Skip to main content

From Lead Capture to Getting Paid

One platform manages every step of your immigration practice. No context-switching between tools. No data re-entry.

The Complete Practice Workflow

How consultants use ImmLex from day one

1

Capture Leads with Assessments

Generate a branded assessment link and share it on your website, social media, or directly with prospects. They complete a comprehensive immigration questionnaire from any device.

  • Branded questionnaire (your logo, your colors)
  • Compliance acknowledgment gate
  • Optional Stripe payment before report delivery
  • CRS/PSTQ auto-scoring from answers
2

Review AI Eligibility Reports

ImmLex generates a professional eligibility report with CRS/PSTQ scoring, program recommendations, and risk factors. Review it, add your professional notes, then approve and share with the prospect.

  • Multi-program eligibility analysis
  • CRS & PSTQ score breakdown
  • Recommended pathways with reasoning
  • Shareable link for the prospect
3

Convert to Client in One Click

When a prospect retains you, one click creates their full matter file. Client record, file number, portal token, and assessment data — all auto-generated and linked.

  • Client record with contact details
  • Matter file with program & file number
  • Client portal token (30-day)
  • Education & employment profile seeded
4

Manage the Case End-to-End

Every task, deadline, document, communication, and profile entry is tracked per matter. Use AI legal research for complex questions. Apply workflow templates for consistent handling.

  • Tasks & deadlines with reminders
  • Document tracking & client uploads
  • Communication log (email, call, portal)
  • AI legal research & drafting
  • Profile (education, work, travel, family)
  • Notes, action items, & workflow templates
5

Bill & Get Paid

Log time as you work, generate invoices with one click, manage your trust account, and track payments. Everything CICC-compliant with full audit trails.

  • Time tracking with activity codes
  • Professional invoice generation
  • CICC trust ledger with full audit
  • Revenue analytics & realization rates

What Your Clients Experience

A professional, modern client experience that builds trust and reduces support calls.

Complete Assessment

Professional branded questionnaire on any device

Receive Report

Detailed eligibility report with program recommendations

Access Portal

Secure link to view case status, deadlines, and documents

Stay Informed

Email notifications for every update, message, and deadline

Built Different From Generic Tools

No Citation = No Answer

Every legal analysis is grounded in verifiable sources. Unlike generic AI, ImmLex never provides uncited legal information. Full audit trail for CICC compliance.

Immigration-Native

Program types, stage labels, deadline rules, document requirements, and scoring systems are all built for Canadian immigration. No configuring a generic tool.

Revenue Before Retention

Start earning with paid eligibility assessments before you even sign a retainer agreement. Turn your website traffic into a revenue stream from day one.

See the Full Platform in Action

Start your free trial and experience the workflow yourself. No credit card required.