Collect evidence and documents from clients
An agent can send checklists and chase missing documents. The adviser checks they meet requirements.
AI for Immigration Advisers
Immigration Adviser
A regulated adviser who helps people and employers with visa and immigration applications, advising on eligibility, preparing evidence and lodging applications.
What should stay human.
Keep and amplify
Assess clients' eligibility and advise on visa options
Collect evidence and documents from clients
Prepare applications, forms and supporting statements
Automate
Track application deadlines and visa expiry dates
Invoice fees and track payments
Track regulator registration and training renewals
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Send clients progress updates
An agent can draft updates from the case file. The adviser handles bad news.
Phone & voice
Tell clients about refusals and next steps
A refusal can change someone's life. Explaining it and the options needs care.
Documents
Prepare applications, forms and supporting statements
An agent can prefill forms and draft statements. The adviser checks every detail before lodging.
Example agents: Grok Bot, Claude, Microsoft Copilot
Send client agreements and fee estimates
An agent can prepare agreements from templates. The adviser checks scope and fees.
Example agents: Grok Bot, Claude, Microsoft Copilot
Invoice fees and track payments
Invoices can be issued automatically at the agreed stages of each application, with reminders for unpaid fees.
Research
Check current immigration rules and guidance
An agent can find the latest rules and policy guidance. The adviser decides how they apply.
Example agents: Manus
Customer chat
Assess clients' eligibility and advise on visa options
Advising on immigration status needs a regulated adviser and careful judgement.
Admin
Track application deadlines and visa expiry dates
Deadlines and expiry dates can be tracked automatically with reminders.
Track regulator registration and training renewals
Regulator registration and required training hours can be tracked automatically, so the adviser can keep practising.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Track application deadlines and visa expiry dates
- Invoice fees and track payments
- Track regulator registration and training renewals
Where those hours should go
Back into people, and the business.
- CX —Assess clients' eligibility and advise on visa options
- CX —Collect evidence and documents from clients
- CX —Prepare applications, forms and supporting statements
- CX —Send clients progress updates
- CX —Tell clients about refusals and next steps
- SX —Check current immigration rules and guidance
- BX —Send client agreements and fee estimates
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for Immigration Consultancies
Assesses eligibility, advises on visa and residency routes, prepares and lodges applications and responds to requests from immigration authorities.
Business type
AI agents for Immigration Attorneys
Handles visa applications for the practice under the lawyers' supervision, preparing evidence, forms and client updates.
Business type
AI agents for Visa Consultants
Advises clients on visa options and eligibility, prepares evidence and applications, and tracks them through to a decision.
Want this set up for you?
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