For relocation & immigration consultancies

Reply first to every eligibility question, then win the client

InboxPilot turns eligibility questions, document requests, and case-status emails into ready-to-send replies, grounded in your own process guides, right inside Gmail and Outlook.

Free 7-day trial ยท Works inside Gmail & Outlook

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Sarah ChenQuestion about my account

Hi, I had a quick question and was hoping you could help me outโ€ฆ

โœฆAI Draft by InboxPilot0.8s
Hi Sarah,

Grounded in your docs ยท written for relocation and immigration consultancies

Overview

Repetitive email, handled for relocation & immigration firms

Relocation and immigration consultancies win on speed and trust, and both start in the inbox: pre-sales eligibility questions from prospects, document collection on live cases, and 'where are we?' updates from clients mid-move. Prospects contact several firms and retain the one that answers first and sounds like it knows their situation. InboxPilot reads each email, pulls the answer from your own eligibility and process guides, and drafts an accurate reply in your voice, so prospects hear back in minutes and your consultants spend their hours on the casework clients pay for.

70%of eligibility, document, and status emails drafted for you
Under 2 minfrom an eligibility question to a ready-to-send reply
GDPRcompliant, with client documents kept private
Challenges

The inbox pressure relocation and immigration consultancies feel

Your team handles the same high-volume questions every day. InboxPilot takes that layer off their plate so they focus on the work that needs a person.

Prospects retain whoever replies first

Someone weighing a move emails several firms. The one that answers their eligibility question fast and specifically usually wins the retainer.

Document chasing never ends

Passports, payslips, bank statements, and proofs get requested and re-requested across long threads on every live case.

Email eats billable consulting time

Every hour a consultant spends answering the same eligibility and process questions is an hour off the casework that pays.

How it helps

How InboxPilot helps relocation and immigration consultancies

Instant eligibility replies

Draft an answer to 'do I qualify?' from your own eligibility guides, specific to the prospect's situation, before a competitor responds.

Answers from your process guides

Grounded in your eligibility criteria, process steps, timelines, and pricing, so replies are accurate rather than generic.

Collects case documents

Requests the missing passport, payslips, and proofs and chases them on a schedule, so cases move without manual follow-up.

Keeps clients updated

Answers 'where are we?' with a grounded case status, so mid-move clients stay reassured without a consultant drafting each update.

Written in your voice

Learns how your firm writes to clients, so sensitive, high-trust messages stay warm and unmistakably yours.

You approve before it sends

Drafts wait for review, and anything that resembles legal advice or a commitment is flagged for a person.

Use cases

What relocation and immigration consultancies automate with InboxPilot

Eligibility questions

Answer 'do I qualify?' from your eligibility guides, specific to the prospect's nationality, income, and destination.

Document collection

Request and chase the passports, payslips, and proofs each case needs, so files arrive complete.

Process & pricing questions

Reply to timeline, process, and fee questions from your own service sheets, personalized to the enquiry.

Case-status updates

Handle 'where are we?' with a grounded status, and route anything that needs judgment to the consultant.

Email workflows

Turn a sentence into automated actions

Describe what should happen in plain English and InboxPilot builds the workflow: a trigger, an AI decision, and the actions that run on their own. No flowcharts, no rules engine.

Describe your workflowPlain English
โ€œWhen a prospect asks whether they qualify, read their nationality, income, and destination, draft an eligibility answer from our guides, and flag legal-advice questions for a consultant.โ€
Build workflow
InboxPilot builds
TriggerNew email ยท eligibility enquiry
AI DecisionReads the prospect's situation
Actions
  • Draft an eligibility answer
  • Cite the process guide
  • Flag legal questions for review
โ€œSpeed is everything in this business. Prospects now get a specific eligibility answer within minutes, our consultants stay on live cases, and we convert more of the enquiries that used to go cold.โ€

Lucia Moretti

Co-founder, relocation consultancy

Relocation & immigration: frequently asked questions

Yes. It reads the prospect's situation, their nationality, income, and destination, and drafts an eligibility answer from your own guides, so prospects get a specific reply in minutes. Anything resembling legal advice is flagged for a consultant.

Start with the emails you're tired of.

Connect Gmail or Outlook, point InboxPilot at a few documents, and see your first drafts today.

No credit card. Nothing sends without your approval.