CRM · Canadian RCICs · CICC-aligned

The CRM built for Canadian RCICs.

One unified case shell. IRCC forms, trust accounting, 35 AI tools with DRAFT stamps, and a client portal — all in ca-central-1. Replace Officio + Excel + WhatsApp + ChatGPT + QuickBooks without compromise.

  • No credit card
  • Your data stays in Canada
  • CICC Bylaw 6.3 ready
  • Cancel any time
app.anyimmi.com/cases/AI-2026-04-0183
CasesStudy PermitAI-2026-04-0183
RS

Ravi Sharma

Study Permit● AOR
UCI 1129-4421 · DOB 1997-03-14 · +1 (416) 555-0142 · ravi.s@pm.me
Overview
Forms
Documents
Messages
Billing
Activity
  1. Today · 09:42
    AOR received
    IRCC · GCKey webhook
  2. Today · 08:14
    IMM1294 submitted
    by Jaspreet
  3. Yesterday
    SOP v3 drafted
    AI · reviewed
  4. Apr 19
    3 documents uploaded
    Ravi (client portal)
  5. Apr 18
    IMM5645 started
    by Anjali
  6. $Apr 17
    Retainer paid · $3,500
    LawPay trust
  7. Apr 16
    Intake questionnaire sent
    via WhatsApp
  8. Apr 15
    Case created
    by Jaspreet
Pathway
IRCC · Study Permit (outside CA)
DLI O19332313742U of Toronto
Intake date
2026-04-15
7 days in pipeline
Forms
4 of 4 ready
IMM1294Application for Study Permit
Synced
IMM5645Family Information
Synced
IMM5476Use of a Representative
Signed
IMM5409Statutory Declaration
Draft
Documents
12 / 12
Verified
Questionnaires
3 / 3
Complete
Trust balance
$1,850.00
On file
Deadlines
Biometrics14d
2026-05-06
Medical exam28d
2026-05-20
Compliance
Retainer signed
IMM5476 on file
Scope: licensed
PII scrubbed (AI)
Audit trail intact
Draft · RCIC review
SOP v3 ready for sign-off.

Chosen by Canadian RCICs and immigration firms

Northstar RCIC Group
Pathway Immigration
Maple Leaf Consultants
Keystone Visa
Borealis Law + Imm.
Aurora Pathways
The full shape

Everything your practice runs on, in one shell.

Cases, messages, trust, compliance, IRCC forms, documents — each tuned for Canadian RCICs and stitched together so your team trains once.

Board view

Kanban + Cases

Drag cases across Intake → Docs → Submitted → Post-decision. Same state machine across Express Entry, PGWP, Study Permit, and Spousal Sponsorship.

app.anyimmi.com/cases?view=board

Cases · board

Group by:Stage
Intake
5 · retainer pending
3
NHNadia HassanSS
AI-…-0181
2/12
in 21d
DRDiego RojasVV
AI-…-0179
0/8
overdue
KBKwame BoatengSP
AI-…-0172
1/12
in 18d
Docs Pending
6 · awaiting client
4
MSMariana SilvaSS
AI-…-0177
7/14
in 6d
MSMohamed SaidSP
AI-…-0167
5/12
in 4d
SLSophia LaurentPG
AI-…-0164
8/10
in 5d
dragging
THTanvir HossainPG
AI-…-0175
9/10
in 2d
Forms Ready
4 · ready to file
2
LWLi WeiEE
AI-…-0182
14/14
in 3d
ERElena RossiEE
AI-…-0170
12/12
in 7d
Submitted
3 · waiting on IRCC
3
PPPriya PatelPG
AI-…-0180
12/12
AOR awaited
ECEmilia CostaEE
AI-…-0174
14/14
AOR awaited
SISvetlana IvanovaSS
AI-…-0168
16/16
AOR awaited
Post-decision
2 · approved
2
AKAhmad KhanSP
AI-…-0176
13/13
Landed
AMArjun MehtaEE
AI-…-0165
18/18
COPR issued
AI-drafted · DRAFT stamp

Multi-channel messaging

WhatsApp, SMS, email in one inbox. AI drafts replies in the client's tone; every output carries a non-dismissible DRAFT stamp for RCIC review.

