Built for Security.
From the first enquiry to the final invoice, ImmiPractice brings your team’s work into one clear workspace. See the client, the documents, the agreement, the payment and the next action — together.
No credit card required14-day free trial
Practising in Canada? See our immigration CRM for Canadian practices and the CRM for RCICs.
Illustrative workflow · sample data
Enquiries flow in from
Lead sources supported: Meta Lead Ads (Facebook and Instagram), WhatsApp Business, Form Menu and QR code, website forms, reception walk-ins, referrals and manual entry.
Your clients’ data stays in Canada. Every record, document and signature in ImmiPractice is stored on servers located in Canada.
Learn more →For immigration lawyers, RCICs and growing consultancy teams
ImmiPractice is an immigration CRM and practice management platform. It connects enquiry capture (Meta Lead Ads, WhatsApp, verified forms), consultation booking, retainer e-signatures, document checklists, a client portal, case and filing management, invoicing and team permissions around one client record — built for security, speed and automation.
The problem
Enquiries in one place, documents in another, deadlines and handoffs in a third. Every switch costs time, repeats data entry and leaves clients asking “what’s next?”.
One client journey
Six connected stages. One record. Every person knows their next step. (Sample client, illustrative data.)
Maya taps your Instagram ad. Her Meta Lead Ads entry appears in ImmiPractice in real time, tagged “Meta Ads · Study permit”, and the calling team is notified.
Lead created · Source: Meta Ads · Status: NewWho acts: Reception · Marketing
A caller claims Maya from the queue, logs the call and sends her the Form Menu link. She verifies her email and books a slot from your consultant’s real availability.
Status: Qualified · Appointment: Thu 11:00Who acts: Calling team · Client
After the consultation Maya is marked Enrolled. A retainer is generated from your template and signed on her phone. Every event lands on the audit trail.
Case ENR-2026-00042 · Agreement: CompletedWho acts: Consultant · Client
Maya sees her study-permit checklist in the portal and uploads each item. Her passport photo sent on WhatsApp is saved to the same case.
Checklist: 9 of 11 receivedWho acts: Client · Filing team
The case moves to Filing with a memo. The filing officer reviews documents, sends a questionnaire and marks the daily check.
Filing status: In preparation · Owner: R. SinghWho acts: Filing team · Manager
Maya pays in two installments. Each gets a PDF invoice by email. Her visa-expiry reminder is already scheduled for next year.
Paid 2 of 2 · Visa outcome recordedWho acts: Accounts · Client
Built for
Three promises, each tied to something the product actually does today.
Designed so the fewest people see the least data they need.
Type it once. Every stage reuses what came before.
Reminders and follow-ups that run themselves — with you in control.
Everything in one workspace
Each module is available today unless labelled otherwise. Click any card for the full workflow.
Every enquiry from Meta Ads, WhatsApp, your forms and walk-ins lands in one pipeline with an owner and a next step.
AvailableLearn more →One branded link and QR code lists your services. Clients verify their email, then fill the right form — pre-filled if they have been here before.
AvailableLearn more →Generate retainer agreements from versioned templates, send for e-signature, and let automatic reminders chase unsigned links.
AvailableLearn more →Enrolled clients become numbered cases with a filing workflow, memos, questionnaires, document checklists and a status everyone can see.
AvailableLearn more →Fill IRCC PDFs such as IMM 5257, IMM 0008, IMM 5669 and IMM 1294 from one client record — barcodes intact, family data entered once.
AvailableLearn more →Clients upload documents, answer questionnaires and book appointments through an email-verified portal — no passwords to forget.
AvailableLearn more →Build reusable checklists per service, send them to clients, review each upload and download a whole case as one ZIP.
AvailableLearn more →Set case fees and tax, record part-payments with proof, generate PDF invoices and email them — with a ledger for the whole office.
AvailableLearn more →Seven ready-made roles, branch-level data isolation and per-business permission overrides — plus passwordless sign-in.
AvailableLearn more →Connect your WhatsApp Business number through Meta’s official Cloud API, reply as a team, send files and run consent-based broadcasts.
AvailableLearn more →A shared calendar with working hours, client self-booking, reminders and a task manager with exact-time alerts.
AvailableLearn more →Birthday and visa-expiry reminder emails that send themselves, plus email campaigns — from your own mailbox.
AvailableLearn more →See leads versus enrollments over 12 months, by branch and by source, plus team performance for every member.
AvailableLearn more →Product facts, not customer statistics. Checked 22 October 2026.
