Every email. Every message. On the case file.
Stop hunting through inboxes. ExpatReady plugs into your firm's SMTP/IMAP per office, auto-tags inbound mail to the right case, and surfaces all communications, email, chat, notes, in one chronological timeline. Threaded, searchable, audit-ready.
Per-office SMTP + IMAP
Plug in Gmail, Microsoft 365, or your firm's own SMTP/IMAP server. Outbound from the team email. Inbound captured automatically. Per-office configuration means Toronto's mail goes through Toronto's relay.
- SmtpSettings: host, port, username, TLS, replyTo, displayName
- MailReceiveSettings: IMAP/POP3 with folder + idle support
- Per-office routing for multi-location firms
- Outbound from team-shared address
Inbound mail auto-tagged to cases
When a client replies, the IMAP sync identifies the case by recipient + subject thread + signature parsing and links the email to the right case file. Attachments land in the case's document inbox automatically.
- Auto-link inbound emails to case by recipient + subject
- Attachments land in UnifiedDocument inbox
- Notification fires to the case assignee
- Audit log entry: email received from X at HH:MM
Internal + client chat with WebSocket
Real-time team chat per case. Client chat via the portal. Same data model, ChatMessage, different access scopes. @mentions for teammates. File attachments through UnifiedDocument. Read receipts.
- Case-scoped channels for the team
- Client-side chat through the portal
- @mentions + notifications
- WebSocket gateway (Socket.io) for real-time delivery
Unified Communications timeline
One timeline per case showing every email sent + received, every chat message, every note, every document event, in chronological order. Filterable by user, type, date. Exportable to PDF for litigation hold or CICC audit.
- Email + chat + notes + document events in one stream
- Filter by user, type, date range
- Per-message audit metadata
- Export to PDF, CICC-audit ready
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.