Immigration & LMIA Case Management
A purpose-built case-management system for immigration practices handling LMIA, work-permit, and TFWP files where today's master spreadsheet and manual deadline tracking cannot keep pace. Combines bilingual AI status agents with deadline automation and dual-party e-signature in one Canadian-hosted platform.
The Problem
A master spreadsheet is the single source of truth for hundreds of employers — one accidental deletion erases history
Job postings must stay active for processing windows over a year long, with renewals and reposts easy to miss
Provincial certificate expiry tracking lives in calendar reminders; renewals must start six months ahead
Compliance steps requiring action on every match are done manually, sometimes hundreds per posting
Paid e-signature and invoicing subscriptions stack up while the workflow could be built directly into the CRM
Employers and workers constantly call for status updates that staff respond to with manually-sent templated emails
The Solution
Database-backed case pipeline (Job Posting > Documents > Submitted > In Queue > Decision)
Role-based access with audit trail on every change
Employer management with provincial certificate tracking
Candidate and TFW profiles linked to employers with passport and permit expiry tracking
Automated deadline alerts (job-posting renewals, certificate expiry six months ahead, application maturity dates)
Document vault with secure upload portal for employers and candidates
Built-in dual-party e-signature for retainer agreements and offer letters
Live unemployment-rate monitor that flags regions crossing the LMIA threshold
WhatsApp AI agent answering status inquiries 24/7 in English and French
Automated weekly status emails pulled directly from case data
AI CoPilot for email drafting, case summaries, next-action suggestions
Built-in Stripe-connected invoicing
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:SMS via Twilio, Meta Cloud API direct
Or comparable:Provincial labour-market portals
Or comparable:Google Workspace
Or comparable:Square, PayPal
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Foundation & Go Live
Intelligence & Optimization
Outcomes
Retire standalone e-signature and small-business invoicing subscriptions
Recover ten-plus hours per week of admin time on manual deadline tracking and status emails
Zero missed deadlines for job-posting renewals, certificate expiry, and application maturity
Bilingual self-serve status replies 24/7 without staff intervention
Database-backed audit trail replaces single-spreadsheet risk
