A guided path for every sponsorship file

At a glance

The problem

Managers spend their day chasing documents, answering the same questions and reminding clients.

The idea

The platform does the routine work. Managers handle only what needs judgment.

The result

Fewer emails and calls, fewer stalled files, more cases per manager.

One place

Questionnaires, documents, questions, reminders and tracking, all on the platform. No Monday, email threads or WhatsApp.

What changes

Example: a police certificate that takes weeks

How a case moves

Every case is always in one of these stages:

1. InvitedLinks sent
2. CollectingClients filling in
3. Ready for reviewConsultant checks
4. Ready to submitNothing missing
5. SubmittedWith IRCC
6. ClosedDecision received

For clients Built

• One next step

  The page opens on the one thing to do now, with how long it takes. No passwords: just a private link and an email code.

• A checklist in four steps

  Answer questions, upload documents, add evidence, check and confirm. A bar shows how far along each step is.

• Slow documents start early

  Documents that take weeks, like police certificates, are flagged on day one so they don't hold up the file.

• See your partner's progress

  Each partner sees what the other still has left, so nobody wonders why the file isn't moving.

• Clear questions

  Each one says why it's asked, with an example. Gaps in address or work history are flagged on the spot.

• Ask a question

  Ask anything, or tap "I'm not sure" on a question. All questions and replies are in one panel.

• AI help with wording

  Turns rough notes into a clear draft the client edits. No legal advice.

• Scan to fill

  Upload a passport or marriage certificate and the answers fill themselves in.

• Upload from the checklist

  Upload a file or take a photo right from the list. Each document shows its status and, if needed, why. "I've requested it" pauses reminders.

• Relationship evidence

  Photos, chats and bills with a caption and date. Shows what kinds are still needed.

• Check your answers

  Each partner reviews everything on one page and confirms it. Then a short "what happens next" list.

• After submission

  See where the application is and what to do next, like biometrics.

For case managers Built

• "Needs me" inbox

  Only what needs a person, plus every case with its stage and progress.

• Start a case in a minute

  Pick the program, enter two emails. Invitations go out on their own.

• Answers by IRCC form

  Grouped the way the official forms ask, with copy buttons.

• Fast document review

  Large preview and one-click rejection reasons. The client is emailed a direct link.

• Consistency checks

  Compares both partners' answers, and answers against scanned documents.

• Suggested replies

  AI drafts a reply to a client question. Good answers go into a shared FAQ.

• Nothing incomplete is submitted

  "Ready to submit" stays locked until nothing is missing, with the list of what blocks it.

• One-click package

  All approved documents and an answer summary in one download.

• After submission

  Record IRCC steps. New IRCC requests go to the client with reminders.

• Timeline and access log

  What happened and when, and who opened the case or its documents.

Behind the scenes Built

• Reminders and stall alerts

  Emails list what's missing. Ignored reminders send the case to the manager.

• Automatic stages

  Cases move forward as soon as the clients finish their part.

• Secure sign-in

  No passwords. Staff and clients sign in with a code sent to their email.

• The office controls the content

  Questions, documents, forms and reminder timing are edited in the platform. No developer needed.