CaseMerit
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FAQ

Questions people ask before signing up.

Can't find your answer? Write to us and a person will reply.

Getting started

How long does setup take?

A few minutes. Your workspace comes with Canadian program templates, document checklists, retainer templates and SOPs already loaded, so you can open a case on day one.

Can I bring my existing clients?

Yes. Import clients and leads from a spreadsheet (CSV), and common column names are matched for you.

Does it work for lawyers as well as RCICs?

Yes. Roles, retainers, trust accounting and case templates work for both licensed consultants and law firms.

Day-to-day

Does CaseMerit submit to IRCC?

No. It prepares the file: checklists, forms, documents and the QA review. Submission still happens through IRCC's own portals, by you or your team.

Are the CRS and draw figures official?

They help you advise faster, but they are a guide. Always check the current rules and numbers on canada.ca before you give a client advice.

Can clients use the portal in French?

Yes. The client portal is available in English, French, Hindi and Punjabi, and each client picks their own language.

Can employers see their workers' documents?

No. Employers only see the LMIA file, the documents you ask them for and a plain-language stage for each worker you choose to share.

Data & security

Who can see what?

You set permissions per role, such as consultant, case manager, sales or accounts. Clients, employers and agents only see their own files in their own portals.

How is sign-in protected?

Two-factor sign-in, automatic logout after inactivity, an optional office IP allow-list, and a log of every change. More on the security page.

Can I take my data with me?

Yes. Export every record and document at any time from Settings, as a full archive or a database backup.

Billing

How does the free trial work?

Use every feature of your chosen plan for the trial period. No credit card is needed to start.

What happens after the trial?

Add a payment method to keep going. If you don't, the workspace is paused and your data is kept, not deleted.

Can I cancel any time?

Yes. There is no long-term contract on monthly plans.