How modern is your practice?
Score your firm against the 12 capabilities every Canadian immigration practice needs in 2026. Honest answers only, your score never leaves your browser.
12 capabilities · 0/12 answered
Every lead is captured in a structured CRM (not WhatsApp or memory)
Example: Inbound lead from website → tagged, scored, follow-up scheduled within 24 hours
Client intake adapts to the pathway (Express Entry asks different questions than Spousal)
Example: Conditional questions, document checklist generated automatically
Every case follows the same defined stages with consistent handoffs
Example: Retainer → Questionnaire → Doc List → Upload → Prep → Review → Submit → Result
Clients can self-serve to upload docs, sign retainers, pay invoices, see case progress
Example: Client logs in, sees their case, no daily 'where are we?' calls
Documents with expiry dates (passport, medical, police certs) auto-alert before they lapse
Example: 60/30/14/7-day reminders to consultant and client
Deadlines (IRCC requests, biometrics, hearings) auto-create reminders across channels
Example: Email + SMS + in-app, escalating 14/7/3 days before
When something happens, tasks auto-create for the right person
Example: Doc uploaded → review task assigned to RCIC. Form ready → reviewer notified.
Retainer e-sign and deposit capture happen in a single client flow
Example: Client signs and pays in 5 minutes, no PDF email chain, no DocuSign + bank transfer
Billable hours are tracked per case and roll into invoices automatically
Example: Activity logged in app → appears as invoice line item → Stripe-paid
Emails and chats are linked to the case automatically (no copy-paste into a CRM)
Example: Inbound email tagged to the right case, threaded with chat + notes
Every create/update/delete is logged with user, timestamp, and changes
Example: Pull a CICC-audit-ready trail for any case in seconds
A CICC-licensed designated person approves every filing with a recorded signature
Example: RCIC R-123456 signs off · stamped on outbound docs · audit trail
An advisory board, not a discount program.
10 Canadian immigration firms (RCICs and Immigration Lawyers) co-design ExpatReady across a 6-month advisory engagement. Lifetime product grant + lifetime royalty + lifetime referral income. Product is ~80% complete and in active testing. Selection by fit, not first-come.
- ✓6-month advisory engagement (then product + referrals continue for life)
- ✓Minimum 3 hours per month: one session + async feedback
- ✓Migrate from your current stack within 90 days of go-live
- ✓Allow a co-authored case study at month 6
- ✓Reference-call willingness for the next 5 firms we evaluate
- ExpatReady free for life across all your seats
- Lifetime royalty income as a Founding Advisor
- Lifetime referral income on every firm you refer
- Roadmap voting rights, indefinitely
- Direct Slack channel to founding RCIC, Lawyer + CTO
- Founding Advisor badge in-product (opt-in)
- 30-day early access to every new pathway and module