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Free for 30 days from when you create your firm. No credit card.

For immigration consultants and lawyers

Run your immigration practice in one secure workspace

Clients, files, IRCC forms, booking, and payments — built for Canadian immigration work.

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Standard is free for 30 days from when you create your firm. No credit card.

  • IRCC forms
  • Booking
  • Square
  • Stripe
  • Documents
  • Projects
  • Clients
  • IRCC forms
  • Documents
  • Contracts & signing
  • Booking
  • Google Calendar
  • Google Meet
  • Square
  • Stripe
  • Sage Accounting
  • EN · FR · ES
  • Projects
  • Clients
  • IRCC forms
  • Documents
  • Contracts & signing
  • Booking
  • Google Calendar
  • Google Meet
  • Square
  • Stripe
  • Sage Accounting
  • EN · FR · ES

Inside the product

Client portal

  • Dynamic form generated from the IMM forms selected for the file
  • Clients add supporting documents in the portal
  • Filled IMM PDFs ready for your review
  • Clients can download their data or request deletion from Security

Representative workspace

  • Verify documents or request a new upload
  • Review and correct the questionnaire live
  • Request Square or Stripe payments, take notes, and track meetings
  • Download records or delete them when your practice needs it

Calendar and booking

  • Weekly open hours and paid services ready to book
  • Clients pick a time and pay on Square or Stripe Checkout
  • Send a retainer for electronic signature when they book
  • Sync with Google Calendar or Outlook — events created outside the app block those times automatically
  • Confirmed bookings can include a Google Meet, Teams, or Zoom link

Dashboard

  • See what needs attention today, not a wall of charts
  • Documents, payments, questionnaires, and meetings in one list
  • Notifications that point to the next step

Built in, then connected

Booking and contracts included — then the tools you already use

A public booking page and electronic signature ship with the product, and they share data. You don’t need a separate scheduler, a signing product, or a connector between them. Then connect the calendar, meetings, payments, and accounting you already run.

Included in the product

Weekly open hours, a public booking page, retainer templates, and e-signature. When a client books, the contract can fill from that appointment and go out to sign.

  • Public booking

    Included

    Share a booking page with your weekly open hours and paid services. Prospective clients pick a time, pay, and get a confirmation. Busy times on a connected calendar are skipped automatically.

  • Contracts and e-signature

    Included

    Write or upload templates in each language you serve. Booking details fill in automatically — name, service, date, meeting link. Send for signature when they book. Clients type or draw a mark; you can countersign or pre-sign.

  • Google Calendar
  • Outlook Calendar
  • Google Meet
  • Microsoft Teams
  • Zoom
  • SquareSquare
  • StripeStripe
  • SageSage Accounting
  • Google Calendar
  • Outlook Calendar
  • Google Meet
  • Microsoft Teams
  • Zoom
  • SquareSquare
  • StripeStripe
  • SageSage Accounting

Calendar

Connect one calendar. Public booking skips busy times; confirmed appointments are written there.

  • Google Calendar

    Each staff member connects their Google Calendar in calendar settings. Public booking and call invites respect busy times and blocked hours. Confirmed appointments are created on that calendar.

  • Outlook Calendar

    Beta

    Connect Microsoft 365 Outlook instead of Google. Public booking respects Outlook busy times, and confirmed appointments are created on that calendar.

Meetings

Choose one meeting tool for join links on confirmed bookings.

  • Google Meet

    When a calendar is connected, each confirmed booking can include a Google Meet link. Clients join from the confirmation page, the email, or the manage-booking link.

  • Microsoft Teams

    Beta

    Each confirmed booking can include a Microsoft Teams join link. Clients join from the confirmation page, the email, or the manage-booking link. Works with Google Calendar or Outlook.

  • Zoom

    Beta

    Each confirmed booking can include a Zoom Meeting link. Clients join from the confirmation page, the email, or the manage-booking link. Works with Google Calendar or Outlook.

Payments and accounting

Connect Square or Stripe — one processor per firm. Collect consultation fees at booking or send a payment link on a file. Connect Sage to post matching tax invoices.

  • Square

    Square

    Connect Square to charge consultation services and send payment links on a project. Clients check out on Square. You see unpaid bookings on home until they pay.

  • Stripe

    Stripe

    Connect Stripe to charge consultation services and send payment links on a project. Clients check out on Stripe. You see unpaid bookings on home until they pay. There is no platform cut.

