The complete client journey
Each stage has four visible parts: its purpose, your actions, our work and the outcome you should expect.
Understand your goal, history, timeline, family context and concerns.
What we need from you
Complete the short intake
Share accurate background information
Bring previous decisions or refusals
What Shark does
Listen for the real objective
Identify immediate red flags
Define what must be assessed next
Stage outcomeA clear assessment scope and next appointment, if appropriate.
Compare realistic options instead of forcing every profile into one programme.
What we need from you
Confirm qualifications and experience
Clarify destination flexibility
Review route trade-offs
What Shark does
Map suitable categories
Explain evidence and timing
Identify alternatives and dependencies
Stage outcomeA route comparison with the important assumptions made visible.
Agree what work is included, what it costs and who owns each action.
What we need from you
Choose whether to proceed
Review scope and professional fees
Accept the agreed engagement terms
What Shark does
Create the case roadmap
Open the client workspace
Assign milestones and responsibilities
Stage outcomeA written scope, fee plan, document roadmap and working timeline.
Build a consistent and complete supporting file against a structured checklist.
What we need from you
Upload requested documents
Answer clarification questions
Arrange translations or third-party records
What Shark does
Review quality and consistency
Flag missing or weak evidence
Provide correction and format notes
Stage outcomeA reviewed evidence set ready for application preparation.
Bring forms, statements and documents together for a final readiness review.
What we need from you
Verify personal facts
Approve final information
Complete required signatures or declarations
What Shark does
Prepare and cross-check the file
Resolve inconsistencies
Complete final quality control
Stage outcomeA submission-ready package, subject to the agreed representation scope.
Keep acknowledgements, deadlines, requests and progress organised after submission.
What we need from you
Respond promptly to new requests
Keep personal circumstances updated
Attend biometrics, medicals or interviews if asked
What Shark does
Record submission evidence
Track milestones and correspondence
Explain each new action
Stage outcomeA visible status history and a clear next action throughout processing.
Understand the result and prepare for arrival, compliance, reapplication or future planning.
What we need from you
Review the decision carefully
Complete travel or destination actions
Keep key records safe
What Shark does
Explain the practical outcome
Provide next-stage guidance
Discuss options if the result is unfavourable
Stage outcomeA documented close-out plan instead of uncertainty after the decision.
What keeps the process clear
Required records, formats and review notes organised by stage.
Requests and next actions captured instead of lost in scattered chats.
Invoices, balances and payment links attached to the correct service milestone.
Personal facts and supporting evidence checked before submission decisions.
Ready for stage one?
