Immigration practice management tool: run the whole firm in one place
An immigration practice management tool brings leads, consultations, retainers, case files, documents, deadlines, team tasks and billing into one system. My Briefcase connects them with automation so each step starts the next.
From lead to decision
Prospects complete an assessment form, book a consultation, sign a retainer and become clients, without re-entering data at each step.
Lead capture
Assessment forms, CRS scoring and automated follow-ups.
Case delivery
Pipelines, staged checklists, portal updates and deadline tracking.
Getting paid
Invoices, card and PayPal payments, receipts and reminders.
Team and multi-country work
Small and large firms share pipelines and tasks across seats, with role-based access. Global workflows cover the USA, Australia, New Zealand and the UK.
Manual practice vs My Briefcase
| Need | Manual / generic tools | My Briefcase |
|---|---|---|
| Next task after each case stage | Remembered by staff, sticky notes | Created automatically when the file moves |
| Document collection | Email chains and shared drives | Client portal checklist with reminders and review states |
| IRCC forms | Re-typing client answers | Form preparation & pre-fill from client answers; you review and submit |
| Express Entry CRS | Spreadsheets | Calculators with the Nov 3, 2026 labour market integration rules |
| Retainers & invoices | Word templates, manual follow-up | Prefilled retainers, e-sign, card/PayPal payment and automatic reminders |
| Compliance | Ad-hoc records | Audit log of every action, licence verification and privacy controls |
Frequently asked questions
What is immigration practice management software?
It is software that runs an immigration firm end to end: lead intake, consultations, retainers, case files, documents, deadlines and billing. My Briefcase by CRMHUB adds automation between each step.
Does it work for firms outside Canada?
Yes. My Briefcase includes USA, Australia, New Zealand and UK packs with local visa workflows and pricing in local currency.