Migration agent: prepare client folders and booking records
Migration agent: prepare client folders and booking records
Migration agents juggling new bookings miss intake setup, leaving client files scattered and risking visa lodgment delays and compliance gaps. Folders and spreadsheet entries ensure intake is ready.
Overview
Migration agents risk visa lodgment delays and compliance gaps when intake setup is missed. This workflow creates client folders, copies intake documents, and logs bookings so agents start cases with populated files and zero manual setup, reducing missed intake steps.
Notable Features
- Create client consultation folders instantly
- Copy and populate intake documents
- Add booking rows to spreadsheet