Data is scattered
Client history, documents, and status are kept in one record.
A digital office for immigration and consulting teams
Run clients, documents, tasks, and communications in one workspace. Clients see their case status and next steps in a personal portal.
Screenshot pending approval
Team workspace
Replace this frame with an approved capture from the demo environment. Synthetic data only.
All client work in one place
Tasks and deadlines get lost
Each task has an owner, a deadline, and a discussion history.
Clients ask for status by hand
Progress and the next steps are visible in the client portal.
Team workspace and client portal
AI Workspace
Drafts emails, translates text, and answers from the company knowledge base.
Clients and client portal
Interaction history, documents, and statuses live in the client record. In the portal, a client fills in a questionnaire, uploads documents, and sees the next steps.
Tasks
Assign an owner, a due date, a status, comments, and files on a task.
Team chat
Work discussions and file sharing inside the platform.
Calendar and video meetings
Personal and team events, reminders, and calls.
Finance
Agreements, payments, and balances tied to the client.
Knowledge base
Procedures, templates, and instructions, with search.
Analytics
An overview of applications, cases, deadlines, and team workload.
- 1A manager sends an invitation
- 2The client fills in the questionnaire and uploads documents
- 3The team receives the data it needs to work on the case
An AI Workspace for daily work
The assistant prepares email drafts, translates text, and answers questions from the company knowledge base.
Screenshot pending approval
AI Workspace
Replace this frame with an approved capture from the demo environment. Synthetic data only.
Access by role
Employee permissions are assigned by role. The team and the client use separate areas.
Roles for the team
Each employee sees the clients, tasks, and documents their role allows.
A separate client portal
A client has a portal with their own processes and documents.
Request a SPIORA demo
We will show the team workspace and the client portal using one sample case.