How to open a case

In the left menu, open Immigration and click Cases.

Click Create New. The New case wizard opens.

Type part of the client's name and pick their contact from the list.

Choose the program area (e.g. Temporary Residency), then the category (Study Permit). Filing stage says whether this is a first application from outside or inside Canada, or an extension: IRCC publishes different processing times for each. Consultant is you unless you assign a colleague. Click Next.

The client is the primary applicant. If a spouse or children apply with them, click Add spouse or dependant for each; every person gets their own applicant profile and application. Click Next.

Pick the document checklist for each person, here «Study Permit». Next time, ImmCase pre-picks the one your firm used last for that application type. Click Next.

Check the summary and click Create the case. Back takes you to any earlier step.

The case gets its own number (CAS…) and opens on Information: the client, the applicants on the case, the stage bar from Preparation to Completed, and the timeline of key dates. Workspace holds the checklist and documents; Tasks, Comments, Linked Emails and File Manager keep the rest of the work in one place.

• The client must exist first. Create the contact, then open the case for them.
• Only one field is required on the first step: the category. Sub-category and stream narrow it down when they apply.
• Prefer a plain form? Fill in the form manually instead, top right of the wizard, opens the full case form.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: Collect and review documents

All guides in the user manual