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One workspace, or a stack of tools?
An honest look at what Dossierly replaces and how it compares with other immigration CRMs that RCICs use, with sources for every fact.
Dossierly vs the DIY stack
Many practices run on a booking tool, an e-signature tool, and a shared drive, with spreadsheets and email in between. Here is what those tools cost per staff user at public list prices, and the work they still leave for you to do by hand.
Calendly Standard
Online booking, with Stripe or PayPal payments
US$10 per seat per month, billed yearly
Docusign Standard
Retainer agreements and e-signature
CA$40 per user per month, billed yearly (CA$33 the first year)
Google Workspace Business Standard
Shared drive for client documents
CA$18.40 per user per month, one-year commitment
With separate tools, you still do this by hand
- Filling IRCC PDFs by hand, form by form, from answers collected by email or in a spreadsheet.
- No client portal: documents, questionnaires, and invoices arrive as attachments you have to chase.
- Three logins and three copies of each client. Booking, signing, and documents don’t talk to each other, or to your payments.
Dossierly: one workspace
Booking, retainer agreements with e-signature, payments through your own Stripe or Square account, IRCC PDF filling, and a client portal — $79 per month for the first staff user, then $39 per extra user. Founding firms pay $59 and $29.
Keep your Stripe or Square account: Dossierly connects to it to take payments, so it is not a cost you drop. They still charge their own processing fees on client payments; we take no cut. If you already pay for Google Workspace for email, you would keep it.
List prices from each provider’s public pricing page on October 15, 2026, before taxes. Prices change, so check with each provider before you decide. Sources are listed below.
What you gain beyond the price
Saving on subscriptions is only part of it. Here is what changes day to day when your practice works from one place.
Client files stay protected
Passports, SIN numbers, and answers are encrypted with your firm’s own key and stored in Canada. Staff can use two-factor sign-in, and sensitive actions are recorded in a log no one can edit.
Instead of: passports sent as email attachments and shared-drive links anyone can forward.
Everything about a client in one place
Open a file and see the documents, questionnaire answers, signed retainer agreement, invoices, notes, and appointments together. Anyone on your team can pick up where a colleague left off.
Instead of: searching inboxes, folders, and spreadsheets to answer one question.
Type it once
Clients answer one questionnaire and those answers fill the IRCC forms. A booking can send the retainer agreement for signature, and each payment creates its invoice and receipt with the right sales tax.
Instead of: copying the same details into every form, invoice, and email.
A smoother experience for clients
Clients book, sign, pay, answer questions, and upload documents in one portal, in English, French, or Spanish. They can see what is still missing without having to ask.
Instead of: long email threads and “did you get my file?” follow-ups.
Always know the next step
The dashboard lists what needs you today: documents to review, unpaid invoices, files that are stuck, and today’s meetings. Overdue invoices send their own reminders.
Instead of: keeping track of follow-ups in your head or on sticky notes.
Records ready for a review
Closed files (closed by staff or on a final decision) are kept for the six years the CICC requires, then can be destroyed and recorded in a destruction register. Same steps for every file, whoever handles it.
Instead of: hoping every folder was kept, and deleted, the right way.
Dossierly vs other immigration CRMs
CaseEasy 360 and Maple CRM sell practice software to Canadian immigration consultants. We compare only what their public websites state. Where a site says nothing, we write “Not stated” rather than guess.
Last verified: October 15, 2026
| Feature | Dossierly | CaseEasy 360 | Maple CRM |
|---|---|---|---|
| Starting price | $79/month for the first staff user, plus $39/month per extra user (founding: $59 and $29). Unlimited clients and files. | Starter $99/month with 1 user, $69/month per extra user. Advanced $199/month. | Solo CAD 90/month billed yearly, with 2 licences and up to 500 active cases. |
| Free trial | 30 days, no credit card | 14 days, no credit card, plus a 30-day money-back guarantee | Not stated (no credit card or lock-in) |
| IRCC PDF forms | 23 IRCC forms in English and French, filled from one questionnaire and formatted to pass IRCC’s built-in validation; staff review before download | IRCC PDF autofill: 25 per day on Starter, 100 per day on Advanced | Generates the IRCC PDFs for major applications |
| Online IRCC portal autofill (Chrome extension) | In development: fills IRCC representative portals from a file, preview and apply only, never submits | IRCC Portal Autofill, pay-as-you-go from $25 per case | Not stated |
| Client portal | Included on every seat | Included | White-label portal on the Team plan |
| E-signature | Included: contracts sent on booking or from a file, with countersignature | Advanced plan | Team plan |
| Online booking | Included, with Google Calendar or Outlook and Meet, Teams, or Zoom links | Included | Appointment booking |
| Client payments | Your own Stripe or Square account, no platform cut | Online payments (Stripe, LawPay) | Payment gateway integration on the Team plan |
| Accounting | Sage Accounting (beta) | QuickBooks integration | Not stated |
| Where data is stored | Primary data in Canada (AWS Canada Central, Montréal) | “Data hosted exclusively in Canada” | Data centres in Europe and North America; Canada not stated |
| Two-factor authentication | Included for staff; admins can require it for all staff | MFA | Two-factor authentication on e-signing |
| AI on client files | None, by design | AI-assisted assessments and document review on Advanced | Not stated |
| Support | Email (reply within 48 hours), free onboarding call, knowledge base | Live chat, email, and one-hour 1-on-1 onboarding sessions | In-app and WhatsApp support, onboarding and trainings |
| Moving your data in | Our team imports your client list for you at no charge from a CSV or spreadsheet, with 1-on-1 onboarding help | Migration services on request | Not stated |
Competitor and tool details come from each company’s public website on the date above and may have changed since. They are not endorsements by, or statements of, those companies, and product names belong to their owners. If something here is wrong, email support@dossierly.ca and we will correct it.
Sources
- CaseEasy 360: https://www.caseeasy.ca/
- CaseEasy 360: https://caseeasy.ca/Home/Pricing
- Maple CRM: https://maplecrm.com/pricing/
- Maple CRM: https://maplecrm.com/features/rcic/
- Calendly Standard: https://calendly.com/pricing
- Docusign Standard: https://ecom.docusign.com/en-CA/plans-and-pricing/esignature
- Google Workspace Business Standard: https://workspace.google.com/intl/en_ca/pricing.html
Read how we protect your data, or browse the knowledge base.
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