ConsultLine is a phone line and assistant for Canadian immigration consultants. Terms, notes, follow-up, documents and getting paid for your time, on every call, while you just talk to your client.
Your clients call the number they already know. ConsultLine works around the conversation, from the first ring until the last document is in.
Your caller gets your consultation terms by text and can accept them while the call connects. Their name and email go straight to your CRM.
Live notes build themselves: the matter, family size, funds, deadlines, refusals. Every fact shows the caller's own words beside it. A timer shows when the free time is over.
The notes are in your CRM and a summary is in your inbox. One click sends your payment link, once the caller has accepted the terms.
One click emails the client the exact documents you need, with a personal upload link. Uploads are checked against your list, and polite reminders follow until everything is in.
Every unanswered call gets your assistant, in your firm's name.
The assistant collects information only. Eligibility, options and next steps are yours to decide, on your call.
You get every answer as notes, with the caller's own words, and a text that a call came in.
Terms by text, live notes, the questions for the client's visa, Express Entry score and PR routes ranked by time (estimates from IRCC data), follow-up, IRCC forms started from the call, a check of the whole file, and missed calls answered. You give the advice; ConsultLine handles the rest. Captions are on screen; names and numbers in it are made up.
Client information is handled with care, and you can show how.
Calls to the number you already have are forwarded to ConsultLine. We set it up with you.
A short menu at the start of the call. English and Hindi are tested on live calls; Punjabi, Telugu, Mandarin and Arabic are in pilot testing. Your notes are written in English.
Speech recognition makes mistakes. Notes show the caller's own words, and you review each call before you submit it.
We set ConsultLine up with you: your consultation terms, your questions, your number and your payment link. Book a 15-minute live demo to see it on a real call.