app.anyimmi.com/inbox?thread=ravi-sharma

Inbox

14 unread
WhatsApp Business Twilio SMS Resend
RS
Ravi Sharma9:41
Thanks, I'll upload the IELTS result tonight.
WA
LW
Li Wei9:28
Is the CRS re-calc done? I need to decide about the PNP nomination.
WA2
NH
Nadia Hassan9:05
Sent from spouse: police cert + marriage cert scans
Email1
DR
Diego Rojas8:47
Sorry — travelling. Will sign the retainer Monday.
SMS
MS
Mariana SilvaYest
Biometrics booked for May 3rd at Mississauga SC.
WA
PP
Priya PatelYest
AOR email from IRCC just arrived — forwarding now.
Email
TH
Tanvir HossainYest
Which IMM5710 section is about job duties vs hours?
WA
ER
Elena RossiApr 20
Great — confirming Tuesday 2pm EST for the intake.
Email
KB
Kwame BoatengApr 20
Forms received. Signing and returning today.
SMS
AK
Ahmad KhanApr 19
Landed in Toronto! Thank you so much for everything.
WA
RS
Ravi Sharma
Case AI-2026-04-0183 · Study Permit
Linked to case · 14 messages

Hi Ravi, I just reviewed the study permit package. Two things we're waiting on: your IELTS result and the updated financial statement. Can you get both to me by Wednesday?

Tue 14:32

Hi Jaspreet! IELTS result is coming Friday. I can send the updated statement from Scotiabank tonight.

Tue 14:58

Perfect. As soon as we have both I'll finalise IMM1294 and we can file.

Tue 15:02

One question — my cousin is sponsoring part of the tuition. Does IRCC need a separate affidavit from him?

Wed 09:12
Draft · RCIC reviewAI · drafted reply · 42 credits

Yes — when a third party provides funds, IRCC typically asks for (1) a letter of support from the sponsor, (2) proof of their ability to pay (bank statements for 4 months), and (3) proof of relationship. Template attached. Draft for RCIC review before sending.

Thanks, I'll upload the IELTS result tonight.

9:41
Will send via WhatsApp Business
Type a reply… or ⌘J for AI draft
CICC Bylaw 6.3

Trust accounting

LawPay OAuth, hosted checkout at /pay/[token], 3-way reconciliation with live variance checker, branded Statement of Account PDFs.

app.anyimmi.com/trust/reconciliation?period=2026-04

Trust reconciliation

April 2026 · IOLTA #0042-TRUST
● Balanced · Variance $0.00
Bank
$147,929.10
RBC · Trust Account · ****4281
General Ledger
$147,929.10
QuickBooks · Trust Liability
Client Subledger
$147,929.10
42 client ledgers
DateMemoBankGeneral LedgerSubledgerMatch
2026-04-01Opening balance$142,300.00$142,300.00$142,300.00✓ matched
2026-04-02Retainer · Ravi Sharma+$3,500.00+$3,500.00+$3,500.00✓ matched
2026-04-04IRCC fee disbursement · Li Wei-$1,365.00-$1,365.00-$1,365.00✓ matched
2026-04-08Retainer · Nadia Hassan+$2,800.00+$2,800.00+$2,800.00✓ matched
2026-04-11Biometrics fee · Diego Rojas-$85.00-$85.00-$85.00✓ matched
2026-04-14Retainer top-up · Priya Patel+$1,200.00+$1,200.00+$1,200.00✓ matched
2026-04-15Interest (CICC by-law 6.3)+$84.10+$84.10+$84.10✓ matched
2026-04-16Refund · Oluwaseun Adeyemi-$450.00-$450.00-$450.00✓ matched
2026-04-18Retainer · Li Wei (PNP)+$4,200.00+$4,200.00+$4,200.00✓ matched
2026-04-18IRCC fees · Elena Rossi-$2,140.00-$2,140.00-$2,140.00✓ matched
2026-04-19Retainer · Sophia Laurent+$3,150.00+$3,150.00+$3,150.00✓ matched
2026-04-19Transfer to operating · earned fees-$6,400.00-$6,400.00-$6,400.00✓ matched
2026-04-20Deposit · wire from Hassan Qureshi+$2,500.00+$2,500.00+$2,500.00✓ matched
2026-04-21IRCC fee · Yuki Tanaka-$1,365.00-$1,365.00-$1,365.00✓ matched
CloseClosing balance · Apr 30$147,929.10$147,929.10$147,929.10∆ $0.00
Audit-ready

