Implementation
Live in weeks, not months
Every ImmPilot rollout is guided by an immigration-experienced Customer Success Manager. Seven repeatable phases, one accountable owner, zero guesswork.
Seven-phase implementation program
Discovery
Understand your practice — services, workflows, staff roles, existing tools, and success metrics.
Configuration
Configure tenant, branding, staff roles, case types, SOPs, templates, and portal settings.
Data Migration
Move existing clients, cases, documents, and history from spreadsheets or legacy tools into ImmPilot.
Training
Role-based live training for RCICs, paralegals, and administrators — recorded for future hires.
Testing
End-to-end pilot on a real case: intake, documents, drafting, portal, submission, and reporting.
Launch
Coordinated go-live with your CSM. Client portal activation, staff cutover, and legacy handoff.
Post-launch Support
Weekly check-ins in month one, monthly business reviews, and 24/5 priority support.
Typical 6-week timeline
Most firms complete implementation in four to six weeks depending on data volume and staff availability.
- 01
Week 1
Discovery workshop and success plan. - 02
Week 2
Configuration and branded tenant provisioning. - 03
Week 3
Data migration and validation. - 04
Week 4
Role-based training and pilot case. - 05
Week 5
Testing, sign-off, and go-live. - 06
Week 6+
Adoption support and quarterly business reviews.
Ready to plan your rollout?
Book an implementation call
Get a personalized implementation plan for your firm in a 30-minute discovery call.
Licensed RCICConfidentialTransparent pricing
What happens next
- 1Book a 15-minute introConfidential, no obligation.
- 2Licensed RCIC reviews your caseGet a personalized pathway.
- 3Clear next steps, transparent feesWritten strategy sent to you.