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Immigration CRM

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

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

Step 2

Streamline Your

Step 3

Run Your Business
With Ease

Take your business to its next level