Every Feature Your Immigration Practice Needs
From AI legal research to trust accounting — one integrated platform that replaces 8+ separate tools.
AI Legal Intelligence
Research immigration law 10x faster with cited, defensible answers from authoritative sources.
AI-Powered Legal Research
Ask questions in plain language and receive comprehensive analysis drawn from IRPA, IRPR, IRCC policies, and Federal Court decisions.
- RAG-powered retrieval from 500+ legal sources
- Cited answers with document versions and dates
- Confidence scoring per analysis
Source Hierarchy Separation
Every analysis distinguishes between binding legislation, departmental policy, and judicial interpretation.
- Clear law vs. policy vs. case law labeling
- Authority hierarchy visualization
- Understand when discretion applies
Risk & Discretion Indicators
Automatically surface refusal risks, discretionary factors, and areas requiring closer examination.
- Refusal risk identification
- Discretionary factor flagging
- Proactive issue spotting
Smart Document Drafting
Generate professional documents directly from your case analysis — cover letters, PFL responses, legal opinions, and client memos.
- Context-aware drafting from analysis
- Multiple tone options (formal to client-friendly)
- Template library with variables
Policy Change Alerts
Get notified when legal sources cited in your saved analyses are updated or superseded.
- Daily monitoring of IRCC policy changes
- Alerts on affected saved analyses
- Never rely on stale information
PFL Response Generator
AI-assisted drafting of Procedural Fairness Letter responses grounded in relevant case law and policy.
- Structured response framework
- Relevant case law citations
- Professional tone and formatting
Practice Management
Full case lifecycle management — from intake through closing — with everything in one place.
Complete Matter Management
Track every immigration case through its full lifecycle with stages, tasks, deadlines, and document management.
- 11 matter stages from intake to decision
- 17+ program types supported
- Matter health scoring and alerts
Deadline & Calendar Tracking
Never miss a biometrics deadline, PFL response window, or PR landing date again.
- Program-specific deadline rules
- Calendar view with iCal export
- Configurable reminder notifications
Document Management
Organize, track, and request documents per matter with status tracking and expiry alerts.
- Document type categorization
- Expiry date tracking
- Client upload via portal
Conflict Checking
Run Law Society/CICC conflict checks with a full audit trail of every search performed.
- Search across all clients and matters
- Status tracking (cleared, flagged, waived)
- Contemporaneous record keeping
Workflow Templates
Apply pre-built workflow templates to new matters for consistent case handling across your practice.
- Program-specific task templates
- Auto-populate deadlines and checklists
- Custom template creation
Complete Audit Trail
Every action, change, and communication is logged with timestamps for regulatory compliance.
- Immutable activity log per matter
- User attribution on all changes
- Exportable audit reports
Time, Billing & Trust
Professional billing with CICC-compliant trust accounting built in. No separate accounting software needed.
Time Tracking
Log billable and non-billable time with activity codes, matter attribution, and running timers.
- Start/stop timer or manual entry
- Activity codes (research, drafting, calls, etc.)
- Per-matter and per-activity reporting
Invoice Generation
Create professional invoices from time entries with line items for fees, disbursements, and discounts.
- One-click invoice from unbilled time
- Custom line items and disbursements
- Invoice status tracking (draft to paid)
CICC-Compliant Trust Ledger
Full trust accounting with per-client balances, deposits, withdrawals, and disbursement tracking.
- Deposits, withdrawals, transfers
- Per-client balance visibility
- Complete transaction audit trail
Financial Reporting
Real-time dashboards showing WIP, accounts receivable, trust balances, and revenue analytics.
- Monthly billed vs. collected tracking
- Realization rate monitoring
- Invoice aging reports (30/60/90 day)
Client Portal & Communications
Give clients self-service access to their case information. Reduce "status update" calls by 80%.
Branded Client Portal
Clients access a secure, read-only portal to view case status, deadlines, and documents — no login required.
- Token-based access (no app download)
- Case status and deadline visibility
- Firm branding and customization
Portal Messaging
Two-way messaging between consultant and client, all tracked within the matter record.
- Client messages from portal
- Consultant replies with notifications
- Full message history per matter
Document Requests
Request specific documents from clients with instructions and due dates. Clients upload directly.
- Per-document instructions
- Due date tracking
- Direct upload from client portal
Automated Notifications
Clients receive email notifications for status changes, new deadlines, document requests, and messages.
- Triggered on portal events
- Professional branded emails
- Direct link to client portal
Lead Generation & Assessments
Turn your website into a lead machine. Monetize eligibility assessments before clients even retain you.
Embeddable Assessment Links
Generate branded assessment links prospects can complete from any device. Embed on your website or share directly.
- Custom branding per consultant
- Mobile-optimized experience
- Compliance acknowledgment gate
AI Eligibility Reports
Automatic CRS scoring, program eligibility analysis, and professionally formatted reports ready for client delivery.
- Multi-program eligibility check
- CRS/PSTQ score calculation
- Professional PDF-quality reports
Paid Assessment Orders
Charge prospects for eligibility reports via Stripe before you invest any time. New revenue stream from day one.
- Configurable pricing tiers
- Stripe payment processing
- Automatic report unlocking on payment
One-Click Conversion
Convert any prospect to a full client matter with one click. Profile data, portal access, and report automatically linked.
- Auto-creates client and matter
- Portal token generated instantly
- Assessment data carries forward
Immigration Tools & Calculators
15+ specialized tools no generic practice management software can offer.
CRS Calculator
Full Comprehensive Ranking System scoring with what-if scenarios. Compare up to 4 scenarios side-by-side.
- All CRS factors covered
- What-if scenario comparison
- Shareable client forms
PSTQ Calculator
Complete Quebec skilled worker assessment covering all PSTQ factors across both streams.
- 1,400-point scoring system
- Stream eligibility determination
- French language level integration
LICO / MNI Calculator
Sponsor income requirement verification with current low-income cut-off tables.
- Current year thresholds
- Family size calculations
- NOA requirement guidance
NOC Duty Matching
AI-powered matching of job duties to NOC codes with TEER level classification.
- Semantic duty matching
- TEER level identification
- Express Entry eligibility check
Language CLB Converter
Convert scores from any recognized test (IELTS, CELPIP, PTE, TEF, TCF) to Canadian Language Benchmark levels.
- All 6 recognized tests
- Reading, writing, speaking, listening
- CRS point calculation
Residency & More
PR residency obligation calculator, inadmissibility checker, H&C factor analysis, and deadline tracking tools.
- 730/1,825 day tracker
- IRPA s.34-42 assessment
- Baker/Kanthasamy framework
Team & Collaboration
Built for firms of any size — from solo practitioners to multi-seat teams.
Multi-Seat Team Plans
Invite team members with role-based access. Everyone works from the same case files.
- Owner, admin, member roles
- Shared matter access
- Per-seat billing
Matter Assignments
Assign cases to team members. Track workload distribution and case ownership.
- Assign and reassign matters
- Workload visibility
- Activity attribution
Shared Templates & Workflows
Create firm-wide templates for documents, workflows, and intake processes.
- Shared template library
- Consistent case handling
- Onboard new staff faster
Ready to See It All in Action?
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