Requirements checklist for immigration and relocation software

Use it as a request for proposal: send the questions to every vendor on your shortlist and compare the answers side by side.

PERMITS AND COUNTRIES
[ ] Which countries have full permit plans, with each step's official source and the date it was last checked?
[ ] Does a deadline move when the start date or a decision date moves?
[ ] Are salaries checked against the permit's terms every month, not only at extension?
[ ] Are rule changes shown with the cases they affect, before anything changes?

DOCUMENTS
[ ] Can employees upload from a phone, in their own language?
[ ] Are documents checked before filing (expiry dates, names, missing pages)?
[ ] Are passports read without sending them to an AI model?

PEOPLE AND PORTALS
[ ] Does the employee get a portal with their next step and reminders in their language?
[ ] Do client HR teams get their own login, limited to their own people?
[ ] Can an outside adviser work on the same case without seeing everything else?

DATA PROTECTION
[ ] Where is personal data stored, and which subprocessors are used?
[ ] Is there a data processing agreement, and a retention and deletion schedule?
[ ] Is every access to an identity document logged?

INTEGRATIONS
[ ] Is there an API and webhooks for case events?
[ ] Can it connect to the HR system and payroll you use?

THE VENDOR
[ ] Does the vendor sell immigration or relocation services itself?
[ ] Is every feature open to independent agencies?
[ ] How is it priced: per case, per person monitored or per month?
[ ] Who owns the client relationship and the data if you leave?

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