Streamline client intake with immigration CRM software
Use Clio Grow to capture new enquiries, build custom intake forms, automate follow-up and move qualified clients into active matters without losing context.
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Create custom immigration intake forms
Build online intake forms around the visa matters your firm handles, such as partner and family, skilled and employer-sponsored, student, visitor and protection matters. Capture personal, travel, sponsorship and supporting-information requirements from the first interaction.
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Standardise your intake process
Create repeatable intake workflows with customisable email templates, task steps and automated follow-up. Keep prospective clients informed and ensure the same essential checks are completed for every new matter.
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Onboard new clients, online, from anywhere
Send costs agreements and engagement documents for e-signature, collect information online and share documents securely. Clients can complete onboarding without attending the office - particularly useful when they are offshore or working across time zones.
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How to choose the best immigration software for your firm
The best immigration case management software should reduce administrative work rather than create another system for your team to maintain. Look for flexible matter fields, client intake, document management, task automation, deadline tracking, secure communication and billing in one connected platform. Clio helps Australian law firms manage the full client journey from first enquiry to final invoice.
Collect and organise every immigration matter detail
Track the information that matters across different visa types. Know exactly what a client has provided, what is still outstanding and what must happen next.
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Configure migration-specific custom fields
Create as many migration-specific custom fields as you need — passport and travel-document details, current visa status, relationship and sponsor information, health and character requirements, decision dates and other information used by your firm.
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Monitor information and evidence collection
Build task lists to track which supporting documents a client has provided and what's still outstanding. Use Advanced Tasks to track statuses across evidence categories, so you know exactly when a matter is ready to lodge.
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Connect related people and matters
Keep partner, sponsor and dependent details connected across a family group with Related Contacts in Clio Manage - essential on partner and family visa matters where one matter depends on another party's documents and status.
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Manage the work around every visa application
Australian visa applications are lodged through ImmiAccount. Clio helps your firm manage the work around that process - from collecting client information and supporting evidence to tracking correspondence, deadlines, fees and post-lodgement actions.
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Prepare the matter before lodgement
Organise client, sponsor and dependent details; assign tasks; collect evidence; and maintain a clear record of what is complete and what is still outstanding.
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Keep evidence and correspondence connected
Store documents, notes, emails and client communications against the relevant matter. Give authorised team members a consistent view of the file without searching across inboxes and shared drives.
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Manage the matter after lodgement
Track requests for further information, health or character evidence, visa expiry dates, sponsorship obligations, review deadlines and client updates from the same matter record.
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Create consistent immigration documents and track critical deadlines
Reduce the risk of error and duplicate data entry with document management features in Clio Manage, and stay on top of immigration matter deadlines with integrated calendaring.
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Generate your firm’s documents from templates
Use client and matter information stored in Clio to populate your firm’s own letters, submissions, checklists and correspondence templates. Reduce repetitive entry and produce more consistent documents.
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Share documents securely
Store and share matter documents through Clio’s secure client collaboration tools, keeping sensitive identity, family and supporting information connected to the correct matter.
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Track critical immigration deadlines
Set reminders for visa expiry dates, requests for further information, response deadlines, review time limits and sponsorship obligations. Synchronise Clio with Microsoft 365 or Google Calendar so changes remain visible across the firm.
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Billing and expense management for migration matters
Manage fixed-fee and hourly work, track matter-related expenses and keep invoices connected to the correct client and matter.
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Bill fixed-fee and complex matters
Set fixed fees for repeatable services and use hourly billing where a matter requires additional work. Keep time, expenses, bills and payment status connected to the matter.
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Track matter-related disbursements
Record expenses such as Visa Application Charges, health assessments, police checks, translations and external professional costs. Confirm the firm’s own on-billing and trust-accounting process before publishing detailed payment claims.
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Give clients a clearer billing experience
Create digital invoices, share them securely and provide clients with available online payment options based on the firm’s Clio plan and Australian account setup.
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Immigration law practice software reviews
Hear what Australian immigration law firms say about using Clio to manage their practice.
FAQs for immigration software for lawyers
What is immigration law software?
Immigration law software, also known as immigration case management software, is the central hub where a firm collects and organises everything a migration matter depends on: client and sponsor details, supporting evidence, key dates and correspondence. It keeps every matter and contact in one place, accessible from anywhere.
What does immigration case management software do?
Immigration law firm software helps firms manage client intake, matter details, supporting-document collection, task workflows, deadlines, correspondence, billing and expenses. It reduces administrative work and gives the team a clear view of what has been completed and what must happen next.
Does Clio replace ImmiAccount?
No. Australian visa applications are lodged and managed through ImmiAccount. Clio manages the legal-practice workflow around the application, including client intake, matter records, supporting evidence, documents, deadlines, communication and billing.
Can Clio prepare Australian immigration documents?
Clio can use information stored in client and matter records to populate your firm’s own correspondence, submissions, checklists and document templates. Australian visa applications are lodged through ImmiAccount. Clio helps your team organise the client information, evidence and documents needed for the application, but it does not replace ImmiAccount.
Does Clio support fixed-fee billing for migration matters?
Yes. Clio supports fixed-fee and hourly billing and can record expenses against a matter. Firms can track costs such as Visa Application Charges, health assessments, police checks and translation services, subject to their own billing and trust-accounting processes.
Can Clio track Department of Home Affairs and ART matters?
Yes. Firms can configure matter types, custom fields, tasks and reminders around Department of Home Affairs applications and Administrative Review Tribunal reviews. Record decision dates, response deadlines and review time limits, then connect the related documents and communications to the matter.
Is Clio secure and privacy compliant?
Yes — and it matters more here than in most practice areas. Migration matters hold passports, identity documents, health and character information, and family details. Clio is ISO 27001 certified, undergoes regular independent security testing, encrypts data in transit and at rest, and handles personal information in line with the Australian Privacy Principles under the Privacy Act 1988 (Cth).