Client and case management
Centralized profiles for each client and case with full document history, status tracking, and timeline views built around immigration workflows.
A purpose-built client and case management platform for Canadian immigration professionals, designed around the actual lifecycle of an immigration file, from intake through to resolution.
Immigration professionals manage complex, documentation-heavy caseloads using tools that were never designed for them. AutoImm is.
Spreadsheets, generic CRMs, and disconnected email threads carrying regulated work.
Wasted time, missed deadlines, and operational risk in a field where precision matters enormously.
Built for Regulated Canadian Immigration Consultants and immigration lawyers.
Every capability is tied to a stage in the immigration file lifecycle rather than to a generic customer relationship record.
Centralized profiles for each client and case with full document history, status tracking, and timeline views built around immigration workflows.
Automated reminders and calendar integration for government deadlines, document submissions, and client follow-ups.
Structured document storage tied directly to each case phase, recording what has been submitted, what is pending, and what is required next.
Every new client is automatically screened by the eligibility engine and routed into the appropriate case pipeline, removing the need for manual triage.
Invoices are generated automatically from case milestones and billable activity, so work is not billed late or missed entirely.
Reporting on caseload, conversion, and revenue trends provides a current view of how a practice is performing.
Screenshots from the AutoImm alpha, showing an application built around how an immigration file moves through a practice, from first contact to filing.
A current view of the caseload, showing total clients, active files, new leads, and eligible-to-file counts, alongside recent activity and a live immigration policy feed.
Each client is automatically scored against federal and provincial programs, including FSW, RCIP, AIP, IMP, FSTP, and FCIP, with confidence ratings and flags for missing data that could affect accuracy.
AutoImm is currently in alpha. Enquiries regarding early access for a practice are welcome.