Repeated document chasing
Staff lose time locating the latest file or asking a client to resend information.
Backed byClient Intake Software for Immigration Consultants Keep immigration
Client Intake Software for Immigration Consultants Keep immigration
inquiries organized.
Organize immigration inquiries, client files, consultation follow-ups, and payments. Zweelie helps your team keep client context together.
Customer work for immigration consultants
Zweelie helps immigration consulting practices organize the administration around client inquiries. Calls, supporting files, consultation notes, and payment questions often arrive separately. Keep them connected so the person handling the client can see what was discussed and what needs a human response next.
Built around the work of: licensed immigration consultants, consulting practice owners, client intake coordinators.
When a request gets lost, the work can follow.
The customer communication problems that immigration consultants need to solve.
What's at stake
Status calls interrupt work
A colleague cannot respond usefully when earlier conversations are on another person's phone.
Consultation requests stall
An interested client waits because nobody owns the callback or payment request.
From the first inquiry to an owned next step
Example workflow for immigration consultants; your staff confirm scope, timing, and any professional decisions.
Collect the initial inquiry
Use a tailored form or receptionist to gather the requested service and preferred contact details without assessing eligibility.
Organize the client context
Link approved file uploads and consultation notes to the contact and opportunity, with access limited to the relevant team.
Keep next steps owned
Assign client follow-up and send an agreed consultation payment link while professional case review remains in your existing process.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I'd like a consultation about work permits. How can I speak with your consultant?
Thanks, Camila. Jordan will follow up with you.
Consultation about work permitsAssigned to Jordan Ellis
Thanks, that works for me.
Jordan has your request.
CT
Camila Torres
1 call
Camila requested a work-permit consultation and prefers email contact. The consultant will review her questions.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Consultation about work permits
Camila Torres
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
CT
Camila Torres3 files
Drop files hereFiles for consultation about work permits
consultation-request.pdfCamila Torres · Consultation about work permits
Documentclient-checklist.pdfCamila Torres · Consultation about work permits
Documentengagement-notes.pdfCamila Torres · Consultation about work permits
DocumentForms
Build an intake form around requested service, preferred contact method, consultation request. Accept relevant files and connect submissions to customer opportunities.
Wayfern ImmigrationImmigration consultation request
Tell our team what you have in mind.
Form submitted
Consultation about work permits
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Wayfern Immigration$180Consultation about work permits
- Customer
- Camila Torres
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
JE
Consultation about work permits
Camila requested a work-permit consultation and prefers email contact. The consultant will review her questions.
Camila TorresConsultation about work permitsIn progressAB
Family application consultation
DraftAndre asked about a family application consultation. Confirm the meeting request without offering eligibility advice.
Andre LaurentFamily application consultationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain case management, government submissions, eligibility decisions, and professional document review in your established systems. Review privacy, access, retention, and recording requirements before collecting sensitive client information.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from immigration consultants
Does Zweelie check whether an immigration application is complete?
No. It helps collect and organize information, but your licensed professional must review the application and supporting documents. Keep official submission, eligibility assessment, and deadline verification in your professional workflow.
What should immigration consultants keep in their existing systems?
Retain case management, government submissions, eligibility decisions, and professional document review in your established systems. Review privacy, access, retention, and recording requirements before collecting sensitive client information.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for licensed immigration consultants, consulting practice owners, client intake coordinators.