Controlled adviser workspace
Coordinate client workspaces, evidence requests, review tasks, and audit pack preparation where adviser access has been configured.
Client compliance workflows for advisers
SponsorGuard supports immigration advisers and solicitors coordinating evidence, reminders, audit-pack preparation, and client review workflows where adviser workspaces are configured. It supports sponsor compliance operations; it does not replace professional advice.
Adviser outcomes
Coordinate client evidence without losing accountability.
SponsorGuard provides a controlled adviser workspace model for client compliance operations while keeping legal advice, client instructions, and professional judgement outside product automation.
- Run sponsor compliance for every client company from one multi-tenant dashboard — no spreadsheets.
- Standardise audit-readiness reviews and Appendix-D pack generation across your whole portfolio.
- Coordinate client evidence requests with clear status, due dates, and review ownership.
- Use CortexAI's cited gap guidance to brief clients faster, while your professional judgement stays yours.
- Bill the subscription back as part of the compliance retainer you already charge.
Client-ready evidence views
Track outstanding requests, reviewed documents, and evidence pack status across client workspaces enabled for adviser review.
Clear role boundaries
Give clients operational tasks while preserving adviser review workflows, client instructions, and professional judgement.
Portfolio visibility
Review risk, RTW, SMS, absence, expiry, and audit-readiness signals across configured client workspaces without relying on inbox status updates.
Authorised AI output review
Review AI-assisted field proposals where controlled extraction is enabled, with authorised human review before any submission or action.
Portal workflow
A clearer operating model for multi-client reviews.
Adviser workspaces are designed for evidence coordination and audit preparation, not for automated legal conclusions or Home Office submissions.
- 1
Create separated client workspaces for sponsor licence holders where adviser access is authorised.
- 2
Request worker evidence with due dates, ownership, and review status.
- 3
Review RTW, SMS, absence, expiry, and missing evidence signals across the client portfolio.
- 4
Route enabled AI-assisted outputs through authorised human review before any submission or action.
- 5
Prepare evidence packs for client discussion, audit preparation, or retained matter files.
- 6
Keep legal advice, visa strategy, and reporting decisions with the adviser and client.