Family sponsorship CRM for spousal, child and parent applications
Sponsorship files carry two applicants, heavy relationship evidence and long timelines. My Briefcase links sponsor and principal applicant and keeps the evidence organized.
Family Sponsorship pathways you can manage
Spouse, common-law & conjugal
Inland or outland sponsorship with relationship evidence, sponsor eligibility and optional open work permit.
Dependent children
Biological and adopted dependent children, including adoption-specific documentation.
Parents & grandparents
Interest-to-sponsor invitations, minimum necessary income evidence and the sponsorship undertaking.
Super Visa alternative
Track parent and grandparent Super Visa files with medical insurance and income evidence.
Documents clients upload through the portal
- Proof of the sponsor's Canadian citizenship or PR status
- Marriage certificate or common-law evidence
- Relationship evidence: photos, communication, joint finances
- Sponsor income evidence (notices of assessment where required)
- Birth / adoption records for children
- Police certificates and medicals for the applicant
General information only; always confirm current requirements on IRCC and provincial websites.
Sponsor + applicant linking
One case, two parties, each with their own portal checklist.
Dependants anytime
Add family members at any stage; client-submitted changes wait for staff approval.
Status & timeline
Application records with a shareable, printable history for the client.
Automated follow-ups
Reminders for missing evidence, expiring documents and IRCC requests.
Frequently asked questions
Can the sponsor and applicant both upload documents?+
Yes. Each can be given portal access to their own checklist items on the shared case.
Is relationship evidence kept private?+
Documents are stored in a firm-scoped secure vault and are visible only to authorized firm staff and the client.
Can I manage parent & grandparent invitations?+
Track interest-to-sponsor submissions and invitations as application stages, with income-year reminders.