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Run the whole matter in one place: from fee schedule to lodgement

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Mon, 28 Sep, 10pm - 10:30pm EDT

Description

Ready to run a full visa matter without juggling tools, spreadsheets and email chains? Join Brandy Vath, Senior Customer Success Manager, for a live walkthrough of managing a matter end to end on Migration Marketplace, from the moment you take on a client to the point of lodgement.

We'll walk through setting your fee schedule, sending the service agreement and invoicing, so the commercial side is sorted and documented from the start. Then we'll move into the applicant's side of the matter, sending the forms and questionnaires your client needs to complete and requesting the supporting documents, all tracked in one place so you always know what's outstanding.

You'll leave knowing how to move a matter cleanly from engagement to lodgement, with less admin and fewer things slipping through the cracks.

Bring a live matter in mind if you can. We'll leave time at the end to work through your questions together.

📅 Tuesday 22 September
🕐 12pm to 12.30pm AEST
🎟 Free to attend

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