Give everyone their own window into the file. Nothing more.
Clients, employers and referral agents each get a secure sign-in that shows exactly their part of the work, under your firm's name and logo.
Clients upload from their phone, straight into the right checklist item.
No more chasing documents across email and WhatsApp. Clients see exactly what is outstanding and why something was sent back. They can sign their retainer, pay an invoice and message the team in English, French, Hindi or Punjabi.
- Rejected uploads come back with your reason attached
- Plain-language case status and what happens next
- Appointments, invoices, agreements and family members in one place
Employers see their LMIA files. Nothing more.
Give each employer client their own sign-in. They upload job offers and recruitment proof, see where each worker's case stands, and get warned before work permits run out. Workers' personal documents are never shown to them.
- Document requests built from an LMIA checklist
- You choose which worker cases each employer can see
- Admin and view-only access for their team
Referral partners send clients and follow their progress.
Sub-agents and referral partners submit leads straight into your pipeline and see a plain-language stage for each one. Commissions are calculated for you and shown on a statement they can check any time.
- Partners only see first name, last initial and stage, never documents or notes
- Commission rules per partner, with statements and payouts
- A referral form that drops new leads straight into your pipeline
