Know exactly what every case needs next
See each case’s status, owner and outstanding requests without digging through old messages.
- Case status
- Assigned owner
- Update history
You don’t need all these platforms to manage your cases.
Bring immigration, relocation and citizenship cases, documents, outstanding requests and updates into one place. Your team knows what needs attention, and clients can follow progress without asking for status updates.
7-day free trial · no card required
Your team updates the case. Your client stays informed.
Demo uses fictional data. WhatsApp notifications require activation and client consent.
The context gets scattered
A message here. A document there. And a case caught in the middle.
WhatsApp, calls, emails, spreadsheets and notes all hold different pieces of the same case.
When a client asks for an update, your team has to piece it all together again.
One case. One place.
Less searching for context. More cases moving forward.
Request, receive and review documents in one place
Keep documents linked to the client and their case, track missing items and manage approvals or replacements.
- Document requests
- Approval and rejection
- Organised outstanding items
Let clients track progress without asking again
Share updates through the portal and use your configured channels to notify clients when something important changes.
- Client tracking portal
- Configurable email and WhatsApp
- Team-controlled updates
One client. Multiple cases.
A new case shouldn’t mean collecting the same documents again.
A tax number today, social security tomorrow, residency next. Your client’s history stays connected, and your team can reuse an existing document when it suits a new case.
Client
Ana Martins
Documents on file
Passport
NIF
Proof of address
Client journey
1
NIF
2
NISS
3
Residency
4
Renewal
5
Citizenship
Documents can be reused when they are already on file and appropriate for the new case.
Team and client, connected
Your team manages the work. Your client follows the progress.
Your team handles documents, requests and updates in Nexxo. Clients see the information you choose to share in their own portal.
Client portalDocuments and requestsCase updates
Start with your next case 7-day free trial · no card required
Nexxo works best when…
You’re managing several client cases at once.
- you manage multiple client cases simultaneously;
- you request and review documents throughout each service;
- your workflow depends on external decisions or steps;
- clients frequently ask for case updates;
- you want client visibility without exposing internal notes.
Security and trust
Passports, tax numbers and personal documents belong somewhere more secure than scattered links and chats.
Nexxo includes access controls, activity history, consent management and safeguards for client information.
Protected access to the client portal
One-time passcode verification when needed
Role-based access controls
Activity history
Consent and privacy controls
Access-controlled documents
Start solo. Grow with your team.
Full access to Nexxo. Choose a plan based on how many people work in your business.
MonthlyYearly
2 months includedIndividual
For independent professionals managing their own clients.
€29 standard monthly price
€24.17/ month
Equivalent to €290 billed annually
23% VAT included.
- 1 user
- Clients and cases
- All features included
- Updates included
Try free for 7 days
7-day trial · no card required
Made for teams
Team
For small teams working together on client cases.
€60 standard monthly price
€50/ month
Equivalent to €600 billed annually
23% VAT included.
- Up to 3 users , including the administrator.
- Everything in Individual
- Team management
- Immediate activation
Try free for 7 days
7-day trial · no card required
Custom
For larger teams or specific requirements.
Get a quote
- 4 or more users
- Custom terms
- Guided onboarding
- Dedicated proposal
All features included. Cancel whenever you like.
Before you start
Your questions, answered.
Do I need to migrate every client to get started?
No. Start with your next case and bring over existing clients whenever it makes sense for your business.
Can I start with just one case?
Yes. You can start the trial with a single real case. You don’t need to migrate your entire operation.
What types of cases can I manage in Nexxo?
You can set up services for immigration, visas, residency, citizenship, relocation, Portuguese tax and social security numbers, and documentation, adapting the workflows to your team.
Does my client need to install an app?
No. Clients access their portal through a browser using the access flow provided by Nexxo.
Can I reuse a client’s documents in another case?
When a document is already on file and suitable for a new case, your team can reuse it instead of requesting the same file again.
Can clients see everything my team writes?
No. Internal notes are separate from updates published to the client portal. Your team controls what clients can see.
How do clients receive updates?
Clients can check updates published in the portal. Nexxo can also send notifications through configured and authorised channels, including email and WhatsApp when the relevant integration is active.
Do I need a payment card for the trial?
No. Try Nexxo free for 7 days without entering a payment card. To continue afterwards, select and subscribe to a plan.
Would you like a guided walkthrough? Book a demo.
Your next case doesn’t need to start in a spreadsheet.
Create your account, set up your services and organise your next client in Nexxo. There’s no need to migrate your whole operation at once.
7-day free trial · no card required
Want to see it first? Book a demo.