ExpatReady, Automate · Integrate · Immigrate

Built for Canadian immigration practice

The operating system Canadian immigration practice deserves.

Built by RCICs and Immigration Lawyers. Powered by a business-rules engine, not an AI black box. One platform that replaces the nine your firm runs today.

From $199 CAD/seat annual · White-glove migration · CICC-aware · PIPEDA-aligned
01/12
·Prospect intake
Embedded lead form · your website
Full name
Priya Sharma
Email
priya@example.com
Country
India
Interested in
Express Entry (PR)
Submit →
Prospect created · CRM
PS
Priya Sharma
Prospect · PR-1042
NEW
Pathway
Express Entry
Country
India
Source
Website form
Channel
Organic
Auto-assigned · Toronto office
A lead arrives
Embedded form → Prospect CRM
01 / 12
Why ExpatReady · 3 truths

As Canadian immigration practitioners, we already know these.

Three things we believe - proven on every page of this site, and every line of the platform's code.

Truth 01of 3

Canadian immigration practice deserves its own operating system.

What every RCIC knows

Generic legal CRMs don't understand IRCC pathways. US-immigration platforms don't speak CICC. Spreadsheets don't track expiry. WhatsApp isn't audit-ready. You stitched together 7 tools because nothing fit Canadian practice.

The OS approach

ExpatReady is the operating layer the firm runs on. 6 Canadian pathways, 65+ programs, Logical Categories with built-in rules. Every workflow, every document checklist, every IRCC form mapping inherits from the taxonomy you configure.

Proof in the platform
What you actually get
Canadian pathways shipped
6
Programs pre-mapped
65+
Logical Categories with rules
13
IRCC form library
Versioned
Truth 02of 3

Rules engine where it matters. AI where it helps.

The AI illusion

Vendors promise AI will read your case file and generate forms. The reality: hallucinated answers. Wrong NOC. Missed CLB minimums. Bad spousal evidence guidance. One bad submission = a CICC complaint and a refused application.

practitioner-authored rules

Every follow-up question, every document requirement, every form mapping is a deterministic rule written by practising RCICs and Immigration Lawyers. Same input → same output, always. AI gets invited where it actually helps, drafting letters, summarising notes, extracting OCR, never where it could fabricate a fact that ends up in front of an officer.

Proof in the platform
What you actually get
Logical Categories with rules
13
Workflow trigger types
5
Workflow conditions
10+ operators
AI-generated facts in filings
0
Truth 03of 3

Configured by you. Not opinionated at you.

The lock-in problem

Every other tool decides how you should work. The data model doesn't fit your practice. You can't add a new pathway. You can't change a workflow stage. You can't customize the questionnaire. The vendor's roadmap becomes your roadmap.

Configuration is the product

ExpatReady's admin console is the centerpiece, not an afterthought. Pathway → Program → Category → SubCategory → Logical Categories, all configurable. Workflow rules. Reminder channels. Document expiry. Templates with merge fields. Roles, permissions, plans. Your firm shapes the platform; the platform doesn't shape your firm.

Proof in the platform
What you actually get
Configurable taxonomy levels
4
Workflow rule types
5 × 4
Reminder channels
Email · SMS · in-app
Custom roles + permissions
Unlimited
The way it is. The way it should be.

12 problems running an immigration practice creates. 12 modules that solve them.

ExpatReady isn't a CRM with immigration labels bolted on. It's the vertical SaaS for Canadian immigration practice, every feature exists because something specific was breaking your firm.

The pain

Leads die in WhatsApp.

A referral comes in. Three days later you remember to follow up. By then they've signed with another firm.

Prospect Management
Prospect CRM + PQR

Every lead lands in a structured CRM with the Prospect Questionnaire. Pathway-routed. Channel-tagged. Nothing falls through.

The platform, alive

Every action, audit-stamped.
Every rule, deterministic.

The card on the right is a live stream of the ExpatReady audit log. Every entry is a real, replayable event in the platform: a form auto-populated by the rules engine, a workflow stage advancing, a Designated Person stamping a filing, a Stripe trust deposit arriving.

No black box. No magic. No “the model decided.” Just practitioner-authored business logic, fired deterministically when its conditions are true, and logged append-only on a record only a Designated Person can sign off.

