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
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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
Upload to Drive
Upload files directly to the client's Drive folder.
Folder
Task checklist for this client
All tasks — tick to mark done. Red = overdue, amber = due today.
Invoice preview
Preview opens in new tab — use Print → Save PDF. Save buttons store directly in client's Drive folder.
AI summary
Generate a one-paragraph briefing of this client's case using Gemini AI.
Resend emails
Send updated client PDF
If you've corrected any client details in the Clients sheet, click below to generate and email a fresh PDF of their updated information.
PDF will also be saved to client's Drive folder.
Required fields
Title
