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NL Business OS

Built for UK immigration advice practices

Casework connected. Clients informed. From missing documents to a ready-to-upload pack.

NL Business OS is case management software built for UK immigration advice practices, from independent advisers to growing teams.

It takes the most time-consuming part of a case — getting the right documents from the client — and turns it into a clear process: request what's needed from inside the case, follow up on anything outstanding, review each file as it arrives, and download the accepted documents as a pack ready to upload to the application portal.

Clients get their own secure portal for updates and uploads, while case notes, staff review comments and drafts stay internal. Your practice keeps full control of advice and case decisions — the software organises the work around them.

Product overview

NL Business OS

Key features

  • Document requests

    Build a request list from inside a case and send it to the client, so everyone knows exactly what's needed.

  • Follow-up reminders

    Reminders for outstanding items are drafted for you — you check them before anything is sent.

  • File review

    Accept each document as it arrives, or ask the client for a clearer copy, without losing track in email threads.

  • Ready-to-upload pack

    Download the accepted files as a ZIP with a checklist, ready to upload to the application portal.

  • Client portal and updates

    Clients with portal access see their updates and upload documents in one place. Access is tied to one verified email, and the practice can remove it at any time.

  • Internal notes stay internal

    Case notes, staff review comments and drafts are visible to your team only — never to clients.

How it works

  1. Open the case

    Set up the case and build the list of documents the client needs to provide.

  2. Request and follow up

    Send the request to the client. Reminders for anything outstanding are drafted for you to check and send.

  3. Review what arrives

    Accept each document, or ask the client for a clearer copy.

  4. Download the pack

    Download the accepted files and checklist as a ZIP, ready for the application portal.

Who it’s for

  • Independent immigration advisers
  • Immigration advice practices
  • Growing advice teams

Pricing

Book a demo for pricing

Book a 20-minute demo on sample data and we'll walk you through pricing for your practice.