Product Updates

A live view of what we've shipped, what we're actively building, and what we're exploring next. If something matters to your practice and you don't see it, tell us.

Shipped5 updates

Automation·Q4 2025

Workflow Automation Center

A no-code editor for building trigger-based automations across cases, documents, and client communication.

— Trigger types include case stage transitions, document status changes, elapsed time, and field-value conditions.
— 19 built-in actions from sending messages to creating tasks to updating case fields.
— Dry-run mode lets you validate an automation against real cases before enabling it.
— Full activity log for every execution supports auditability and debugging.

AI·Q4 2025

AI submission drafting

First-draft submission letters generated from structured case data, cited back to source facts, ready for RCIC review.

— Firm-approved templates ensure drafts match your voice and format.
— Every claim in the draft cites the specific case fact it derives from.
— Program version stamped on every draft for auditability.

Client Experience·Q4 2025

Client Portal 2.0

Redesigned client experience with native e-signature, seven languages, and full RTL support.

— Portal home focuses on 'where is my file?' and 'what do I need to do?'
— Native in-portal signing replaces DocuSign for standard documents.
— Arabic and Farsi supported with full right-to-left layouts.

Billing·Q4 2025

Trust ledger and reconciliation

Dedicated trust accounting with monthly reconciliation reports suitable for provincial compliance.

— Per-client running trust balances.
— Trust withdrawals require dual sign-off.
— Reconciliation report generated on the last business day of each month.

Security·Q4 2025

SAML SSO for Enterprise

SAML 2.0 single sign-on with Okta, Azure AD, Google Workspace, and JumpCloud verified.

— Break-glass local admin account preserved for recovery.
— Per-role MFA enforcement policies.

In Progress2 updates

Reporting·Q1 2026

Advanced report builder

Visual report construction with dimensions, measures, filters, and cross-tab views.

— Drag-and-drop query building over the workspace data model.
— Save reports as private, shared, or scheduled distribution.
— Export to PDF, Excel, and CSV, with formatting preserved.

Case Management·Q1 2026

Corporate immigration suite

A dedicated workspace for firms serving corporate clients: mobility programs, LMIA batching, and employer portals.

— Employer as a first-class entity, distinct from the individual applicant.
— Mobility program tracking with expected volumes and utilisation.
— Employer portal for HR contacts to submit new candidates.

Next Up2 updates

Case Management·Q2 2026

IRB and refugee suite

Case management for IRB proceedings, basis-of-claim narrative building, and country-conditions research.

— BOC narrative editor with structured prompting.
— Country conditions research library integrated into the case workflow.
— Hearing preparation checklists and witness management.

AI·Q2 2026

Predictive processing time signals

Per-file expected timeline based on IRCC historical data, current backlogs, and file-specific complexity.

— File-specific timelines shown to clients in the portal.
— Alerts when a file is trending outside expected bounds.

Exploring3 updates

Analytics·Q2 2026

Practice benchmarks

Optional anonymised benchmarking that lets your practice compare operational metrics against peer firms.

— Opt-in only; no individual firm data is ever exposed to another.
— Benchmarks include throughput, cycle time, and client satisfaction.

Client Experience·Q3 2026

Native mobile companion app

A native iOS and Android companion focused on the client experience — status, notifications, and document capture.

— Camera-first document capture with automatic edge detection and cropping.
— Push notifications for status changes and messages.
— Face ID / fingerprint login.

AI·Q3 2026

AI eligibility assistant for prospects

A prospect-facing eligibility conversation that routes qualified leads into your intake pipeline.

— Programmable to your firm's intake criteria and case profile.
— Every conversation transcript retained for the resulting file.
— No advice is given — the assistant qualifies and routes only.