ExpatReady, Automate · Integrate · Immigrate
Platform module · Admin Console

Configure your firm's entire immigration practice. Without code.

The ExpatReady admin console is the single source of truth for your firm's Canadian immigration taxonomy. 6 pathways, 70+ programs, every category and sub-category beneath them, fully editable. Logical Categories with built-in business rules drive the SQR. Document expiry rules drive RNA reminders. Nothing is hardcoded.

Backed by: Pathway · Program · Category · SubCategory · LogicalCategories · Document · ImmigrationForm + Version models
Capability 01 / 4

4-level taxonomy, configurable per firm

Every Canadian immigration pathway is structured as Pathway → Program → Category → SubCategory. You can add, deactivate, reorder, and toggle prospect-portal visibility at every level. Bulk-upload from CSV when you onboard.

  • 6 IRCC-aligned pathways shipped, extend as needed
  • 70+ programs out of the box from Express Entry to TRPs
  • Per-level `isActive` and `showInProspect` toggles
  • Bulk-upload via CSV for migrations from existing systems
Master · Pathways
6 active
01
Permanent Residency
16 programs · type: both
ActiveVisible
02
Temporary Residence
15 programs · type: both
ActiveVisible
03
Citizenship & Settlement
7 programs · type: individual
ActiveVisible
04
PR Card
5 programs · type: individual
ActiveVisible
05
Canadian Passport
7 programs · type: individual
ActiveVisible
06
Inadmissibility, Enforcement & Appeals
13 programs · type: both
ActiveVisible
Capability 02 / 4

Logical Categories, normalized sections with rules

The most distinctive piece. Logical Categories are the reusable sections that show up across pathways, Personal Bio, Address History, Education, Work, Sponsor, Admissibility, etc., each with its own built-in business rules for follow-up questions. The same Logical Category powers Spousal Sponsorship and Express Entry; the rules just decide which follow-ups fire.

  • 13+ Logical Categories shipped, all reusable across pathways
  • Conditional follow-up rules baked into each category
  • Question count varies by answer, not hardcoded
  • Documents and IRCC forms auto-mapped per category answer
Master · Logical Categories
13 sections
Personal
8–14 Qs · 5 docs
Address
Variable (per location) Qs · 3 docs
Education
4–10 (per credential) Qs · 4 docs
Language
3–6 Qs · 1 docs
Work
5–8 (per role) Qs · 3 docs
Relationship
6–12 Qs · 8 docs
Sponsor
5–10 Qs · 6 docs
Finance
3–6 Qs · 4 docs
Admissibility
Conditional Qs · 6 docs
Study
6–10 Qs · 5 docs
Offer/LMIA
8–14 Qs · 6 docs
Presence
Auto-calc Qs · 2 docs
Each section carries its own follow-up rules. The same category powers many pathways.
Capability 03 / 4

Document Master with expiry compliance

Every document type lives in the Document Master with an isExpiryRequired toggle. Flip it once, and every uploaded instance of that document gets expiry tracking, reminder rules, and look-ahead notifications. CICC compliance becomes a configuration, not a workflow you remember.

  • isExpiryRequired toggle per document type
  • Per-document maxUploadSizeInKb and MIME enforcement
  • Look-ahead reminders at 60 / 30 / 14 / 7 days (admin-set)
  • Severity flags: blocker vs warning per document
Master · Documents · expiry rules
9 tracked
Passport
expiryblocker
IRCC-panel medical exam
expiryblocker
Police certificate
expiryblocker
IELTS / CELPIP / TEF results
expiry
ECA report
expiry
GIC certificate (SDS)
expiry
LMIA approval
expiryblocker
Provincial Attestation Letter
expiryblocker
Job offer letter
optional
Capability 04 / 4

IRCC Form library with versioning

Upload IRCC form PDFs once. When IRCC publishes an updated version, create a new version, cases lock to the version they were prepared against, preventing drift. The form library plugs into SQR configurations to auto-populate.

  • ImmigrationForm + ImmigrationFormVersion models
  • Per-form versioning with media (PDF attachment)
  • Lock to version after representative review
  • Auto-populate from SQR responses + collected documents
Master · IRCC forms
versioned
IMM 0008
Generic application
v5
IMM 5645
Family information
v3
IMM 1294
Study permit
v4
IMM 1295
Work permit
v6
IMM 1344
Spousal sponsorship
v3
IMM 5532
Relationship info
v4
CIT 0002
Citizenship grant
v2
Schedule A
Background
v7
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.