We’ve put together guides and resources to help you get the most out of AdviserAide. Start by exploring the sections below, or check out our Getting Started and How to Guides. Looking for something specific? Use the search bar at the top of the page to find the right guide. You can also use our AI assistant in the bottom right corner or contact us at support@adviseraide.com.

Getting Started

New to AdviserAide? Start here to learn the basics.

Client Management

Discover best practices for managing client information in AdviserAide.

Case Management

Learn how to create and manage cases, track application statuses, and monitor important deadlines.

Employer Management

Discover best practices for managing employer information in AdviserAide.

Contracts & Agreements

Create reusable client agreements and send them for digital signatures using the new contract editor.

Forms & Templates

Start with ready-made questionnaires and immigration PDF forms, or create forms for your own process.

Gmail & Outlook

Connect your email account so AdviserAide can automatically file sent and received emails when one open case matches. Review anything else under Unmatched Emails.

Invoices

Create and send invoices to your clients.

Advance Payments

Manage proforma invoices and advance payments.

Users & Staff

Manage team members and permissions.

Custom Fields

Add your own custom fields to clients, cases, and employers.

How to Guides

Find step-by-step guides and helpful resources.