Map every related party
Record applicants, sponsors, family members, and employers as related contacts, and gather each person’s history through online intake forms.
Immigration case management, from intake to approval
Fill forms from the matter
Your firm’s templates for IRCC and IRB forms draw on client data you’ve approved, so names and dates aren’t retyped.
Track evidence by requirement
Request documents through the client portal, see what has arrived, and tie each record to the person and application it supports.
Act on each agency notice
Turn acknowledgements of receipt, requests for additional documents, interviews, and hearings into dated tasks and calendar events, then update the client.
Gather the full immigration history before filing anything
One case can turn on a prior application, two spellings of a name, and travel dates across old passports. Online intake forms collect that history before the consultation, and Clio’s legal AI can screen new inquiries for fit. You decide which pathway to pursue.
- Set the form language. Display standard intake fields in Spanish, French, Portuguese, or German.
- Clear conflicts early. Search contacts and matters before the first meeting.
- Book paid consultations. Each client picks an open slot and pays at booking.
Fill immigration forms from the client record
Names, UCI numbers, addresses, and travel dates repeat across an application, and one mismatch can raise questions later. Clio fills your firm’s own templates for IRCC and IRB forms, along with cover letters and affidavits, from matter fields you’ve approved. You confirm each form against the current version.
- Reuse client details. Enter each name and date once.
- Draft the cover letter. Supporting letters begin as drafts prepared from the matter.
- Save the filed package. Signed forms and the submission stay on file.
Assemble evidence for each filing requirement
An application can depend on passports, civil records, tax returns, and support letters from the applicant, sponsor, and employer. Task lists show what each person has sent and what’s outstanding, and clients upload through a portal in English or Spanish. You judge when it’s ready.
- Sort by person. File records under each applicant or sponsor.
- Summarize long records. Clio condenses prior filings for your review.
- Message about gaps. Ask for a missing record in a secure message.
Respond when IRCC or the IRB acts
A request for additional documents shortens the timeline, and a hearing notice reorders the week. Clio’s legal AI can turn a notice into proposed calendar events for you to confirm, while tasks assign the response. You approve every reply.
- Log application numbers. Custom fields hold application numbers, UCI numbers, and expiry dates.
- Update the client. Send an AI-drafted update after your review.
- Prepare for interviews. Notes, evidence, and prior filings sit together.
Start the next filing from the last one
An approved case often leads to more work, such as a work permit extension, permanent residence through Express Entry, citizenship, or a spousal sponsorship. The client’s related contacts and prior filings stay available, so the next case starts from facts you’ve checked. Each matter keeps its own permissions.
- Link family members. Connect a spouse’s or child’s case through related contacts.
- Serve employer clients. Track each employee’s matter under the company contact.
- Bill each stage. Charge flat fees by filing stage.
Protect the records a client’s status depends on
Matter permissions decide who at your firm can open each case, and Clio’s legal AI works only with what that person is allowed to see. Clio never uses client data to train external AI models, and you review every summary, draft, and research result before it’s used.
Clio is the reason I was able to start my firm virtually straight after articling.
Erin O’Rourke Law
Immigration law software FAQs
What is immigration case management software?
Software for immigration practices keeps each client’s identity, family, and status history together with forms, evidence, agency notices, deadlines, messages, and billing. In Clio, that record also feeds Clio’s legal AI, which summarizes filings, drafts supporting documents, and researches Canadian immigration law for your review. The same history is there for the next renewal or sponsorship. See Clio in action.
How is Clio different from standalone immigration law software?
Clio keeps intake answers, application forms, evidence, agency notices, and billing on the same matter as the client’s related contacts and trust ledger, so the facts behind one application are ready for the next. Clio’s legal AI works within that record and your matter permissions, and your firm approves each draft and summary before it’s used. Get a demo.
Does Clio include immigration form automation for IRCC applications?
Yes. Your firm’s own versions of IRCC and IRB forms, along with cover letters, affidavits, and checklists, can become templates that fill from client and matter fields such as UCI numbers, passport details, and entry dates. You review each form, check the current version, and approve the package before submission. Start a free trial.
Can Clio organize evidence from clients and sponsors abroad?
Yes. Clients upload passports, civil records, and financial documents from a phone through the secure portal, which is available in English or Spanish. Task lists show what each applicant, sponsor, or employer has sent and what’s outstanding, and secure messages hold follow-up with the case. Clio can also summarize prior filings and agency correspondence for your review. See Clio in action.
Does Clio include immigration legal research?
Yes. Ask about eligibility or procedure, and Clio’s legal AI researches the Immigration and Refugee Protection Act, its regulations, and immigration decisions from the Federal Court and the Federal Court of Appeal. It returns cited authority with signals that show whether a decision has been criticized or overruled, and you judge each source before applying it to the client’s case. Get a demo.
Does Clio track IRCC deadlines and IRB hearings?
Yes. Calendar events, tasks, and reminders track receipt dates, biometrics appointments, interviews, hearings, response deadlines, and status expiry dates, with the supporting notice saved to the matter. Clio can draft calendar events from a notice for you to confirm. See Clio in action.
Can Clio handle flat fees and trust accounting for immigration cases?
Yes. Hold a flat fee in trust and earn it in stages as the application moves forward, billing each completed stage against the client’s trust balance. Set a minimum balance with low-funds alerts, offer payment plans, and reconcile trust records in Clio. Compliance with your law society’s trust rules stays with your firm. Start a free trial.
Does Clio integrate with document translation services?
Yes. The MotaWord Document Translation integration lets you select documents in Clio, get a quote, and order a professional translation, then receive the translated documents in Clio. Foreign-language civil records and support letters stay on the matter with the rest of the client’s evidence. Get a demo.