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CRM · Templates

Quality over quantity. 20+ MARA-grade templates.

Every template is drafted from verified public sources — MIA guidance, LIV registers, DHA standard letters. Pick one, render it with client data auto-substituted, send. Or draft your own. Or prompt Harper to draft a new one.

20+ curated templates

Engagement letter · RFI response · refusal · withdrawal · cost agreement · bridging visa advice · 189/190/491 nomination · 482 / 186 sponsorship. Quality over MM's 4,000.

Filter by category + visa

Filter by category (engagement, RFI, sponsorship), visa subclass (189, 190, 482…), or language. Find the right template in under ten seconds.

One-click render

Pick a template, pick a client, the library substitutes every {{variable}} with real client data. Review, tweak, send — or drop into a filenote.

Create your own

Every org can draft private templates. Mark them isSystem=false, tag with category + visa subclass, and they live alongside the seed library — scoped to your firm only.

Harper drafts on demand

Ask Harper for ‘a template for a 190 nomination letter for NSW’ and review the draft. Save it. Your AI-drafted templates are flagged for transparency.

Shared across the firm

Templates are org-scoped — every team member uses the same rendered language. Standardise tone without dictating wording.

Categories shipped on day one

Every template tagged with category, visa subclass, and source (public-research, user-created, or ai-drafted).

Engagement letters3
RFI responses3
Refusal responses2
Cost agreements2
Bridging visa advice2
189 / 190 / 491 nominations4
482 / 186 sponsorship3
Withdrawal + closure2

Your templates, your tone, your firm.

Clone a seed, edit to your voice, save as private. The library stays the same shared surface — each firm gets the output of its own decisions.