The busywork, done by AI.
The decisions, still yours.
Doqify Automation builds AI software that reads documents, verifies them, drafts the paperwork, runs your pipeline and finds your next clients — so your team reviews and signs off instead of typing from scratch.
Three products. One connected desk.
Win the client with AI Lead CRM, run the file in Visa CRM, and let Workflow Web do the heavy document work. Use one on its own, or all three together — plus browser autopilots for the US, UK and Australian visa forms.
Workflow Web
Upload an applicant’s documents and get a verified, embassy-ready visa package back — in your browser, on your own website.
- Forensic OCR, MRZ, identity & fraud checks
- 16 letters and documents drafted per file
- A customer-facing visa website built in
Visa CRM
The whole consultancy in one place — enquiry to passport return, with AI checks, rules, client portal and GST invoices.
- Pipelines per country with SLA deadlines
- Client portal for uploads and live status
- 9 triggers × 7 actions of automation
AI Lead CRM
Describe your ideal customer in one sentence. Autopilot finds them, writes to them, calls them and follows up.
- AI lead search, scoring and enrichment
- Email, WhatsApp and AI voice calls
- Stops the moment a lead replies
A visa file, read, verified and drafted in minutes.
Workflow Web is the full visa-documentation workflow as a website on your own domain. Your team uploads the documents, the AI checks every page and writes the complete package — and your customers can start their own application from your site.
Destination
Pick the country and visa type. Each comes with its own guide and requirements.
Trip details
Purpose, dates, travellers, occupation, sponsor and any special situation — or skip and go document-only.
Checklist
A checklist for that country and visa, filtered to the applicant’s occupation. Add your own items.
Upload
One drop zone per traveller. PDFs, photos, Office files, ZIPs or whole folders — duplicates skipped.
Visa package
Readiness score, every check, and all the letters ready to download and send.
Forensic OCR
Every field from every document, character by character.- Date and ID-format checks (passport, Aadhaar, PAN)
- MRZ fields matched to the printed page
- Tamper signals: fonts, pixelation, misalignment
Who is who
Each traveller verified across every photo document.- Face, ageing and signature consistency
- 0–100 identity score with a clear verdict
- Relationships between travellers worked out
Cross-checks
The whole file compared against itself and the rules.- Names, dates, addresses, numbers across files
- Checklist: present, missing, needs attention
- Schengen rules: insurance, validity, timing
The package
Letters and supporting documents written in parallel.- Covering letters, SOP, itinerary, sponsor letter
- Interview prep with model answers
- Editable — Copy, PDF, Word or text
A report your consultant can trust at a glance.
Around twenty sections, from a single readiness score down to the field-by-field evidence behind it. Anything inconsistent is flagged — never quietly accepted.
- Readiness score (0–100) with a plain summary
- Per-traveller tabs and scores for groups
- Eligibility assessment: strengths, risks, fixes
- Declared trip details vs what documents show
- Document inventory with forensic OCR
- Security features: photo, hologram, QR, microprint
- Cross-document checks and a fraud-risk level
- Identity & biometric verification per person
- Financial ledger and contradiction finder
- Checklist compliance, item by item
Sixteen documents, plus one covering letter per traveller.
Written from the applicant’s own documents and trip details, in your firm’s wording. Every one is an editable draft — copy it, or download it as PDF, Word or text.
Plus 15–20 likely interview questions with answers tailored to the applicant.
Your customers can start the file themselves.
Workflow Web includes a public website for your agency. Applicants choose a destination, read the guide, sign up, answer a few questions and upload their documents — then your team takes over.
- Destination guides with search and region filters
- Visa types, documents, process and photo rules
- Consulate and visa-centre shown by home state
- Short applicant questionnaire — only what documents can’t show
- AI visa check, flight itinerary, or talk to a consultant
- Sign-ups open, approval-only or closed — your call
- Daily limits per customer, set by you
- Customers never see your internal documents
Everything the desk needs around the file.
Built for the people who actually prepare applications every day — from the money calculations to the last tick before approval.
