Intelifinity · Immigration · the whole-business journey
Turn your phone sideways for the best view of the journey.
One migration practice, start to finish, run by a team of AI agents.
Three acts: Sell, Serve, Settle. One fictional business, "Harbourline Migration". Every name, number and address is invented; the agent portraits are Intelifinity's own AI agent personas.
Act 1 of 3Sell. From a points question to a signed costs agreement.Harbourline Migration · a fictional migration practice
01 · The front door
harbourlinemigration.example · Sydney migration agents
The right visa, lodged right, with no surprises.
Registered migration agents for skilled, partner and employer-sponsored visas. A points check in minutes, a plan in one consultation, every deadline tracked.
Name
Mobile
Send enquiry
AI agentJack · Sales ManageronlineCivil engineer, 29, IELTS 7.5, two years of Australian experience.
Thu 10:00Fri 14:00Just email me
Thu 10:00 works. I'm in Ryde.
Type a message… · or call the AI phone line
Three ways in, one front door.The contact form, the website chat and the phone line all lead to the same sales agent. It knows the points tables and books the consultation on the spot.
02 · A lead, not a message
DR
D. Rahimi0400 000 000 · Ryde NSW · new contact
LeadNewQualifiedProposalEngagedLodgedDecided
Details
SourceWebsite chatPathwaySubclass 190 · NSWPoints80 (estimate)ConsultationThu 10:00 · TessOwnerJack → Tess
Timeline
Lead created from website chatAI agent Jack · 9:12 am
Qualified : ANZSCO 233211, points estimate, English notedAI agent Jack · 9:13 am
Consultation booked Thu 10:00, Tess, video callAI agent James · 9:13 am
Confirmation sent with a document list to bringAI agent Olivia · 9:14 am
Reminder the evening beforeAI agent Olivia · scheduled
AI agentJack · Sales Manager
AI agentJames · Case Scheduling
AI agentOlivia · Customer Follow-up
Mon
Tue
Wed
Thu
Fri
10:00
L. Chen · 482 reviewMarco
Visa lodgement · 190Tess
D. Rahimi · consultationTess · video
The CRM fills itself.The chat becomes a contact and a lead with a pathway, an owner and a timeline. Every agent step is written down, so anyone in the office can see where the matter is.
03 · The proposal, drafted and approved
Harbourline Migration
Fee proposal FP-0412D. Rahimi · Subclass 190 · valid 30 days
| Item | Qty | Amount |
|---|---|---|
| Skills assessment support (Engineers Australia) | 1 | $850.00 |
| Subclass 190 nomination & visa application | 1 | $3,200.00 |
| Document review & translation coordination | 1 | $450.00 |
| Partner skills & English advice | 1 | $300.00 |
Total incl. GST$4,800.00
Professional fees only · government charges listed separately · from the practice's fee schedule
AI agentGrace · Fees & Proposals
Send this proposal?
Proposal FP-0412 for $4,800 — built from Tess's consultation notes.
Send by email with the costs agreement to sign online.
Follow up in 3 days if there's no reply.
Approve & sendEdit feesAsk the agents
Your Harbourline Migration proposal — Subclass 190, $4,800To D. Rahimi · sent 11:42 am by Olivia
Hi Dariush, thanks for your time with Tess this morning. Your proposal and costs agreement are attached, with the pathway and the timeline we discussed.
Accept & sign online✓Sent · emailOlivia · follow-up in 3 days
Nothing goes out unapproved.Grace builds the proposal from the fee schedule and the consultation notes. The principal reads it, taps once, and Olivia sends it with the costs agreement to sign.
04 · Engaged — and the first instalment is already out
harbourlinemigration.example/sign/FP-0412
Costs agreement · $4,800
Subclass 190 pathway. Valid until 29 Nov.
