Every capability your firm needs — and the ones you're about to need.
ImmigrateOS is a complete immigration operating system: pipeline, delivery, schedule, money, intelligence, admin, client portal, and integrations. Organized the same way as the app itself.
From first inquiry to active case
Qualify leads, convert to clients, and manage cases on stages your firm configures — not hardcoded defaults.
Leads Kanban & table
Pipeline views with stage tracking from New through Won or Lost.
Website enquiry capture
Public /enquire/your-firm page or embed — submissions become Website leads automatically.
Lead source tracking
Website, referral, walk-in, social, or paid ad — know where every inquiry came from.
Lost reason capture
Document why leads didn't convert — useful for funnel reporting.
AI eligibility pre-screen
Rough program match before a consultant spends time on a call.
Custom fields on leads
Add firm-specific intake questions without a separate scoring product.
Convert to client
One click — intake data carries over with no re-typing.
Client profiles
Personal details, family, employment, and education in one record.
Duplicate detection
Flag and merge duplicate client records before casework splits.
Configurable case stages
Your firm's Kanban — Intake through Post-Approval or custom names.
Case board & table
Kanban and list views with program type, assignee, and risk flags.
Case risk flags
Expiry, gaps, and checklist issues surfaced on the board.
Lead notes & activity
Keep inquiry context on the lead so convert-to-client does not start from a blank file.
Bulk CSV import
Migrate existing client and lead data from spreadsheets.
Portal invite
Send clients a secure link to their portal from the client record.
Program types
Express Entry, PNP, study/work permits, sponsorship, citizenship, and more.
Case assignment
Assign by consultant specialty, capacity, and availability rules.
Documents, forms & submission-ready packages
Versioned document management, AI extraction, form automation, e-signature, and one-click submission packages.
Document library
Per client and per case — categorized, searchable, and filterable.
Document versioning
Re-uploads create new versions. Nothing silently overwritten.
Document requests
Request specific documents from clients with overdue tracking.
AI document extraction
Auto-detect type, expiry date, and name mismatches on upload.
Expiry alerts
Passport and medical exam deadlines on the dashboard before they bite.
Forms & templates
Government forms, retainers, and engagement letters in one library.
Merge-field autofill
Client and case data populates template fields automatically.
AI form auto-fill
AI drafts form answers from case context — you review before sending.
Built-in e-signature
Send, track, and confirm signatures without a third-party tool.
Submission package generator
Correctly ordered and named PDF or zip — one click.
Firm form library
Upload government and letter templates your firm actually uses — versioned per template.
Cloud import
Browse Google Drive, OneDrive, or Dropbox and import client files into cases with version history.
Document turnaround metrics
Track how long document collection takes per case and consultant.
Expiry fields on documents
Record passport and medical dates on the file and surface them on the dashboard.
You file, we package
Download the reviewed PDF or zip. You submit in the government portal — ImmigrateOS does not e-file.
Submission review workflow
Preview, finalize, and lock packages before they leave the firm.
Document categories
Identity, financial, employment, education — organized by type.
Tasks, calendar, appointments & communication
One task model everywhere. Calendar sync. Unified inbox. Branded booking pages.
Tasks
Single task model on dashboard, calendar, client, and case tabs.
Calendar views
Day, week, and month — appointments, tasks, and deadlines together.
Google Calendar sync
Two-way sync with your Google Calendar, with optional Google Meet links on appointments.
Google Meet
Unique video rooms for consultations when Calendar is connected. Turn the link off per appointment.
Outlook / Microsoft 365
Two-way sync with Outlook and Microsoft calendars.
Apple Calendar sync
Dedicated iCloud calendar named after your firm.
AI scheduling assistant
Conflict detection and suggested open slots.
Appointments
Consultation scheduling with email reminders, plus SMS reminders when the firm connects its own Twilio number.
Branded booking pages
Public /book/your-firm — embed or share directly.
Unified messaging
Email, portal, and SMS (via the firm’s Twilio number) in one inbox.
AI draft replies
Suggested responses from case context — you edit and send.
Consultant availability
Set working hours, time off, and booking slots per consultant.
Canned replies
Insert saved replies in Messages. SMS still uses the firm’s Twilio number — not a marketing blast tool.
Notification center
In-app alerts for task due dates, document requests, appointments, and case deadlines.
Appointment reminders
Automated email reminders before consultations. SMS reminders when Twilio is connected.
Primary calendar selector
Choose which connected calendar drives your schedule.
Invoicing, payments & accounting
Service fees separate from government fees. Portal payments. QuickBooks and Xero sync. Trust accounting.
Client invoices
Create, send, and track with line-item detail.
Service vs government fees
Keep your fee and pass-through government costs separate.
Payment plans
Split service fees into installments clients pay over time.
