8 modules. ~80% built.
Here's where you shape the rest.
This is the same platform our customers see at /platform, but framed for the people who'll help finish it. Each module below shows what's shipped, what's in active QA, and where Founding Advisor input will land.
Eight modules. One operating system.
Tap any module to open the full deep-dive (shared with the customer site). The advisor-specific framing - what we'll ask you about - lives on each tile below.
Admin Console
Configurable taxonomy + master data. Pathway → Program → Category → SubCategory.
- 6 pathways + 65+ programs pre-loaded
- Normalized Logical Sections library (37+ catalogued, growing)
- Document master + IRCC form library
- Per-firm, per-office customization
- Default SubCategory definitions for niche programs
- Logical Category coverage gaps you've hit in practice
Smart Questionnaire (SQR)
Pathway-aware intake powered by a rules engine, not a foundation model.
- Rules engine + 5-trigger / 4-action framework
- Conditional branching by pathway × program × category
- Auto-derived document checklist + IRCC form set
- Edge-case follow-up questions for spousal refusals, ECA gaps
- Adaptive logic for inland vs. outland workflows
- Per-program default question sets
Workflow + RNA
9-stage case workflow with rule-based Reminder, Notification & Automation.
- 5 triggers · 4 actions · AND/OR conditions
- Date-anchored offsets + scheduled crons
- Multi-channel reminder escalation (email · SMS · in-app)
- Bull + Redis execution queue
- Default reminder cadences per pathway (60/30/14/7?)
- Escalation paths for CICC-aware compliance triggers
- Common rule recipes shipped with the product
Templates & Documents
Letters with merge fields. Documents with expiry rules. IRCC form library.
- Drag-drop template builder + 20+ merge field paths
- Document Master with isExpiryRequired flag
- Versioning + lock-after-sign for audit
- IRCC form auto-fill mapping
- Default retainer + invoice letter templates
- Document expiry windows by category
- Form-mapping edge cases (IMM 0008 dependants, etc.)
Client Portal
Self-serve doc uploads, e-sign, payments, case status. Embedded in your domain.
- Per-case scoped access + RBAC
- Drag-drop document upload with expiry awareness
- E-sign for retainers + amendments
- Status timeline + payment center
- Default messages clients see at each workflow stage
- Translations beyond EN/FR (we'll start with the languages your firm needs)
- Mobile UX edge cases for older applicants
Billing · Time · Stripe
Trust-account-aware billing, time tracking, Stripe Connect, invoice automation.
- Stripe Connect with firm-level + trust-ledger routing
- Time + activity tracking → invoice line items
- Retainer deposit handling with CICC trust-account awareness
- Per-office Stripe + invoice numbering
- Default billing categories + activity types
- Trust-account reconciliation flows we haven't seen yet
- Multi-currency edge cases (CAD-USD, INR retainers)
Communications
SMTP/IMAP email tied to cases, in-app chat, unified timeline.
- SMTP/IMAP integration with case auto-tagging
- Threaded inbox per case
- Template-based replies with merge fields
- Default templates for the 20 most common outbound emails
- WhatsApp / SMS integration scope (worth it? scope?)
- Internal note vs. client-visible note conventions
Compliance & Audit
Append-only audit log on every entity. Designated Person workflow. CICC-defensible.
- AuditLog interceptor on every CRUD operation
- DesignatedPerson workflow with signature capture
- RBAC + per-entity permissions
- PIPEDA + AES-256 + TLS 1.3
- What a CICC audit actually looks for in practice
- Export formats most useful for regulator reviews
- Edge cases where the audit log needs deeper context
From session to shipped code.
Monthly session
You raise the gap, edge case, or workflow you'd run differently. Founders + CTO in the room.
Written brief
Within 48 hours, we send back a one-page brief: what you said, what we'd build, where it lands on the roadmap.
Implementation
CTO drafts the spec, founders validate the practice logic. You see the PR before it merges.
Ship + credit
Ships within 1-2 sprints. Your firm is credited in the changelog (opt-in) and notified in the advisor Slack.
Tell us which module you'd co-design first.
On the application you'll pick the one or two modules you'd most want to shape. We'll talk about it on the discovery call.