AI agent for immigration consultants
Client Timeline and Gap Explanation Agent
A consistent, evidenced timeline with every gap over the threshold explained.
What it does
Complex immigration cases hide gaps: a quiet year between jobs, an overlap between study and work, a stay not on any document. Reviewers notice and ask. This agent builds a timeline from the client's documents, finds gaps and overlaps, and asks the client targeted questions. It drafts a gap explanation with the evidence that backs it and checks the timeline again after each answer. A new fact can close one gap and open another. The consultant decides what is submitted. Edge case: a client lists three months with no activity, but a lease and bank statements show the client was caring for a relative abroad, so the agent drafts the explanation with those documents attached.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Client documents are collected
- Read documents and extract dated events
- Build a month-by-month timeline
- Find gaps over 30 days and overlaps
- Draft targeted questions for the client
- Consultant approves the questions sent to the clientThe agent waits here for your OK.
- Match the answers to evidence and draft the explanation
- Rebuild the timeline with the new information
- Are all gaps and overlaps now explained with evidence?If not: ask about the remaining periods and rebuild. Back to step 4.
- Final timeline and gap explanations
How it decides
It treats a period over 30 days with no activity, or two full-time activities that overlap, as a gap or overlap. It asks only for the evidence that would explain it.
- Flag any period over 30 days without a record
- Flag overlapping full-time activities
- Require at least one document for each explanation
- Ask one question per gap, not a list of general questions
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Gap length threshold (default 30 days)
- Document types accepted as evidence
- Years covered
- Question template
- Timeline format
What keeps you in control
It always asks you first
- Consultant approves the questions and every explanation submitted
Hard limits
- Never submit an explanation without evidence
- Never invent or infer facts the client did not give
It stops when
- Done: all gaps explained and supported
- Stop: no evidence can support an explanation
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
