Assigned Students
Students assigned to you or your role scope.
The Operating System
for Modern Study Abroad Consultancies.
Bring order to your agency. Replace scattered messages, endless spreadsheets, and messy local folders with a single, unified platform. Automate document processing with AI, empower students with a self-service portal, and orchestrate every application flawlessly.
AI document processingStudent self-service portalSecure document vault
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Account
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Dashboard
Your staff workspace home, current workload, and the next things that need attention.
✦ Staff Workspace
Global Consultancy
This home reflects your staff-level dashboard summary, task pressure, assigned work, and the fastest routes into the modules you use every day.
Role-based accessGranular permissionsAll modules
Active Cases
Cases that still need active follow-through.
Pending Tasks
Open work items still waiting on action.
Pending Documents
Document items that still need attention.
Role Dashboard
Super Admin Insights
Lead to Won
Won to Visa
Avg Processing
Critical Alerts
Pipeline snapshot
New
In Progress
Ready
Awaiting Visa
Completed
01Client Experience
Keep students informed. Keep your team organized.
Give every student a dedicated portal to track progress, upload documents, view payment records, and receive updates — all while your team manages everything from a centralized dashboard.
Real-Time Progress Tracking
Students can see exactly where they are in the application journey without calling your office for updates.
Secure Document Uploads
Request documents with a click and receive them directly in the student's profile.
Transparent Fee Management
Students and parents can track payments, upload receipts, and view financial records anytime.
Instant Notifications
Automatically notify students when documents are requested, reviewed, or when application stages change.
Self-Service Student Portal
Students can update personal details, access important records, and manage their journey from one place.
Connected Collaboration
Keep students, counselors, documentation officers, and finance teams aligned through a single shared platform.
A modern experience for students. A more efficient workflow for your consultancy.
02Platform Capabilities
Everything you need to run a modern study abroad consultancy.
Consultease combines AI-powered automation, structured workflows, secure document management, and student collaboration tools into a single platform — built specifically for education consultancies.
AI-Powered Document Processing
Upload passports, citizenship cards, transcripts, and certificates — our extraction engine automatically captures names, dates of birth, document numbers, grades, institutions, and passing years. Reduce manual data entry while improving accuracy.
AI Extracted
Full Name
Date of Birth
Passport No.
Academic Record Digitization
Intelligently extract educational history from SEE, +2, Bachelor's, and other records so your team can quickly evaluate eligibility and prepare applications.
Enterprise Document Vault
A centralized, secure repository for every student document, with categorization, version history, recovery tools, and advanced search built for consultancy operations.
Verification & Approval Workflows
Documentation officers verify or reject files with detailed feedback. Students are notified automatically when corrections are required — a structured review before submission.
One-Click Application Packages
Generate complete document bundles and export them as organized ZIP packages — no manual file collection or folder prep.
Country-Specific Workflow Management
Create customized pipelines for Australia, the UK, Canada, the USA, and more — with destination-specific stages, requirements, and compliance checklists.
Deadline & Expiry Monitoring
Track passport expirations, document validity, pending requests, and milestones from one dashboard to prevent delays and compliance issues.
Multi-Currency Financial Management
Track payments across NPR, USD, AUD, GBP, and more, with detailed transaction histories, receipt management, and verification workflows.
Sub-Agent & Referral Management
Track agent referrals, monitor lead sources, manage commissions, and maintain full visibility into your partnership ecosystem.
Role-Based Access Control
Define permissions for counselors, documentation officers, finance teams, visa officers, and administrators to ensure security and accountability.
Analytics & Operational Insights
Monitor pipelines, student distribution, conversion rates, intake performance, and staff productivity through a centralized reporting dashboard.
03Student & Consultancy Connected
Keep students informed at every step.
Give every student their own dashboard where they can track progress, upload documents, view payment records, and receive updates — all while your team manages everything from a single platform.
A better experience for students. A more organized workflow for your team.
Know what's happening, anytime
Students log in and instantly see the current status of their application, upcoming steps, and important updates — no more constant calls asking, “What’s the status?”
Easy document sharing
Need a passport copy, transcript, SOP, or financial document? Request it from the platform and students upload it directly — automatically linked to the right profile.
Clear payment tracking
Students and parents view payment records, upload receipts, and track fee statuses from one place — creating transparency and building trust.
Instant notifications
When a document is requested, verified, or an application moves stage, students get an automatic update. Everyone stays informed without manual follow-ups.
Built for better collaboration
Students, counselors, documentation officers, and finance teams work through one connected system — everyone has the information they need.
04Lead Management
Capture interest faster and convert leads seamlessly.
Secure Public Intake Forms
Generate custom secure links for lead capture. Inquiries flow into your CRM with automatic source attribution.
One-Click Student Onboarding
Promote a lead to an active Student Profile instantly — all notes, files, and contact info preserved. No duplicate entry.
Complete Interaction History
A full timeline of every counselor note, stage change, and interaction — ensuring accountability across your team.
Role-Based Access Control
Define precise permissions so counselors, documentation teams, and finance staff each see exactly what they should.
Leads Pipeline
Source-attributed intake
Ready to modernize your consultancy?
Join the next generation of study abroad operations. Eliminate manual data entry, secure your document workflows, and deliver a premium experience to every student.