Clevero is the operations platform for registered migration agent practices. It helps you manage complex visa pipelines, automate file note logs, track deadlines and keep your practice organized and audit-ready.
File retention built in
Replaces 5+ tools: Case files management , deadline alert, and billing
Missed deadlines on Clevero
Compliance audits strictly increasing.
Running a migration agent practice means managing dozens of active cases, each with its own deadlines, documents, and client communications. Most firms manage this across email, cloud folders, and whichever practice tool they set up early on. It works until it stops working at exactly the wrong moment: an OMARA audit, a staff change, or a deadline no one remembered.
Clevero provides a secure, firm-wide workspace. Instead of forcing your staff to manually copy and paste documentation between separate systems, Clevero serves as your central operational layer. Every file note, third-party communication, and case update is logged systematically as work happens, ensuring your practice remains organized and compliant by default.
Eliminate the administrative gaps caused by legacy software and fragmented data habits. Clevero unifies your firm’s communications, tasks, and file logs into a single operational system.
The Migration Agents Code of Conduct 2022 requires practices to maintain occurring notes of all oral instructions, advice, and client interactions. When your staff relies on separate local files, offline text drafts, or physical notebooks, these critical records become fragmented and difficult to track. This can create operational gaps and lead to the ultimate regulatory liability.
Every client record in Clevero holds the file as it’s built. Service agreements are attached when the matter opens. Calls and emails are logged against the record as they happen. Invoices and documents sit with the client, not in a separate folder. When OMARA asks, you open one record and the file is already there.
Every active matter carries deadlines like Visa expiry dates, bridging visa conditions, Tribunal appeal windows, skills assessment responses, and sponsorship renewals. A missed deadline can end a client’s matter and put the agent’s own conduct in question.
Deadline fields are built into every case type. When a matter is opened, key dates are recorded and automated reminders go to the assigned agent and the principal. Nothing is left to memory. If a case changes hands, the new agent sees every date immediately.
A good case management system, even a specialist one, tracks the matter. It doesn’t track the practice. Billing sits in a separate spreadsheet because the case tool doesn’t handle fixed-fee or milestone invoicing properly. Staff workload and CPD records live in someone’s memory, because case software was never built to manage people. As the practice grows past a handful of agents, the principal loses visibility into what the team is actually carrying, and billing falls behind because nobody owns it end to end.
Clevero runs the practice around the case, not just the case. Staff tasks, CPD tracking, multi-agent workload, and Xero-synced billing sit in the same system as the matters themselves. As the practice grows from a handful of agents to a full team, the principal keeps one view of the whole operation, not just their own case list.
“We had an OMARA audit 6 months after going live on Clevero. Every file was complete. We passed without a single follow-up request.”
List features in this order: compliance-first, then case management, then billing, then integrations. Each feature should be one line, plain English, no jargon. Do not use marketing phrasing — this is an evidence list for a buyer who is already interested.
Most registered migration agents in Australia use one of three setups: Migration Manager, a generic CRM like Zoho or Monday, or a combination of email, shared drives, and spreadsheets. Migration Manager is purpose-built for visa case management and used by approximately 35–40% of OMARA-registered agents. Clevero is used by practices that need a full business operations layer — intake, team coordination, multi-party tracking, reporting, and compliance — not just visa workflow management.
Not necessarily. Migration Manager handles eLodge automation and migration-specific document templates well, and some practices run both tools. Where Clevero replaces Migration Manager is for practices that want one platform to run the whole business — intake, client communication, deadline tracking, team management, billing, and compliance — without the limitations of MM's fixed template structure. For practices not yet on MM, Clevero covers the full operation from day one.
The OMARA Code of Conduct requires agents to hold a signed client agreement, a written assessment of prospects, a fee disclosure statement, file notes for every substantive interaction, and complete records for seven years after a matter closes. Clevero builds each of these requirements into the matter opening workflow. Every interaction is logged with a timestamp, documents are attached to the client record, and the full file can be exported for an OMARA audit in one step.
Implementation typically takes four to eight weeks depending on the complexity of the practice — number of agents, visa types handled, and whether data needs to be migrated from an existing system. Clevero is not a plug-and-play subscription. We scope the setup with you, build your matter templates, deadline tracking rules, and intake workflows to match how your practice actually operates. By go-live, your team is working in a system built for them, not a generic tool they have to adapt to.
Yes. Clevero is configured to the specific visa types your practice handles — employer-sponsored subclasses (482, 494, 186), skilled migration (189, 190, 491), family visas, partner visas, and tribunal or review matter types. Each matter type gets its own workflow, document checklist, and deadline structure. You are not forced into a single template. Practices that work across multiple visa categories, or that handle employer advisory work alongside client applications, can build distinct workflows for each.
Clevero has a certified two-way Xero integration and a full MYOB integration. Invoices raised in Clevero sync to your accounting system automatically. Payments reconcile against the client matter. Disbursements and government fees can be tracked per matter and included in the invoice. For practices currently managing billing in a separate spreadsheet or manually re-entering invoices into Xero, this is typically one of the first visible time savings after implementation.
Clevero is priced by practice size and configuration rather than as a flat subscription. For a sole practitioner or small firm, platform costs typically run between $480 and $1,200 per month, with a one-off implementation cost of $6,500 to $12,000 covering the full practice setup. The implementation is not optional — it is how the system gets built for how your practice works. Agents who have previously bought generic software and abandoned it understand why this matters.
Data migration is a real consideration and we scope it honestly before committing to it. The first step is understanding what data you have, what format it is in, and what needs to move. Structured data from Migration Manager or a spreadsheet can be imported. Email-based file notes and documents from shared drives require a more manual process. We provide a fixed cost and timeline for the migration as part of the scoping conversation — there are no open-ended migration risks.
Book a 15-minute walkthrough tailored to how your practice runs. We will show you the OMARA audit workflow, case deadline management, and how it maps to your current operation. No pitch. Just a look at whether it fits.
