Immigration Case Management Software for RCICs and Study-Abroad Agencies — Cases, Deadlines, Client Documents & Retainers

Iris
Online

Every case knows
its next step.

Cases, deadlines, client documents and retainers — in English or French.

One file per client.
Nothing falls through.

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Iris keeps the next action
and the date attached to it.

Everything a file needs.
Attached to the file.

Cases, deadlines, client documents, retainers and Quebec streams — one system for an immigration practice, in French or English.

Cases, next actions and deadlines

Open a file, set the one thing that happens next and the date it is due. Iris carries both forward and tells you before anything comes due — so the state of a file lives in the file, not in your head.

▶
0:04
"Open a study permit file for Amina Diallo, Quebec destination, next action collect her documents by Friday."
File opened — next action set for Friday.
📁Amina Diallo — Study permit
Quebec destination
Next action: collect documents — Friday

Fee quotes, retainers and instalments

Send a fee quote, get the retainer agreement signed, and collect the instalments you agreed to. Every quote, signature and payment stays attached to the client file it belongs to.

Send Amina a fee quote for the study permit file — my professional fees, three instalments.
Fee quote sent to Amina.
📄Study permit — professional feesSent
3 instalments • awaiting reply

Chasing documents, in the client’s language

Most of the waiting in an immigration file is waiting on a client. Iris chases the missing pieces for you, in French or English, and keeps you posted on the rest — new messages, dates coming up, instalments still unpaid.

Keep an eye on files waiting on client documents.
Will do — I'll flag anything still outstanding after a week.
⚡Watching 4 files
Documents outstanding
Flagged after 7 days

Quebec files, on the same board

CAQ, Arrima, CSQ and MIFI correspondence sit on the client file next to the federal side, not in a separate spreadsheet. Disbursements land there too, so you can see what a file has cost you to run.

[Document scan]
Letter of admission for the Tremblay file.
Filed to the Tremblay file.
📄Document filed
Tremblay • Quebec study file
Checklist: 4 of 7 received

Ask in chat.
The whole file is one tap away.

Iris handles the day-to-day through conversation — while your full client list, reporting, case pipeline and calendar stay one tap away for the moments you need the whole picture.

CRM view

Simple pricing.

Every feature on every plan — Quebec streams included. You only pay for the size of your practice.

Starter

Solo RCICs
$49/mo
  • Consultants1
  • Clients500
  • Invoices / mo25
  • Messages / mo500
  • Iris AI assistantIncluded
✓ Every feature included
Start free trial

Growth

Firms and agencies
$149/mo
  • Consultantsup to 8
  • Clients10,000
  • Invoices / mo500
  • Messages / mo5,000
  • Iris AI assistantIncluded
✓ Every feature included
Start free trial

14-day free trial · No credit card · Cancel anytime

Hit a limit? Upgrade in one click as your caseload grows — your client files always stay yours.

Larger practice? Contact us →

Built by a practising RCIC

Case Management for Canadian Immigration Practices

Solo RCICs

Every open file, one list, one next action

Immigration Firms

Shared caseload • Work split by consultant

Study-Abroad Agencies

Admissions and the study permit on one file

Frequently Asked Questions

Iris is case management software for Canadian immigration consultants and study-abroad agencies. Every client gets a file that carries its own next action, its deadline, its document checklist and its fee schedule — so the state of the work is in the file, not in your head.

Client data is encrypted in transit and at rest, and each practice is isolated from every other practice at the database level. We do not use your client data to train public AI models.

Yes. The interface runs in English or French, and each consultant chooses their own. You can write to one client in French and the next in English without leaving the file.

Quebec is the reason Iris exists. CAQ, Arrima, CSQ and MIFI correspondence live on the same file as the federal side, so a Quebec-bound client is not something you track in a separate spreadsheet.

Yes. School applications, offers and the study permit that follows sit on one file for the same student, instead of splitting a single person across an admissions tool and a case tool.

Absolutely. There are no long-term contracts. You can cancel your monthly subscription at any time with one click.

Yes, every new account comes with a 14-day free trial, so you can run a real file through Iris end to end before you pay for anything.

Email and in-app support, answered by the practising RCIC who builds Iris — so you are explaining your workflow to someone who already runs it. You will never be routed through a ticket maze.

Setup is designed to need none — sign up and open your first file. If you want a hand shaping Iris around how your practice already works, email us and we will set it up with you.

The Case System Your Practice Actually Runs On

Open your first client file in minutes.
Deadlines, documents and instalments in one place — in English or French.

Start free trialNo credit card required