How services work
The Aurea service catalog — staff curation, agency configuration, and client intake. B2B by design — clients never browse or buy.
Aurea is B2B SaaS: the platform sells to immigration agencies, and agencies serve their clients. The service offering flows through three personas — and the final client never sees a price or a checkout anywhere.
1. Aurea curates the master catalog
The catalog (services + service_questions + service_document_requirements) is Aurea's
product surface: the per-country menu of services agencies can resell (US visas, digital nomad
visas, citizenship applications, driver's license exchanges). Aurea staff — the super_admin
role — curate it in the staff console at /admin/app/services: per service they define the
intake questionnaire and the document checklist, marking government-mandated documents as
legal.
Legal documents carry a link into the shared gov_references registry and are kept current by
the government-reference sync. Agencies cannot edit or remove them — the lock is enforced
server-side, not just in the UI.
2. The agency selects and configures
In the agency settings (Settings → Services & Pipelines), the agency picks which catalog services it offers and tailors each one:
- add custom intake questions on top of the catalog questionnaire,
- hide optional documents that don't apply to its practice (legal documents stay),
- link the service to one of its case pipelines,
- optionally store a default fee — an internal hint for invoicing, never shown to clients.
The result is the effective intake for that agency: catalog questions + agency custom questions, minus hidden optional documents, with every legal document always present.
3. The client completes the intake
When the agency opens a case, the intake lives inside that case in the client portal: from the
case view (/portal/cases/:caseId) the client opens the intake
(/portal/cases/:caseId/intake) — an overview of the service, a questionnaire wizard (answers
save as they go), and the document checklist with uploads handled by the Document Center.
Submitting hands the intake to the agency.
No prices, no cart, no checkout — this surface replaced the former store. What the agency charges the client is set per-invoice through the client-invoicing flow (Stripe Connect), entirely agency-side.