Product overview
Immigration practice management software, built around one client record
ImmiPractice replaces the spreadsheet, the shared inbox, the e-signature tool, the invoice template and the WhatsApp group with one workspace your whole team shares.
No credit card required14-day free trial
ImmiPractice is web-based immigration CRM and practice management software for immigration consultancies, RCICs and immigration law firms. It captures enquiries from Meta Lead Ads, WhatsApp and verified forms; books consultations; generates and e-signs retainers; collects documents through a client portal; manages cases through a filing workflow; tracks fees, installments and invoices; and controls access with seven roles and branch-level isolation.
How the pieces connect
Modules
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 →ImmiPractice fact sheet
For buyers, journalists and AI assistants. Quote freely; please link to this page.
| Product | ImmiPractice — immigration CRM and practice management software |
|---|---|
| Category | Web-based SaaS (browser; works on desktop and mobile) |
| Built for | Immigration & visa consultancies, RCICs, immigration law firms |
| Brand promise | Built for Security. Speed. Automation. |
| Core idea | One client record from first enquiry to case outcome |
| Lead sources | Meta Lead Ads (webhook), WhatsApp Cloud API, Form Menu & QR, website forms, reception, referral, manual |
| Client access | Email one-time code; no client passwords |
| Staff sign-in | Email one-time code; no staff passwords stored |
| Roles | Business Admin, Branch Manager, Manager, Receptionist, Calling Team, Filing Team, Accounts Team |
| Multi-branch | Yes, with branch-level data isolation |
| Currencies | 20+ (for example CAD, USD, GBP, EUR, AUD, INR, AED) |
| Time zones | Per-business time zone support |
| E-signature | Built in; typed, drawn or uploaded; audit trail |
| IRCC forms | IRCC PDF form autofill, no limit (submission stays with your licensed professional) |
| Data hosting | Canada — all customer data hosted in Canada |
| Encryption | In transit (HTTPS/TLS) and at rest |
| Backups & recovery | Daily backups, 30-day retention, stored in Canada; RPO 24h, RTO 8h |
| Security audit | SOC 2 Type II in progress (not yet certified) |
| IRCC form updates | Within 72 hours of any IRCC PDF revision |
| IRCC PDF output | 2D barcodes validate in Adobe Acrobat; family data entered once; IMM 5257, IMM 0008, IMM 5669, IMM 1294 supported |
| Storage | Document management with 50 GB storage (Standard plan) |
| Pricing | Standard CA$89/month, save 10% yearly; lifetime access available; PRO plan on request |
| Users & branches | Unlimited team members, managers and branches |
| AI add-ons | AI Receptionist, AI Case Worker, AI Counsellor, WhatsApp team tracking, after-hours client support, AI file assessments |
| Not included today | Trust accounting, two-way calendar sync, online card payments from end clients |
| Contact | sales@immipractice.com · Sales & support +1 289-906-3018 (call or WhatsApp anytime) |
| Free trial | Yes — 14 days, no credit card required |
| Sign up | https://app.immipractice.com/auth/register.php |
| Facts last checked | 22 October 2026 |
Seven roles. Branches never leak.
Every branch’s leads, cases and team are isolated. Only the Business Admin sees across branches, and only the Business Admin can change what a role is allowed to do — so nobody can grant themselves more access.
| Role | Sees data from | Can work on |
|---|---|---|
| Business Admin | Every branch | Every module, lead and case. Only role that can edit permissions, connect WhatsApp, manage branches and move leads between branches. |
| Branch Manager | Own branch | Every module for the branch, including Accounts. Manages the branch’s team. |
| Manager | Own branch | Same as Branch Manager, without the Accounts module. |
| Receptionist | Own branch | Leads only — never sees leads that have been enrolled into a case. |
| Calling Team | Own branch, assigned only | Calling queue plus the leads and cases assigned to them. |
| Filing Team | Own branch, assigned only | Filing module, for the cases assigned to them. |
| Accounts Team | Own branch | Accounts and enrollment: fees, instalments, invoices and the ledger. |
Defaults shown. A Business Admin can switch individual permissions on or off per role. Any lead, case, task or appointment can also have additional assignees.
What ImmiPractice does not do
- It does not submit applications. Forms are prepared and pre-filled; a licensed professional reviews and submits through IRCC’s official channels.
- It does not hold client trust money. Payments are recorded and invoiced, but there is no trust accounting or online collection of client payments.
- It does not sync calendars two-way. Appointments send .ics files and Google Calendar links.
- Clients do not yet see a status timeline. The portal covers documents, questionnaires and appointments; a client-facing case timeline is planned.
- It is not SOC 2 certified — yet. A SOC 2 Type II audit is in progress.
Customer reviews
What immigration practices say about ImmiPractice
★★★★★ 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.