Dariush Rahimi
✓ I accept the costs agreement and terms
Sign & pay first instalmentCRM · D. Rahimi
NewQualifiedProposalEngagedLodgedDecided
Engaged · $4,800 · signed online 2:05 pm
SENT
Harbourline Migration
Invoice INV-0410First instalment · due on receipt
| Description | Amount | |
|---|---|---|
| First instalment — Subclass 190 pathway (FP-0412) | $1,600.00 |
Total incl. GST$1,600.00
Created in Xero by Daniel · pay by card or bank transfer
AI agentDaniel · Bookkeeper
First instalment INV-0410 — $1,600To D. Rahimi · sent 2:06 pm
Thanks Dariush — you're engaged with us. Here's the first instalment; the next is due when the nomination is lodged.
Pay $1,600✓Paid · 2:31 pmCard · reconciled in Xero
Sign, invoice, paid.The client signs online. The matter moves to Engaged, Daniel raises the first instalment in Xero and sends it, and the payment reconciles itself when it lands.
05 · Case opened, documents requested, milestones set
AI agentRuby · Documents & Compliance
Document checklist · D. Rahimi
Items14 documents · 9 receivedPortalUploads via the client portalStatus
RequestedReceivedCheckedLodged
Milestones
Skills assessmentlodged 3 NovEOI · SkillSelectreadyNSW nominationawaiting inviteVisa lodgementafter invite
SMS · to D. RahimiOlivia · Wed 4:10 pm
Hi Dariush, your checklist is in the portal: 14 items, 9 received. Tess will review the rest with you Friday at 8:00.
Mon
Tue
Wed
Thu
Fri
8:00
Skills assessmentMarco · lodge
Partner visa · docsTess · review
Employer nominationBen · prep
D. Rahimi · document reviewTess · video · 2 h
11:00
L. ChenMarco · 482 review
S. MehtaTess · passport update
14:00
Citizenship test prepTess + Ben
EOI submissionsMarco
Visa grant callsBen
R. TanBen · consultation
AI agentJames · Case Scheduling · booked
Opened and scheduled. Ruby opens the checklist the moment the instalment lands, the client uploads to the portal, and James puts the review session and the milestones on the calendar. Olivia tells the client by SMS.
Act 2 of 3Serve. A client question, handled end to end.From a WhatsApp at 7:40 to a lodged form
06 · Every channel
WWhatsApp · 7:40 am
My passport expires in March 😬Does it affect my application?SSMS · 8:02 am
Can we add my partner?To the 190 application.@Email · 8:15 am
Employer wants to sponsor meWhat are the 482 options?WWebsite · 8:31 am
Enquiry formParent visa, Blacktown.☎Missed call · 8:40 am
VoicemailTranscribed and logged.Intake · today
Passport expiry — CASE-2231WhatsApp · urgent
Add partner — 190SMS · existing client
Employer sponsorship — 482Email · new matter
Parent visa enquiryWebsite · Blacktown
Missed callTranscript ready
One front door, every channel.WhatsApp, SMS, email, website, phone — every message becomes one intake item, read and tagged the moment it arrives. Nothing lives in five inboxes any more.
07 · The agents arrive — and talk
Intake · today
Passport expiry — CASE-2231WhatsApp · urgent
AI agentLeo · Intake Coordinator
AI agentLeo · Intake CoordinatorAdd partner — 190SMS · existing clientAI agentRuby · Documents & Compliance
AI agentRuby · Documents & ComplianceEmployer sponsorship — 482Email · new matterAI agentGrace · Fees & Proposals
AI agentGrace · Fees & ProposalsParent visa enquiryWebsite · BlacktownAI agentJack · Sales Manager
AI agentJack · Sales ManagerMissed callTranscript readyAI agentOlivia · Customer Follow-up
AI agentOlivia · Customer Follow-upPassport expiry · the agents talk
AI agent · Leo · Intake Coordinator
AI agent · James · Case Scheduling
AI agent · Grace · Fees & Proposals
AI agent · Olivia · Customer Follow-up
A team, not a chatbot. Each specialist owns one part of the day. You can read their reasoning like a chat — who said what, and why.
08 · The human gate
Confirm this plan?
Book Tess, today 10:30, 20-minute call.
Send the WhatsApp reply with the steps.
