The operating system your firm should have had years ago.
Leads, cases, documents, forms, billing, calendar, messaging, AI, and a client portal — one platform built around how immigration consultancies actually work, not a generic CRM with a visa sticker on top.
Express Entry · Study permits · PNP · Sponsorship · Work permits · Global mobility
Everything your firm runs on — in one place.
Organized the same way your team thinks: pipeline, delivery, schedule, money, intelligence, and admin. No more switching between spreadsheets, email, Dropbox, and a billing tool.
Leads, clients & cases
Qualify inquiries, convert to clients, and manage cases on configurable Kanban stages — with playbooks that build the checklist automatically.
Explore pipeline →Documents & forms
Versioned document library, AI extraction, form auto-fill, e-signature, and a one-click submission package generator.
Explore delivery →Tasks, calendar & messages
One task model everywhere. Two-way calendar sync. Unified inbox with AI-drafted replies. Branded booking pages.
Explore schedule →Invoices & payments
Service fees separate from government fees. Payment plans, Stripe portal checkout, QuickBooks and Xero sync, and trust accounting.
Explore money →AI & reporting
Daily briefing, contextual copilot, CRS/NOC tools, case risk flags, knowledge base, and exportable reports.
Explore intelligence →Settings & compliance
Service catalog, roles, audit log, staff licensing, and connected integrations in Settings.
Explore admin →From first inquiry to a submitted application.
Lead comes in
Web form, referral, or manual entry — captured as a lead, with an eligibility pre-screen when you run it.
Case opens
Playbook builds the checklist, tasks, and deadlines for the program automatically.
Documents collected
Client uploads through the portal; AI checks type, expiry, and name matches.
Package submitted
One click builds the correctly ordered package for IRCC or USCIS.
Major workflows and the small details — all included.
From lead source tracking to document expiry alerts, every feature your team touches daily lives in the same system.
Lead Kanban & CRM
Pipeline stages, source tracking, lost reasons, and AI pre-screen.
One-click convert
Intake data flows from lead to client without re-typing.
Duplicate detection
Flag and merge duplicate client records before they split your casework.
Case playbooks
Auto-build checklists, tasks, and deadlines per service type.
Document versioning
Every re-upload creates a new version — nothing overwritten.
Cloud import
Pull client files from Google Drive, OneDrive, or Dropbox into cases — one-way, with full version history.
AI document extraction
Detect type, expiry, and name mismatches on upload.
Form auto-fill
Pull client and case data into government and firm forms.
Built-in e-signature
Send, track, and confirm signatures inside the case.
Submission packages
One-click, correctly ordered PDF or zip for IRCC/USCIS.
Calendar sync
Google, Outlook, and Apple — two-way appointment sync.
Branded booking pages
Public /book/your-firm for consultation scheduling.
Unified messaging
Email, portal, and SMS (when the firm connects Twilio) in one inbox.
Payment plans
Installments with portal checkout via Stripe or Square.
Accounting sync
Sent invoices, contacts, and payments sync to QuickBooks Online or Xero.
Trust accounting
Separate retainer ledger with full transaction history.
Contracts & retainers
Send agreements, collect retainers, and keep a ledger on the matter.
AI daily briefing
Deadlines, expiries, and risks surfaced every morning.
Contextual copilot
Ask about the case you're viewing — it already knows.
CRS & NOC tools
Program-specific calculators embedded in leads and cases.
Case risk flags
Expiry, gaps, and checklist issues flagged on the board.
Knowledge base
IRCC regulatory feed plus your firm's SOPs and articles.
Global search ⌘K
Jump to any record from anywhere in the app.
Audit log
Immutable record of every status, document, and financial change.
Case deadlines
Submission dates, decisions, and deadlines on the case file.
AI that reads your case file — not a generic chatbot.
Checklist generation, risk flagging, message drafts, document extraction, eligibility pre-screen, and a persistent copilot on every page. A consultant always reviews before anything goes to a client or a government portal.
See all AI capabilities →A dedicated surface for your clients.
Plain-language status, document uploads matched to your checklist, e-signature, invoice payment, messaging, and consultation booking — mobile-friendly and branded with your firm’s logo.
Status & progress
Plain language, not internal jargon.
Document upload
Matched to your checklist automatically.
Pay online
Full balance or next installment via Stripe or Square.
Book consultations
Branded booking page on your domain.
Connect the tools your firm already uses.
Stripe, Square, QuickBooks, Xero, Dropbox, Google Drive, OneDrive, DocuSign, Twilio, Slack, Google Calendar, Google Meet, Outlook, Apple Calendar, webhooks, and a REST API — configured once in Settings.
Built for regulated casework from day one.
Immutable audit log
Every status change, document access, and transaction — who, what, when.
Role-based access
Owner through Accountant — each role sees only what they need.
Encryption at rest & in transit
TLS everywhere. Encrypted storage on Google Cloud infrastructure.
Data export & portability
Full export of clients, cases, documents, and financials anytime.
Every role gets a reason to open it daily.
Sees risk before it becomes a refusal — not after. Copilot and risk flags surface it on every case.
Checklists and deadlines build themselves from the playbook — never starting from a blank page on a new case.
Revenue, caseload, consultant workload, and audit readiness — one dashboard instead of five spreadsheets.
See ImmigrateOS with your firm's caseload.
Book a walkthrough tailored to your programs and team size, or request access. There is no public sign-up.