ImmCase user manual
Step-by-step guides for the everyday work in ImmCase, from your first contact to filing an application. Each guide has a short narrated video, the steps with screenshots, and a PDF you can print or send to a colleague.
The firm, clients and documents shown in these guides are fictional.
Getting started
Documents and applications
- Collect and review documents
- Keep a client's files in one place
- See all of a case's documents at once
- Send an eForm to a client
- File an application and record IRCC’s decision
- Write a submission letter
Everyday work
Getting started
Your first client: the contact, the quote and the case.
- How to create a contactA contact is the person you work with: name, email, phone and address. · 0:59 video
- How to create a quoteA quote tells the client what the work will cost before you start: your professional fees and the government fees you pass through. · 0:52 video
- How to open a caseA case is the file for one immigration matter, such as a study permit. · 0:53 video
Documents and applications
Collect the documents, send the forms and file with IRCC.
- Collect and review documentsEvery person on a case has a document checklist: the passport, photo, bank statements and so on that the application needs. · 0:43 video
- Keep a client's files in one placeEvery client in ImmCase has their own folder, made for you the moment you create them. · 0:40 video
- See all of a case's documents at onceA family's case can need dozens of documents. · 0:47 video
- Send an eForm to a clientAn eForm is an IRCC form, such as the IMM 1294 study permit application, that your client fills in online from a link, on their phone or computer. · 0:38 video
- File an application and record IRCC’s decisionEach person on a case has an application: their filing with IRCC. · 0:48 video
- Write a submission letterThe letter to IRCC that explains why your client meets the requirements. · 0:36 video
Everyday work
The Home menu: notes, tasks, calendar, email, chat and the dashboard.
- Notes: write, pin and findNotes is your own notebook inside ImmCase: procedures you repeat, what a client told you on the phone, ideas for later. · 0:46 video
- Tasks: assign, link, followTasks are the to-dos of the firm. · 0:47 video
- Calendar: meetings with your team and clientsThe Calendar holds the firm’s meetings and shows your tasks on their due dates. · 0:48 video
- Inbox: the firm’s email, next to its clientsConnect the firm’s mailbox once and read and answer email inside ImmCase. · 0:52 video
- Chat: talk to your team without leaving ImmCaseChat is the firm’s own messenger, for colleagues only: clients never see it. · 0:53 video
- Dashboard: the firm at a glanceThe dashboard is the first page after you sign in. · 0:47 video
- Add your own fieldsEvery firm tracks something of its own: where a client came from, an internal file number, a date that matters to you. · 0:40 video
Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.