Lead pipeline
Capture inquiries, qualify prospects and convert them into clients with full source tracking and assignment.
Built for licensed immigration consultants
Run your immigration practice with confidence.
Leaf Viza is a secure CRM and case management system for immigration firms — pipeline tracking, document vaults, automated tasks and a private client portal.
Core features
From first contact to submission — all in one workspace.
Why Leaf Viza?
One workspace for your entire immigration practice.
Leaf Viza brings every part of your firm — leads, clients, cases, documents, agreements, invoices and your team — into a single secure platform built for immigration consultants.
Client portal
A private, secure portal where clients complete intake, upload documents, sign agreements and track their case.
Case management
Manage active cases end-to-end with statuses, owners, deadlines and a complete audit trail.
Document vault
Encrypted document storage with versioning, request lists and approval workflow per client.
Smart intake
Visa-specific questionnaires that auto-save, validate data and feed directly into government forms.
Agreements & e-sign
Send retainer and service agreements for legally-binding electronic signatures — no third-party tools required.
Invoices & payments
Issue invoices, accept online payments and reconcile billing without leaving your CRM.
Tasks & automation
Automated task lists, reminders and workflows keep your team and clients moving on every file.
Built for compliance
Role-based access for super admins, firm staff and clients — aligned with PIPEDA and GDPR practices.
Ready to modernise your firm?
Accounts are created by invitation. Get in touch to set up your firm workspace.
How it works
From first inquiry to submission — step by step.
Leaf Viza follows the exact workflow your firm already uses — onboarding, intake, documents, agreements, billing and case tracking — all in one secure place.
- STEP 01
Firm onboarding
Super admin creates your firm account. You complete a guided business profile — branding, address, regulatory IDs and team setup — to activate your workspace.
- STEP 02
Capture leads
Add inquiries to the lead pipeline manually or via your contact channels. Qualify, assign owners and convert leads into clients with one click.
- STEP 03
Invite the client
Firm staff create a client account and send a secure invitation. The client signs in to their private portal — no public sign-ups, ever.
- STEP 04
Smart intake
Clients complete visa-specific intake questionnaires in their portal. Answers auto-save, validate as they go and feed straight into your case file.
- STEP 05
Collect documents
Send a personalised document request list. Clients upload to an encrypted vault; your team reviews, approves or requests changes with full version history.
- STEP 06
Sign agreements
Send retainer and service agreements for legally-binding e-signature directly inside the portal — no third-party signing tool required.
- STEP 07
Invoice & get paid
Issue invoices, track payments and download branded PDFs. Clients see a clean billing history in their portal and pay online.
- STEP 08
Manage the case
Track the case through intake, document collection, submission and decision. Tasks, deadlines and reminders keep your team and client moving forward.
- STEP 09
Submit with confidence
Auto-fill government forms from intake data, run a final compliance review and submit. Every action is logged in an immutable audit trail.
See the full workflow in your firm
Talk to our team and we'll set up a tailored workspace for your practice.