Two portals. Individual + corporate. Embedded, not bolted on.
Most platforms make the client portal an upsell. ExpatReady ships it in every plan, and ships it twice: one portal for individual applicants, one for corporate sponsors managing employee rosters. Clients self-serve. The phone stops ringing.
Individual portal, every case milestone visible
Your client logs in to one place: case status with 9-stage progress, Smart Questionnaire to complete, document checklist with upload state, retainer to e-sign, invoices to pay, messages to read. Every action audit-logged.
- Real-time 9-stage case progress
- Document checklist with per-item upload state
- E-sign retainer + Stripe payment in the same flow
- Threaded messaging with the consultant team
- Audit trail for every client action
Corporate portal, employer-sponsor scale
When you handle LMIA or PR programs for an employer with 12+ employees, the corporate portal aggregates the full program. Master retainer. Per-employee case progress. Bulk document collection. Single invoice across all cases.
- Master corporate retainer · per-employee child cases
- Bulk document collection across the employee roster
- Roll-up dashboard: % progress, blockers, deadlines
- Single invoice covering the entire program
- Per-employee SQR responses tracked
Auth + security · separate from staff
Client portal authentication is scoped separately from staff. Passwordless sign-in for prospects via hash-link with expiration. Optional MFA. Session metadata logged. Access revocable per case or per client.
- ClientPortalSession scoped separately from staff JWT
- Hash-link with expiration for prospects (no signup yet)
- MFA opt-in
- Per-case access revocation in the audit log
Branded for your firm
White-labelled for paid tiers. Your logo, your colours, your retainer text, your email templates. Clients experience your firm's brand, not 'Powered by ExpatReady.'
- Logo + brand colours per office
- Custom domain (Professional + Firm tiers)
- Branded email templates + invoice letterhead
- Removed ExpatReady badging on paid tiers
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.