ExpatReady, Automate · Integrate · Immigrate
The platform · 8 modules, one operating system

Not a CRM with bolt-ons.
A single platform your firm runs on.

Same data model. Same audit log. Same permission system. Every module knows about every other - because they were engineered together, not acquired separately.

Try the configuratorFull feature list
Admin Console

Configurable taxonomy

Pathway → Program → Category
Permanent Residency17 programs
Temporary Residence16 programs
Citizenship7 programs
PR Card4 programs
Passport4 programs
Inadmissibility13 programs
Smart Questionnaire

Pathway-aware intake

Rules engine, not AI
Personal Bio
100%
Education + ECA
100%
Language
100%
Work experience
85%
Finances
60%
Workflow + RNA

5 triggers · 4 actions

TriggerConditionActionChannel
Reminder sent · email + SMS
Documents & Forms

IRCC-aware

IMM 0008 · 92%
Schedule A · 100%
IMM 5406 · 100%
Client Portal

Self-serve

PS
AK
MR
JD
+42active
Doc uploads · e-sign · payments · case status
Billing · Time · Stripe

Trust-account aware

Trust depositRECEIVED
$1,500 CAD
Stripe Connect · firm trust ledger
Communications

Unified timeline

Priya S.Updated reference letter
10:42
IRCCBiometrics confirmation
9:17
WESECA report ready
Yest.
Compliance & Audit

CICC-aware by design

AES-256
at rest
TLS 1.3
in transit
RBAC
per entity
Every CRUD operation logged · append-only · CICC-defensible
Admin Console

Configurable taxonomy + master data

6 pathways, 65+ programs, Logical Categories, Document Master, IRCC form library. Configurable down to the SubCategory by admins, no engineers required.

Backed by
Pathway · Program · Category · SubCategory · LogicalCategories · Document
Deep dive
Smart Questionnaire

Pathway-aware intake powered by business rules

Map Logical Categories to each Pathway × Program × Category combination. Documents and IRCC forms auto-derive. Built by RCICs + Immigration Lawyers, not invented by AI.

Backed by
SmartQuestionnaireConfiguration · SmartQuestionnaireDocument · LogicalCategories
Deep dive
Workflow & RNA Automation

5 triggers · 4 actions · multi-channel reminders

No-code rule engine with AND/OR conditions. Date-anchored offsets, scheduled crons, multi-channel reminder escalation. Bull + Redis execution queue.

Backed by
WorkflowConfiguration · ReminderRule · ReminderExecutionQueue · ChannelTemplate
Deep dive
Templates & Documents

Letters with merge fields. Documents with expiry rules.

Drag-drop template builder. 20+ merge field paths. Document Master with isExpiryRequired flag. Versioning + lock-after-sign for audit defensibility.

Backed by
Template · TemplateRendererService · Document · UnifiedDocument · ImmigrationForm
Deep dive
Client Portal

Dual portals, individual + corporate

Embedded portals for clients (case status, doc upload, SQR, retainer sign, payments) and for employer-sponsors (multi-employee roster, bulk docs, master billing).

Backed by
ClientPortalAuth · ClientPortalSession · individual-client-dashboard · corporate-client-dashboard
Deep dive
Billing · Time · Stripe

Retainer e-sign + Stripe + time tracking + invoicing

Sign retainer and capture deposit in one client flow. Stripe Connect-backed. Time & activity rolls into invoices. Per-office invoice numbering. Expenses tied to cases.

Backed by
UnifiedRetainerAgreement · Invoice · TimeAndActivity · PaymentSettings · Stripe webhooks
Deep dive
Communications

Email + chat + unified timeline

SMTP/IMAP per office. Inbound mail auto-tagged to cases. Real-time chat scoped to case. Unified timeline shows email, chat, notes, all in one stream.

Backed by
SmtpSettings · MailReceiveSettings · Email · ChatMessage · UnifiedCommunication
Deep dive
Compliance & Audit

Audit log + designated person + multi-office RBAC

Every CRUD on every entity logged immutably. CICC-aware designated person workflow. Custom roles + permission groups. Multi-office data isolation.

Backed by
AuditLog · DesignatedPerson · Role · Permission · PermissionGroup · Office · UserOffice
Deep dive
One platform · replaces 9 tools

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.

Book a demoSee pricing