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.
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Harbourline Migration
Example firmCosts Service Agreement
Send for signatureThis agreement is between and Harbourline Migration for the subclass {{visa_subclass}} application. Your registered migration agent is Olivia Reid, {{agent_marn}}.
{{date_signed}}
Harbourline Migration
Example firmHi Hana
Skilled Nominated · Assessment
Nothing to sign right now
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.
Questions firms ask.
Is there a limit on templates?
Is this an add-on?
Which files can I upload?
Can I fix a placeholder it got wrong?
Your templates, your wording, every client.
Upload your own documents and send personalised drafts to every client.
7-day free trial, no card needed