Outlook Immigration

Practice Overview — tap any card for client details

Cases by Month

Case Status Breakdown

Revenue by Month

Visa Type Breakdown

Recent Syncs

Client / Lead / Student *

Reference

Visa / Course

Category *

Auto-updates will be applied

Lead will be converted to Active Case

Form 956 or Service Agreement triggers automatic conversion.

Payment Amount — professional fees only (adds to existing) *

Do not include department/ART fees here — they are recorded on the Receipt lines, not in Financials.

Method

Invoice Amount — leave blank if Amount Charged is already recorded

Apply amount as

Lodgement Date *

Visa Type *

Department fee paid via *

Email the client that the application has been lodged (Code: written advice of lodgement)

Attach the acknowledgement, bridging visa grant(s), health examination request or anything else received — as many files as needed. The email wording adapts to what is attached.

Decision Date

Visa Expiry *

Email the client the outcome in writing (Code: advise the client promptly of the outcome)

Attach the visa grant notice, decision record or withdrawal acknowledgement from the Department — as many files as needed. The email wording follows the outcome and what is attached.

Response Due Date

Email the client about the Department’s request (Code: inform the client of Department communications)

Attach the s56 request for information, s57 natural-justice letter or other Department correspondence — as many files as needed. The response due date above is quoted in the email.

ImmiAccount Ref (optional)

Next Invoice Date

Commission Notes

Amount *

Note *

Action Required

Action Due Date (auto creates due date)

Repeat client? Search to autofill their details

Entry Type *

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Type	Name ↕	Ref / ID	Visa / Course	Status ↕	Assigned	Date ↕