Compliance dashboard

Licensed-scope gating, retainer-before-work enforcement, CPD + PLI, 7-year audit log (UPDATE/DELETE denied at the DB layer).

app.anyimmi.com/compliance

Compliance

CICC year · Jul 2025 → Jun 2026
● On track
PLI
$2.0M
Renews 2026-09-14
E&O
Filed
Q1 2026 · CICC portal
Trust variance
$0.00
Reconciled Apr 21
Open audit
3
1 urgent
CPD hours · Team
4 RCICs · YTD
RCICLicenceStructured (16h req)Unstructured (8h req)
Jaspreet LalliR511234
12/16h
6/8h
Anjali KaurR522890
10/16h
4/8h
Maya KrishnanR534112
15/16h
8/8h
Daniel ChenR541907
3/16h
1/8h
Audit log retention
Client records
10 years
Trust transactions
7 years
AI tool calls
7 years
Audit events
10 years · append-only
Data residency
All records stored in ca-central-1. Non-CA LLM calls require explicit firm opt-in with 21-field PII scrub.
Open items
AUD-204in 2d
Client file missing signed agreement
Case AI-…-0179
AUD-203in 11d
Retainer invoice older than 60d
Case AI-…-0172
AUD-202in 24d
Designated Person designation due for refresh
Case
Licensed scope
Temporary Residence — licensed
Permanent Residence — licensed
Citizenship — licensed
H&C submissions — licensed
Court representation — not licensed
Chrome extension

Form autofill

15 IRCC forms

IMM0008, IMM1294, IMM5257, IMM5406, IMM5409, IMM5475 and more. Autofill only — never auto-submit.

Client portal

Document vault

Magic-link uploads

Public upload link at /u/[token], per-applicant permissions, OCR + expiry tracking, encryption at rest.

Case lifecycle

Every stage, instrumented. Every step, auditable.

From intake to landing. The same state machine for all five core case types, with hooks for cron workers, webhooks, and the audit log.

  1. 01
    Intake
    Questionnaire · retainer · IMM5476
  2. 02
    Docs
    Vault · OCR · request missing
  3. 03
    Forms
    Pathway picker · autofill · sign
  4. 04
    Submitted
    Chrome ext · GCKey · checksum
  5. 05
    AOR
    Webhook · biometrics · medicals
  6. 06
    Decision
    COPR · PPR · landing support
Active cases
0
across AnyImmi firms · this week
RCIC firms live
0
solo + 2-to-40-seat practices
Trust reconciled
$0
this quarter · zero variance
AI drafts reviewed
0
every output DRAFT-stamped

Metrics rounded for this preview · live dashboard in-app

Why RCICs keep switching

Your practice runs on six disconnected tools. AnyImmi replaces five of them.

Officio for cases. Excel for tracking. WhatsApp for client chats. Gmail for follow-ups. ChatGPT for drafts. QuickBooks for invoicing. Every hour stitching tools is an hour not spent on a case.

Unified Case Detail

One shell for every case. Ten tabs — Profile, Reminders, Questionnaires, Documents, Forms, Tasks, Agreements, Appointments, Communication, Billing. No more tab sprawl.

Learn more

IRCC forms with nightly sync

15 seeded forms. Pathway picker matches CaseEasy's Add Form UX. Nightly cron diffs AcroForm fields so drift surfaces in morning brief before it costs you a refusal.

Learn more

Trust-compliant payment rails

LawPay integration, hosted checkout at /pay/[token], 3-way trust reconciliation worksheet, branded Statement of Account PDFs. CICC Bylaw 6.3 ready.

Learn more

35 AI tools with DRAFT stamps

CRS Calculator, SOP Generator, Refusal Analyzer, Paralegal. Every output carries a non-dismissible DRAFT stamp so nothing goes out without your review.

Learn more

Client portal that actually ships

Magic-link login, per-applicant permissions, public upload link at /u/[token], "View as client" impersonation with audit banner.

