Agree the case scope and communication channel
ClientRead the linked client guide. Confirm the requested service, preferred communication channel and any urgent dates. For a demonstration use fictional details only.
Public workflow template
Created by Immigrate Technologies
Organize an initial higher-education stay case: admission, funding, insurance, route review and follow-up. Extensions and accompanying relatives need separate assessment.
Read the linked client guide. Confirm the requested service, preferred communication channel and any urgent dates. For a demonstration use fictional details only.
Provide admission evidence, institution details and course dates. The consultant verifies whether the programme fits this route before using the remaining checklist.
Ask the consultant which funding and insurance records apply to your circumstances. Upload only the requested evidence and flag any coverage gaps.
Verify the programme, current location and status, submission window and competent authority against current official instructions. Record a dated filing plan; do not infer eligibility from admission alone.
For an applicant abroad, verify the competent consulate’s current appointment and filing requirements. Record any additional evidence and realistic timing before the client commits to travel.
Obtain only the translations or legalisations the consultant has confirmed. Link the completed version to its source document and flag differences in names or dates.
Check all applicable evidence, including conditional tasks, for completeness, validity and consistency. Record unresolved issues in task comments; keep the case on hold until they are resolved.
Review the prepared information with the consultant and confirm corrections and the agreed filing instructions. This task does not replace any signature or representation document required by the authority.
Recheck current forms, fees, authority and deadlines. File through the authorised official channel and save the receipt. Fliox does not submit the application when this task is marked complete.
Agree who checks official notifications. Record each receipt date and confirmed response deadline. If further evidence is requested, assign and track it before closing this task. Save the final decision and explain it to the client.
Review the outcome, any remaining official formalities and future review dates with the client. Record the next owner and action for anything outstanding. Close only when the agreed scope is complete; follow the company’s retention policy.
boolean
Is the applicant currently outside Spain?boolean
Has the consultant confirmed that translations or legalisations are needed?Answer only after discussing the document requirements with the consultant.