- Client list, applicant accounts and full history
- UK financial calculator that writes the extra-information paragraph
- Portal reference sheet per applicant, shared with the team
- Six-step process tracker up to approval and passport return
- Live flight search with passport scan for passenger details
- Proposed-itinerary PDF — clearly marked, never a fake ticket
- AI-check dashboard: what’s running, finished or needs a retry
- Send a finished analysis straight into Visa CRM
Your server, your key, your data.
Workflow Web is installed on your own hosting. The AI key is kept on your server — it is never sent to a browser — and uploaded documents are stored encrypted.
- Three roles: administrator, staff and applicant
- Applicants can only ever read their own files
- Documents encrypted at rest, deleted with the file
- Keys encrypted and held server-side only
- Throttled sign-in, single-use reset links
- The AI connection only runs your workflow — nothing else
Pair it with the visa autopilots
Chrome extensions that fill the official US DS-160, UK Standard Visitor and Australia Visitor (600) forms page by page — and always stop at the review or submit page.
Government visa forms, filled page by page.
Four Chrome extensions that work right on the official portals. Drop in the applicant’s documents once — the AI builds their profile, then fills the live form, page after page, and stops at the review or submit page so your consultant checks every answer before anything is sent.
DS-160 AI Autopilot
Fills the US non-immigrant visa form on the official CEAC site — personal, passport, travel, family, work and education pages — and clicks Continue for you.
ceac.state.govUK Standard Visitor AI Autopilot
Works through the GOV.UK task list section by section: opens each unfinished section, fills every one-question page and continues.
visas-immigration.service.gov.ukAustralia Visitor (600) AI Autopilot
Reads every document, runs a case review, builds a page-by-page fill sheet and an attachment pack — then fills ImmiAccount from that sheet only.
online.immi.gov.auAI Document Analysis
Forensic OCR and verification on any website: one document, two side by side, or up to five compared at once.
works on any siteDrop the documents
Passport pages, the applicant’s data sheet (Word, Excel or PDF) and supporting papers — files, a folder or a ZIP.
AI builds the applicant
Claude reads every page and builds one clean applicant profile, saved to history for re-use.
Page by page, live
Each page is read as it is, mapped to the profile, filled and continued — with a log of what was entered.
Stops for your consultant
Every autopilot stops at the review or submit page. It never submits, signs or pays.
The DS-160, without the typing.
A panel on the CEAC page takes the passport and the applicant’s data sheet. One press of “Extract & Auto-Fill” and it works through the form until it reaches the Review page — then hands over.
Accepts PDF, images, Word and Excel. Pause, resume or stop at any time.
- Reads the live page each time — no hard-coded field lists
- Day, month and year filled exactly as CEAC expects
- Countries and dropdowns matched to the official options
- Waits out CEAC’s page refreshes, one field at a time
- Cleans phone numbers, addresses and field lengths
- Reads CEAC’s error messages and corrects the page
- Re-fills anything a late refresh wiped
- Stops at Review — never clicks “Sign and Submit”
The GOV.UK task list, worked for you.
From the application overview it opens each section that isn’t complete, answers its one-question pages from the applicant’s documents, clicks through “Check your answers” and moves on.
Accepts files, whole folders or ZIPs — passports, data sheet, bank statements, payslips and letters.
- Section-by-section navigation of the task list
- Three-box GOV.UK dates and country look-ups handled
- Sponsor and financial details from the documents
- Recognises repeated pages by heading, not just URL
- Scrolls to and highlights anything it can’t answer
- Automatic retries after a temporary error
- Stops before the declaration and payment — never pays or sends
Our most careful autopilot yet.
It reads each document separately, reviews the case for blockers and warnings, and builds an 18-page fill sheet with a copy button on every answer. On ImmiAccount it types only values it can trace back to that sheet — anything else is skipped and logged.
Health and character questions are never answered “No” just because nothing was found — they go to the applicant to confirm.
- Case checks: blockers, warnings and things to confirm
- Fill sheet for all 18 Visitor (600) pages
- Attachment pack: 28 document types, renamed and ordered
- Download the pack as ZIP; export to Excel, Word or JSON
- Adds repeating rows — companions, family, employment
- Pauses on any required question without an answer
- Never touches passwords, security answers or bot checks
- Stops at the submit page — never lodges or pays
Verify a document before it goes anywhere.