Learn more

CICC compliance, not bolted on

Licensed-scope gating, retainer-before-work enforcement, 7-year audit log (UPDATE/DELETE denied at the DB), CPD + PLI tracking, 21-field PII scrubber.

Learn more

Unified Case Detail

One shell. Ten tabs. Every case.

Open a case, see everything. Applicant photo, age badge, client short-ID, five-channel quick compose (chat · email · Telegram · WhatsApp · SMS), seven-pill action toolbar, and a Case Options dropdown. Notes, activities, and time entries slide in from the right without losing your place.
  • Profile · Reminders · Questionnaires · Documents · Forms · Tasks · Agreements · Appointments · Communication · Billing
  • Five-channel quick compose row — chat, email, Telegram, WhatsApp, SMS
  • Case Options: Download application · Send invite · Manage permissions · E-Sign · Archive · Close · Delete
  • Notes · Activities · Time-Entries slide-ins · Workflow assign · "View as client" impersonation
app.anyimmi.com/cases/AI-2026-04-0183
CasesStudy PermitAI-2026-04-0183
RS

Ravi Sharma

Study Permit● AOR
UCI 1129-4421 · DOB 1997-03-14 · +1 (416) 555-0142 · ravi.s@pm.me
Overview
Forms
Documents
Messages
Billing
Activity
  1. Today · 09:42
    AOR received
    IRCC · GCKey webhook
  2. Today · 08:14
    IMM1294 submitted
    by Jaspreet
  3. Yesterday
    SOP v3 drafted
    AI · reviewed
  4. Apr 19
    3 documents uploaded
    Ravi (client portal)
  5. Apr 18
    IMM5645 started
    by Anjali
  6. $Apr 17
    Retainer paid · $3,500
    LawPay trust
  7. Apr 16
    Intake questionnaire sent
    via WhatsApp
  8. Apr 15
    Case created
    by Jaspreet
Pathway
IRCC · Study Permit (outside CA)
DLI O19332313742U of Toronto
Intake date
2026-04-15
7 days in pipeline
Forms
4 of 4 ready
IMM1294Application for Study Permit
Synced
IMM5645Family Information
Synced
IMM5476Use of a Representative
Signed
IMM5409Statutory Declaration
Draft
Documents
12 / 12
Verified
Questionnaires
3 / 3
Complete
Trust balance
$1,850.00
On file
Deadlines
Biometrics14d
2026-05-06
Medical exam28d
2026-05-20
Compliance
Retainer signed
IMM5476 on file
Scope: licensed
PII scrubbed (AI)
Audit trail intact
Draft · RCIC review
SOP v3 ready for sign-off.

Board view

Drag cases across the stages your team actually uses.

Intake → Docs Pending → Forms Ready → Submitted → Post-decision. The same state machine across Express Entry, PGWP, Study Permit, Spousal Sponsorship, and Visitor Visa — so staff train once.
  • Per-card progress bar, pathway pill, deadline countdown, owner avatar
  • Filter by owner, pathway, deadline — all URL-shareable
  • Click a card for full case detail — no modal purgatory
  • Automations fire on column transitions: send reminders, assign tasks, gate AI tools
app.anyimmi.com/cases?view=board

Cases · board

Group by:Stage
Intake
5 · retainer pending
3
NHNadia HassanSS
AI-…-0181
2/12
in 21d
DRDiego RojasVV
AI-…-0179
0/8
overdue
KBKwame BoatengSP
AI-…-0172
1/12
in 18d
Docs Pending
6 · awaiting client
4
MSMariana SilvaSS
AI-…-0177
7/14
in 6d
MSMohamed SaidSP
AI-…-0167
5/12
in 4d
SLSophia LaurentPG
AI-…-0164
8/10
in 5d
dragging
THTanvir HossainPG
AI-…-0175
9/10
in 2d
Forms Ready
4 · ready to file
2
LWLi WeiEE
AI-…-0182
14/14
in 3d
ERElena RossiEE
AI-…-0170
12/12
in 7d
Submitted
3 · waiting on IRCC
3
PPPriya PatelPG
AI-…-0180
12/12
AOR awaited
ECEmilia CostaEE
AI-…-0174
14/14
AOR awaited
SISvetlana IvanovaSS
AI-…-0168
16/16
AOR awaited
Post-decision
2 · approved
2
AKAhmad KhanSP
AI-…-0176
13/13
Landed
AMArjun MehtaEE
AI-…-0165
18/18
COPR issued

Trust accounting done right

The 3-way reconciliation CICC actually asks for.

