Browse the full inventory below. If a capability your firm needs isn't here, tell us - but you'll probably find it. Each feature is mapped to a real module in the codebase.
Every lead lands in the right place, scored, routed, and ready to convert. One click moves them to an active case with all answers preserved.
Capture leads from your website, partner referrals, or paid channels. Tag, score, and qualify with pathway hints. Convert to a case in one click.
When an employer needs 12 LMIA work permits, they don't fit in a single prospect record. Track the corporate entity, employees on the roster, and convert in bulk.
Before you spend time on a discovery call, the PQR maps the prospect to the most likely pathway and surfaces eligibility flags. Configurable per program.
Individual, family, and corporate cases in one workspace. 9-stage workflow, designated representative, and immutable audit log on by default.
Each applicant gets a Case record. Pathway → Program → Category → SubCategory taxonomy keeps everything tidy. Workflow stage drives what happens next.
An employer-sponsor can run dozens of employees through LMIA, ICT, or PR programs from a single Corporate Case. Per-employee progress + parent-case rollups.
Every case progresses through nine stages: Retainer Agreement, Questionnaire, Document List, Document Upload, File Preparation, Representative Review, Final Submission, Additional Request, Final Case Status.
Pathway-aware questionnaires that map to their own document list and IRCC forms. Rules engine, not AI black box. The same answer never gets typed twice.
Build your questionnaire library once. Each pathway/program/category/subcategory gets the right question set. Conditional logic skips what doesn't apply.
Clients fill out the SQR from the portal, across multiple sessions, on any device. Progress saves automatically. Skip logic keeps it focused.
Every client document and IRCC form in one versioned library. Auto-filled from the SQR. Locked once submitted, so the record never drifts.
Every document, uploaded by client, generated by staff, or received from third parties, lives in one place per case. Expiry tracking, max upload size, MIME validation.
Every IRCC form your firm uses, IMM 0008, IMM 5257, IMM 1294, IMM 1295, IMM 1344, CIT 0002, etc., in one library. Versioned. Auto-populated from SQR.
Letterhead-branded letters of engagement, employment verification letters, custom intake forms. Merge fields pull from case context.
Clients sign retainers, fill the SQR, upload documents, pay invoices, and track progress on their own. You stay in control of the case.
The portal that comes built in. Clients log in to see their case progress, fill SQR, upload docs, sign retainers, pay invoices, chat with their consultant.
When an employer is sponsoring 20 employees, the corporate dashboard rolls up case states, document statuses, and invoices across the entire program.
Office hours, consultations, and client self-bookings on one calendar. Public booking page included so prospects book themselves in.
Block off times. Set office hours by location. Define service types (consultation, document review, filing call). Manage bookings from one calendar.
Drop the booking widget on your site or portal. Clients see available slots based on your office hours, service definitions, and timezone.
Reminders fire on events, not just dates. Tasks self-create when conditions hit. Email, SMS, and in-app delivery out of the box.
Track work to be done. Assign by role. Set priority and due date. Tasks can link to a case, a prospect, or just sit on a user's personal list.
Define a rule: when a document expires in 30 days, email the client. When IRCC's service standard is 60% through, notify the reviewer. Multi-channel: email, SMS, in-app.
Visual workflow builder. Stage transitions trigger tasks. Document uploads trigger reviews. Missing docs trigger reminders. All rules versioned.
Office email plugs in. Inbound routes itself to the right case. Templates, chat, and a single communications timeline per file.
Plug in Gmail, Outlook, or your firm's IMAP. Every email is captured and linked to the case automatically, no copy-pasting threads.
Team chat per case for internal coordination. Client chat through the portal. WebSocket-backed for instant delivery.
Stop hunting through inboxes. The case timeline shows every email, chat, internal note, and document event chronologically, filterable, searchable.
Retainer e-sign, Stripe deposit, time tracking, and invoicing in one flow. Multi-office numbering, CRA-compliant. No more Word docs.
Generate a CICC-compliant retainer with merge fields. Client e-signs in the portal. Stripe captures the deposit. Retainer status drives the workflow.
Build invoices from logged time, fixed services, and expenses. Branded letterhead. Email or portal delivery. PaymentPlans for multi-stage billing.
Track every minute spent on a case. Activity types (research, document review, drafting, filing) feed into invoice line items. Bill hourly or flat.
Stripe Connect-powered. Accept card and ACH for invoices and deposits. Webhook integration keeps payment status in sync.
WES ECA fees, IRCC fees, courier costs, translation. Track expenses per case, attach receipts, bill back to clients or absorb.
CICC-aware by design. Every create, update, and delete writes to an immutable audit log. Designated-person workflow on by default.
Every create, update, delete on every entity hits the AuditLog table. Who did what, when, from where, and what changed. Filterable, exportable.
Assign a Designated Person under CICC rules. They approve retainers, sign-offs on cases, and manage compliance reviews. Their signature is stamped into outbound docs.
Define custom roles (RCIC, Paralegal, Admin, Reviewer). Permission groups gate access at API and UI level. Plan-based default role assignment.
Separate data per office. Cross-office collaboration via permissions. Office-specific Stripe accounts, SMTP, business hours, and reminder rules.
Configure once, ship to everyone. Pathway taxonomy, roles, integrations, and brand themes, all in one console.
Configure the immigration taxonomy your firm uses. Add new programs as IRCC adds them. Map documents and forms to each level.
Build a filter like "My open Express Entry cases at File Preparation stage" - save it, share with team, reload in one click.
Internal ticketing for your team and client-facing requests. Categorise, assign, track to resolution.
Sign in with Google, Microsoft, or Apple. Push calendar events to Google. Charge through Stripe. SMTP through Postmark/SendGrid/your own.
If you want the strategic 8-module overview, head to /platform. If you want every checkbox in the box, scroll back up.
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.
