An immigration consultant often manages dozens of files at once, each with its own steps, documents and deadlines. Clients, for their part, are going through a defining moment in their lives and want reassurance.
Day-to-day challenges
- Different document lists depending on the program.
- Clients who send their documents by email, WhatsApp or in person.
- Deadlines that can't be missed.
- Rules and programs that change regularly.
Structure every file
Define standard steps for each type of application: opening, document collection, preparation, submission, follow-up, decision. Each file moves from step to step, and you can see at a glance where all your clients stand.
Centralize documents
A document list specific to each program, a secure online upload space and a status for each document (received, to correct, missing). No more searching through your inbox.
Keep clients informed automatically
A portal where clients see the step their file is at, and get notified of every change, significantly reduces follow-up calls.
Stay up to date
Programs and requirements change. Regularly check the official sources from IRCC and Quebec's Ministère de l'Immigration, and update your document lists accordingly.
Privacy above all
Passports, bank statements, family records: this is highly sensitive information. Secure access, strict permissions and carefully chosen hosting are essential.
