ExpatReady, Automate · Integrate · Immigrate
Platform module · Smart Questionnaire (SQR) Builder

Business rules in, right questions out.

The SQR doesn't guess. It's a configuration grid where you map each Pathway × Program × Category × SubCategory combination to its applicable Logical Categories. Each Logical Category brings its own follow-up rules, document requirements, and IRCC form mappings, all written by RCICs, not invented by a language model.

Backed by: SmartQuestionnaireConfiguration · SmartQuestionnaireDocument · SmartQuestionnaireImmigrationForm · LogicalCategories
Capability 01 / 4

Configuration grid · one row per combination

The admin UI is a grid: rows are Pathway × Program × Category × SubCategory combinations. Columns are the Logical Categories you've enabled, the documents auto-mapped, and the IRCC forms linked. Drag to reorder, click to toggle, save once.

  • One row per Pathway × Program × Category × SubCategory
  • Toggle Logical Categories in/out per row
  • Documents auto-derive from enabled categories
  • IRCC forms auto-link by configured mapping
SQR Config · grid view
3 combos
Combination
Logical Sections
Documents
Forms
PR · Express Entry · CEC · TEER 1
5 enabled
11 mapped
6 linked
PR · Spousal · Outland · Married
6 enabled
15 mapped
5 linked
TR · Study Permit · SDS · India
4 enabled
8 mapped
4 linked
Drag to reorder · click to toggle · batch-save
Capability 02 / 4

Logical Categories, the IP

13+ normalized sections shipped, Personal Bio, Address History, Education, Language, Work, Relationship, Sponsor, Finance, Admissibility, Study, Employment Offer/LMIA, Physical Presence, Tax Compliance. Each carries its own conditional follow-up logic. Reuse across pathways without re-authoring.

  • 13 Logical Categories pre-built by domain experts (RCICs)
  • Conditional rules: if work in Canada → ask T4 + NOA
  • Same category powers Express Entry and PNP
  • Extend or customize per firm without code
Logical Category · Relationship
rules engine
Marriage / common-law evidence with rule-driven follow-ups for inland vs outland, prior relationships, child dependants.
Type of relationship?
3 conditional branches
Inland or Outland?
2 conditional branches
Duration of cohabitation?
rule: if Common-law → must be ≥12mo
Prior marriages?
rule: if Yes → request divorce decree
Child dependants?
rule: if Yes → IMM 5406 + birth certificates
Powers pathways: Spousal · PGP · Outland · Inland
Documents triggered: 8
Capability 03 / 4

Business rules, not AI prompts

The follow-up question logic is hardcoded in Logical Categories by RCICs who've practiced. When a client answers 'Married' to marital status, the rules know to fire 18 follow-ups for spousal sponsorship, and to skip them for Express Entry. AI is invited in as a helper (summarization, draft letters) but never decides the rules.

  • Domain-first: rules written by practicing RCICs and Immigration Lawyers
  • Deterministic, same input → same output every time
  • Audit-defensible: every question's logic is traceable
  • AI augmentation invited where it helps (draft text, summarise)
How follow-ups fire
deterministic
ExpatReady - rules
1. Marital status = Married
2. ↓ if Spousal pathway
3. → fire 18 follow-ups
4. → require 8 docs
5. → assign IMM 1344
Same input = same output. Always.
AI black box
1. “Tell me about this case”
2. “What docs do they need?”
3. ?
4. Maybe right. Maybe not.
5. No audit trail.
Non-deterministic. Inadmissible at CICC.
Capability 04 / 4

Client-facing experience

What the firm configures becomes the client portal experience. Multi-section wizard with auto-save, mobile-friendly, hash-link access for prospects who haven't signed up yet, progress visible to the consultant in real-time.

  • Multi-section wizard with auto-save
  • Mobile-first; cross-device resumable
  • Hash-link with expiration for prospect access
  • Consultant sees progress in real-time
Client portal · SQR running
real-time
Section 3 of 5 · Work experience62% complete
Are you currently employed?
If yes, follow-up rules will ask for reference letter, T4, pay stubs.
Consultant sees your progress live · Auto-saves every answer
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.