Serve Your Clients Effectively

By Running Your
Practice Efficiently

Immigration CRM

Work Faster, Smarter & Easier - Discover an Entire Suite of Features

Officio offers a complete set of features designed for today's immigration practice.
Popular features include:

AI Writer

Draft clear and professional communications to clients, IRCC, your regulatory body, other immigration professionals, and more!

Write letters and emails quickly and easily
Strike the right tone for each communication
Elevate your level of professionalism
Reduce errors

API Integrations

Integrate your other professional tools into Officio and further streamline your immigration practice.

Link to your Calendly tool and allow clients to schedule appointments with you
Add URLs to the client file
Upload documents from your Dropbox account
Upload documents from your Google Drive account

Client Portal

Establish a single point of contact with each client through the easy-to-use client portal.

Consolidate important documents
Access files from anywhere, at any time
Collaborate with clients quickly and easily
Streamline your paperwork

Client Management

Create a complete client profile that includes the unique details of each case.

Stay up-to-date on progress and get reminders for tasks
File client emails automatically in their proper folders
Track time spent on client files
Ensure regulatory compliance more easily

Form Management

Fill in all the common fields on every form by inputting the data once.

Avoid redundancy
Be accurate and precise
Process case files more quickly
Reduce your time spent on paperwork

Find Out More

Prospect Management & Assessment

Get an easy-to-use, data-driven system for assessing referrals and leads.

Get thorough prospect assessments based on current scoring systems
Eliminate redundancy with our Prospect Web Questionnaire for Express Entry
Grow your client base faster and more easily
Discover clients you want to work with

Branded Templates

Showcase your professionalism with branded documents and over 50 email and letter templates.

Access useful forms and templates, including Service Agreement and Initial Consultation Agreement templates
Customize templates with your unique branding
Create consistent messaging across all channels
Simplify your communication using ready-made templates

Reminders & Automated Tasks

Take control over your cases with reminders and task prompts.

Create easy-to-manage workflows
Establish clear processes
Stay on top of important tasks
Keep thorough and clear records to stay compliant

Billing & Client/Trust Account

Maintain clear financial oversight with secure banking integrations and automations.

Keep a record of every client/trust account transaction
Maintain clear accounting records
Use a highly secure system the immigration industry trusts
Maintain consistent and reliable billing and reconciliation processes

Officio Studio

Stay current and compliant with valuable resources for education and professional development.

Fulfill your annual CPD regulatory requirements
Expand your knowledge with the latest industry insights
Elevate your level of professionalism with on-going training
Get all-inclusive access to useful information to serve clients better

Get an innovative all-in-one platform designed
for today's immigration practice

Get Started

OFFICIO

Streamline Your Immigration Practice

Officio has offered case management software to immigration professionals for over 25 years.
We understand the needs of your immigration practice.

Officio’s full suite includes:

Email/Calendar
Client Portal
Client Management
Case Management
Document Management
Template Management
Prospect Management & Assessment
Form Management
Planned or Unplanned Absence (PUA) Planning

Marketplace
Officio Studio
Dashboard
Prospects Web Questionnaire
Web-Builder
Reminders & Automatic Tasks
Enhanced Task Management
Time Management & Billing
Advanced Search & Reporting
Create Roles to Limit Access
AI Writer

Branded Document & Email Templates
Personalized Branding
Billing & Client/Trust Account
Multiple Offices
Case Referencing Numbering System
Mass Email
Employer Module
Note Keeping
Integrations (Calendly, Dropbox, Google Drive)

Get everything you need to maximize your efficiency
and help your clients

Get Started

Get Better Tools to Run a Better Practice

Use specialized software built for your industry

Step 1

Sign Up for
Officio

Step 2

Streamline Your
Processes

Step 3

Run Your Business
With Ease

Take your business to its next level