WhatsApp is the filing system
Twelve threads, photographs of statements at an angle, missing pages, and no way to tell which version is current.
For agents
The checks your best consultant does, run on every file.
VisaPaddy is workspace first, so a solo agent with three clients and a consultancy with fifty work the same way. Individuals are just a workspace with one client.
What it is like now
Three problems, all the same problem.
The evidence layer depends on who happens to be on shift.
A refusal is a lost client
The cost of a preventable refusal is not the fee. It is the relationship, and everyone that client would have referred.
Junior staff cannot see what senior staff see
Knowing that a statement closing in March fails an application in June is experience, not a rule anyone wrote down.
What changes
Consistency stops being a training problem.
- A caseload board with saved filters, so nothing sits in a column unnoticed
- The same evidence checks on every file, run before you look at it
- A document request link the client opens without an account, showing only what is outstanding
- Team roles and per case assignment
- Readiness reports you can print and hand over, or send as your own work
- Your branding on anything the client sees
One thing to be clear about
VisaPaddy does not replace your judgement.
It reports what the documents show against what the mission publishes. Advising a client on their immigration position is regulated work, and it stays yours. The product is built so that the boundary is obvious to your clients too, which protects you as much as them.
Put your caseload somewhere it can be checked.
Start with one client on the free plan. Agency pricing is per seat, and the client portals are included.