Built for licensed immigration consultants

Everything you need, from first contact to submission.

Leaf Viza brings every part of your firm into one secure platform — leads, clients, cases, documents, agreements, billing and your team.

Core capabilities

The four pillars that move every file forward.

Lead

Capture inquiries from your website, referrals and campaigns. Qualify, assign and track every lead through your pipeline without losing context.

Web intake forms
Source tracking
Assignment & status
One-click conversion to client

Intake

Structured intake questionnaires tailored to each visa pathway. Clients complete forms securely from their portal — your team gets clean, organised data.

Smart questionnaires
Document checklists
Client portal access
Auto-saved progress

Review

Review submitted documents and answers in one place. Approve, request changes and add notes that sync straight to the case file.

Side-by-side document review
Approve / request changes
Internal notes & audit trail
Versioned uploads

Autofill

Generate government forms and letters from intake data automatically — eliminating re-keying and reducing costly errors before submission.

Form auto-population
Letter templates
Data validation
Export-ready PDFs

Practice management

Run your entire firm in one workspace

Every tool your team needs — without bolting on third-party apps.

Lead pipeline

Capture inquiries, qualify prospects and convert them into clients with full source tracking and assignment.

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.

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.

Notifications

Real-time alerts for document uploads, approvals, payments and case status changes across the team.

Roles & compliance

Role-based access for super admins, firm staff and clients — aligned with PIPEDA and GDPR practices.

Security

Secure by default

Built with row-level security, encrypted storage and full audit logging — so client data stays protected at every step.

Encrypted document vault
Row-level access controls
Role-based permissions
Immutable audit trails
Invitation-only accounts
PIPEDA & GDPR aligned