Features
A client portal built for immigration files
Give clients one place for everything on their file, and stop chasing answers through email threads. Portal users are free and never take a seat.
Start 30-day trialEverything in one place
In the portal, clients answer the questionnaire, upload requested documents, sign contracts, pay what they owe, see their appointments, and message your team securely.
Simple sign-in
Invite a client from their file. They sign in with the email on the file and their own password, and you can also let clients sign in with Google or Microsoft.
Retainer first
If a retainer is waiting on a file, the portal stays locked until the client signs it.
In your client’s language
Client-facing flows work in English, French, and Spanish.
Privacy requests built in
From the portal’s Security page, clients can download a copy of their information or send your firm a deletion request. Your firm’s privacy contact receives the request.
Common questions
Do clients count as paid users?
No. Portal users are free and never take a seat.
Can a client see other people’s messages on a file?
A file’s main conversation is visible only to the principal applicant until staff add a co-applicant. A client removed from a file immediately loses access to its conversations.
Start your 30-day trial
Set up your firm workspace in minutes and see whether it fits how you already practice.
The full product from the day you create your firm. No credit card.