Why switch
Stop running your firm on tools it outgrew
The tools most firms use — spreadsheets, drives, inboxes — were never designed for regulated immigration practice. ImmPilot replaces all of them with one platform built for the work.
The problem
What breaks when your firm scales past 20 active cases
Spreadsheets
No audit trail, no permissions, no reminders. One wrong sort destroys a year of case data.
Google Drive & Dropbox
Client documents mixed with staff files. Sharing links leak. Version history is unusable.
Outlook & Gmail threads
Case history is trapped in personal inboxes. New staff can't see anything before they arrived.
Disconnected tools
Calendly, DocuSign, QuickBooks, Trello — each with its own login and its own version of the truth.
Manual workflows
Every intake, every reminder, every follow-up rebuilt by hand for every client, every time.
Before → After
What changes when you switch to ImmPilot
| Area | Before | After ImmPilot |
|---|---|---|
| Client intake | Word docs, back-and-forth email, missing signatures | Branded portal intake with automatic reminders and eSign |
| Case tracking | Colour-coded spreadsheet rows | Real-time case timeline with milestones and alerts |
| Document collection | 'Please resend the passport photo' — 4 times | Portal checklist, auto-remind, AI validation on upload |
| Form drafting | PDF fillable forms retyped from client data | One-click draft from case data, AI-assisted, reviewed and signed |
| Staff onboarding | 3 weeks of tribal knowledge | One login, one dashboard, one source of truth |
| Reporting | End of quarter panic in Excel | Live dashboards for revenue, workload, and case outcomes |
Measurable impact
What early customers report
Directional metrics based on customer-reported time savings during pilots. Individual results vary by firm size and case mix.
60%
less time on client intake
3x
faster document collection
40%
reduction in form drafting time
100%
audit-ready case history
Ready to see it in action
Watch a walkthrough tailored to your firm
30 minutes with a solutions engineer. Bring your workflow — we'll show you the after.
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.