For New Zealand licensed immigration adviserssolo advisersgrowing practices

More clients. Not more hours.

Practice software built for New Zealand licensed immigration advisers. Every case, deadline, document and message in one place, with client files kept in Auckland. Free for every adviser.

Where Clerq started

Built inside a working New Zealand immigration practice.

Provisas Immigration Advisers Target Language Academy Professional Group Limited Trailblazer Predictive

Stop chasing clients. Start finishing files.

Work visa application

2 of 4 documents in

  • Passport In
  • Signed agreement In
  • Payslips, last three months Waiting 6 days reminder sent
  • Police certificate Waiting 12 days reminder sent

At risk. The current visa expires in 23 days, and the police certificate is still outstanding.

An illustration. The file shown is synthetic.

Most of an adviser’s week goes on waiting: for a payslip, a police certificate, a signed agreement, a reply. Clerq does the chasing so you can get on with the advice.

  • It knows what’s missing.

    Every file shows which documents are in, which are outstanding, and how long you’ve been waiting.

  • It sends the reminders.

    Clients get automatic follow-ups for anything still outstanding, in your practice’s name.

  • It tells you when it matters.

    Deadlines at risk come to the top of your day, before they become a problem.

Open it and you know what to do next.

Clerq shows what needs you first: the overdue date, the document still missing, the client waiting on a reply.

Home. What needs you first, before anything else. The practice shown is synthetic.

The Clerq home dashboard: the morning greeting, the overdue count, the assistant prompt and the four practice figures.
Deadline load plotted against verified dates, the file completeness dial, and the two renewal warnings beneath them.
The Clerq settings menu open, showing the light, dark and match system appearance options.
The same Clerq dashboard in dark mode.
Book a 15-minute walkthrough

Messages

Stop searching for that message.

Email, notes and meetings sit on the client’s file.

Drafting

The first draft is already written.

Clerq drafts routine documents from what’s on the file. You review and sign off.

Deep Analysis

A second opinion before you advise.

It asks the follow-up questions, then sets out how to approach the case. You make the call.

Switching is the easy part.

Moving from Zoho, HubSpot or a spreadsheet? We move your client records across for you. Your team is working in Clerq within a week, not after months of setup.

Works with

  • Microsoft
  • Google
  • Zoho
  • Xero
  • Zoom

Our story

We built the system we couldn’t buy.

Clerq started inside a New Zealand immigration practice. We ran our files on Zoho, then moved to HubSpot. Both were built for sales teams, not for advisers working under the Code. So we kept the best of what they did well and built the rest around how a practice actually runs.

  1. 01 Zoho Built for sales teams
  2. 02 HubSpot Built for sales teams
  3. 03 · May 2026 Clerq Built for advisers working under the Code
  4. 04 · July 2026 Auckland Live on New Zealand servers, with its own mail, calendar and files
  5. 05 Today More than 1,300 changes since June. Now taking practices one at a time.

Your files are held under your practice’s own key. Nobody at Clerq, or at the practice it came from, can read them.

The full story

Built from the Code, not bolted onto a CRM.

Engagement terms, conflicts, custody of originals and complaints are objects in the product. They are why Clerq exists, and they are free, because compliance should not be the paid tier.

Auckland Client files stored here, and in no other region Terms of Service, cl. 9.3
2014 Built around the IAA Code of Conduct iaa.govt.nz
0 Client files used to train any AI model Contractual term
AES‑256 Encryption at rest, under your practice’s own key Terms of Service, Schedule 1
Where the data sits How the Code is wired in

What Clerq is

Clerq is a practice system for New Zealand licensed immigration advisers. It runs cases, deadlines, client files and a real practice mailbox as one record, from first enquiry to file closure, with the IAA Code of Conduct 2014 built into the workflow rather than added as a compliance tab afterwards. Client files stay in New Zealand.

Built for
New Zealand licensed immigration advisers
Governed by
The IAA Code of Conduct 2014 and the Privacy Act 2020
Client files
Auckland, New Zealand, not replicated to any other region
The boundary
Clerq prepares the work. A licensed adviser reviews it and submits it.

The practice system is free.

The practice system

$0

per adviser, per month

Not a typo

Every adviser, not a trial.

Not seat-limited, and not a cut-down edition. AI usage is pay as you go, and add-ons are priced separately.

Get early access
Book a 15-minute walkthrough How pricing works

Start with the file you are worried about.

We onboard one practice at a time, so the first conversation is a working one: your overdue dates, the documents you are still chasing, and what the system would have done about them.

Get in touch

[email protected]

Pricing

The practice system is free