Composite customer stories
Three firms. Three shapes. Same unified shell.
Stories below are composites drawn from paid-beta conversations. Structure, outcomes, and numbers are real; firm names and personal names are fictional until launch.
Composite · paid-beta interviews · names + firms fictional
Maplewood Immigration · Toronto, ON
PGWP + Study Permit focus
"The 180-day alert paid for AnyImmi for the next 18 months."
Situation
Solo RCIC running on Officio + Excel + personal WhatsApp. 50+ active cases. Drowning in tab-switching. One near-miss on a PGWP 180-day window nearly cost the client a pathway.
What we did
Migrated from Officio in 11 days with parallel run. Brought over 120 archived cases and 50 active cases with note timestamps preserved.
How
Set up AnyImmi with the Solo plan. Connected personal WhatsApp Business number. Used the document vault OCR to drop the intake-to-forms-ready cycle from 7 days to 3 days on average.
Result
The PGWP 180-day alert fired at 42 days out for a client who'd gone home and wasn't answering email. AnyImmi surfaced the case, the RCIC reached the client on WhatsApp, and filed with 6 days to spare.
North Star RCIC Group · Vancouver, BC
Express Entry specialists
"We moved for the trust module and stayed for the kanban. The kanban is how we run standup now."
Situation
Growing EE-focused firm. Moved from CaseEasy because trust accounting was bolted on and CPD tracking was manual. Monthly close was eating an entire weekend.
What we did
Migrated from CaseEasy in 13 days. Used the CSV importer; all case notes kept original timestamps. Set up LawPay + QuickBooks sync.
How
Standardized on the kanban board for daily standup. Compliance dashboard gave the firm owner real-time CPD visibility across 3 RCICs. 3-way trust reconciliation replaced a spreadsheet.
Result
Monthly trust reconciliation dropped from a full weekend to a Tuesday afternoon. Their bookkeeper caught two entry errors in the first month thanks to the variance checker.
Chinook Immigration Group · Calgary, AB
Multi-pathway + corporate immigration
"Our audit closed in two weeks instead of two months. The append-only log does what we used to spend staff time defending."
Situation
Large firm with corporate immigration + family class + TRV. Had stitched together Clio, DocuSign, Google Drive, Slack, Stripe, and an in-house intake form. Compliance lead was overwhelmed.
What we did
Migrated in 18 days with parallel run. Kept Clio for the firm's non-immigration matters; connected QuickBooks as the single GL.
How
Used the Firm plan with SSO on Microsoft 365. Set up role-based access: RCICs can file, paralegals prep, admin handles billing, accountant reads trust. Audit log retention tied to their insurance requirements.
Result
CICC audit in March 2026 closed clean. The append-only audit log was the specific item the auditor complimented — "the exact thing we're looking for."
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