A floating button on any website opens a full-screen analyser. Read one document, compare two side by side, or check up to five together for one consistent identity.
Fraud and identity signals are advisory — a trained person makes the final call.
- Word-for-word OCR, including the MRZ
- MRZ check digits computed in code (ICAO 9303)
- Printed page vs MRZ consistency
- Every field flagged ok / warning / error, with the reason
- Tamper signals and security features (photo, hologram, barcode)
- Weighted identity-match score and verdict across documents
- Fraud risk level: low to critical
- Excel, Word and JSON reports, with full history
The extensions run in your browser and send documents straight to your own Claude account — no server of ours in between.
The whole consultancy — from enquiry to passport return.
Clients, country-wise pipelines, document checklists, the AI document check, WhatsApp and email, GST invoices, a client portal and owner reports — one system that keeps every file moving and tells you what needs attention today.
One applicant’s journey through Visa CRM.
Add the applicant in seconds
Scan a passport or ID to fill the form. Duplicates are caught by phone, email or passport. The file opens with an SLA deadline and a welcome WhatsApp.
Agree the trip and the fee
Purpose, dates, travellers, sponsor and travel history are captured once and reused everywhere — in the AI check, letters and invoice.
The right checklist, automatically
Built for the country, visa type and occupation. The client uploads through their portal link; staff are notified and reminders run themselves.
Verify and draft in the background
Runs on demand or as soon as the documents are in: OCR, fraud and identity checks, the letters and interview prep — then fills client details and ticks the checklist.
A person checks every document
Staff mark each item “Checked” and sign off the set. The file can then move to the next stage on its own.
GST invoice, built for you
A draft invoice from the service fee and country charges, part-payments recorded, and polite reminders when it’s overdue.
Application and booking
Country portal guides, the UK financial calculator, live flights and a proposed itinerary. The appointment lands on the calendar with reminders.
Track it to the embassy
Submission date and tracking reference recorded; the client gets a clear update at every stage, automatically.
Approved, delivered, closed
The approval message goes out, the passport is tracked back to the client, and your approval rate and turnaround update in Reports.
Every file, on a board that matches each country.
List or drag-and-drop board, with filters for late files, AI running and “mine”. Each stage has its own deadline, so due dates set themselves.
- 16 countries and 60 visa types pre-configured
- Stages, colours and deadlines fully editable
- Eight tabs per file: overview to history
- Six-step process tracker with staff sign-off
- Lead source, handler, priority and value
- Tasks and a calendar of deadlines and appointments
- Home screen: what needs attention today
- Ctrl K search across clients, files and invoices
605 checklist items, ready on day one.
Lists per country and visa type, with items limited to the right occupations — salaried, self-employed, government or retired. Every new file builds its checklist automatically.
- “We need it” → “We have it” → “Checked”
- Per-traveller items, notes and linked files
- Download a client checklist as PDF
- Almost any format: PDF, photos, Office, email files
- ZIPs unpacked; large files up to 200 MB
- Duplicate files detected automatically
- Damaged or locked PDFs repaired for reading
- In-app preview for every file
The AI check, built right into the file.
“Documents only” or “Full check + letters”. It runs in the background, survives page reloads and never reads the same file twice.
- Fill a new applicant from a passport, Aadhaar or PAN scan
- Results verified in code: MRZ check digits, Aadhaar & PAN
- Forensic OCR, fraud signals and identity match
- Schengen compliance and checklist compliance
- 16 generated documents and interview prep
- Advisory eligibility score with risks and fixes
- Fills empty client details from the documents
- Creates passport-expiry and travel reminders
WHEN
- A file enters a stage
- All required documents are in
- The client uploads a file
- An AI check finishes or fails
- A deadline is N days away, or late
- An invoice is unpaid N days
DO
- Message the client on WhatsApp or email
- Notify the handler or the owners
- Create a follow-up task
- Run the AI check in the background
- Create a draft invoice
- Move the file to the next stage
Nine ready-made rules are included — stage updates, deadline reminders, overdue alerts, upload alerts and payment reminders. Each rule fires once per file per occasion, so nobody gets spammed.
