For principals & firm owners

Why immigration firms choose ARPortal

A firm runs on visibility, accountability, and balanced workload — none of which a spreadsheet provides. See the operational gap, side by side.

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Side by side

Four daily moments — with and without ARPortal

The same firm, the same week. On the left, life with spreadsheets. On the right, life with one workspace.

Visibility

“How is the firm doing this week?”

Without ARPortal Friday, 5:00 PM

You wait. The picture only exists once someone manually compiles it — by which point the week is over.

With ARPortal LIVE

You see. Active files, revenue, conversions and activity update the moment they happen.

Audit & compliance

“Who changed this client's status, and when?”

Without ARPortal An ICCRC review request

You guess. Three file versions, no history, and a regulator asking for proof.

With ARPortal Full timeline

You answer. Every edit, login and action recorded with who, when, and what — ready for review.

Cash flow

“What did we collect this week?”

Without ARPortal Chasing paid invoices

You chase. Paper trails, manual reconciliation, and overdue notices stacking on a desk.

With ARPortal Auto-reconciled

You collect. Stripe and Square checkout, reconciled with the file, totals on the dashboard.

Team workload

“Who is overloaded right now?”

Without ARPortal You only find out too late

You lose people. Two staff buried, two underused — and you only find out when someone resigns.

With ARPortal Balanced & visible

You assign. File load visible per case worker — rebalance before anyone burns out.

What you gain

Operational control — built in

Everything a firm principal needs to run the practice, in the same workspace your team already uses.

Real-time firm view

Active files, conversion rate, revenue, and case-worker load — updated continuously, not on demand.

Compliance-ready records

Every edit, login, document, payment and message is recorded for regulatory review.

Integrated billing

Stripe and Square checkout, manual receipts, public payment links — all reconciled with the file.

Role-based access

Principal, manager, case worker and receptionist — each sees only what they need.

  • Subdomain per company — isolated data and your own brand
  • Stripe-managed trials and subscriptions
  • Client portal with SMS-verified self-serve status
  • Encrypted credentials and per-role permissions

Capability scoreboard

Eight capabilities. One clear winner.

For each operational capability a firm relies on, here is what Excel actually delivers — and what ARPortal delivers in its place.

Excel files

0 / 8

capabilities delivered

ARPortal

8 / 8

capabilities delivered

01

Single source of truth

Fail

Scattered & copied

Pass

One tenant database

02

IRCC PDF generation

Fail

Manual re-keying

Pass

Auto-filled with AI assist

03

Client status tracking

Fail

Constant phone & email

Pass

OTP-verified portal

04

Task reminders

Fail

Sticky notes everywhere

Pass

Automated every 5 min

05

Audit log

Fail

No record kept

Pass

Every change recorded

06

Role-based access

Fail

Trust-based access

Pass

Four-tier permissions

07

Payments & invoicing

Fail

External & manual

Pass

Stripe + Square built in

08

Backups & security

Fail

Owner-managed risk

Pass

Encrypted, daily backups

Eight capabilities. Zero compromises. Excel was never built to do any of this — ARPortal was built to do all of it.

Run the firm, not the spreadsheet.

See your live dashboard with your own data in under an hour.

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