  • Sage

    Sage Accounting

    Beta

    Connect Sage Business Cloud Accounting to match clients by email, apply the right Canadian sales tax, and post invoices when Square or Stripe payments complete.

Everything your firm needs to move files forward

  • Immigration projects

    Open a file once: program, jurisdiction, status, and participants. Forms and document checklists seed from a standard pathway or a template your firm maintains.

  • Lifelong client records

    Keep clients as durable records across engagements — contact details, consultation notes, immigration status, and expiry dates in one place.

  • Ask-once questionnaires

    Clients answer once. Your team uses those answers to prepare IRCC PDFs, including IMM 5476 representative details from the assigned staff profile.

  • Document collection and review

    Ask for passports, photos, and custom files. Clients upload in the portal; your firm previews, approves, or sends a file back with a comment.

  • Document templates and signing

    Write or upload retainers in each language you serve, insert booking details automatically, and send them for electronic signature when a client books. Clients type or draw a mark; you can countersign or pre-sign.

  • Client portal

    Invite clients to a lasting portal. They sign in with the email on their file and a password handled on the server — never in the browser. Documents, questionnaires, invoices, and appointments stay in one place.

  • Google Calendar and Google Meet

    Each consultant connects their own Google Calendar. Public booking skips busy times, confirmed appointments sync to the calendar, and a Google Meet link is attached for the call.

  • Square or Stripe payments

    Connect Square or Stripe to collect consultation fees at booking or send a payment link on a file — one processor per firm. Clients pay on that checkout. Unpaid bookings surface on the home screen.

  • Sage Accounting

    Beta

    Match clients to Sage by email, apply the correct provincial sales tax, and post invoices when Square or Stripe payments complete.

  • Firm workspace

    Each consulting firm is its own tenant. Invite admins and case managers. Work in English, French, or Spanish — including the client-facing flows they use.

From first consult to submission-ready

  1. 01

    Create the project

    Add participants inline, pick the program or a firm template, and seed the forms and document checklist in one screen.

  2. 02

    Collect once

    Invite clients to the portal so they upload documents and complete the questionnaire. Review uploads without chasing email attachments.

  3. 03

    Book, meet, and get paid

    Clients book on your public page. Calendar blocks busy time, a meeting link is attached, Square or Stripe collects the fee, and a contract can go out for signature.

  4. 04

    Prepare and close

    Fill IRCC PDFs from answers already collected, keep signed contracts with the file, and retain or destroy closed files to match your firm’s duties.

No AI. Passport scans stay in your practice.

No AI in the pipeline

Questionnaires, PDF fill, booking, and document review run on software logic. We do not send client files to generative AI providers.

  • Primary data in Canada

    Database, authentication, and file storage run on Supabase in Canada (AWS Canada Central).

  • Encryption that matches the risk

    TLS in transit, infrastructure encryption at rest, and firm-level AES-256-GCM for uploaded documents and many identity fields.

  • Your firm’s data stays yours

    Access is scoped to each organization. Public booking pages use unguessable tokens with rate limits and expiry where configured.

  • Privacy you can explain

    Written to support PIPEDA accountability, with closed-file retention tools aligned to typical CICC six-year duties — not a certification, and not legal advice.

Read the privacy policy

One price. Add seats as you hire.

A seat is a staff login. Pay for the first seat, then add seats as you hire. Clients, files, and portal users are unlimited.

Founding rate — first 100 firms

$20/mo off the first seat · $10/mo off extra seats

Promo FOUNDING applies automatically for the first 12 months, then list prices.

Dossierly

30 days free

First staff user

Save $20/mo

$59/mo$79/mo

$590/yr

Then $79/mo after 12 months

Each extra seat

Save $10/mo

+$29/mo+$39/mo

+$290/yr

Then +$39/mo after 12 months

Start 30-day trial

A seat is a staff login. Clients on the portal do not take a seat.

On every seat

See pricing details

Included

  • Unlimited clients, files, and portal users
  • Questionnaire from the IMM forms on the file
  • IMM PDF fill with logical validation
  • Custom contracts with e-signature

Integrations

  • Google Calendar or Outlook sync
  • Meet, Teams, or Zoom on booking
  • Square or Stripe payments
  • No cut on consultation payments

Security

  • Per-firm encryption — each org has its own key
  • TLS encryption in transit
  • No AI. Your data stays yours
  • Primary data stored in Canada

Start your 30-day trial

Set up your firm workspace in minutes and see whether it fits how you already practice.

Start 30-day trialSign in

The full product from the day you create your firm. No credit card.