Create the task "Passport update · Form 929" on the case.
Approve allChangeAsk the agents
Nothing happens until a person says so.The agents prepare; you decide. One tap approves the whole chain or sends it back with a note.
Wed
Thu · today
Fri
8:00
Partner visa · docsTess · review
Employer nominationBen · prep
D. Rahimi · doc reviewTess · video
10:00
S. Mehta · passport updateTess · 10:30 · 20-min call · Form 929
14:00
Visa grant callsBen
EOI submissionsMarco
R. TanBen · consultation
AI agentJames · Case Scheduling · booked
✓Client replied toWhatsApp · 8:06 am
✓Task createdCASE-2231 · Tess · Form 929
✓File note draftedCase file · awaiting call
09 · The agent's phone — a new task, and what to do about it
8:06Thursday 30 October
HHarbourline Migration · now
New task · 10:30 todayPassport update call, S. Mehta (CASE-2231). Form 929 after renewal; certified copy needed. 20-minute call.Xero · Invoice INV-0398 paid · $1,600
Next · 10:30 · CASE-2231S. Mehta · Subclass 190 · lodged 12 Jun
Passport update · Form 929Passport expires Mar 2027. The department needs the new one before grant; we lodge the update online.
Passport renewal — client to apply today
Form 929 · lodge once the new passport issues
Certified copy · upload to the portal
Client: 190 lodged Jun 2026 · partner included
Start callOpen case
AI agentJames · Case Scheduling
The agent knows before they ask.The moment the plan is approved, Tess's phone shows the new task: who it is for, when, what the form needs and what the client has to do first. Tap Start call and go.
✓Day replanned around the new taskJames · 10:30 held, document review moved to 14:00
✓Documents listed from the planForm 929 checklist attached to the case
✓Client told Tess will call at 10:30WhatsApp · 10:08 am
10 · On the case
CASE-2231 · Passport updateS. Mehta · Subclass 190 · 10:30 call
✓Call done · 10:31
✓Renewal steps explained
✓Form 929 prepared
✓Portal checklist updated
✓File note signed off
Close task
Friday · D. Rahimi document reviewVideo · 8:00 · Tess
✓Passport & ID checked
✓Degree & transcripts certified
✓Work references verified
✓English test · IELTS 7.5
✓Skills assessment pack ready
Certified copies, translations and the ANZSCO evidence filed by Ruby, the documents agent.
AI agentDaniel · Bookkeeper
AI agentRuby · Documents & Compliance
The task closes on the phone.The call, the form and the file note are captured as they happen. The moment "Close task" is tapped, Daniel logs the time against the costs agreement and Ruby files the documents. Two matters shown: today's task and Friday's review from Act 1.
✓Time logged to the matter automatically20 min · included under the costs agreement
✓Document register updatedRuby · attached to the case file
11 · The record — task done
SM
S. Mehta0400 000 001 · Parramatta NSW · client since 2025 · Subclass 190 lodged
In progressTask completeCase CASE-2231
VisaSubclass 190 · NSWAgentTess · registered agentLodged12 Jun 2026TaskPassport update · Form 929FeesINV-0398 · paid · no new chargeNextGrant expected Q1 2027
Family on file
Partnerincluded in applicationChild1 · includedNext stepCitizenship check · 2030
Timeline
WhatsApp received "My passport expires in March"7:40 am
Triaged urgent , Tess held for 10:30Leo + James · 7:41 am
Plan approved by Sarah (principal)8:05 am
Client confirmed "YES"WhatsApp · 8:09 am
Call done , Form 929 prepared, file note signedTess · 10:51 am
Documents filed certified copy requestedRuby · 10:52 am
Survey to send 2 hours after the callOlivia · scheduled
One record, the whole story.Who asked, who decided, who did the work, what it cost and what happens next. The owner can read it like a story. No one has to remember anything.
Every agent step is loggedbeside the human approvals, so the business can always answer "why did that happen?"
