Case management · Canada
Immigration case management software for Canadian firms
From signed retainer to IRCC decision: every case has a number, an owner, a checklist, the right forms and a status your whole team can see.
No credit card required14-day free trial
- Data hosted in Canada
- Encrypted in transit & at rest
- CA$89/mo · unlimited users
- IRCC form autofill
ImmiPractice manages Canadian immigration cases from enrollment to outcome. Each case gets a number, a primary owner and optional co-assignees, a filing workflow with memos and daily checks, document checklists and questionnaires sent through a client portal, IRCC PDF form autofill with barcodes intact, fee and payment tracking, and a recorded visa outcome. All data is hosted in Canada.
Why practices choose ImmiPractice
Clear ownership
Primary owner plus co-assignees on every case; filing staff see only what is assigned to them.
Checklists per program
Reusable checklists for study permits, visitor visas, PR and more — clients upload against each item.
Forms from the case data
IRCC forms filled from the same verified record, family members entered once.
Outcomes you can measure
Record approvals and refusals; see results by branch, source and team member.
How it works
Enroll
A lead becomes a numbered case with its history.
Hand off
Send to Filing with a memo.
Prepare
Collect documents, questionnaires and auto-filled IRCC forms.
Track
Daily checks, status and outcome in one view.
Features behind it
Case management & filing
Enrolled clients become numbered cases with a filing workflow, memos, questionnaires, document checklists and a status everyone can see.
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 →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 →Calendar, appointments & tasks
A shared calendar with working hours, client self-booking, reminders and a task manager with exact-time alerts.
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 →Customer reviews
What an immigration practice says
★★★★★ 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.
Hosted in Canada — the details
All customer data — client records, documents, signatures and backups — is hosted in Canada.
Encrypted in transit (HTTPS/TLS) and at rest. Mailbox passwords for automations are encrypted with an application key.
Daily backups kept 30 days. Recovery point objective 24 h, recovery time objective 8 h.
Seven roles with branch isolation; staff sign in with a one-time email code, so there are no shared passwords.
Stripe for ImmiPractice subscription billing; Meta only if you connect WhatsApp or Lead Ads; your own mailbox for email.
SOC 2 Type II audit in progress — not yet certified.
Pricing, in plain numbers
CA$89/month
One Standard plan for the whole firm — not per seat. Or CA$961.20 a year (10% off). Lifetime access is available on request.
| Team size | Monthly price |
|---|---|
| 1 user | CA$89 |
| 3 users | CA$89 |
| 10 users | CA$89 |
| 25 users | CA$89 |
14-day free trial, no credit card. Prices in Canadian dollars, plus applicable tax.
Included in the Standard plan
- Unlimited users, leads, cases and branches
- IRCC PDF form autofill — no per-form fees
- Retainer agreements & e-signatures with audit trail
- Client portal, document checklists, questionnaires
- WhatsApp inbox, Meta Lead Ads, email automations
- Invoices, payments, calendar, tasks and analytics
When ImmiPractice is not the right fit
- You need trust accounting or online collection of client payments inside the CRM.
- You want software that submits applications to IRCC for you — no CRM should; your licensed professional submits.
- You need two-way Google or Outlook calendar sync today.
Everything else on this page is live today and included in the Standard plan.
Immigration Case Management Software Canada: questions
What is immigration case management software?
Software that organises the work after a client signs: tasks, owners, documents, forms, deadlines and status for each application — ideally connected to intake and billing so nothing is re-typed.
Can I download all documents for a case at once?
Yes. All checklist and case documents download as one ZIP.
Does ImmiPractice submit applications to IRCC?
No. It prepares and organises everything; your licensed professional reviews and submits through IRCC’s official channels.