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For RCICs and immigration lawyers

🍁 Proudly made in Canada

Your client answers once. IRCC forms come out ready.

Documents, deadlines and payments live in the same file.

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  • Data hosted in Canada
  • Encrypted documents and data
  • AI only where it matters

Less admin on every file

The work that eats your evenings, handled in the file itself.

  • Retyping client answers into IMM forms

    Clients answer once in their portal. The IMM PDFs fill from those answers, ready for your review.

  • Chasing documents over email

    Clients upload to their portal. You approve each document or ask for a new one.

  • Tracking deadlines in a spreadsheet

    Submit-by dates and passport expiries show up on your home screen before they become a problem.

From first consult to submission-ready

  1. 01

    Create the file

    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.

Inside the product

Clients fill forms and upload documents. Your firm reviews the file. Prospective clients book and pay. The dashboard shows the next action.

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 with taxed invoices and receipts, 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

Client files stay in Canada, and in your hands.

Hosted in Canada, encrypted, and scoped to your firm. Nothing new switches on without you.

How we protect your dataRead the privacy policy
In development

AI document scanning, on your terms

We’re building AI that reads passports and supporting documents to pre-fill the file. Until it ships, no AI touches client files.

  • No AI on client files today

    Questionnaires, PDF fill and document review run on rules your firm controls.

  • Canadian-hosted AI only

    We’re building it to run only on AI hosted in Canada, never on a provider abroad.

  • Off by default

    Nothing is scanned until an admin turns it on for your firm.

  • 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 firm. Public booking pages use unguessable tokens with rate limits and expiry where configured.

  • Privacy you can explain

    Written to support PIPEDA and Québec Law 25 accountability. Closed files (closed by staff or on a final decision) are kept for six years, matching the CICC minimum, then can be destroyed and recorded in a destruction register. Not a certification, and not legal advice.

Everything your firm needs to move files forward

See all features

Built in

  • Immigration files

  • Lifelong client records

  • Ask-once questionnaires

  • IRCC portal autofill

    In development

  • Document collection and review

  • Document templates and signing

  • Client portal

  • Public booking

  • Payments, invoices, and sales tax

  • Firm workspace

Connected

  • Calendar

    • Google Calendar
    • Outlook Calendar

  • Meetings

    • Google Meet
    • Microsoft Teams
    • Zoom

  • Payments

    • Square
    • Stripe

  • Accounting

    Beta
    • Sage Accounting

One price. Add seats as you hire.

Pay for staff logins, not cases. Clients, files, and portal users are unlimited.

First staff user

$59/mo$79/mo

Extra seats $29/mo (list $39/mo) · $590/yr billed yearly

Free until January 1, 2027 if you sign up by December 31, 2026.

Start free

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

Founding offer details

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

No credit card and nothing to pay before January 1, 2027. Promo code FOUNDING is applied automatically at checkout. Founding prices last until December 2027, then list prices. Yearly plans get one founding year, then list. From January 1, 2027, new firms get a 30-day free trial at list prices.

Then $79/mo after December 2027

On every seat

Included

  • Unlimited clients, files, and portal users
  • Questionnaire from the IMM forms on the file
  • IMM PDF fill, formatted to pass IRCC’s built-in 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

See pricing details

Questions from immigration consultants

Is Dossierly for Canadian immigration consultants?

Yes. It is practice software built for Regulated Canadian Immigration Consultants (RCICs) licensed by the College of Immigration and Citizenship Consultants (CICC), and for immigration lawyers — clients, IRCC forms, booking, and payments in one workspace.

Can I get a demo?

Yes — book a live walkthrough on our calendar below, or start free and explore it yourself with no credit card.

Book a demo call

Is it really free?

Yes. Firms that sign up by December 31, 2026 use Dossierly free until January 1, 2027, then keep founding rates through 2027. From January 1, 2027, new firms get a 30-day free trial, then list prices. No credit card is required.

Can I cancel anytime?

Yes. Cancel from Settings → Billing — you keep access until the end of your current billing period, and there's no long-term contract.

Can I transfer my existing client data to Dossierly?

Yes. Send us your client list as a CSV or spreadsheet and our team imports it for you at no charge. We also help you get started one-on-one. Email support@dossierly.ca to start. Your data can leave just as easily: export any client as JSON or any file as a ZIP.

Where is client data stored?

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

What happens to my data if I leave?

Your data leaves with you. Admins can export a client’s data as a JSON file from the client’s page, and any file can be downloaded as a ZIP with its documents, answers, and filled forms. Client and file exports are recorded in the audit log. Nothing is deleted automatically if you stop paying.

What support do I get?

A free onboarding call when you start, a knowledge base on the help page, and email support at support@dossierly.ca — we reply within 48 hours, Monday to Friday, 9 a.m. to 5 p.m. Eastern.

Does Dossierly use AI with client files?

Not today. Questionnaires, PDF fill, booking, and document review run on software logic, and client files are not sent to AI providers. We’re building optional AI document scanning to pre-fill files: it will run only on AI hosted in Canada and stays off until your firm turns it on. Automatic translation, when staff ask for it, covers only text the firm wrote.

Can my firm work in French or Spanish?

Yes. Staff and client-facing flows work in English, French, and Spanish.

Free until 2027 for firms that sign up now

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

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

Prefer a live demo? Book a call