The right message, at the right stage.
Fifteen ready templates — ten WhatsApp, five email — linked to matching stages, with merge fields for the client’s name, country, visa, due date and tracking link.
- Send from the CRM, or open in your own WhatsApp
- WhatsApp Business API or DoubleTick
- Email over your own mailbox (SMTP)
- Every message logged on the client’s file
- Welcome, document request, payment and approval
- Daily email digest of each person’s due work
GST-ready invoicing, without a second app.
Tax invoices and non-GST invoices with their own number series. CGST + SGST or IGST is picked automatically from the GSTIN state codes.
- HSN/SAC, discounts, round-off, amount in words
- “No GST” lines for embassy and centre fees
- Your logo, seal, signature, bank and UPI details
- Three layouts: Classic, Modern, Minimal
- Full and part payments with balance tracking
- Share by WhatsApp; export or import CSV
Clients stop asking “any update?”
Every client gets a private tracking link — or a password login if you prefer. They see progress in plain words, upload against each checklist item, and reach their consultant in one tap.
- Live progress: “Please send your documents”, “Visa approved 🎉”
- Their checklist, with each item’s status
- Large-file and ZIP uploads from a phone
- “I sent it on WhatsApp” for items sent elsewhere
- Consultant name and appointment date
- Internal analysis and invoices stay private
Know how the business is doing.
Owner reports for approvals, collections and turnaround, plus a team that only sees what it should.
- Approval rate, collected and outstanding
- 12-month charts: invoiced vs received, new files
- Open files by stage and by country
- Per-person files, open and approved
- Roles: owner, consultant, documents, viewer
- “See everything” or “only what’s assigned”
- Login lockout, encrypted keys, change history
- Health checks and one-click updates
Describe your ideal client. Autopilot does the rest.
AI Lead CRM finds the right people, cleans and scores every lead, writes to them on email and WhatsApp, has an AI voice agent call them in their local hours, and keeps following up — until they reply.
The demo opens a sample workspace in your browser — nothing is sent or saved.
1 · Find
Lead search and enrichment from your one-line brief.
2 · Qualify
AI cleans each record, sets the time zone and scores the fit.
3 · Message
Email and WhatsApp go out inside your sending hours.
4 · Call
The AI voice agent calls in local hours, with retries.
5 · Follow up
Repeats every few days. A reply, opt-out or good call stops it.
A campaign in five steps — reviewed by you.
Write one sentence about who you want. The AI plans the search, the emails, the WhatsApp message and the call script. You review everything in a five-step wizard with a free live preview of the leads, then launch — and watch the animated pipeline move.
- Campaigns with a live, animated pipeline
- “When → wait → do” automation rules
- Email and WhatsApp templates you can edit
- AI call agents with voices — “Call me” to hear them
- Sending hours, so nothing goes out at 2 a.m.
- Sequences stop on reply, opt-out or a good call
Every way to get leads in, in one place.
List and board views, and a full timeline for every lead — every email, message and call in order.
- Lead search by role, industry, size and location
- AI extraction from a website or pasted text
- CSV import
- Website form and lead-capture API
- Your own pipeline stages
- AI fit score on every lead
Replies and calls, where you can act on them.
Approve AI drafts before they go, read replies as they arrive, and listen back to every AI call with its summary and transcript.
- Draft approval before sending
- Email replies detected from your mailbox
- WhatsApp replies and read ticks
- Call recordings, summaries and transcripts
- Recordings private to signed-in members
Your day, at a glance.
Today’s numbers, the live Autopilot pipeline, your next steps, recent activity and your to-dos and reminders — on desktop or phone.
- Overview with live stats and a chart
- Tasks and reminders
- Quick “New” menu and Ctrl K search
- Phone-friendly with a bottom tab bar
- Light and dark themes
Admins control the setup. Users just sell.
