Leads, cases, documents, forms, billing, and an AI copilot that actually reads the case file — replacing the spreadsheet, inbox, and Dropbox stack most firms are stuck duct-taping together.
No credit card required · Built around RCIC and consultancy workflows
One tab per consultant, no shared source of truth, and a deadline that slipped through because nobody was looking at that tab this week.
Requested documents live in someone's inbox. When they're out sick, the case stalls, and the client's third "any update?" email goes unanswered.
Pipelines built for sales deals, not case files. No document versioning, no program-specific checklist, no audit trail when a regulator asks.
Every inquiry lands in a qualification pipeline with an AI eligibility pre-screen — so a consultant only picks up the call once it's worth their time.
Pick a service, and the case playbook builds the checklist, tasks, and deadlines automatically. No blank page, no forgotten step.
One click assembles every form and document, correctly ordered and named, into a submission-ready package — reviewed by a consultant before it goes anywhere.
Track every inquiry by source, qualify it against real program requirements, and convert to a client without re-typing a single field.
Select a service — Study Permit, Express Entry, Sponsorship — and get the exact checklist, task sequence, and deadlines that service requires.
Re-uploads create a new version, never overwrite. Expiry dates on passports and medical exams surface automatically before they become a problem.
Correctly ordered, correctly named, one-click PDF or zip package — instead of a consultant assembling files by hand before every submission.
Ask it what's missing on case #CA-2291 and it answers from that case file — not a generic prompt with no context.
Every status change, document access, and financial transaction is logged — who, what, when. Ready before a regulator or a client ever asks.
Most "AI assistants" are a side chat with canned answers. Ours sits inside the workflow: it drafts the checklist, flags the risk, writes the message — and a consultant reviews everything before it's sent or submitted. Nothing goes out on autopilot.
See where AI shows up →Plain-language status, a document upload box, e-signature, and invoice payment — so "any update?" stops being your busiest email folder.
Explore the client portal →"I want to see risk before it becomes a refusal — not after."
"I need the checklist and the deadlines to build themselves so I'm not starting from a blank page every case."
"I need one place to see revenue, caseload, and whether the firm is exposed if a regulator asks questions."
For small firms getting off spreadsheets.
For growing firms running full casework.
For multi-branch firms with compliance needs.
See how your firm's cases would look inside ImmigrateOS — no setup required for the demo.