Case details
Country—
Package—
Case Status
Travel date
Conf. travel date
Staff assignment
Booking Agent
Form Filling Agent
Insurance Agent
Account Manager
Days to secure—
Booking status
Invoice
Standard fee—
Discount £
VFS Service Fee—
Visa Fee (at centre)—
Final fee—
Total payable (to us)—
Payment status
Invoice ready
Invoice sent—
Post-appointment
Call made
Visa outcome
Outcome
Outcome date
Group ID
Review received
Send review email
⚠️ This field had a previous value. Please verify the update is correct.
Additional controls
Hotel booking completed
GDPR Exempt (do not delete docs)
Document checklist
Edit the checklist for this client. Changes are reflected on the client dashboard and can be emailed.
Employment status
Employment type
Task checklist for this client
All tasks — tick to mark done. Red = overdue, amber = due today.
Invoice preview
Opens in a new tab. Use Print → Save as PDF to download.
AI summary
Generate a one-paragraph briefing of this client's case using Gemini AI.
Resend emails
Required fields
Title