Client Management

Our all-in-one immigration practice management software streamlines client file organization, easily collecting and arranging all necessary documents for supporting your clients’ Canadian immigration applications.

Canadian Immigration

Key benefits for your firm

Organize your work

Collect relevant documents without back-and-forth email using our built-in electronic document checklists.

Work with your files anytime, anywhere

Our cloud-based platform allows you and your team to collaborate and securely manage case files from anywhere.

Make it easier for clients to pay

Embrace online payments compliant with trust accounting regulations, establish customizable payment schedules, and more.

FEATURES

Get more done in your day

Comprehensive Case Management

Our all-in-one suite provides all the tools you need to stay organized, and manage your cases—from anywhere, anytime.

Streamlined Immigration Process

All aspects of the immigration process have been streamlined — from Retainer Agreements, Forms, Notes and Documents — all can be managed with ease.

Real-Time Updates

Stay on top of important deadlines using our built-in case trackers and reminders so your client’s immigration application runs smoothly.

Key Performance Insights

Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.