The questions RCICs actually ask.

No. The Solo plan includes the case shell, document vault, AI Portal, messaging, and client portal. Trust accounting and team features live on the Firm plan. You can start Solo and upgrade when you hire — email founder@anyimmi.com for current cohort rates.

Yes. For Officio and CaseEasy we have a direct CSV importer that preserves case notes with original timestamps. For Excel we map columns in a guided UI. Typical migration: 5-11 days including parallel run.

Most solo RCICs are productive on day 1 for new cases and day 3 for migrated cases. We send a 15-minute Loom walkthrough and do a 30-minute setup call.

Yes. AnyImmi is a regulated-practice tool. We verify CICC membership during onboarding. Paralegals and admin staff can be added as non-licensed seats under a licensed RCIC.

Our compliance module tracks CICC by-laws and CPD requirements. When a rule changes, we ship the update within 2 weeks of CICC publishing the change.

Per-seat, flat, cohort-rate. No overage fees, no AI credits to true up, no storage caps in normal use. Custom pricing kicks in at 10+ seats — email founder@anyimmi.com for a live quote.

Yes. Firm owner, licensed RCIC, paralegal, admin, accountant, and read-only are the default roles. Every role's permissions are configurable and scoped to licensed-action gating.

The compliance dashboard shows all RCICs in one view, per-RCIC structured + unstructured hours, and alerts the firm owner when anyone is off track.

Full export: cases, clients, documents, forms, messages, trust ledger, audit log — as CSV + PDF + JSONL. No fee, no "premium export" tier. We'll deactivate the account within 5 business days of your export being downloaded.

Google Workspace and Microsoft 365 SSO are on the Firm plan. SAML SSO is on custom pricing for 10+ seats.

Yes. The audit_events table has a Postgres policy denying UPDATE and DELETE — including to the application's service role. Corrections are captured as new rows referencing the original, so you get a full correction trail, not an edited one.

Client records: 10 years. Trust transactions: 7 years. AI tool calls: 7 years. Audit events: 10 years, append-only, partitioned by month for performance.

Yes. One-click export of the Representatives register, Designated Person, case counts by pathway, trust variance summary, and open audit items. PDF + CSV workpaper.

Defense in depth. The app layer restricts UI actions to scopes on the RCIC licence record. The Postgres layer also enforces via policy tied to auth.jwt's firm_id and licence_id — so even API bypass attempts are rejected.

The product is designed around By-law 6.3: trust funds held separately, no commingling, client-by-client subledger, monthly 3-way reconciliation, earned-fees transfer requires human approval with worked-hours evidence.

Not yet directly. Plaid integration is Q3 2026 for CA banks. Today you upload the monthly statement (CSV or OFX) and AnyImmi matches against the GL + subledger automatically.

Yes — IRCC fees paid from trust show as separate line items, linked to the case. The monthly reconciliation includes them in the variance calc.

LawPay fees post to the operating account, not trust — per CICC by-law. AnyImmi enforces this on the QuickBooks/Xero sync so the GL posting is always correct.

All customer data is stored in AWS ca-central-1 (Montréal) via Supabase. This is non-negotiable per CICC and our own architecture.

By default, no. AI calls route to Gemini in CA-region. If a firm explicitly opts in to non-CA models (Claude via Anthropic, OpenAI), our 21-field PII scrubber runs first and the consent is logged with timestamps.

Name, DOB, passport number, SIN, UCI, full address, phone, email, IP, next-of-kin, employer, bank account, CRA BN, health card, driver licence, child names, spouse names, parent names, application number, GCKey username, medical record number. Scrubbed before any non-CA LLM dispatch.

On the 10+ seat custom plan. We can set up Supabase with your own KMS key so AWS never holds the master key.