Built for the paperwork side of an agent’s job.
Every Australian agent runs the same grind: collect documents from clients, re-type the data into government forms, review it, retain it. Lodgey replaces that loop with one workspace.
Every Australian agent runs the same four-step loop: collect, chase, re-type, submit. Then again for the next form, the next deadline, the next client. Some run it every quarter. Some run it per case. The specifics differ; the waste is the same.
Lodgey isn’t a CRM or a comms tool. It’s a pipeline: a branded client portal that collects documents the way regulators want them, AI that reads them in seconds, a workspace to review the output, and a Chrome extension that pre-fills the forms where the work actually gets lodged.
Security and data residency come first because generic SaaS tools won’t pass an Australian agent’s compliance review. Lodgey is built to clear that bar from day one, Australian-only hosting, per-agency encryption keys, Privacy Act alignment.
How Lodgey gets built.
Six things that shape the product. Listed so customers can see what they’re signing up for before they sign.
One job.
Lodgey collects documents, extracts the data, and helps you lodge. It's not a CRM, comms tool, or lead funnel. That focus is the whole product.
AI extracts, you approve.
Lodgey reads documents and pre-fills forms. It doesn't advise. Every field is reviewable, every extraction is logged, and nothing is submitted until you sign off.
Australian data, in Australia.
All client data is hosted in AWS Sydney (ap-southeast-2). No cross-border transfer. Client data is never used to train AI models.
Predictable pricing.
Monthly plans, GST inclusive. Top-up credit packs for busy weeks. A free trial with demo documents so you can test it before involving a real client.
Security work is the boring part.
Per-agency encryption keys. Encryption at rest and in transit. Every action audited. Built to clear the Privacy Act bar from day one.
Shaped by the agents using it.
We talk to working agents while we build. Feature priority comes from real cases, not from analyst calls or what's trending in adjacent markets.
See Lodgey on real documents.
Book a 20-minute demo. We’ll run Lodgey on a checklist that matches your kind of casework, so you can see how it would fit your week.