Euphoric AI OS — Immigration Firms Edition

Run your immigration firm like the best firm in your city.

Every inquiry followed up. Every case file complete. Every client updated without calling you. One system runs your whole firm — sales, cases, documents, money, people — with an AI that knows all of it.

Built with real immigration firms, live in production today

You know these days. You’ve lived them.

The inquiry that never got a second call

A student walks in asking about Canada. Your counselor is busy, the note goes into a diary, and three weeks later that student pays a competitor. Most firms lose more revenue to missed follow-ups than to lost cases.

The file that was “almost complete” for 40 days

One missing police clearance. Nobody noticed, because the checklist lived in someone’s head. The client blamed the firm, the deadline slipped, and the refund conversation was painful.

The “any update?” calls that eat your day

Your best case officer spends two hours a day answering the same question: “what’s happening with my file?” That’s 40+ hours a month of expert time spent reading status aloud.

The visa case pipeline, built in

InquiryConsultationAgreement & paymentDocument collectionCase preparationLodgementDecisionPost-landing

Each stage knows its own checklist. Milestones light up when real things happen — a signed agreement, a verified payment, an uploaded passport — not when someone remembers to drag a card.

One day, running on Euphoric.

MORNING

The day starts with a briefing, not a scramble.

Your Morning Briefing lists the three files closest to deadline, the two clients whose documents came in overnight through the portal, and the five follow-ups due today — already assigned.

“3 files need attention before Friday’s lodgement window.”

MIDDAY

A client uploads a passport copy. Everything reacts.

The document lands on the case checklist, the AI checks it’s legible and not expired, the case officer gets notified, and the file moves one step closer to lodgement — nobody sent a single email.

“Passport verified · Case #EU-2214 checklist: 9 of 11 complete.”

EVENING

You ask one question before closing the laptop.

“Which cases are at risk this month?” — and get a straight answer: two files waiting on clients for 10+ days, one payment overdue, one counselor overloaded. Tomorrow is already prioritized.

“2 files waiting on client documents — reminders drafted.”

Everything your firm runs on. Ready on day one.

Every plan includes everything below — this is what each part does for a firm like yours.

CRM & Sales
  • Inquiry pipeline tuned for visa consulting — country, program and intake tracked on every lead
  • Follow-up engine: every inquiry gets a next step, overdue ones surface loudly
  • Duplicate inquiries caught (the same student calling twice gets one record, not two counselors)
  • Quotations with your services and discounts, approval rules included
Case Management
  • Visa-case stages out of the box — consultation to post-landing
  • Document checklists per visa type; missing items visible at a glance
  • Case officer workload view — who’s overloaded, who has room
  • Deadlines and lodgement windows tracked per file
Client Portal
  • Clients see their own case progress — the "any update?" calls stop
  • Document uploads straight into the file, checked by AI on arrival
  • Agreements signed online, invoices visible, payments recorded
Accounts & Invoicing
  • Service-wise invoicing with taxes handled correctly
  • Part-payments and installment tracking per case
  • A verified payment updates the client, the case and your books in one motion
B2B Partner Portal
  • Sub-agents submit referrals through their own portal — no spreadsheets
  • Strict separation: partners see only their clients, clients never see the plumbing
Ask Euphoric
  • “Which files are waiting on clients?” — answered in seconds, with names
  • “How many Canada study-visa inquiries did we get this month, and how many converted?”
  • Daily Morning Briefing for every counselor and case officer

Plus an AI workforce that answers your phones in 52+ languages and logs every call right here.

Ask your business anything.

Real questions a firm like yours asks — answered from live data, with sources.

Ask Euphoric

4 files lodge this week. Two are complete, one waits on a police clearance, one on payment. Details on each are ready.

CasesDocumentsInvoices

Ask Euphoric

Elena — 34% of her 61 inquiries signed. The office average is 22%. Her difference: follow-ups within 4 hours.

SalesFollow-upsTeam Activity

Ask Euphoric

$18,300 across 7 files waiting on client documents. Reminders are drafted for all seven.

CasesInvoicesClient Portal

Questions immigration firms ask us

Is Euphoric AI OS built specifically for immigration consultants?

Yes. The Immigration Edition ships with visa-case stages, document checklists per visa type, client and sub-agent portals, and AI answers tuned to how an immigration firm actually runs. It is live in production with real immigration firms today.

Can my clients track their own visa case status?

Yes. Every client gets a portal showing their case progress, documents to upload, agreements to sign and invoices to pay. Firms tell us the "any update?" calls drop dramatically in the first month.

Does it handle sub-agents and referral partners?

Yes. Partners get their own portal to submit and track referrals, with strict confidentiality — partners see only their own clients, and your client records stay yours.

How long does it take to set up for an immigration firm?

You are working on day one. Visa-case stages and checklists come pre-built; we help migrate your existing clients and cases. There is no consultant project.

What does it cost for an immigration firm?

Plans are $49–149 per staff user per month with everything included in every plan — client and partner portal seats are free and unlimited. See the pricing page for the full breakdown.