Features/Admin Portal
Mission Control
Complete firm oversight.
Manage users, billing rules, and global settings from one dashboard. The Admin Portal gives you the controls to scale your firm securely.
Staff & Role Management
Create custom roles (e.g., "Senior Agent", "Paralegal", "Accountant") with granular permissions.
Permission Matrix
Action
Admin
Agent
Junior
View Client Data
✓
✓
✓
Access Trust Acct
✓
-
-
Delete Files
✓
-
-
Country & Module Enablement
Operating in multiple jurisdictions? Toggle modules on/off for specific branches.
Australia (OMARA)
New Zealand (IAA)
Pricing & Payment Rules
Set default professional fees for visa types and configure payment gateway API keys.
GatewayStripe Connected
Tax Rate (GST)10%
CurrencyAUD (Base)
Advanced Analytics Dashboard
Revenue
$1.2M
Active Cases
482
Success Rate
99.1%
Staff Count
12