Document checklists · Available

Document collection without the chasing

Build reusable checklists per service, send them to clients, review each upload and download a whole case as one ZIP.

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What it does

ImmiPractice lets firms build reusable document checklists for each service, send them to a case, and let clients upload against each item through the verified portal. Staff review every file, can save documents received on WhatsApp straight to the case, and download all case documents as one ZIP.

Product facts checked 22 October 2026

The problem

The same document list is retyped for every client, files come back with random names, and the final bundle is assembled by hand.

Who uses it

Filing teams and case managers.

Privacy & control

Documents are private by default and downloadable only by users whose role allows it.

How it works

  1. Build once

    Create a checklist per service (for example study permit or visitor visa) in the checklist builder.

  2. Send

    Attach it to a case and send it; the client sees it in their portal.

  3. Review

    Each item shows its upload and status so nothing is missed.

  4. Bundle

    Download all checklist and case documents as a ZIP when you are ready to prepare the file.

What your team sees

  • Checklist builder with reusable items
  • Per-item status
  • Case documents plus WhatsApp-received documents in one place
  • ZIP download

What your client sees

  • A clear list of what to upload
  • Upload from phone camera or computer

Availability and scope: Available today. — checked 22 October 2026.

Questions about document checklists

Can a document a client sent on WhatsApp be added to their case?

Yes. Documents received in the WhatsApp inbox can be saved to the case document list.

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