Templates with merge fields. Documents with expiry rules.
The library of letters, agreements, and document rules that powers your outbound communication. Templates are versioned, mergeable, and lockable. Documents have admin-configurable expiry, flip a toggle, RNA reminders fire forever.
Drag-drop template builder with merge fields
Build letters of engagement, retainers, employment verification letters, custom letterhead documents, once. Merge fields like {{client.firstName}}, {{case.code}}, {{designatedPerson.licenseNumber}} resolve from case context at render time.
- Tiptap-based drag-drop editor
- 20+ merge field paths across case/client/sponsor/case-file context
- System templates (shipped) vs firm-specific templates
- Per-template scope: CASE / PROSPECT / CORPORATE_CASE
{{user.fullName}}
Document Master, the source of truth
Every document type your firm collects lives in the Document Master. Toggle isExpiryRequired per document. Set maxUploadSizeInKb. Define MIME restrictions. Every uploaded UnifiedDocument inherits these rules.
- isExpiryRequired toggle per type
- maxUploadSizeInKb enforcement
- MIME and file-extension validation
- Custom vs system document types
Expiry rules, compliance by configuration
When isExpiryRequired is on, RNA reminders watch every uploaded instance. Look-ahead windows are admin-configurable: 60, 30, 14, 7 days. Severity flags drive escalation, blocker vs warning.
- Look-ahead windows: 60 / 30 / 14 / 7 days (admin-set)
- Severity per document type: blocker vs warning
- Reminder escalation across channels
- Blocker prevents case progression to next stage
Form library, versioned & locked
IRCC forms ship pre-loaded. Upload new versions when IRCC releases them. Cases lock to the version they were prepared against, preventing drift even years later if needed for an audit.
- ImmigrationForm + ImmigrationFormVersion model
- PDF/image attachment per version
- Lock-to-version after representative review
- Auto-fill from SQR responses
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.