ReRooted is the organisational layer between you and your clients. They tick off what they’ve gathered; you see exactly what’s missing. Your clients see the same thing — so the “just checking in” emails stop. Stuck-requirement alerts. Private notes. Per-client progress tracking. Built around your professional obligations.
Last touched 4 April. Follow up with Sana.
Authority window closes in 14 days.
You don’t need to bin your tools — keep your CRM, keep email. ReRooted slots in where the chasing lives.
| What you do today | The old way | With ReRooted |
|---|---|---|
| Asking where things stand | Email thread #7. “Did you get my last message?” | →Client sees the gap on their dashboard. |
| Knowing what’s outstanding | A spreadsheet you forgot to update | →Live progress per client. Your client sees the same view — no decoder ring required. |
| Tracking what’s been gathered | Dropbox, Drive, attachment chains | →One checklist per applicant, organised by evidence category — what’s gathered, what’s outstanding. |
| Keeping notes on each client | Notes app, your memory, last week’s call | →Private notes scoped per client and application — not case records, not submissions, just your working thread. |
| Onboarding a new client | Welcome email + Dropbox link + “let me know if anything’s missing” | →Send invitation; client self-onboards with the country-specific checklist. |
| Tracking deadlines | A reminder in someone’s calendar app | →Deadline countdowns surface for you and the client. They act before you have to chase. |
Open the dashboard. Drill into a client. Everything else — chasing, sorting, reminding — gets handled in the background.
Address gap 2019–2020 (Lisbon). Need a supporting statement; old lease lost. Following up Tue.
Your client logs in to one screen: what they’ve done and what’s left. No more “did you get my email?”, no more “what was that form called again?”, no more wondering if their case is moving. The calm shows up in their inbox — and yours.
Relationship category — 3 requirements remaining. Tap to continue.
A live checklist scoped to their visa. Nothing hidden in an email thread.
Progress is visible to them whenever they refresh. The “just checking in” messages quiet down.
A clear next-step on each visit — no late-night 'where do I even start?' panic.
A client who feels in control of their own application is a client who refers you to the next couple.
The product is small on purpose — it does six things, deeply.
Stuck-time alerts, deadline countdowns, progress updates. Your client sees the same alerts in their own view, so most nudges happen on their own.
Search and sort across all your clients. Stuck-time, deadline, and inactivity alerts surface separately on the alerts tab.
Invite by email; clients self-onboard with a checklist that meets them where they are. End the engagement in one click.
Per-client and per-application threads. Private to you — your clients never see them.
Category-based checklist with visa-specific overlays. Done / outstanding / stuck, at a glance.
No migration or legal advice from us — only organisational scaffolding. Built around your professional obligations. Built-in checklists for AU and US visa types, with country-specific evidence categories.
14-day free trial. No card. Cancel any time.
Pays for itself the first time it saves you ~30 minutes in chasing or re-explaining the evidence list.
Team / firm plans on request — talk to us.
Premium for your clients is included in every plan up to your active-client cap — no per-client charge, so your clients never see a bill.
Short answers. Anything missing — book the 15-min walkthrough.
No. ReRooted is an organisational tool — checklists, evidence tracking, alerts, structured notes. It does not provide migration or legal advice, does not assess eligibility, and does not draft submissions. You remain professional of record; ReRooted is the workflow layer underneath the work you already do.
Not unless you want them to. Premium access for your clients is included with your Agent OS plan, up to your plan's active-client limit — at no per-client charge, so your clients never see a bill. Prefer your clients to pay their own way? Turn coverage off in your settings any time, and they can buy a Case Pass for their own visa journey.
Their data reverts to them. Cancel any time from your billing page — no retention hoops, no exit interview. Cancellation takes effect at the end of your current billing period. There’s no penalty, no claw-back, and no silent deletion of their checklist and progress.
Their own dashboard: a live checklist of what they’ve done, what’s outstanding, and what’s stuck — scoped to their visa. They get the same alerts you do, so most “just checking in” emails answer themselves. The view they get is theirs, not a window into your private notes.
No. ReRooted is organisational scaffolding for chasing evidence and tracking client progress. You remain professional of record, and your formal practice records — file notes, advice memos, and regulator or bar submissions — should continue to live wherever you keep them today.
No. ReRooted handles the chasing and progress-tracking layer. Keep your CRM and accounting where they are.
There is no charge during the 14-day trial. After that it’s month-to-month and you can cancel any time.
14-day trial, no card. Less chasing for you, less guessing for your clients. If it doesn’t save you 30 minutes in week one, cancel and we’ll be sad but understanding.