Product
Every feature in one workspace
From first lead touch to approval: intake, cases, documents, communications, calendar, payments, reporting, and optional AI—organized for Canadian immigration consultants and their teams.
Leads & client management
Prospects, intake, and family structures—built for how immigration firms actually work.
Lead & prospect pipeline
Track status from prospect through to active client; assign case workers; notes and history in one profile.
Bulk lead import
CSV and spreadsheet import with intelligent column mapping—bring existing lists into the system without retyping.
Public intake questionnaire
Token-based multi-step intake: basic info, job history, education, family, status in Canada, and language scores.
Family & relationships
Link spouses, dependants, and related leads so household context stays with every file.
CRS & eligibility context
Structured language, education, and experience data to support Express Entry–style assessments and case prep.
Applications & case workflow
Application numbers, statuses, assignment, and a full timeline of what happened on each file.
Application records
Per-client applications with types, status tracking, and assignment to the responsible case worker.
Application timeline
Automatic timeline entries from domain events—documents, tasks, messages, payments, and appointments in chronological order.
File messaging
Internal discussion on an application so the team sees context without leaving the case.
Shared application link
Time-limited read-only share links when you need to show status to a client or partner securely.
Documents, IRCC forms & templates
Centralized files, form library, and letter tooling.
IRCC form library
Browse IRCC form templates; keep form-related metadata organized with each matter.
Document storage
Upload, categorize, and attach documents to leads and applications with version context on the file.
Letter templates
Firm-specific letter templates with merge fields for client and application data.
Data-driven forms & letters
Reuse structured client and case data across IRCC form workflows and merged letters to cut duplicate typing.
Tasks, calendar & booking
Deadlines, team calendar, and client-facing booking without a separate tool.
Tasks & deadlines
Tasks tied to applications with priorities, due dates, and completion tracking.
Firm calendar
Calendar views for appointments with business hours and conflict awareness.
Public booking pages
Share a booking link; clients pick slots; confirmations and cancellations with calendar-friendly .ics attachments.
Google Calendar sync
Optional OAuth: sync tasks and appointments to Google Calendar for staff who live in their calendar.
Communications
Reach clients from the same system that stores the file.
Send and log email to leads; delivery via your configured provider; outbound history on the record.
SMS
Text messaging with logging when SMS is enabled for the firm.
Voice & call logging
Click-to-call flows and call logging tied to the client file where telephony is connected.
Payments & firm billing
Client payments and subscription management for the workspace.
Payment processing
Charges and refunds through Stripe or Square (per company configuration).
Payment records
Payments linked to applications for clear financial history on each case.
Plans & billing
Company plans, trials, and billing self-serve where Stripe Billing is configured.
Reporting & analytics
Operational visibility across leads, cases, staff, and revenue.
Leads & applications reports
Summaries and breakdowns for pipeline and workload.
Case worker activity
See how work is distributed across the team.
Revenue reporting
Payment-based revenue views for management.
AI-assisted tools
Optional AI skills to speed up drafting and review (where enabled).
Claude-powered skills
Deadline guidance, document analysis, eligibility prompts, form-filling assistance, and letter generation workflows.
Queued agent jobs
Long-running AI tasks handled in the background with results stored for review.
Security, tenancy & compliance
Built for regulated client data and multi-firm hosting.
Multi-tenant data isolation
Each company’s data is scoped; super admins aside, users only see their own firm.
Role-based access (RBAC)
Granular permissions for executives, managers, case workers, and reception—aligned to typical immigration firm roles.
Audit trail
Authentication and sensitive actions logged for accountability.
Encrypted credentials
API keys for mail, SMS, and payments stored with application-level encryption.
Team collaboration & integrations
Work together and connect the channels you already use.
Internal messaging
User-to-user messages with read state—separate from client communications.
In-app & email notifications
Notification preferences per user for what lands in the app versus the inbox.
Webhooks
Twilio, Postmark, Stripe, and Square webhooks for delivery, payments, and telephony events.
Google sign-in
Optional Google OAuth for staff login where configured.
See it on your own data
Start a trial, invite your team, and use the same features on real leads and cases.