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Immigration Services
Planned Immigration Inc.
40% less time per client file and double the capacity without new hires.
40%
less time per client file
9
processes automated across intake and documents
2x
client capacity without new hires
Challenge
Planned Immigration manages a high volume of client files, government forms, and deadline-driven communication. Every hour spent on repetitive admin was an hour a licensed consultant was not advising clients, and file volume was growing faster than the team could.
Approach
We engaged as Planned Immigration's embedded AI consultants, mapping the client journey end to end and deploying automation across intake, document handling, and client communication. Every tool was approved by leadership before purchase and is owned outright by the firm.
Outcome
Planned Immigration now moves files faster with fewer errors, and consultants spend their hours where they matter: advising clients, not chasing paperwork.