Immigration case
Match a client profile against a saved application template and request the gaps.
Professional · Manage client work
One live workspace for every document-intensive client case
Identral Professional is designed for immigration consultants, education agents, mortgage brokers, accountants, solicitors, and advisers. Its portfolio-first workspace connects every client to structured document requests, shared tasks, contextual messages, and a permanent activity timeline.
Identral feature07
Professional
The problem
Consultants reconstruct case status from email, WhatsApp, spreadsheets, and folders while clients repeatedly resend the same documents.
What changes
- 01See every client and case status in one portfolio
- 02Keep communication attached to the document it concerns
- 03Give clients scoped access without password sharing
One shared architecture
Intelligence, collaboration, and workflow stay connected.
Each product layer uses the same document profile, validation, template, and workspace foundations—so information can move with permission instead of being collected from scratch.
MONDAY, 28 JULY
Your document overview
Vault readinessReview
Documents12Across 4 categories
Needs attention2Expiry & consistency
Recent documentsView all
PassportIdentityReady
Curriculum VitaeCareerReviewed
Degree certificateEducationReady
Smart checksToday
✓Information checkedNo unresolved conflict
!Passport expires soonReview before travel
IDENTRAL ADVISORWhat are you preparing for?Get guidance based on your vault →
Where it fits
Practical professional workflows.
The capability is designed as part of an end-to-end document outcome, not as an isolated tool.
Education application
Coordinate student, agent, and supporting document review in one case.
Mortgage file
Keep identity, income, property, requests, and decisions connected to the client record.
Connected capabilities
What surrounds this feature in Identral Professional.
These related capabilities share the same person, documents, permissions, and history.
Portfolio2 capabilities
Live document sharing
Allow professionals and their client the ability to share documents live and make changes and necesarry corrections.
Client portfolio dashboard
See every client, active application, readiness signal, overdue task, document issue, and next deadline from one screen.
Onboarding1 capabilities
Client invite flow
Invite a client by email so their new or existing Identral profile connects directly to the professional workspace.
Readiness1 capabilities
Application readiness score
Show per-client, per-application completeness with a clear gap list beneath the score.
Requests1 capabilities
Intelligent document requests
Compare requirements against the existing client vault and request only missing, expired, or unsuitable items.
Templates1 capabilities
Application template builder
Save repeatable requirement sets for common visa, admission, mortgage, accounting, or legal workflows.
Collaboration1 capabilities
Two-way document workflow
Move from request to upload, review, approval, correction, and completion without leaving the workspace.
Completion1 capabilities
E-signature requests
Request and capture timestamped signatures inside the case rather than moving the document to a disconnected tool.
The workflow
How manage client work works.
Invite or connect a client
Create a case from a reusable template
Request and review required documents
Track tasks, messages, deadlines, and activity together
Questions
Before you begin.
Identral is a document intelligence and collaboration platform with three connected layers: reusable profiles for individuals, client document workspaces for professional practices, and people-document operations for organisations.
They share the same document profile, validation, template, workspace, and permission foundations. An individual can grant scoped access to a professional case; structured information from a completed workflow can then support organisation intake without starting from zero.
Identral Individual provides a reusable personal document profile, Professional brings client casework into shared workspaces, and Organisations manages applicant and employee document operations.
No. The product is designed around familiar actions such as uploading a file, reviewing extracted fields, editing your vault, and selecting documents to share.
Choose your Identral layer
Put manage client work to work.
Talk to the team about Identral Professional and the workflow your team needs.