Organized the same way as the app itself, so what you read here is what your team opens on day one — not a marketing gloss over something different underneath.
Kanban pipeline: New → Contacted → Qualified → Won or Lost, with a documented reason on every loss.
Know whether a lead came from your website, a referral partner, a walk-in, or a paid ad.
A rough program match before a consultant spends a call on someone who doesn't qualify.
One click. Intake data carries over — nobody re-types a passport number.
Personal details, family, employment, and education history, all in one record.
Intake → Document Collection → Review → Submission → Decision → Post-Approval — or your firm's own stage names.
One library per client and per case, categorized and searchable.
A re-upload creates a new version. Nothing gets silently overwritten.
Auto-detects document type and expiry date, and flags a name that doesn't match the client profile.
Passport and medical exam deadlines surface on the dashboard before they become a crisis.
Government forms, retainer agreements, and engagement letters, kept in one versioned library.
Pulls client and case data into the form draft. A consultant reviews before it's sent for signature.
Send, track, and confirm signatures without leaving the case.
One click assembles every required document, correctly ordered and named, into a submission-ready file.
One task model across the dashboard, calendar, and every case and client — never three disconnected lists.
Day, week, and month views, with two-way sync to Google Calendar or Outlook.
Consultation booking with automatic reminders.
A public booking link for your firm that clients can use directly, or you can embed on your own site.
Email and portal messages in a single inbox, not two systems to check.
A suggested response pulled from the case context. You edit and send — it never sends itself.
Create, send, and track — with government fees kept separate from your service fee.
A separate ledger for client retainer funds, with three-way reconciliation and an immutable transaction log.
AI flags invoices likely to go late based on a client's payment history.
Tie partner referral fees directly to the invoices they generated.
"3 deadlines this week, 2 documents expiring" — the first thing you see, not a chat you have to open.
Proposes the right document list the moment you pick a service, instead of a blank 8-item default.
A context-aware panel on every page. Ask it about the case you're looking at — it already knows.
Medical exam expiry, employment gaps, and other patterns that tend to trigger delays or refusals.
Pipeline, conversion, revenue, and caseload — exportable to PDF or Excel.
Program-specific tools embedded right where you're already working, in Leads and Cases.
Define what you actually sell — Study Permit Extension, Express Entry, Spousal Sponsorship — with pricing and a standard checklist for each.
Choosing a service auto-creates the checklist, tasks, and deadlines. No case starts from a blank page.
Owner, Senior Consultant, Consultant, Paralegal, Front Desk, and Accountant — each sees only what their role needs.
An immutable record of every status, document, and financial change — who, what, when.
License and CPD tracking, workload view, and assignment by specialty and capacity.
Calendar sync, e-signature, Stripe, and your AI provider — configured once in Settings.
Everything a client needs, without another email thread.
No internal stage names or jargon — just what's happening with their case.
Clients submit requested documents directly, matched to your checklist automatically.
"3 of 8 documents received" — visible to the client, not something they have to ask about.
Retainer agreements and forms, signed without printing anything.
Secure payment on outstanding invoices, directly in the portal.
One thread, which shows up in your firm's unified inbox — not a separate system to monitor.
Book a walkthrough with a real firm's use case, not a generic script.