For relocation consultants & destination service providers
Relocation consultant software.
Every client move, organized.
Plarelo gives relocation consultants and destination service providers a structured client intake, AI-assisted plan generation, and a shared workspace with clients , so you spend less time on admin and more time on the work that requires your expertise.
Free for your first client · No credit card
Built for
Where Plarelo makes a difference
Intake depends on what the client thinks to mention.
Every advisor has their own intake process, a call, a shared document, a form. But the result reflects what the client remembered to say, not necessarily what you needed to know. A structured intake changes that.
Plans spread across email quickly lose their shape.
A plan is sent, the client replies with questions, a new version goes back. Within a few weeks there are multiple versions, and it's not clear which one reflects current decisions.
When clients can't see their own progress, you hold the thread.
Without a shared view of where things stand, clients either go quiet or check in constantly. A shared workspace where clients track their own progress reduces that back-and-forth naturally.
From intake to a plan you refine
Capture a structured intake
A professional intake built for relocation work, everything you need to build an accurate plan, captured up front instead of surfacing halfway through the engagement.
Build the plan once. Reuse it for every similar client.
Turn any refined plan into a reusable template — decisions, paperwork, and tasks included. When the next EU family relocation or UK skilled-worker move comes in, start from your proven playbook instead of a blank page. No AI credit used, and you still tailor the details.
Spot the deadline before your client does.
Immigration appointments, school enrolment windows, registration cut-offs: every date sits on one shared timeline, and Plarelo suggests when each step should start so you can flag the slow ones to clients early. You see what's coming for each client while there's still time to act, and they see it too, so nothing slips between you.
Know the moment a client makes a move.
Every change your clients make — a task completed, a decision weighed, a note added — streams into one cross-project activity feed on your dashboard. Click any entry to open the record and edit it without leaving the page. And when you're away, Plarelo sends you an email so nothing slips past.
What you get
Relocation consultant software built around how relocation advice actually works.
Structured professional intake
A comprehensive intake designed for relocation professionals: destination, visa type, family situation, work authorization, and housing preferences. Everything you need to build an accurate plan, captured up front.
AI drafts the plan, you refine it
From the intake, Plarelo generates a full relocation plan covering decisions, tasks, and paperwork. You review, refine, and add the context only you can provide. What used to take hours takes minutes.
Plan templates you build once
Save any refined plan as a reusable template. The next client with a similar move gets a full plan in seconds, no AI credit needed, and you still customize the details that make each case different.
All your clients in one place
Every active client project in a single dashboard. See status at a glance without opening a spreadsheet or digging through email.
Client progress tracking
See exactly where each client stands: which decisions are made, which tasks are complete, which deadlines are approaching. Spot where someone needs support before they reach out.
Suggested timing on every step
Plarelo suggests when each decision and document should start, relative to the client's move, so you can flag the slow, start-early ones before they turn urgent. You and the client still set the dates.
Clients see their own progress
Invite clients to their project. They see the plan, check off tasks, and ask questions in context. They stay informed; you stay in control.
Cross-project activity feed
See what changed across all your clients in one live feed — completed tasks, new decisions, notes, and paperwork updates. Click any entry to open the record and edit it in place.
Email notifications
Get notified by email when a client updates their plan. You don't need to check in constantly — Plarelo tells you when something needs your attention.
Decisions workspace
For the choices that matter: neighbourhood, school, health plan: clients log options and compare before deciding. You see where they're stuck and step in with advice.
Questions, answered
What is relocation consultant software?
Relocation consultant software is a tool that helps relocation professionals run client moves end to end, capturing a structured intake, turning it into a plan, and tracking progress in one place. Plarelo does exactly that: a professional intake, AI-assisted plan generation across decisions, tasks, and paperwork, and a shared workspace you and your client both work from.
Can Plarelo work as destination services software?
Yes. Destination service providers use Plarelo to standardize intake across consultants, generate a first-draft plan for each assignment, and give assignees a live view of their own progress. The shared workspace replaces the scattered email threads a destination services engagement usually runs on.
Does the AI replace my expertise?
No. The AI produces a thorough first draft from the intake so you're not starting from a blank page. You refine it, correct it, and add the local and situational judgment only an experienced advisor has. It removes the repetitive setup, not the advising.
Does Plarelo suggest when each step should happen?
Yes. For steps where timing matters, Plarelo suggests when to start relative to the client's move date, like beginning a visa application several weeks ahead because processing takes time. It gives you and your client a defensible starting point; you both still set the actual dates and track progress in the shared plan.
What are plan templates?
Templates let you save any refined plan as a reusable blueprint, decisions, paperwork, and tasks included. When you get a new client with a similar move, you start from your proven plan instead of generating a fresh one. Creating a project from a template is instant, doesn't use an AI credit, and you can still customize every detail for the new client.
Who is Plarelo for?
Independent relocation consultants, destination service providers, and real estate agents working with relocating clients, anyone who guides people through an international move and wants the admin to take less of the day. Support for global mobility and HR teams onboarding international hires is coming soon.
What does it cost for advisors?
Everything that's free for individuals is free for you too, a full AI-generated plan and all the tools, for your first client. Managing more than one client at a time is a paid advisor plan; get in touch through our contact page and we'll set you up.
Start free. Pay when you grow.
Everything that's free for individuals is free for advisors too, a full AI-generated plan, all the tools, and your first client. When you're ready to manage more than one client at a time, that's a paid advisor plan.
Talk to us about more clientsAlready managing several clients? We'll set you up.
Your clients deserve a plan as good as your advice.
Free for your first client, no credit card required.
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