Features
Everything your firm runs on
Twelve integrated modules — one login, one bill, one place to run your practice.
CRM
Leads to signed clients
- Lead pipeline with source tracking
- Consultation booking and reminders
- Custom fields per program
- Conversion analytics
Client Management
One client, complete history
- Household and dependant linking
- Contact preferences and consents
- Timeline of every interaction
- Retainer and engagement tracking
Case Management
Your record of truth
- Program-specific stages
- Deadlines, tasks, and assignments
- Full audit trail per case
- Multi-application per client
Document Intelligence
AI-powered document handling
- OCR on scanned evidence
- Automatic form classification
- Data extraction from IMM forms
- Version history and diff
Workflow
Standardize every program
- Templates per program
- Checklists and gating logic
- Automated status transitions
- Custom workflow builder
Calendar
Nothing is ever missed
- Consultations and deadlines
- Biometric and medical windows
- Team schedule overlay
- Two-way calendar sync
Client Portal
Branded and always-on
- Custom domain and colors
- Secure messaging and file requests
- Case status and next steps
- Mobile-optimized
Billing
Trust accounting ready
- Retainers and invoices
- Disbursement tracking
- Stripe and manual payments
- Statement generation
Automation
Work while you sleep
- Event-triggered actions
- Client notifications
- Deadline reminders
- Cross-module workflows
AI Copilot
Immigration-tuned intelligence
- Letter and submission drafting
- Case summarization
- Program eligibility checks
- Grounded in your knowledge base
Reporting
Practice-wide visibility
- Pipeline and revenue dashboards
- Staff productivity metrics
- Retainer aging
- Custom report builder
Security
Enterprise controls
- Role-based access
- SSO / SAML on Enterprise
- Full audit logs
- Tenant isolation