Learn LodgeHQ in minutes

Sign up, choose a plan, and complete your firm profile in under 2 minutes.

Understand the main dashboard, key widgets, and how to navigate the app.

Set your MARN, branding, email signatures, and default preferences.

Create a client record manually or import from a spreadsheet.

Capture leads from web forms, move them through your custom pipeline stages.

Keep a complete, OMARA-compliant audit trail of every client interaction.

Use prebuilt visa checklists or create your own templates.

Drag-and-drop uploads, automatic OCR, and category tagging.

One-click ZIP export with all documents named and ordered for lodgement.

Fill the entire Form 80 from your client questionnaire in seconds.

Auto-populate Part A with client and agent details, ready to sign.

Email a smart, dynamic questionnaire that auto-fills your forms.

Get an instant skilled migration eligibility assessment for any client.

Generate strong personal statements, statutory declarations, and submissions.

Auto-extract key data from passports, payslips, and identity documents.

Add deadlines, get reminders, and see upcoming milestones at a glance.

Two-way sync between LodgeHQ and your existing calendar.

Build a professional invoice with your branding and email it to the client.

Connect Stripe and let clients pay invoices online with one click.

Push invoices and payments to your accounting system automatically.

Compose, send, and log client emails with templates and merge fields.

Send appointment reminders and updates via SMS (200 free per month).

Reach clients on WhatsApp directly from their case file.

Send a magic-link invite — no passwords required.

Get Form 956 and engagement letters signed in minutes, not days.

Auto-generated, time-stamped file notes that meet OMARA requirements.

Track your continuing professional development hours and export reports.

See revenue by month, by visa type, and by team member.

Track success rates, average lodgement time, and team productivity.

Invite agents and admins, assign roles, and control permissions.

Lock down sensitive data with granular permissions per role.