Regulated Canadian immigration consultants: never miss assessment report follow-ups
Regulated Canadian immigration consultants: never miss assessment report follow-ups
Regulated Canadian immigration consultants miss applicant updates when assessment reports go unread, risking intake delays. Instant applicant and case-team alerts ensure quick follow-up and scheduling.
Overview
Missed assessment notifications erode client trust and stall application momentum for solo immigration consultants. This workflow routes every new assessment to applicants and your case inbox, preventing intake delays and enabling faster handoffs—small practices report faster handoffs and fewer missed follow-ups.
Notable Features
- Notify applicants and case team
- Create case tasks for follow-up
- Attach report link to client record