Everything an immigration practice runs on, in one place.
Built around how IRCC files actually move: from the first enquiry to the final decision, with the money and the paperwork kept straight along the way.
Every case starts from the program, not a blank page.
Pick Express Entry, a spousal sponsorship or an LMIA work permit and the case opens with its stages, document checklist, starter tasks and the dates you need to watch. Your team sees the same file, in the same order, every time.
- Stages from intake to decision, with what the client sees at each step
- Key dates such as ITA, biometrics and permit expiry, with reminders before each one
- IRCC letters (AOR, PFL, refusal) logged against the file, with a QA sign-off before submission
A pipeline that remembers to follow up.
Enquiries come in from your website, booking page, assessment form and partner agents. Each lead has an owner and a next step, and the ones going cold come to the top before they are lost.
- List or board view by stage, source, owner and program
- Duplicate check on email and phone, then one-click conversion to a client and a case
- Conversion by source, so you know which channel actually brings clients
Fees, instalments and trust money, kept apart.
Retainers are signed online and become invoices and instalment plans. Payments are matched by card or Interac e-Transfer. Funds held in trust stay on their own ledger and are never counted as revenue.
- GST/HST by province on every invoice
- Trust deposits, transfers and monthly reconciliation
- Export to your accountant, with overdue reminders sent automatically
And the rest of the practice.
Everything below is included and works with the same clients and cases. There is nothing extra to connect.