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For RCICs and immigration lawyers

🍁 Proudly made in Canada

Run your immigration practice in one secure workspace

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From $59/mo — see full pricingBook a live demo
FilesServicesBookings

Inside the product

Client portal

  • Dynamic form generated from the IMM forms selected for the file
  • Clients add supporting documents in the portal
  • Filled IMM PDFs ready for your review
  • Clients can download their data or request deletion from Security

Representative workspace

  • Verify documents or request a new upload
  • Review and correct the questionnaire live
  • Request Square or Stripe payments with taxed invoices and receipts, take notes, and track meetings
  • Download records or delete them when your practice needs it

Calendar and booking

  • Weekly open hours and paid services ready to book
  • Clients pick a time and pay on Square or Stripe Checkout
  • Send a retainer for electronic signature when they book
  • Sync with Google Calendar or Outlook — events created outside the app block those times automatically
  • Confirmed bookings can include a Google Meet, Teams, or Zoom link

Dashboard

  • See what needs attention today, not a wall of charts
  • Documents, payments, questionnaires, and meetings in one list
  • Notifications that point to the next step

Built in, then connected

Booking and contracts included — then the tools you already use

A public booking page and electronic signature ship with the product, and they share data. You don’t need a separate scheduler, a signing product, or a connector between them. Then connect the calendar, meetings, payments, and accounting you already run.

Included in the product

Weekly open hours, a public booking page, retainer agreement templates, and e-signature. When a client books, the contract can fill from that appointment and go out to sign.

  • Public booking

    Included

    Share a booking page with your weekly open hours and paid services. Prospective clients pick a time, pay, and get a confirmation. Busy times on a connected calendar are skipped automatically.

  • Contracts and e-signature

    Included

    Write or upload templates in each language you serve. Booking details fill in automatically — name, service, date, meeting link. Send for signature when they book. Clients type or draw a mark; you can countersign or pre-sign.

  • Google Calendar
  • Outlook Calendar
  • Google Meet
  • Microsoft Teams
  • Zoom
  • Square
  • Stripe
  • Sage Accounting

Calendar

Connect one calendar. Public booking skips busy times; confirmed appointments are written there.

  • Google Calendar

    Each staff member connects their Google Calendar in calendar settings. Public booking and call invites respect busy times and blocked hours. Confirmed appointments are created on that calendar.

  • Outlook Calendar

    Connect Microsoft 365 Outlook instead of Google. Public booking respects Outlook busy times, and confirmed appointments are created on that calendar.

Meetings

Choose one meeting tool for join links on confirmed bookings.

  • Google Meet

    When a calendar is connected, each confirmed booking can include a Google Meet link. Clients join from the confirmation page, the email, or the manage-booking link.

  • Microsoft Teams

    Each confirmed booking can include a Microsoft Teams join link. Clients join from the confirmation page, the email, or the manage-booking link. Works with Google Calendar or Outlook.

  • Zoom

    Each confirmed booking can include a Zoom Meeting link. Clients join from the confirmation page, the email, or the manage-booking link. Works with Google Calendar or Outlook.

Payments and accounting

Connect Square or Stripe — one processor per firm. Collect consultation fees at booking or send a payment link on a file. Processing fees are charged by Square or Stripe to your firm’s own account; we take no cut. Connect Sage to post matching tax invoices.

  • Square

    Connect Square to charge consultation services and send payment links on a file. Clients check out on Square. You see unpaid bookings on home until they pay.

  • Stripe

    Connect Stripe to charge consultation services and send payment links on a file. Clients check out on Stripe. You see unpaid bookings on home until they pay. There is no platform cut.

  • Sage Accounting

    Beta

    Connect Sage Business Cloud Accounting to match clients by email, apply the right Canadian sales tax, and post invoices when Square or Stripe payments complete.

Everything your firm needs to move files forward

  • Immigration files

    Open a file once: program, jurisdiction, status, and participants. Forms and document checklists seed from a standard pathway or a template your firm maintains.

  • Lifelong client records

    Keep clients as durable records across engagements — contact details, consultation notes, immigration status, and expiry dates in one place.

  • Ask-once questionnaires

    Clients answer once. Your team uses those answers to prepare IRCC PDFs, including IMM 5476 representative details from the assigned staff profile.

  • IRCC portal autofill

    In development

    Dossierly for IRCC, a Chrome extension, fills IRCC representative portals from a file. You preview and apply each page; it never submits for you.

  • Document collection and review

    Ask for passports, photos, and custom files. Clients upload in the portal; your firm previews, approves, or sends a file back with a comment.

  • Document templates and signing

    Write or upload retainer agreements in each language you serve, insert booking details automatically, and send them for electronic signature when a client books. Clients type or draw a mark; you can countersign or pre-sign.

  • Client portal

    Invite clients to a lasting portal. They sign in with the email on their file and a password handled on the server — never in the browser. Documents, questionnaires, invoices, and appointments stay in one place.

  • Google Calendar and Google Meet

    Each consultant connects their own Google Calendar. Public booking skips busy times, confirmed appointments sync to the calendar, and a Google Meet link is attached for the call.

