Welcome to AdviserAide. This guide will help you get started quickly so you can make the most of your Adviseraide trial. By setting up your account, adding your first client, creating a case, and sending an agreement for signing, you’ll quickly see the impact Adviseraide can have on your daily work. You should have received a welcome email with your account details. If you don’t yet have an account, no worries - complete this contact form, and we’ll set up your account for you.
1

Set Up Your AdviserAide Account

Set up your AdviserAide account. If you have already set up your account, skip this step.Follow the Setting up AdviserAide Account guide to create your password, add your company logo, and enter your invoice payment instructions and other important settings.
2

Creating a Client

Start building your client database by adding their details into the system. Track multiple addresses and contacts for each client, giving you a complete view of their information in one place.
3

Creating a Case

For every service you provide (for example, student visa, work permit, citizenship), open a new case under the client. Each case keeps its own documents, notes, reminders, invoices, forms, contracts, and emails, keeping everything organised.
  • See Creating a New Case - Step-by-step instructions to set up a new case.
  • See Case Profile - Learn how to navigate and understand the case profile in details.
4

Prepare and Send Client Agreement

Create a reusable agreement template, assign it to your case, and send a secure link for your client to sign electronically.
5

Explore Form Templates

AdviserAide provides ready-made PDF forms and questionnaires that you can add to My Forms, customise, and use with your clients.
6

Create and Send Invoices

Generate invoices for your services, whether it’s an upfront payment with a proforma invoice or a direct invoice after service completion. Send invoices directly to your client’s email.
7

Add User / Staff Members

Working with a team? You can easily add more staff members by following the Creating a New User guide. It will guide you through adding new team members.

​
Why these steps matter

By completing these steps you’ll have established the core workflow that every adviser relies on. These steps are the foundation for managing clients efficiently and will help you experience immediate value during your trial. As you get comfortable, you can build on this foundation with features like questionnaire forms, PDF forms, and custom fields to further streamline your practice. Need help? View our How to Guides or contact us at support@adviseraide.com