Legal Consultation Platform for Immigration & Tax Services
Visa and relocation services, including legal assistance, NIF number, and bank account registration.
Client
Visas.pt
Engagement
1 Month
Team
2 Specialists
Visas.pt needed intake and advisory for immigration, relocation, NIF, and banking support to run as a product, not a stack of forms and email threads.
Visas.pt helps people with Portuguese immigration, relocation, NIF, and bank-account setup. Clients often buy several of those services together, but the work arrived as unstructured email. Staff re-asked for documents, and advisory lived in calls no one else could continue. In a one-month, two-specialist engagement we digitized the front door: structured intake, a single client record across visa and relocation work, and a consultation path that supports counsel instead of pretending to replace it.
The brief
What this engagement had to solve.
Intake by inbox
New matters arrived as unstructured messages. Staff re-asked for the same documents on every case.
Several services, one client
Visa, relocation, tax ID, and bank setup were sold together but tracked separately.
Advisory had no home
Legal guidance lived in calls and attachments instead of a record the next advisor could continue.
How we delivered
The work, in the order it actually happened.
Digitize the front door
Structured intake so documents and matter type are captured once, before a lawyer spends time reconstructing the file.
One path per client
Immigration, relocation, and adjacent services share a record so handoffs do not restart the story.
Keep counsel in the product
The platform supports advisory. It does not pretend to replace it.
What shipped
Digitized intake for immigration and relocation matters
A consultation path that covers visa, NIF, and bank-account support in one place
Records staff can continue from instead of rebuilding from email
A one-month, two-specialist delivery the Visas.pt team could start using immediately
Outcome
Digitized intake and advisory for immigration, relocation, and legal services.
- Immigration
- Relocation
- Legal Services
What we used
- Intake
- Case records
- Consultation UX
- Document capture
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