Every feature, in one list.
Everything DearVisa does today, area by area — and the AI features we're building next.
Sales and intake
- Leads board and list
- Every enquiry from new to won or lost, on a board or a list, with the reason a lead was lost.
- Lead owners
- Whoever creates a lead owns it, unless they name someone else. Destination, travel dates, source and urgency on every lead.
- Contact preferences
- What each lead agreed to be contacted on — email, phone, WhatsApp or SMS — with when they opted in or out.
- Consultations
- Eligibility notes and the programs you suggest, kept with the lead.
- Quotes in INR
- Your service fee, government fees, deposit and validity, numbered automatically. Quote a whole family or group together.
- One-step conversion
- An accepted quote becomes the client, the engagement and the case — nothing typed twice.
Clients and profiles
- One profile per person
- Passports, ID documents, addresses, jobs, education, travel history, previous visas and refusals, military service and security answers — entered once, used on every application.
- Family and sponsors
- Spouses, children, parents and sponsors linked to each other, so a family applies together.
- Corrections from clients
- Clients can suggest a fix to their details in the portal. Your team approves it before anything changes.
- Profile history
- Every change to a profile recorded: what changed, who changed it and when.
Cases
- A case for every application
- Stage, status, owner, case manager, progress and balance on one screen.
- Families and groups
- Applicants travelling together grouped into one application, with one shared appointment.
- Requirements checklist
- Each case's checklist comes from its program. A requirement can be waived, with an approval and a reason.
- Appointments
- VFS, BLS, US consular and other centre appointments in the centre's own time zone, for one applicant or the whole family, on a shared calendar.
- Submission and after
- Record the submission, steps at the visa centre or embassy, extra requests from the government with their deadlines, the decision and the passport's return.
- Cancellations
- A cancelled case keeps its reason and its history.
- Program updates, your choice
- When a program gets a new version, decide case by case whether to move to it or keep the version the case started on.
- Case history
- Every change on a case recorded, with personal details masked in the record.
Documents and quality
- Upload against the checklist
- Your team or the client uploads straight to the requirement it's for, so every document says what it's for.
- Accept, reject or ask again
- Rejecting a document reopens the client's request and emails them that a new copy is needed — without the details in the email.
- Second-level QA
- A QA queue where the reviewer claims a case and decides: approve, or send it back with a note and a task for the case team.
- Correction rounds
- Track what was sent back for correction and when it came back.
- Private by default
- Documents open through links that stop working after five minutes. Nothing sits in an inbox.
Forms and programs
- Form worksheet
- Every question in the government form's own order, marked answered, from your records, or missing — ready to fill the official form top to bottom.
- Only the questions that apply
- The form's own conditions hide what doesn't apply to this applicant.
- Program library
- 16 programs in every agency: US visitor (B1/B2) and Schengen short-stay complete, built question by question from the official forms, plus 14 to start from — Canada, UK, US student and work, Australia, UAE and more.
- Your own programs
- Copy a library program or start from nothing. Your checklist, your fees, your instructions, your questions.
- Versions and changes
- Publish a new version when a government changes a form, and see exactly what changed between versions.
- Update notices
- See when a library program you use has a newer version.
Client portal
- Secure links
- Ask for exactly what you need — documents, application questions, a declaration, a check of their details — in one link, for any visa. You set when it ends, and can cancel it any time.
- Portal accounts
- Clients sign in with a one-time code sent to their email: no password. Codes last 10 minutes and lock after five wrong tries.
- Helpers
- A sponsor or parent gets their own link, limited to their part. Some answers still need the applicant's own confirmation.
- Everything in one place
- Messages with the case manager, appointments, invoices and a timeline of the case.
- Emails in your agency's name
- Sign-in codes, links and notices go out with your agency's name and contact details. DearVisa only signs the footer.
- Nothing goes without you
- Clients send their answers to you for review. Only your team submits an application.
Team and daily work
- Tasks
- Tasks with an owner and a due date, linked to the case, client or company they're about.
- Work queues
- What needs doing across the agency: documents to review, appointments this week, approvals pending, payments overdue.
- Claiming work
- Claim an item before you start, so two people never work on the same thing.
- Handoffs
- Pass a case to a colleague with a note. Accepting it makes them the case manager; closing it needs an outcome.
- Shared inbox
- Log messages that arrived by email, phone, SMS or WhatsApp and file each one on the right case.
- Conversations
- Threads with clients, sent by email or to their portal, kept on the case.
- Your notifications
- Your open tasks and the handoffs sent to you, in one feed.
Corporate travel
- A workspace per company
- Employees, contacts, travel policies and billing details for each company you serve.
- Trips
- Travel requests with destinations, dates and who's travelling, grouped into batches when many go together.
- Who needs a visa
- An assessment for each traveller: who needs a visa for this trip, and who's already covered.
- Approval chains
- Manager, mobility team, finance — in order or all at once, with named approvers and backups.
- Access for HR
- Each company's HR and travel team sign in to see only their own people, trips, visa requests, appointments and invoices.
Finance
- Invoices in INR
- From draft to issued. A mistaken invoice is voided, never edited.
- Payments ledger
- Payments, credits and adjustments recorded and settled. Balances are worked out from the ledger, never typed.
- Finance exceptions
- Unmatched transfers and disputed fees tracked until they're resolved.
- Corporate billing
- Invoice companies against their own billing profile.
- Right people, right access
- Case teams see what's owed; only finance changes it.
Your agency
- Offices
- Every branch with its address.
- Staff and 20 roles
- Invite staff and they set their own password. Owners, managers, consultants, case managers, reviewers, QA, finance, reception, auditors and more — each sees only what their role needs.
- Access you control
- Change someone's role in a click; removing them ends their access at once. An agency always keeps an owner.
- Agency settings
- Your currency, time zone and details, used across quotes, invoices and appointments.
- Stored in India
- Hosted in Mumbai, encrypted, each agency's data kept apart, backed up daily.
Coming next: AI that does the reading. You make the call.
We're building AI into DearVisa to take the typing and checking off your team. None of it is available yet — we'll tell you as each one arrives.
- Planned
Reads documents for you
Passports, bank statements, payslips, employment letters, itineraries and invitations: names, dates, passport numbers, employers, salaries and travel dates pulled out and offered to the client's profile.
- Planned
Fills forms from what you know
Matches each government question to answers you already hold — even when the form words it differently — and fills the worksheet for you to check.
- Planned
Spots problems before the embassy does
Flags a name that doesn't match the passport, an expiring passport, a bank statement that's too short, travel dates that don't add up, or a document sent twice.
- Planned
Case summaries
Who's applying, for what and why, when they travel, who's paying, what's done, what's missing and what happens next — in a few lines.
- Planned
Ask in plain English
“UK visitor cases missing financial evidence.” “Everyone travelling in the next 30 days.” “Cases with a previous refusal.”
- Planned
Drafts your messages
Requests for missing documents, follow-ups, appointment reminders and decision notices, drafted for you to edit before you send.
How it will work
- It suggests, you decide
- AI never overwrites a fact your team has checked. Every suggestion waits for a person to accept it.
- You see where it came from
- Each suggestion shows the document or answer it's based on, and how sure it is.
- You choose who uses it
- Turn each AI feature on or off, decide which roles can use it, or switch it off completely.
- Everything else keeps working
- Cases, forms, the portal and finance never depend on AI.
See the features that matter to your agency.
We'll walk you through them with your own programs and clients in mind.