Act 3 of 3Settle. Paid, reviewed, remembered.The money, the records and the relationship, closed out
12 · Invoiced, sent, paid
AI agentDaniel · Bookkeeper
PAID
Harbourline Migration
Invoice INV-0421S. Mehta · due 7 days
| Description | Qty | Amount |
|---|---|---|
| Second instalment — Subclass 190 (FP-0398) | 1 | $1,600.00 |
| Visa application charge, paid on your behalf | 1 | $4,765.00 |
Total incl. GST$6,365.00
Xero · created from the milestone · paid 11:32 am by card · reconciled
Invoice INV-0421 — $6,365 · Harbourline MigrationTo S. Mehta · sent 10:49 am
Hi Sanjay, the nomination has been lodged, so the second instalment and the government charge are now due. Invoice attached, 7-day terms.
Pay $6,365Xero · bank feed
11:32 amCard payment · $6,365.00Matched toINV-0421 · S. MehtaStatusReconciled · no action needed
Aged receivables
Current$18,42030+ days$0Chasing2 reminders scheduled · Olivia
Money in, books right.Instalments are raised at the milestones in the costs agreement, sent the minute they fall due, and matched to the payment when it lands. Late payers get polite reminders without anyone remembering to chase.
13 · The survey — and the nice words
AI agentOlivia · Customer Follow-up · WhatsApp12:50 pm5 — Tess explained everything clearly and the form was ready in 20 minutes. Thank you!
Leave a reviewMaybe later
Done 👍
Google review · posted 1:04 pm
★★★★★
"Tess was clear and fast. The passport update was sorted in one call and the portal shows exactly where my application is. Highly recommend Harbourline."
Sanjay M. · ParramattaCRM · S. Mehta
Survey sent , 2 h after the callOlivia · 12:50 pm
Rated 5/5 : "Tess explained everything…"12:53 pm
Google review posted · 5 stars1:04 pm
Thank-you note to Tess · added to her monthly summaryOlivia · 1:05 pm
0.0Google rating
0%surveys answered
0reviews this quarter
Asked, answered, remembered.Two hours after the call, Olivia asks how it went. A good answer becomes a review request; a bad one becomes a task for the owner before it becomes a review. Either way, it is on the record.
Then the next saleJack schedules a citizenship-readiness check for next year, because a client whose visa is granted is tomorrow's citizenship application.
14 · Front office, back office, done
$0fees engaged this week4 proposals accepted
0lodgementsall checklists complete
$0invoiced & paid$0 overdue
0.0 ★client rating5 new reviews
What the agents did today
AI agent Jack · Sales Manager · 6 website chats, 3 points estimates, 2 consultations booked
AI agent Leo · Intake Coordinator · 23 messages from 5 channels, all triaged within a minute
AI agent James · Case Scheduling · 9 consultations placed, 2 reshuffled after a sick day
AI agent Grace · Fees & Proposals · 4 proposals drafted, average 11 minutes after the consultation
AI agent Daniel · Bookkeeper · 7 invoices sent, 5 payments reconciled, 2 reminders
AI agent Olivia · Customer Follow-up · 14 surveys, 11 answered, 5 reviews requested
AI agent Ruby · Documents & Compliance · 38 documents checked, 3 lodgements prepared, 1 deadline flagged
Waiting for you · 3
Send proposal FP-0419 · $5,200 partner visa · BlacktownReview
Approve refund $300 · duplicate translation feeReview
Unhappy survey 2/5 · R. Tan · "waited a week for a reply"Call
Everything else today was handled by the team and logged. These three need a person.
Front office, back office, done. Consultations, proposals, documents, lodgements, invoicing and reviews in one system, worked by a team of specialist agents, with a registered agent approving anything that matters.
Secured with Microsoft Entra IDRuns on Azure in AustraliaYour data never trains public modelsEvery action human-approved and logged
Why it works
Built around how your business already runs.
Not another ready-to-use tool. We design the system on your real process, with all its complexity — which is why it works in practice.
Book a demohello@intelifinity.com.au · intelifinity.com.au
See the Immigration platform running on your own process.A demo takes half an hour and uses a working system, not slides.
Book a demo