Every visa, every client, one workspace.
Run the caseload from each client’s record: Home Affairs and USCIS forms filled, the online application filled in Chrome, the service agreement and Form 956 signed and sealed, and every signed copy back on the record in GlobalyOS.
- Home Affairs and USCIS forms ready
- Client agreement templates to start from
- Never submits or pays
Forty clients, and every visa has its own forms and its own portal.
Form 956 filled from GlobalyOS. The signed copy is back on the record.
Migration agencies
Visa forms, portals and client agreements in one workspace.
See how it works
956Home Affairs · 6p
80Home Affairs · 19p
888Home Affairs · 2p
Forty clients, forty folders.
An agency runs many visa types at once. Each has its own forms, portal, agreements and consents, and the same client details move between all of them by hand.
Many cases at once
Partner, skilled and visitor visas side by side, each with its own checklist.
Agreements before work starts
A service agreement, fee estimate and Consumer Guide acknowledgment for every new client.
Paper and portals together
Some steps are online and some are PDF. The details are the same either way.
A new client, start to finish
Agreement, appointment, forms, portal and the signed file, all from one record.
Client service agreement
This agreement is between Harbour Migration (example) and Priya Sharma.
7. Fees and refunds
SEALEDcert. attached
Form 956, ready to sign
Review
- client-agreement.pdfSigned
- form-956.pdfSigned
- form-80.pdfFilled
Example data. Every person here is made up.
The forms this work runs on
12 official forms from the library, 4 agreement templates to start from, and the online forms AppliFlo for Chrome fills.
Official forms · ready to fill, no AI pages
Forms an agency files again and again. Anything else can be uploaded.
Agreement templates · starting points, check the wording
Online forms · filled in Chrome, submitted by you
- Government visa portals
- Skills assessment applications
- Health and police check bookings
All four products, one account
PDF & Word formsHome Affairs and USCIS forms from the library, filled from each client.Explore
DocsService agreements and fee estimates with your agency’s details fixed.Explore
SignNew-client packs and Form 956, signed in order and sealed.Explore- AppliFlo for ChromeThe online visa application, filled page by page; you submit.Explore
Bring your data from where it lives
GlobalyOS is live, with signed copies written back to the client. Agentcis is on the roadmap.
Live
GlobalyOSOne-click Connect · signed copies go back- CSV & ExcelCSV · XLSX · upload when you fill
HubSpotOAuth, read-only
REST APIOpenAPI spec · Business
MCP serverFor AI agents · Business
Roadmap
AgentcisComing
SalesforceComing
Questions about migration agencies
Something else? Ask the team.
Can the whole team work from the same clients?
Yes. Your workspace is shared by the team; each member is a user on Starter or Business.
We use Agentcis. Can we connect it?
Agentcis is on the roadmap. Today, use GlobalyOS, a CSV or Excel export, HubSpot, or the API.
Are the agreement templates ready to use?
They are starting points. Their wording has not been reviewed for your situation, so have it checked before you use it with clients.
Do official forms use AI pages?
No. Forms from the official library are already set up, so filling them never uses AI pages. Your own PDFs and scans use AI pages only when AppliFlo reads them with AI. The Free plan includes 25 AI pages a month for your workspace.
Does it submit visa applications?
No. In Chrome it fills each page and stops on the final step, so you check it and press Submit yourself. It never pays a fee for you. For PDF and Word forms you get the filled file to check before anything is sent.