Two roles. Admins handle the business details, integrations and rules; users work their campaigns, leads and inbox — and the server refuses anything else.
- Admin and User roles, enforced on the server
- Saved keys encrypted (AES-256-GCM)
- Hashed passwords, protected sessions
- Runs on your own hosting and domain
See AI Lead CRM for yourself.
It’s live. Open it, explore the demo workspace, or sign up and launch your first campaign today.
Tell us the work. We’ll automate it.
The products above are what we’ve built for visa firms and sales teams. We build the same kind of AI automation for any business — if your team repeats it by hand every day, it can almost certainly be automated.
AI chatbot
On WhatsApp, your website or email — answers questions, collects documents, books appointments and hands tricky ones to a person.
AI knowledge assistant
Answers staff and customer questions from your own documents, policies and FAQs, around the clock.
AI helpdesk triage
Sorts incoming tickets, drafts the replies and escalates only what genuinely needs a person.
AI voice agent
Answers inbound calls, books appointments and takes messages — a receptionist that never misses a call.
Reminder & follow-up engine
WhatsApp and email sequences tied to deadlines, stages and payments — nothing slips.
Booking & appointments
Scheduling, confirmations, token queues and no-show reminders, end to end.
Document extraction
Invoices, receipts, forms, IDs and contracts turned into clean, structured data — or straight into your systems.
AI document drafting
Letters, reports, proposals and contracts from a simple data file, in your format and wording.
Verification & fraud checks
Detect tampered documents, cross-check details and verify identities before anything reaches a decision.
Report automation
Weekly and monthly reports generated from your raw data — no more copying numbers into slides.
“Ask your data”
Ask your spreadsheets and database questions in plain English and get instant answers.
Contract review
Extract key clauses, flag risks and summarise long documents in moments.
AI lead qualification
Scores every incoming lead and routes the hot ones to sales the moment they arrive.
Outreach personalisation
Tailored cold emails and messages at scale — personal to each prospect.
Proposal & quote generator
Turns a short brief into a polished, on-brand proposal ready to send.
Review & reputation manager
Watches your reviews and drafts on-brand replies so nothing goes unanswered.
Industry CRM
A CRM shaped around how your industry actually works — like our Visa CRM, for your field.
Government-portal autopilot
Repetitive portal forms filled from your own data, always stopping before anything is submitted.
AI content engine
Blogs, product descriptions, ad copy and newsletters on demand, in your brand’s voice.
AI social media manager
Captions, hashtags, scheduling — and one post turned into ten across every channel.
AI SEO automation
Keyword research, content briefs and meta tags that help you rank.
Translation & localisation
Documents, chat and content in any language — reach customers wherever they are.
AI email manager
Sorts the inbox, labels what matters, drafts replies and flags what needs you first.
AI meeting notetaker
Transcribes calls and pulls out decisions and action items automatically.
AI resume screening
Ranks and shortlists candidates so hiring managers only read the best.
AI onboarding assistant
Answers new-hire and HR-policy questions, so your team isn’t the help desk.
Workflow connector
A bespoke flow that connects the tools you already use, end to end.
AI-powered ERP
Inventory, billing and operations with AI doing the data entry.
Standalone software, ready to install.
AI Document Processor
Invoices, receipts, forms or any complex document returned as clean, structured data — one at a time or hundreds in a batch.
- Tables and line items, row by row
- Confidence shown on every field
- One-click Excel export
Invoice Pro
A complete GST invoicing platform for any Indian business.
- CGST / SGST / IGST split
- Multiple organisations, team roles
- Payments, reminders, CSV & PDF
Clinic ERP
End-to-end practice management for clinics and hospitals.
- Patients, appointments, token queue
- Prescriptions, lab and pharmacy
- GST billing and WhatsApp reminders
Show us the work. Automate it. Stay in control.
The AI does the repetitive part. Your people do the judgement — which is what your customers actually pay for.
Tell us the process
Show us the task your team repeats by hand — the documents, the forms, the messages, the reports. We map exactly where AI fits.
See it on your own work
We run one of your real cases through it, so you see the actual output for your business — not a generic sample.