  • Payments, invoices, and sales tax

    Connect Square or Stripe to collect consultation fees at booking or send a payment link on a file — one processor per firm. Each payment gets an invoice and receipt with the right Canadian sales tax. Overdue invoices send automatic reminders and show accrued late interest.

  • Sage Accounting

    Beta

    Match clients to Sage by email, apply the correct provincial sales tax, and post invoices when Square or Stripe payments complete.

  • Firm workspace

    Each consulting firm is its own tenant. Invite admins and case managers. Work in English, French, or Spanish — including the client-facing flows they use.

From first consult to submission-ready

  1. 01

    Create the file

    Add participants inline, pick the program or a firm template, and seed the forms and document checklist in one screen.

  2. 02

    Collect once

    Invite clients to the portal so they upload documents and complete the questionnaire. Review uploads without chasing email attachments.

  3. 03

    Book, meet, and get paid

    Clients book on your public page. Calendar blocks busy time, a meeting link is attached, Square or Stripe collects the fee, and a contract can go out for signature.

  4. 04

    Prepare and close

    Fill IRCC PDFs from answers already collected, keep signed contracts with the file, and retain or destroy closed files to match your firm’s duties.

No AI. Passport scans stay in your practice.

No AI in the pipeline

Questionnaires, PDF fill, booking, and document review run on software logic. We do not send client files to generative AI providers.

  • Primary data in Canada

    Database, authentication, and file storage run on Supabase in Canada (AWS Canada Central).

  • Encryption that matches the risk

    TLS in transit, infrastructure encryption at rest, and firm-level AES-256-GCM for uploaded documents and many identity fields.

  • Your firm’s data stays yours

    Access is scoped to each organization. Public booking pages use unguessable tokens with rate limits and expiry where configured.

  • Privacy you can explain

    Written to support PIPEDA and Québec Law 25 accountability. Closed files (closed by staff or on a final decision) are kept for six years, matching the CICC minimum, then can be destroyed and recorded in a destruction register. Not a certification, and not legal advice.

Read the privacy policyHow we protect your data

One price. Add seats as you hire.

A seat is a staff login. Pay for the first seat, then add seats as you hire. Clients, files, and portal users are unlimited.

Founding rate — first 100 firms to sign up by December 31, 2026

$20/mo off the first seat · $10/mo off extra seats

Promo code FOUNDING is applied automatically at checkout — nothing to enter. Founding prices last until December 2027, then list prices. Yearly plans get one founding year, then list.

Dossierly

30 days free

First staff user

Save $20/mo

$59/mo$79/mo

$590/yr

Then $79/mo after December 2027

Each extra seat

Save $10/mo

+$29/mo+$39/mo

+$290/yr

Then +$39/mo after December 2027

Start 30-day trial

A seat is a staff login. Clients on the portal do not take a seat.

On every seat

See pricing details

Included

  • Unlimited clients, files, and portal users
  • Questionnaire from the IMM forms on the file
  • IMM PDF fill, formatted to pass IRCC’s built-in validation
  • Custom contracts with e-signature

Integrations

  • Google Calendar or Outlook sync
  • Meet, Teams, or Zoom on booking
  • Square or Stripe payments
  • No cut on consultation payments

Security

  • Per-firm encryption — each org has its own key
  • TLS encryption in transit
  • No AI. Your data stays yours
  • Primary data stored in Canada

Questions from immigration consultants

Is Dossierly for Canadian immigration consultants?
Yes. It is practice software built for Regulated Canadian Immigration Consultants (RCICs) licensed by the College of Immigration and Citizenship Consultants (CICC), and for immigration lawyers — clients, IRCC forms, booking, and payments in one workspace.
Can I get a demo?
Yes — book a live walkthrough on our calendar below, or start the 30-day trial and explore it yourself with no credit card.
Book a demo call
How does the 30-day trial work?
Dossierly is free for 30 days from when you create your firm. No credit card is required.
Can I cancel anytime?
Yes. Cancel from Settings → Billing — you keep access until the end of your current billing period, and there's no long-term contract.
Can I transfer my existing client data to Dossierly?
Yes. Send us your client list as a CSV or spreadsheet and our team imports it for you at no charge. We also help you get started one-on-one. Email support@dossierly.ca to start. Your data can leave just as easily: export any client as JSON or any file as a ZIP.
Where is client data stored?
Database, authentication, and file storage run on Supabase in Canada (AWS Canada Central).
What happens to my data if I leave?
Your data leaves with you. Admins can export a client’s data as a JSON file from the client’s page, and any file can be downloaded as a ZIP with its documents, answers, and filled forms. Client and file exports are recorded in the audit log. Nothing is deleted automatically if you stop paying.
What support do I get?
A free onboarding call when you start, a knowledge base on the help page, and email support at support@dossierly.ca — we reply within 48 hours, Monday to Friday, 9 a.m. to 5 p.m. Eastern.
Does Dossierly use AI with client files?
No. Questionnaires, PDF fill, booking, and document review run on software logic. We do not send client files to generative AI providers.
Can my firm work in French or Spanish?
Yes. Staff and client-facing flows work in English, French, and Spanish.

Start your 30-day trial

Set up your firm workspace in minutes and see whether it fits how you already practice.

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The full product from the day you create your firm. No credit card.

Prefer a live demo? Book a call