Smarter Way to Manage Your Consultancy Operations
Unify your leads, students, cases, documents, and internal workflows into one intelligent system—designed to improve efficiency, visibility, and team collaboration.
Active Students
Documents Managed
Approval Rate
Avg. Response (hrs)
Most essential features
Every module is designed to reduce admin friction while making the student journey feel clean, informed, and easy to trust.
Lead Capture & Conversion
Record enquiries, track stages, use AI follow-up drafts, and convert leads into active student records without losing context.
Student Workspace
A single profile brings together cases, documents, notes, insights, and staff ownership so nothing falls through the cracks.
Document Management
Request, upload, review, verify, and approve documents with version history and AI-powered quality checks built in.
Workflow Templates
Create reusable step-by-step checklists by country and intake. Mark steps student-visible so the portal stays in sync.
AI-Powered Insights
Get readiness scores, next-step recommendations, risk flags, and case copilot planning to keep every application moving.
Roles & Permissions
Control who sees what with granular role-based access. Super Admin, Counselor, Visa Officer, and custom roles.
All services follow our unique flow
From first enquiry to final visa decision, every milestone is intentionally designed to keep your team aligned and every student moving forward.
Capture Leads
Record enquiries from any source. Track stage, source, and contact details in one pipeline.
Convert to Students
Accept leads into active student records. Assign counselors, documentation, and visa officers.
Open a Case
Create application cases with target country, intake, and link reusable workflow templates.
Manage Documents
Request files, run AI quality checks, verify or reject with notes. Students upload through their portal.
Track Workflows
Move cases through step-by-step checklists. Student-visible steps sync to the portal automatically.
Complete & Deliver
Monitor progress, coordinate team tasks, and deliver confident outcomes from one workspace.
Student Workspace
The student workspace brings together profile management, case tracking, document handling, internal notes, and AI insights — all within a single student record. Staff can manage every aspect of a student journey without switching between modules.
Secure Student Portal
Students log in to upload documents, view case progress, and update their profile — all with email verification and encrypted sessions.
AI Case Copilot
Ask focused questions and get priorities, document plans, risk controls, and suggested messages for any live case.
What our clients say
“Consultease replaced three separate tools for us. Leads, documents, and case tracking now live in one place and our response speed doubled.”
Nadal Finch
CEO, Google
“The student portal alone cut our support tickets in half. Students can see exactly where their case stands without calling us.”
Aria Sharma
Head of Admissions, EduBridge
“Workflow templates saved us weeks of setup. We imported our process once and every new case follows the same proven path.”
Daniel Okoro
Operations Lead, Pathway Global
Ready to streamline your consultancy?
Join consultancies worldwide who trust Consultease to manage leads, students, cases, and documents in one connected workspace.