Help Center
ImmiPractice Help Center
Every screen and setting in ImmiPractice, documented — from your first sign-in to WhatsApp templates, IRCC autofill and branch permissions.
49 articles · 15 categories · Need a person? sales@immipractice.com · +1 289-906-3018
Getting started
Create your account, set up your office and invite your team.
Open →Account & login
Passwordless sign-in, your business profile and account basics.
Open →Client management
Client profiles, history and everything stored on a case.
Open →Leads
Capture, assign, call and convert enquiries into clients.
Open →Retainer agreements
Templates, merge fields, versions and the agreement audit trail.
Open →E-signatures
Send agreements for signature and let reminders chase them.
Open →Documents
Checklists, client uploads, review and secure downloads.
Open →Appointments & tasks
Your calendar, client booking, tasks and reminders.
Open →Client portal
What your clients see and how they verify and respond.
Open →WhatsApp & email
Connect WhatsApp and email, templates, broadcasts and files.
Open →Automation
Automated emails, follow-ups, campaigns and notifications.
Open →IRCC forms
Autofill IRCC PDFs, family data and barcode validation.
Open →Billing & payments
Client invoices and payments, and your ImmiPractice subscription.
Open →User management
Roles, permissions, branches and shared assignments.
Open →Troubleshooting
Fixes for login codes, email delivery, WhatsApp and uploads.
Open →