Compliance

Stay compliant with the College of Immigration and Citizenship Consultants (CICC) and Canadian Bar Association (CBA) to ensure your firm mitigates risks and upholds ethical practices.

Canadian Immigration

Key benefits for your firm

Data Retention

We have a 7-year retention policy to align with most jurisdiction retention requirements.

Client Trust Accounting

Easily reconcile your Client Trust Accounts to align with industry requirements and meet compliance audits.

File Security

Secure your client records using bank-grade encryption, advanced bot detection mechanism and multi-factor authentication.

FEATURES

Get more done in your day

Comprehensive Case Management

Our all-in-one suite provides all the tools you need to stay organized, and manage your cases—from anywhere, anytime.

Streamlined Immigration Process

All aspects of the immigration process have been streamlined — from Retainer Agreements, Forms, Notes and Documents — all can be managed with ease.

Real-Time Updates

Stay on top of important deadlines using our built-in case trackers and reminders so your client’s immigration application runs smoothly.

Key Performance Insights

Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.