Append-only
CICC-defensible
Per-entity
Case · doc · invoice
Real-time
5 trigger types
app.expatready.com / audit-stream
LIVE
Audit stream
Today · firm-wide activity
last 30 min
128 entries
FORMSNew
IMM 0008 auto-populated
92% complete · ER-2026-0042
just now
WORKFLOW
Stage 5 → 6
Representative Review · advanced
30s ago
BILLING
Trust deposit · $1,500 CAD
Stripe Connect · trust-ledger
1m ago
RNA
Reminder queued · 7 days
Police certificate · India · expiry
1m ago
AUDIT
Designated Person stamp
RCIC R-501234 · LPM Inland
2m ago
DOCUMENTS
WES ECA report uploaded
Verified · linked to Education
2m ago
append-only · CICC-defensible · per-case scoped
FORMSWORKFLOWRNAAUDIT
See the OS at work · 4-step demo

Configure your firm's practice in 60 seconds.

This is the actual admin console flow. Pick a pathway. Toggle the Logical Categories that apply. Set document expiry rules. Define a workflow rule. Watch the generated case kit assemble in real time.

admin.expatready.com · configurator
Live demo
Step 01

Which pathway are you configuring?

Every pathway has its own programs, categories, and rules. ExpatReady ships all 6 Canadian immigration pathways pre-loaded.

Then narrow to a program
+6 more
Step 1 / 4
The depth proof

We didn't make this up on a whiteboard.

Every pathway, every program, every Logical Category is mapped to real IRCC procedures. Built by practising RCICs and Immigration Lawyers. Verifiable in the admin console.

Layer 01 · Pathways
6
PRPermanent Residency
Becoming a permanent resident of Canada
16 programstype: both
TRTemporary Residence
Visiting, studying, or working in Canada temporarily
15 programstype: both
CitizenshipCitizenship & Settlement
Becoming a Canadian citizen or proving citizenship
7 programstype: individual
PR CardPR Card
Permanent Resident Card services
5 programstype: individual
PassportCanadian Passport
Passport applications, renewals, replacements
7 programstype: individual
I-E-AInadmissibility, Enforcement & Appeals
Overcoming inadmissibility, responding to enforcement, filing appeals
13 programstype: both
Layer 02 · Programs
63+
sample shown
PRFSW
PRCEC
PRFSTP
TRTRV
TReTA
TRSV
Citizenship5(1)
CitizenshipMINOR
CitizenshipRES
PR CardFIRST
PR CardRENEW
PR CardRPL
PassportAP-NEW
PassportAP-RNW
PassportCP
I-E-ATRP
63+ programs · from Express Entry CEC to Detention Review · 6 pathways · admin-editable
Layer 03 · Logical Categories
37
with rules
Personal
8–14 Qs · 5 docs · 6 pathways
Address
Variable (per location) Qs · 3 docs · 4 pathways
Education
4–10 (per credential) Qs · 4 docs · 2 pathways
Language
3–6 Qs · 1 docs · 3 pathways
Work
5–8 (per role) Qs · 3 docs · 2 pathways
Relationship
6–12 Qs · 8 docs · 1 pathways
Sponsor
5–10 Qs · 6 docs · 1 pathways
Finance
3–6 Qs · 4 docs · 3 pathways
Admissibility
Conditional Qs · 6 docs · 4 pathways
Study
6–10 Qs · 5 docs · 1 pathways
Offer/LMIA
8–14 Qs · 6 docs · 1 pathways
Each carries its own follow-up rules. Reusable across pathways. The IP.
Walk the entire taxonomy

See every pathway. Every program. Every rule.

The full Canadian immigration taxonomy as ExpatReady ships it - expandable, configurable, audit-defensible.

Honest comparison

Built for Canadian immigration practice.

Most CRMs are either generic legal practice tools or US-immigration-first. Here's where ExpatReady sits.

Scroll horizontally to compare →

Feature
ExpatReady
Clio Grow + Manage
INSZoom
Tracker
MigrateCRM
Canadian immigration-native
Individual + corporate cases
Pathway-aware smart questionnaires
Embedded client portal
9-stage workflow engine
Integrated billing + retainers
Time & activity tracking
Audit log (every entity)
CICC-aware compliance
Price (CAD / seat / mo)
$199+ annual
$215+ (Manage only)
$$$
$60+
$70+

* Founding-firm pricing. Comparison reflects publicly listed features as of 2026.

FAQ

Real questions, real answers.