Case pipeline
Every active file by phase, from retainer to decision, with who owns it.
Case requests
Triage incoming requests before they become files.
Clients & leads
One record per person, with source, history and notes.
Tasks & deadlines
What is due, who owns it, and what is blocking it.
Checklists
Versioned document checklists per program and service.
IRCC form autofill
Data entered once flows into every form on the file.
Submission packages
Assembled in the browser, so documents never leave it.
PDF tool
Merge, split, stamp and paginate without leaving the case.
E-signature
Retainers and consultation agreements signed online.
Client portal
Clients upload, sign and track progress from a single link.
Officio & spreadsheet importIn development
Bring an existing practice across without re-keying.
Appointments & booking
A public booking page, consultant calendars and reminders.
Payments & invoicing
Fees, government charges and HST, with pay-by-link.
Reports
Pipeline, revenue and approval rates across the firm.
Compliance & audit log
Every view, edit and export recorded for practice review.
Team & permissions
Roles, supervision hierarchies and per-case access.
Referral partners
A scoped portal for agents, with no access to full files.
OneDrive & SharePoint
Keep documents in the firm's own Microsoft tenant.
Google Drive storagePlanned
The same document sync against Google Workspace.
Free through alpha and beta, with a week of hands-on training. We onboard a small number of firms at a time.