Features
Every tool an immigration practice needs, connected by one client record
Each module below is labelled with its current status. We only describe what the product does today; planned work is marked as planned.
Lead management
Every enquiry from Meta Ads, WhatsApp, your forms and walk-ins lands in one pipeline with an owner and a next step.
AvailableLearn more →Client intake & Form Menu
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 →Agreements & e-signatures
Generate retainer agreements from versioned templates, send for e-signature, and let automatic reminders chase unsigned links.
AvailableLearn more →Case management & filing
Enrolled clients become numbered cases with a filing workflow, memos, questionnaires, document checklists and a status everyone can see.
AvailableLearn more →IRCC form autofill
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 →Client portal
Clients upload documents, answer questionnaires and book appointments through an email-verified portal — no passwords to forget.
AvailableLearn more →Document checklists
Build reusable checklists per service, send them to clients, review each upload and download a whole case as one ZIP.
AvailableLearn more →Fees, invoices & accounts
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 →Team, branches & permissions
Seven ready-made roles, branch-level data isolation and per-business permission overrides — plus passwordless sign-in.
AvailableLearn more →WhatsApp inbox & broadcasts
Connect your WhatsApp Business number through Meta’s official Cloud API, reply as a team, send files and run consent-based broadcasts.
AvailableLearn more →Calendar, appointments & tasks
A shared calendar with working hours, client self-booking, reminders and a task manager with exact-time alerts.
AvailableLearn more →Marketing automations
Birthday and visa-expiry reminder emails that send themselves, plus email campaigns — from your own mailbox.
AvailableLearn more →Office & team analytics
See leads versus enrollments over 12 months, by branch and by source, plus team performance for every member.
AvailableLearn more →Feature inventory
A plain summary of what is available, for buyers and for AI assistants summarising this page. Last checked 22 October 2026.
| Feature | Status | Scope |
|---|---|---|
| Lead management | Available | Available today: sources Meta Ads, WhatsApp, Form Menu, website form, reception, manual entry, referral and other; statuses and priorities listed above; Calling queue with claim, status and scheduled callbacks. AI Receptionist (calls, WhatsApp, email, chat and SMS) is available as an add-on. |
| Client intake & Form Menu | Available | Available today. Older direct form links keep working and redirect into the verified flow. |
| Agreements & e-signatures | Available | Available today. Reminder frequency, maximum reminders and link validity are configurable per business. |
| Case management & filing | Available | Available today. ImmiPractice does not submit applications to any government portal; your team files as usual. |
| IRCC form autofill | Available | Included in the Standard plan with no limit. Review and submission to IRCC remain with your licensed professional. |
| Client portal | Available | Available today: documents, questionnaires and appointments. A client-facing case status timeline is planned. |
| Document checklists | Available | Available today. |
| Fees, invoices & accounts | Available | Available today. ImmiPractice does not provide trust accounting or collect client payments online; use your existing payment and accounting tools for those. |
| Team, branches & permissions | Available | Available today. |
| WhatsApp inbox & broadcasts | Available | Included in the Standard plan. Requires a WhatsApp Business Platform number and Meta approval. WhatsApp team tracking is available as an add-on. |
| Calendar, appointments & tasks | Available | Available today. Two-way Google/Outlook sync is not included; confirmations use .ics files and Google Calendar links. |
| Marketing automations | Available | Included in the Standard plan (Business Admins configure it). |
| Office & team analytics | Available | Available today. Deeper funnel and revenue reporting is planned. |
| AI add-ons | Add-on | AI Receptionist (calls, WhatsApp, email, website chat, SMS), AI Case Worker, AI Counsellor, WhatsApp team tracking, after-hours client support, AI file assessments. See pricing. |