For each role
Every branch, every number: leads vs. enrollments, sources that convert, team performance and money received versus pending.
Add walk-ins in seconds, share the Form Menu QR, book consultations. Sees own-branch leads only — never enrolled cases.
A queue of assigned leads with scheduled callbacks first. Log the outcome, schedule the next call, move on.
Consultations on the calendar, retainers from templates, and the full client history before every conversation.
Only the cases assigned to you, with memos, checklists, questionnaires and a ZIP of every document.
Fees, tax, installments with proof, invoices by email, and a ledger you can export.
One link. A code instead of a password. Forms, uploads, questionnaires, signatures and bookings on their phone.
IRCC & compliance checklist
Trust
Immigration files hold passports, finances and family histories. Here is what ImmiPractice does today — encryption, Canadian hosting, backups and recovery objectives — and what we are still working towards.
Read the security overviewGuides
A practical policy for running client WhatsApp as a team: the right WhatsApp product, the 24-hour window, templates, consent, what never to send, and how to keep the record.
Read guide →How to design Meta lead forms that qualify, reach new leads quickly, route and follow them up consistently, and measure which ads actually produce enrolled clients.
Read guide →A practical model for structuring branches, limiting staff access to what each role needs, keeping standards consistent and reporting fairly across offices.
Read guide →A repeatable seven-step path from first enquiry to signed retainer, with who owns each step and what to measure.
Read guide →A process for building per-service checklists, collecting files securely and reviewing them without endless chasing.
Read guide →A vendor-neutral buying checklist covering workflow fit, security, data ownership and cost.
Read guide →Free trial · no credit card
Start your 14-day free trial in minutes. No credit card, no sales call, no password — just your work email.
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Customer reviews
★★★★★ 5.0 out of 5 from 1 review
We started using ImmiPractice to bring more structure and automation into our immigration practice. Before ImmiPractice, several tasks such as client intake, retainer agreements, document management, IRCC forms, and client communication required more manual work and follow-up.
ImmiPractice has made our day-to-day workflow much easier and more organized. The automation of retainer agreements, client intake, IRCC forms, WhatsApp communication, and payments helps our team save time and reduces the chances of missing important tasks.
What we like most is having everything connected in one place instead of managing different tools for different parts of the process. It has made our office workflow faster, more professional, and easier to manage.
ImmiPractice is web-based immigration CRM and practice management software. It connects enquiry capture, verified client intake, consultation booking, retainer agreements with e-signature, document checklists, case and filing management, invoicing, WhatsApp and team permissions around one client record.
Immigration and visa consultancies (including multi-branch teams), Regulated Canadian Immigration Consultants (RCICs) and immigration law firms that want one system from first enquiry to case outcome.
Yes. Leads are captured, assigned, called and qualified in the lead pipeline. Marking a lead “Enrolled” turns it into a numbered case with fees, agreements, payments, documents and a filing workflow.
Clients use one branded link or QR code. After verifying their email with a one-time code, they can submit service forms, upload checklist documents, answer questionnaires, sign agreements and book appointments. They never need a password.
Staff sign in with email one-time codes instead of passwords, access is controlled by seven roles with branch-level data isolation, client files are only served through permission checks, agreement events are audit-logged, and connected mailbox passwords are stored encrypted. See the Security page for details.
Lead management, Form Menu intake, calling queue, agreements and e-signatures, case and filing management, document checklists, client portal, calendar and tasks, fees and invoices, accounts ledger, WhatsApp Cloud API inbox, marketing automations, analytics, team permissions and IRCC PDF form autofill are available now. AI add-ons (AI Receptionist, AI Case Worker, AI Counsellor and more) are available on top of any plan.
The Standard plan is CA$89 per month with unlimited leads, cases, team members and branches. Pay yearly to save 10%. Lifetime access and a PRO plan are also available.
Email sales@immipractice.com or call or WhatsApp +1 289-906-3018 anytime — the same number covers sales, support and WhatsApp automation enquiries.
Yes. Generated PDFs such as IMM 1294 and IMM 5257 keep their 2D barcodes and validation working in Adobe Acrobat, and forms are updated within 72 hours of any IRCC revision.
Yes. All ImmiPractice customer data — client records, documents, agreements and signatures — is hosted in Canada, and encrypted in transit and at rest.
Talk to us about your current system and data format during your demo, and we will tell you what we can import.
Book a demo on this site, or register your company at app.immipractice.com to start a 14-day free trial. No credit card is required.