Visa Tracker — Case Management

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Your pipeline

Daily Tasks

Client

Service

Status

Charged

Date

Follow-up

Client

Service

Status

Charged

Date

Follow-up

Deleted cases are kept here so you can restore them if removed by mistake. Permanently deleting a case here cannot be undone.

🔍

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My Tasks Assigned by me All Tasks

⚖️

Lawyer Case Access

Generate one link to share with your partnered lawyer. They can open it (no login needed) to see every case currently marked as a lawyer case, and update each one's status themselves — you'll see the change reflected here instantly.

👥

Team Access

Give a team member their own login with limited access. They'll only see cases you assign — by name, by service, or both — with no access to financial figures, deleting cases, or settings.

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Invoice details

Invoice number

Date

Client name

Client email

Service

Fee (£)

VAT %

Notes

Payment status

⭐ Your custom services

📋 Your current 36 services

👥 Team members (Assigned to)

Add or remove names here — they'll appear in the "Assigned to" dropdown for every case.

➕ How to add a new service

This system is one HTML file — adding a service means a small text edit. If you're not comfortable editing code, the easiest way is to come back to this Claude chat and ask:

"Add a new service called [Service Name]. It [goes via lawyer / goes via accountant / I handle it directly]. The checklist steps should be: [list the steps]."

Claude will then update this file for you with the new service added everywhere — the New Case dropdown, the sidebar, the checklist logic, and the client email templates.

If you want to edit it yourself, search the file for these 4 places and add your service to each:

The <select id="nc-service"> dropdown (New Case form) — add an <option> under the right group
The same dropdown inside <select id="inv-service"> and <select id="lg-service"> for consistency
The sidebar — add a new .nav-item with onclick="filterBySvc('Your Service Name',this)"
The getChecklist() function — add your service name and its checklist steps to the sp object

🔒 Marking a service as "via lawyer" or "via accountant"

Near the top of the code, there are two lists:

          var LAWYER_SVCS=['Skilled Worker Visa','Family Visa', ... ];

          var ACCOUNTANT_SVCS=['UK Company Formation'];

Add your new service name into the right list (in quotes, comma-separated) and the system will automatically: show the 🔒 internal-only lawyer/accountant box, hide those details from client emails, and add the correct status flow (Referred / Referred to accountant).

If you handle it yourself, don't add it to either list — it's "Direct" by default.

✏️ Editing or removing an existing service

To rename a service — find and replace its exact name everywhere it appears (dropdown options, sidebar, getChecklist, LAWYER_SVCS/ACCOUNTANT_SVCS lists).

To change a checklist — find the service name inside the getChecklist() function and edit the list of {t:'...',d:false} items. Each one becomes a tickable step.

To remove a service — delete its <option> from the dropdowns and its .nav-item from the sidebar. Existing cases using that service will still work fine.

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