AnyImmi

Product tour

Everything your practice runs on, in one unified shell.

AnyImmi is the CRM, the forms library, the trust accounting, the AI portal, and the client portal. Tour what ships in Wave 1-3 today.

The case shell

Ten tabs. One case. Zero tab sprawl.

Every case surfaces the same ten tabs, in the same order, with the same header. Staff train once.

01

Profile

Applicant photo, age badge, client short-ID, 12 sub-sections.

02

Reminders

Date-driven follow-ups, tied to the case timeline.

03

Questionnaires

Intake forms that clients fill from the portal.

04

Documents

Upload + categorise + share. Public upload via /u/[token].

05

Forms

Pathway picker + 15 seeded IMM/CIT forms + nightly sync.

06

Tasks

Case-scoped todos with assignees and deadlines.

07

Agreements

Retainer and service agreements with e-sign workflow.

08

Appointments

Multi-calendar view, client booking, Google Calendar sync.

09

Communication

Chat + email + Telegram + WhatsApp + SMS, all logged.

10

Billing

Invoices, payment requests, LawPay trust-compliant rails.

Applicant profile

Twelve sub-sections. Built from real RCIC intake.

A proper applicant profile isn't a single form — it's twelve. AnyImmi separates each into its own dedicated page so data entry is fast, validation is scoped, and Schedule-A declarations always line up.
  • Work History · Education History · Language Exams (IELTS / CELPIP / TEF / TCF / PTE with CLB mapping)
  • Activity History · Address History · Travel History
  • Identity & Permits · Family unit (spouse · children · siblings · parents · guardians)
  • Schedule-A-style declarations — 17 nullable flags on clients

IRCC forms

The Add Form UX your team already knows.

We looked at what CaseEasy got right and rebuilt it with a nightly sync on top. Pick a pathway on the left, required forms appear on the right. When IRCC tweaks a field, your morning brief tells you before a refusal does.
  • 15 seeded forms: IMM0008, IMM1294, IMM5257, IMM5406, IMM5409, IMM5475, IMM5476, IMM5484, IMM5532, IMM5562, IMM5645, IMM5669, IMM5709, IMM5710, IMM0102
  • Nightly /api/cron/ircc-form-sync refreshes the catalog + diffs AcroForm fields
  • Chrome extension autofills from CRM data (no auto-submit — CICC red line)
  • Engineering ack queue at /compliance/ircc-forms-changes when field signatures drift

Trust rails

Trust accounting that passes a CICC review.

Bank, general ledger, client subledger — three ways, one worksheet, live variance checker. Pair it with LawPay for client-facing hosted checkout that keeps retainer funds in trust automatically.
  • LawPay OAuth accounts + webhook handler + payment_requests table
  • Public hosted checkout at /pay/[token] with short-URL wrapper
  • Branded Statement of Account PDFs (@anyimmi/pdf-chassis, Letter size)
  • AR aging cron: 30/60/90/uncollectible buckets, updated nightly

AI Portal

35 tools. Credit-metered. PII scrubbed.

Every AI output lands in the case with a non-dismissable DRAFT · FOR RCIC REVIEW stamp. Credits meter via Redis atomic INCR/DECR with async reconcile to a Postgres ledger. Never a silent cached-template fallback.
  • CRS Calculator · SOP Generator · Refusal Analyzer · Paralegal · Cover Letter Builder
  • 21-field PII scrubber runs before any non-CA LLM dispatch
  • Gemini → OpenRouter → OpenAI router with split-policy fallback
  • Eval harness with golden outputs + Claude-as-judge

Client portal

A portal clients actually log into.

Magic-link login via Supabase OTP. Per-applicant permissions. Public upload token for dependants who can't sign in. “View as client” impersonation with a persistent audit banner so staff never forget who they're posting as.
  • Magic-link login at /login/magic-link — no password resets ever
  • Per-applicant + per-document permissions
  • /u/[token] public upload (no auth) — perfect for gathering dependant docs
  • /s/[token] access-code shared resources — replaces email attachments

Regulatory

Every CICC table-stake, already built.

The surfaces a Canadian immigration practice needs to operate legally and prove it did — in one place, no add-ons, no spreadsheets.

Annual Report generator

Built from your live data, ready to submit to CICC.

Representatives register

IMM5476 signers, auditable, firm-scoped.

Designated Person

With absence-coverage history.

CPD + PLI tracking

Hours logged, carrier proofs uploaded, expiry alerts.

7-year audit log

Partitioned by month, UPDATE/DELETE denied at the DB.

Licensed-scope gating

App layer + Postgres defence in depth.

21-field PII scrubber

Runs before any LLM call that may leave ca-central-1.

Complaint shield

Automated evidence package on any client complaint.

Quebec Law 25 + Law 96

Consent flows + bilingual surfaces, ready for QC launch.

See your practice on AnyImmi.

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