Your bank, general ledger, and client subledger in one worksheet with a live variance checker. When they match, ship it. When they don't, AnyImmi points at the first movement that drifted.
  • LawPay OAuth accounts + webhook handler
  • Public hosted checkout at /pay/[token] — no login required for clients
  • Branded Statement of Account PDFs (Letter size, firm letterhead)
  • AR aging cron: 30/60/90/uncollectible, updated nightly
app.anyimmi.com/trust/reconciliation?period=2026-04

Trust reconciliation

April 2026 · IOLTA #0042-TRUST
● Balanced · Variance $0.00
Bank
$147,929.10
RBC · Trust Account · ****4281
General Ledger
$147,929.10
QuickBooks · Trust Liability
Client Subledger
$147,929.10
42 client ledgers
DateMemoBankGeneral LedgerSubledgerMatch
2026-04-01Opening balance$142,300.00$142,300.00$142,300.00✓ matched
2026-04-02Retainer · Ravi Sharma+$3,500.00+$3,500.00+$3,500.00✓ matched
2026-04-04IRCC fee disbursement · Li Wei-$1,365.00-$1,365.00-$1,365.00✓ matched
2026-04-08Retainer · Nadia Hassan+$2,800.00+$2,800.00+$2,800.00✓ matched
2026-04-11Biometrics fee · Diego Rojas-$85.00-$85.00-$85.00✓ matched
2026-04-14Retainer top-up · Priya Patel+$1,200.00+$1,200.00+$1,200.00✓ matched
2026-04-15Interest (CICC by-law 6.3)+$84.10+$84.10+$84.10✓ matched
2026-04-16Refund · Oluwaseun Adeyemi-$450.00-$450.00-$450.00✓ matched
2026-04-18Retainer · Li Wei (PNP)+$4,200.00+$4,200.00+$4,200.00✓ matched
2026-04-18IRCC fees · Elena Rossi-$2,140.00-$2,140.00-$2,140.00✓ matched
2026-04-19Retainer · Sophia Laurent+$3,150.00+$3,150.00+$3,150.00✓ matched
2026-04-19Transfer to operating · earned fees-$6,400.00-$6,400.00-$6,400.00✓ matched
2026-04-20Deposit · wire from Hassan Qureshi+$2,500.00+$2,500.00+$2,500.00✓ matched
2026-04-21IRCC fee · Yuki Tanaka-$1,365.00-$1,365.00-$1,365.00✓ matched
CloseClosing balance · Apr 30$147,929.10$147,929.10$147,929.10∆ $0.00
CICC red line

Every IRCC form — autofilled.
Never auto-submitted.

The Chrome extension maps your case data to IRCC AcroForm fields on ircc.gc.ca. You always click Submit. AnyImmi never has a submit button, anywhere — extension, app, or MCP.

