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Questions, answered · Starting an immigration or relocation agency

How can a small agency keep client companies updated without email threads?

Updated

Give each client a login with their people, the next step for each and what is waiting on whom. Status questions drop, and the email that remains is about decisions, not progress.

In detail

  • A view per client company.
  • The next step and its owner per person.
  • Permits expiring soon.
  • The month's billing.

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Settio's dashboard (settio.io): every case, deadline and client in one place.
Settio's dashboard (settio.io): every case, deadline and client in one place.

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Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. Facts checked 10 October 2026. About this information