Features

Everything your team needs to manage visa operations.

Client registry, IDTRAK trips, visa cases, documents, tasks, finance, communications, analytics and audit.

Client Registry / IDP
Permanent profiles, lifecycle, responsible employee, duplicate prevention.
IDTRAK
Purpose, route, participants, readiness, responsible manager and trip context.
Visa Cases
Individual applicant workflow inside one selected IDTRAK.
Documents
People folders, Trip folders, Review Queue, Archive and secure references.
Tasks
Group/applicant tasks, deadlines, priority, templates and checklists.
Finance
Services, payments, individual/group balances and payment history.
Communications
Unified communication context across supported channels.
Analytics
Operational visibility for the Office Holder and authorized employees.
Audit
Immutable trace of critical actions and sensitive access.

Create the person once. Keep the relationship for years.

Permanent IDP profile.
Personal, passport, family, employment and visa-history context.
Returning clients reuse existing profiles.
Client lifecycle remains separate from trip and Visa Case stages.
Dependents may have their own IDP without a separate login where legally appropriate.

IDVIS helps an agency build a long-term client base instead of creating a new CRM record every time the same person travels.

IDTRAK

Trip/project context

Purpose, route, dates, participants, group readiness, manager, finance.

Visa Case

Individual applicant process

Applicant information, documents, package, submission, decision.

Readiness

Calculated completion

Separate from workflow stage; not-applicable items do not reduce readiness.

Decision

Authority outcome

Separate from workflow stage and recorded per applicant.

Folder-based workspace by People / IDP and Trips / IDTRAK.
Review Queue for Under Review, Needs Update, Expiring, Expired, Rejected and Mismatch.
Upload once, reference many times.
No permanent public file URLs.

IDTRAK group tasks or specific-applicant tasks.
General office tasks when no trip context is needed.
Assignee, deadline, priority, checklist and history.
One Task object reused across the Task workspace, IDTRAK, Visa Case and Client 360 views.

Services can apply to an entire IDTRAK, one IDP or selected IDPs.
Payments may be participant-specific or group-level.
Outstanding amount is calculated from active services minus valid payments, per currency.
Voided payments stay in history but no longer affect balances.