app.anyimmi.com/ircc.gc.ca/IMM1294-study-permit (Chrome extension active)
Government of Canada · Immigration, Refugees and Citizenship Canada
IMM 1294 (02-2023) E — Application for Study Permit Made Outside of Canada
1. Personal Details
Your Unique Client Identifier (UCI)
1129-4421
Family name
SHARMA
Given name(s)
RAVI
Current marital status
SINGLE
Date of birth (YYYY-MM-DD)
1997-03-14
Place of birth · City/town
NEW DELHI
Country of birth
INDIA
2. Citizenship & Passport
Country of citizenship
INDIA
Passport number
T9847621
Issue date
2021-08-14
Expiry date
2031-08-14
3. Details of Intended Study
Name of school (DLI)
UNIVERSITY OF TORONTO
DLI number
O19332313742
Field of study
COMPUTER SCIENCE
Level of study
BACHELOR'S
Expected end date
2030-04-30
Tuition per year (CAD)
42,870
Room & board (CAD)
14,200
4. Funds Available for Studies
Funds available for stay
21,400
Other funds available
(empty)
⚠ Funds row flagged for RCIC review — bank statement shows CAD 21,400, but cousin affidavit of CAD 18,000 is pending. AnyImmi will not autofill unverified third-party funds.
AnyImmi Autofill
v0.9.2 · Ravi Sharma
Detected form: IMM 1294 (02-2023)
16 of 18 fields ready · 1 needs review · 1 empty
Autofill-only. AnyImmi never submits IRCC forms. You always click Submit yourself on IRCC.
UCI● mapped
1129-4421
Case · Identity
Family name● mapped
SHARMA
Case · Profile
Given name(s)● mapped
RAVI
Case · Profile
Date of birth● mapped
1997-03-14
Passport OCR
Country of birth● mapped
INDIA
Case · Profile
Citizenship● mapped
INDIA
Passport OCR
Current marital status● mapped
SINGLE
Questionnaire
Passport number● mapped
T9847621
Passport OCR
Passport issue date● mapped
2021-08-14
Passport OCR
Passport expiry● mapped
2031-08-14
Passport OCR
Preferred language of correspondence● mapped
ENGLISH
Questionnaire
Purpose of application● mapped
STUDY PERMIT
Case · Pathway
DLI number● mapped
O19332313742
LOA OCR
Program name● mapped
BSc COMPUTER SCIENCE
LOA OCR
Expected end date of studies● mapped
2030-04-30
LOA OCR
Tuition per year● mapped
CAD 42,870
LOA OCR
Funds available● review
CAD 21,400
Bank statement
Funds from other sources○ empty
Audit · logged to AI-2026-04-0183 · no submit action available

Composite customer voices

Six firms. Same story. Less software tax, more hours on cases.

Quotes are composites drawn from paid beta conversations with RCICs across the country. Real logos + names post-GA.

We cut our stitching time from 9 hours a week to under 2. The unified case shell is what Officio and CaseEasy both promised and never delivered.
PM
Priya Maharaj, RCIC
Managing partner · Maplewood Immigration
Toronto, ON
Composite · paid-beta interviews · names + firms fictional

Integrations

The stack your firm already uses.

We plug into the tools Canadian immigration firms actually run on, not the idealized list from a pitch deck.

QU
QuickBooks
Accounting
Live
GL + trust liability sync
XE
Xero
Accounting
Live
AU/NZ/CA firms
WA
Wagepoint
Payroll · CA
Live
T4, ROE, direct deposit
RI
Rise
HR · CA
Beta
Onboarding + payroll
ST
Stripe
Payments
Live
Operating · USD/CAD
LA
LawPay
Trust payments
Live
IOLTA-compliant rails
GC
Google Calendar
Scheduling
Live
Two-way sync · per-user
RE
Resend
Email
Live
Transactional + templates
TW
Twilio
SMS
Live
A2P 10DLC · CA/US
WB
WhatsApp Business
Messaging
Live
Meta Cloud API
CA
Claude (Anthropic)
AI · LLM
Live
US-region · opt-in only
GE
Gemini
AI · LLM
Live
CA-region default
SU
Supabase
Database
Live
ca-central-1 · RLS enforced
ME
Meilisearch
Search
Live
Per-firm scoping
DO
DocuSign
E-sign
Q3 2026
Retainers · agreements
PL
Plaid
Banking
Q3 2026
Trust account pulls · CA

The full shape

Everything a Canadian immigration practice actually needs.

Twelve sub-sections on the applicant profile. Regulatory tables that pass a CICC audit. Bilingual EN/FR. Built for Law 96.

12-section applicant profile

Work · Education · Language · Activity · Address · Travel · Identity · Family · Declarations · Corporate · Permits · Dependants.

Bilingual EN + FR

next-intl scaffold across the shell. Law 96 compliant with professional CA-FR translation before Quebec launch.

Kanban + team calendar

Drag cases across stages, see every consultant's schedule in one multi-calendar view.

Timer bar + global time log

Persistent timer in the shell, roll-up at /time. Matches hours to billing plans.

Nightly cron workers

IRCC form sync · Express Entry draws · AR aging. Morning brief alerts on drift and activity.

Regulatory table stakes

CICC Annual Report, Representatives register, Designated Person, CPD + PLI.

Stop stitching software. Start submitting cases.

Start a 14-day trial. Your data stays in Canada. If AnyImmi isn't a fit, walk away clean — we'll export your data.