Set up, then go
We install it on your domain, fit it to your templates and train your team. Nothing final happens without a person signing off.
Fast is only useful if it’s also safe.
Immigration paperwork and client data carry real consequences. Everything we build keeps a person in charge of the decision and keeps your data where it belongs.
A person signs off
The AI drafts and flags; your consultant checks and approves. Form autopilots stop at the review or submit page — they never submit, sign or pay.
Your hosting, your key
Installed on your own domain with your own Claude key. Documents are stored encrypted on your server — we don’t keep a copy.
Checked in code, too
Passport MRZ check digits, Aadhaar and PAN are verified by code — not just by the AI’s word.
Everything stays editable
Every letter, itinerary and checklist comes back as an editable draft in your own wording — never a locked file.
No fake tickets, ever
Flight itineraries are marked as proposed. The software refuses to invent booking or ticket numbers.
Built on Claude
Anthropic’s Claude does the reading and drafting. We build the software, workflows and checks around it.
Before you commit.
Short, direct answers. If yours isn’t here, ask it on a call.
Which product is right for us?
Workflow Web if your main pain is document checking and drafting. Visa CRM if you want to run the whole consultancy — files, clients, payments and messages — in one place, with the AI check built in. AI Lead CRM if you need more enquiries coming in. Many firms use Visa CRM and AI Lead CRM together; we’ll recommend honestly on the demo.
Can we try AI Lead CRM before talking to you?
Yes. Open crm.doqifyautomation.com and choose Explore the live demo on the sign-in page. It runs a sample workspace in your browser — nothing is sent or saved.
Do Workflow Web and Visa CRM work together?
Yes. Workflow Web can send a finished analysis straight into the matching client in Visa CRM, and use the checklists you maintain there. Visa CRM also has its own AI document check, so it works on its own too.
Is our clients’ data safe?
The software is installed on your own hosting and connects to an AI account your firm creates and controls. Uploaded documents are stored encrypted on your server, keys are encrypted and never sent to a browser, and every product uses role-based access. Nothing is used to train any model. The detail is in our privacy policy.
What if the AI gets something wrong?
Then your consultant catches it — that’s how it’s designed. Everything comes back as an editable draft, every extracted field shows the check applied to it, and anything inconsistent is flagged rather than quietly accepted. The eligibility score is advisory, not a prediction of the embassy’s decision.
Is it acceptable to automate a government application form?
The autopilots do the data entry for a form the applicant is entitled to file, using the applicant’s own documents — then stop at the review or submit page. They never submit, sign or pay. Your consultant checks every answer — including the background and declaration questions — with the applicant before anything is sent, exactly as if they had typed it.
What happens when a government portal changes its forms?
Most autofill tools hard-code field names and break when a portal is redesigned. Ours read whatever is actually on the page — the labels, the questions, the options — and work out the mapping each time.
How long does it take to get running?
Installation on your domain is quick. The real work is fitting it to your firm — templates, wording, destinations, checklists and pipeline stages — and we do that with you during onboarding, not as homework.
Do we need technical staff?
No. If your team can use a browser and drag files into a window, they can use this. Setup, including the AI account, is done with you on a screen-share, once.
Who is behind Doqify Automation?
Doqify Automation (spelled D-O-Q-I-F-Y, at doqifyautomation.com) was founded by Shivam Das in Bengaluru, Karnataka. Shivam builds the products himself and works directly with every firm during setup — the person you speak to on the demo is the person who builds and supports your automation.
Find us on Google, connect with Shivam on LinkedIn, or write to shivam@doqifyautomation.com.
Tell us what you need.
Take one product or all three, ask for a version tailored to your firm, or tell us what to automate next. You’ll hear back the same day.
Doqify Automation is founder-led: every build is handled directly by the person who writes the code — not passed down a chain.
Our visa products began inside a working consultancy that was drowning in paperwork. Everything in them exists because a real desk needed it.
- Use one product, or the whole suite
- Your templates, wording and branding
- Your destinations, visa types and stages
- Installed on your own domain
See it run on your own work.
Book a short demo. Bring a real case and watch the work do itself. No commitment.