Stripe portal checkout
Clients pay full balance or next installment online via Stripe or Square.
Accounting sync
Sent invoices, contacts, and payments sync to QuickBooks Online or Xero.
Overdue tracking
Overdue invoices surface on the dashboard automatically.
Payment reminders
Automated reminders before and after due dates.
Trust accounting
Separate retainer ledger with immutable transaction history.
Staff commissions
Track consultant commission against invoices they worked.
Service catalog pricing
Standard fees and government costs per program in Settings.
Invoice PDF export
Branded PDF invoices sent to clients and stored on the case.
Revenue reporting
Revenue by program, consultant, and time period.
Manual payment recording
Log bank transfers, cheques, and cash alongside Stripe payments.
Retainers & refunds
Request retainers, apply them to invoices, and record refunds on the matter.
Retainer requests
Request and track retainer deposits before work begins.
Financial audit trail
Every invoice change and payment logged in the audit log.
AI, reporting & immigration tools
Embedded AI across the workflow — not a standalone chatbot. Plus CRS, NOC, knowledge base, and analytics.
AI daily briefing
Deadlines, expiries, and risks — the first thing you see each morning.
Case checklist generator
Program-aware document lists the moment you pick a service.
Persistent copilot
Context-aware panel on every page — ask about the case you're viewing.
Case risk flagging
Patterns that tend to cause delays or refusals — flagged automatically.
AI lead pre-screen
Eligibility rough-match on the lead record before the first call.
AI document extraction
Type, expiry, and name mismatch detection on upload.
AI message drafts
Reply suggestions pulled from case context in Messages.
AI client summary
One-paragraph briefing from notes and the file before a call.
CRS calculator
Express Entry score calculator embedded in leads and cases.
NOC lookup
Search by job title or NOC code with TEER classification.
Knowledge base
IRCC regulatory feed plus your firm's SOPs and reference articles.
Global search ⌘K
Jump to clients, cases, documents, tasks, leads, and invoices.
Reports & exports
Revenue, caseload, funnel, and turnaround — PDF and CSV.
Scheduled email reports
Automated weekly or monthly reports to partners and managers.
Case dates & deadlines
Record submitted and decision dates, plus deadlines the firm is tracking.
AI narrative insights
Plain-language summaries of firm performance in Reports.
Settings, staff, security & integrations
Configure your firm once. Role-based access, audit log, staff management, and integrations you connect in Settings.
Service catalog
Programs, packages, pricing, and standard checklists per service.
Case playbooks
Auto-apply document requirements and task sequences on case creation.
Roles & permissions
Owner, Admin, Senior Consultant, Consultant, Paralegal, Front Desk, Accountant.
Audit log
Immutable record of status, document, and financial changes.
Staff directory
RCIC license tracking, CPD hours, and expiry alerts.
Workload & capacity
See caseload per consultant and assignment suggestions.
Organization profile
Firm name, logo, contact info, and portal branding.
Team invites
Invite staff via WorkOS with role assignment on join.
Case stage editor
Rename, reorder, and add Kanban stages per firm.
Connected integrations
Stripe, Square, QuickBooks, Xero, Drive, OneDrive, Dropbox, Twilio, Slack, calendars (including Google Meet), webhooks, and API — see all.
Assigned-only access
Restrict consultants to the clients and cases they own.
Staff sign-in
Google and Microsoft login for firm staff via WorkOS — not a separate enterprise SSO product.
Custom attributes
Add firm-specific fields to clients, cases, and leads.
Import & export
CSV import for clients, leads, and cases. Full export when you need a copy of the file.
Notification preferences
Staff in-app and email alerts. Client appointment SMS when the firm connects Twilio.
Data migration support
Guided import from spreadsheets and legacy systems.
A separate authenticated surface for clients
A dedicated client portal — mobile-friendly, with your firm’s logo — so "any update?" stops being your busiest email folder.
Plain-language status
Progress steps clients understand — not internal stage names.
Document upload
Submit requested documents matched to your checklist.
Checklist progress
"3 of 8 received" — visible to the client without asking.
E-signature requests
Retainers and forms signed without printing anything.
Pay invoices online
Full balance or next installment via secure Stripe or Square checkout.
Message consultant
One thread that appears in your firm's unified inbox.
Book a consultation
Branded booking page at /book/your-firm.
Mobile-friendly
Responsive portal clients can use on any device.
Portal notifications
Email alerts when documents are requested or status changes.
English and French portal
Clients can switch the portal between English and French.
Secure authentication
Separate client auth — isolated from firm staff accounts.
Government fee transparency
Service fees and government costs shown separately at checkout.
See the platform with your firm's programs.
Book a demo tailored to your caseload, or request access. There is no public sign-up.