Manage Your Cases With

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Immigration Case Management
Save Time & Money
Improve Client Relations
Elevate Your Services

Immigration Case Management

Organize and manage all cases that relate to a particular client in one convenient location

Imagine - a client you helped with a Temporary Worker application has now asked you to assist on a Permanent Resident or Citizenship application. Simply use the case management feature to add new cases belonging to that client. Each case will have its own notes, forms, documents, tasks, and accounting sections.

Immigration Case Management
  • Use the client’s existing profile information when adding a new case
  • Seamlessly view and access all of the client’s cases in one location
  • Organize all the information for each unique case within the client's file
  • Comply with regulations by securely retaining each client file for as long as necessary

The Perfect Assistant For Managing Your Client Files

Step 1

Sign Up for

Step 2

Streamline Your

Step 3

Run Your Business
With Ease

Take your business to its next level

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