Eligibility screening and case-timeline agents
An agent that screens eligibility against the routes you actually file, explains the process in the applicant's own language, and holds the document chain together across the months — or years — a case takes to reach a decision.
Eligibility screening before the consultation
The agent walks an inquiry through the criteria you define per route — status, timeline, family, employment, prior refusals — and hands your caseworkers a structured profile with the routes worth discussing, so paid time goes to people who have a case.
Your guidance, not the internet's
It answers from the process notes, checklists, and fee schedules your firm maintains. When the rules change, you update the source and every answer changes with it — instead of correcting five caseworkers.
The document chain, held together
Long cases stall on missing paperwork. The agent runs your per-route checklist, chases each outstanding item on schedule, confirms what has landed, and flags what is still missing while there is time to fix it.
The applicant's own language
Applicants ask in the language they think in. Conversations run in each applicant's language across web chat, Telegram, and WhatsApp, while your team reads one consistent case record.
Confidential by design
Passports, refusal histories, and family details are isolated per client space with database-level enforcement; sensitive chats can be end-to-end encrypted.
Where it fits
Immigration work is not adversarial — it is administrative, long, and unforgiving about paperwork. Two things drain a practice: consultations with people who were never eligible for the route they asked about, and cases that go quiet for six weeks because one document never arrived.
The agent addresses both ends. It screens inquiries against your actual criteria before they reach a caseworker's calendar, and it keeps live cases moving between the milestones, in whatever language and on whatever messenger the applicant uses.
Day to day
- An inquiry arrives → the agent screens it against the routes you file and returns a structured eligibility profile, so consultations are booked with people who have a case.
- An applicant asks what happens next → the agent explains your process from your own notes, and says plainly when a question needs a caseworker.
- A case is mid-flight → the agent chases the outstanding documents on schedule and confirms each one as it lands.
What this looks like
A firm filing skilled-worker and family routes. An inquiry comes in on a Saturday asking about a skilled-worker visa. The agent works through the criteria the firm defined — current status, the employer's licence, salary threshold, English requirement — and finds the salary falls short for that occupation code. It doesn't refuse the person: it explains which requirement isn't met, notes that a family route may be open given what he mentioned about his partner, and offers a consultation on that basis instead. The caseworker's Monday calendar has one appointment on it that was going to be a dead end and now isn't.
A case in month five. An applicant has gone quiet since March. The agent has been running the checklist the whole time: it messaged her on WhatsApp in Portuguese when the police certificate was due, confirmed the two documents that arrived, and has flagged the outstanding bank statements twice. When she resurfaces asking "is there any news?", she gets a straight answer about where the case stands and what is still needed from her — without a caseworker rebuilding the history first.
What stays in your control
The boundary is written into the playbook: the agent screens, explains, and collects — it does not advise on the merits of a case or predict an outcome. It quotes your published fees and process notes, and hands over to a caseworker at the points you define.
Because immigration guidance changes, the agent answers only from documents you maintain. Update the source and every future answer reflects it; nothing is drawn from the open internet or from a model's recollection of rules that may no longer hold. Every conversation is logged and reviewable.
Firms handling student routes usually want the education-side workflow too — offers, deadlines, and school matching. See Study abroad.