What we've shipped.
We ship continuously. Every database migration tells a story. Here are the features that landed in the last few months.
May 2026
LatestCalendar event audit logging
Every calendar action, creates, edits, deletes, reschedules, now writes to the audit log alongside case data.
User ↔ Office relations
Users can now belong to multiple offices with per-office permissions and availability. Foundation for multi-location firms.
SQR link lock + case status optionality
Smart Questionnaire hash links can now be locked after submission; SQR ticket status made optional for streamlined intake flows.
Email attachment table
Inbound and outbound email attachments now have a first-class storage table, tied to UnifiedDocument for case-scoped access.
April 2026
Calendar event ↔ case linking
Calendar bookings auto-link to cases and prospects, so client meetings appear on the case timeline.
Reminder execution queue
RNA reminders run through a Bull-backed execution queue with retry, delay, and audit visibility.
Channel templates for reminders
Define email, SMS, and in-app reminder content as reusable templates with merge fields.
Reminder rule tables cleaned up
Refactored rule schema for clearer relations between rules, channels, and execution history.
Saved view configurations + entity-type expansion
Save filtered table views per user/team across cases, prospects, tasks, documents, and now corporate cases.
Task ID on audit log entries
Audit log now tracks which task triggered each action, giving complete cause-and-effect visibility.
Channel/source tracking
Every prospect now records acquisition channel and source, track website vs referral vs paid attribution.
Document expiry across all surfaces
Per-document expiry rules extended to corporate prospect forms, UnifiedDocument, and the document model, full coverage.
Multi-currency on user services
Service catalogue now supports multi-currency rates and per-service billing flags.
Form status lifecycle
IRCC forms now have explicit status (draft → ready → locked → submitted) with full audit trail.
March 2026
Notification + reminder models
Foundation models for the RNA (Reminder, Notification & Automation) system, events, rules, channels, executions.
Family case flag + structure
Cases can now group dependants and spouses under a family case, with shared document collection and unified billing.
IRCC form versioning
Track changes to IRCC forms over time; lock case-specific versions to prevent drift after submission.
Prospect form documents
Documents collected during prospect stage now persist through case conversion.
Unified note model
Notes work consistently across cases, prospects, and corporate cases via a unified entity model.
Corporate case SQR responses
Smart Questionnaire responses now scope to corporate cases, with per-employee answer tracking.
February 2026
Stripe webhook integration
Stripe Connect webhooks process payment status updates automatically, keeping invoice state in sync.
Stripe fields on client + payment plan
Stripe customer IDs, payment method tokens, and webhook secrets now persist on client and plan records.
Pending checkout state
Track pending Stripe Checkout sessions to recover abandoned payments.
Plan-based default role permissions
Subscription plans now provision default roles + permissions automatically on user creation.
Corporate prospect (entity-level lead)
Track employer-sponsor leads as first-class prospects, with employee rosters and bulk conversion.
Extended user profile fields
Practitioner profile expanded with license number, specialisations, and bilingual support.
Support ticket media attachments
Tickets accept screenshots and document attachments via the unified storage layer.
Invoice configuration improvements
Per-office invoice templates with letterhead, payment terms, and customisable notes.
The operating system Canadian immigration practice deserves.
From $199 CAD/seat (annual). Unlimited cases. Unlimited client-portal users. No per-form or per-case fees. White-glove migration included with Practice tier and above.