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AI agent for immigration consultants

Immigration Document Checklist and Review Agent

A complete, consistent document bundle

Immigration Document Checklist and Review Agent: what goes in, what the agent does and what you get

What it does

Immigration applications are refused for small document problems, such as a name spelled differently from the passport or a statement one day short. For each application, this agent builds a checklist for the route and the client's situation. As documents arrive, it checks each one for correct type, date ranges, translations, certification, names matching the passport and dates that agree across documents. A name differing from the passport needs an explanation; an uncertified translation or a period that is too short triggers a request. It drafts requests to the client, then rechecks after new uploads until every document passes. It produces a final bundle index. The consultant approves every client request and the submission. Edge case: the bank statement covers 27 days instead of the required 28, so the agent requests a longer statement before anything is filed.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Route chosen 2 DOES Build checklist 3 USES A TOOL Review uploaded documents 4 CHECKS THE RESULT Is each document valid and consistent? If not: request replacements and recheck. Back to step3. 5 DOES Build bundle index 6 YOU APPROVE Consultant approves bundle 7 RESULT Bundle ready for submission
Read the steps as a list
  1. Route chosen
  2. Build checklist
  3. Review uploaded documents
  4. Is each document valid and consistent?If not: request replacements and recheck. Back to step 3.
  5. Build bundle index
  6. Consultant approves bundleThe agent waits here for your OK.
  7. Bundle ready for submission

How it decides

It checks each document against requirements and cross-checks names and dates.

  • Name differs from passport: explanation needed
  • Translation uncertified: request
  • Period too short: request longer

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist rules
  • Translation rules
  • Request templates
  • Index format

What keeps you in control

It always asks you first

  • Client requests
  • Submission

Hard limits

  • Never alters documents
  • Never submits

It stops when

  • Done: bundle ready
  • Stop: key document unavailable

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensFor a spouse visa application, the agent built a 19-item checklist. Of 15 uploads, the check failed on three: the bank statement covered 27 days, not 28, a birth certificate had no certified translation, and an employer letter spelled the surname differently from the passport. It drafted requests to the client. New uploads arrived October 11 and the recheck passed. The consultant approved the bundle index for submission.

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