AXION CASEIplan Visa
A digital ecosystem built to connect operations, teams and clients.
A website, client portal and legal CRM built as parts of one connected digital operation.
- Client
- Iplan Visa™
- Industry
- U.S. Immigration
- Project
- Digital Ecosystem
Active cases
128
Critical deadlines
7
Pending docs
23
Unassigned
2
Cases by stage
last 8 periodsYour journey to the United States
IPLAN™ Method
Diagnosis
Documentation
Technical prep
Filing
Follow-up
Documents
6 of 9 submitted
One complex operation, two very different audiences.
Iplan Visa manages a complex operation involving multiple professionals, documents, communication channels and immigration process stages. The challenge was to transform this complexity into a more organized, transparent and scalable digital experience.
For the client
A simple experience to track their case, understand next steps, submit documents and stay in touch with the team.
For the internal operation
A platform capable of centralizing cases, owners, client interactions, documents, metrics and the legal team's day-to-day work.
One operation. Three connected digital experiences.
Digital presence and lead generation
The corporate website showcases the brand, its services and content, serving as Iplan Visa's main digital front door.
Current phase
02/05
Documents
6/9
Actions
2
Next steps
Assigned team
Transparency throughout the client journey
The Iplan Visa Portal was built to turn a complex process into a clearer journey for the client.
Internal areas require authentication — screens shown with sample data.
Case journey
Clients track which stage they're in and what comes next.
IPLAN™ Method
A visual presentation of the different phases of the methodology used to run the case.
Documents
A hub for submitting and tracking requested documents.
Next steps
Clients quickly see what they need to do for the case to move forward.
Messages
A communication channel between client and team, built right into the platform.
Billing
An area to track contracts, invoices and financial status.
Notifications
Important updates gathered into a single experience.
Assigned team
Clients can see the professionals responsible for their case.
Turning complexity into clarity.
Clients don't need to understand all the operational complexity behind the process. The interface translates stages, responsibilities, documents and next steps into a simple, visual experience.
Your journey to the United States
IPLAN™ Method
Diagnosis
Documentation
Technical prep
Filing
Follow-up
The operation behind the client experience
While the Portal shapes the client experience, the Legal Operations CRM organizes the team's internal work. It was built to centralize operational management, case tracking, communication and metrics.
Internal platform — juridico.iplanvisa.com, no public access.
Case management CRM
KanbanDiagnosis
Documentation
Filing
Operations dashboard
A consolidated view of the operation's key metrics on a single screen.
Case management CRM
Tracking of cases and their respective stages.
Client service
Interactions between team and clients centralized in one place.
Ready-made structure to integrate WhatsApp support into the operation.
Team management
Organization of users, owners and roles.
Reports
Operational metrics to support management decisions.
Integrations
Structure ready to communicate with other systems in the operation.
Consolidated view
- Active cases
- Overdue cases
- Critical deadlines
- Overdue tasks
- Pending documents
- RFE / NOID
- Stalled cases
- Cases without an owner
- Next steps
- Blocked cases
- Paused cases
- Completed
Management driven by data, not scattered spreadsheets.
The operation's key metrics available on a single screen.
Active cases
128
Critical deadlines
7
Pending docs
23
Unassigned
2
Cases by stage
last 8 periodsNot three separate products.One single digital operation.
Website
Presence and acquisition
generates opportunities ↓
Operations / CRM
Organizes the operation
Client Portal
Brings the client closer
The architecture was designed so that different touchpoints of the business become part of one coherent digital experience. The website drives presence and acquisition, the CRM organizes the operation, and the Portal brings the client closer to their case.
First, we understand the operation.Then, we build the technology.
The project didn't start by picking screens or features. We first mapped the operation's processes, users, responsibilities, information flows and bottlenecks. From there, the digital solutions were structured to meet the business's real needs.
Diagnosis
Understanding the operation.
Architecture
Organizing flows and features.
Experience
Designing interfaces tailored to each type of user.
Development
Turning the architecture into functional digital products.
The interfaces of the ecosystem.
Screens shown with sample data: no personal information, document, contact or real case is published.
Corporate website
Client Portal
Legal Operations CRM
From the website to the internal operation.
The project shows how different digital solutions can work together to create a more structured operation and a clearer experience for the client.
YOUR BUSINESS COULD BE OUR NEXT PROJECT
Your company can have technology built around the way it actually operates.
From websites to internal business systems, AXION develops digital solutions tailored to each company's reality.