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Document templates

Your own documents, as templates.

Upload the costs agreement, sponsor letter or Genuine Student statement you already use. The placeholders are found and every client gets a personalised draft.

7-day free trial, no card needed

Harbourline Migration

Example firm

Costs Service Agreement

Send for signature

This agreement is between and Harbourline Migration for the subclass {{visa_subclass}} application. Your registered migration agent is Olivia Reid, {{agent_marn}}.

Client signature

{{date_signed}}

Harbourline Migration

Example firm

Hi Hana

Skilled Nominated · Assessment

Nothing to sign right now

The agreement's placeholders fill from Hana's record, it goes for signature and she signs it on her phone.

The placeholders are found for you. Upload a PDF or DOCX and the values that change per client become placeholders.

A title and a category are suggested. Rename, add or remove placeholders in the editor, then pick a client and the draft fills itself from their record.

10 starter templates on day one. Built around the OMARA Code of Conduct.

The Costs Service Agreement, Statement of Services, Form 956 cover letter, Privacy Notice and Consent and the letters agents reach for every week. Use them as they are or adapt them to your house style.

Costs agreements priced from the matter. Disbursements from the Department's current visa charges.

Place a disbursements block and each client's copy is priced from their subclass, stream and family, plus your own third-party costs. The current consumer guide is annexed inside the agreement's page numbering, both sets of initials sit at the foot of every page and you preview the exact PDF before anything is sent.

Is there a limit on templates?
No template cap and no per-template fee. Reading a new template uses your plan's Harper allowance of 1,000 queries a month.
Is this an add-on?
No. Templates are included with Pro at A$79 a month or A$49 a month billed annually, with no setup fee and no per-licence cost.
Which files can I upload?
PDF and DOCX, up to 10 MB. The upload also suggests a title and a category such as Engagement, Sponsorship, Skills or Review.
Can I fix a placeholder it got wrong?
Yes. Rename placeholders, add new ones and remove the wrong ones in the editor. Placeholders are simple {{snake_case}}.

Your templates, your wording, every client.

Upload your own documents and send personalised drafts to every client.

7-day free trial, no card needed