AIS Immigration:
Client Intake & CRM Overhaul
How we rebuilt AIS Immigration's complete client journey — from inquiry to visa approval — with automated workflows and a custom CRM that allowed 4× case capacity without additional hiring.
Growing Practice, Drowning in Manual Work
AIS Immigration was a well-respected Canadian immigration consultancy with a growing reputation — but their operations couldn't keep up with demand. Every new client required hours of manual work: email chains for documents, spreadsheet tracking, manual deadline management.
Advisors were spending 60% of their time on administrative work rather than client strategy. Cases were falling through the cracks, deadlines were missed, and client satisfaction was declining despite quality advice.
End-to-End Immigration Operations System
AI Intake Qualification
Smart intake forms with conditional logic routing to the right visa pathway automatically.
Document Collection Automation
Automated request sequences with tracking, reminders, and escalation for overdue items.
Custom Case Management CRM
HubSpot configured with immigration-specific pipelines, deadlines, and compliance checklists.
Client Status AI Bot
WhatsApp AI agent answering status inquiries 24/7, reducing advisor interruptions by 70%.