents and team discussions all belong to the same service record.
Link spouses and children to the main applicant, with their own documents and application steps.
Track service charges, invoices, payments and outstanding balances by client or case.
Please confirm the employer letter before submission.
Share files, checklists, and internal case updates between your advisors and coordinators.
Designed for small and mid-sized consultancies that want better organization without complicated software.
Structure workspace access around your team’s responsibilities.
Keep team messages, task updates and handovers linked to each client case.
Keep essential files associated with the right journeys.
Support the different services, destinations and teams you manage.
For consultancy teams operating across different countries, handling applicants heading to multiple destinations.
Country coverage refers to organizing clients and agency workflows, not immigration advice, official government integration or guaranteed country-specific regulatory compliance.
Whether you work independently or manage several staff members, we can help you choose the right setup.
Keep your client services and daily casework in one organized place.
Coordinate more teams, services, and journeys with a shared operating view.
A considered approach for multi-branch networks and larger mobility teams.
Plans describe proposed workspace scope. Final features, availability, and commercial terms are confirmed during consultation.
A few practical things to know before trying Migratey.
Talk to our teamMigratey is being developed for agencies handling foreign employment, immigration consultations, visa administration, and travel-related services. It is especially relevant to teams managing clients across multiple steps and departments.
That is the central idea. Client relationships, casework, employment coordination, and travel activities can be organized around shared records while supporting different team responsibilities.
Yes. It is intended for individual consultants, small offices and growing teams that want to manage cases, messages, documents and staff work without using several separate systems.
Yes, the workspace is designed to track client invoices and balances, and to link spouses and dependants to a main applicant while keeping separate documents and case stages.
Migratey is designed to keep messages and follow-ups linked to client records. WhatsApp Business connections depend on account setup, consent and the messaging rules for your account.
Agencies differ by destination, services, and internal structure. During a walkthrough, we can discuss your current process and the appropriate configuration or product scope.
No. Migratey is agency workflow software, not an immigration law practice or an authority issuing visas. Professional advice, decisions, and regulatory obligations remain with the relevant licensed professionals and organizations.
Send a short enquiry below. Tell us your agency type and which services you manage; we can then discuss the relevant workflows and next steps.
Tell us about your agency and we’ll show you how Migratey can simplify your daily work.