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Built for Family Sponsorship Practices

Family Sponsorship CRM You Run From a Single Chat

A sponsorship file is two people, two document lists and a long wait, and it stays open long enough that passports expire and addresses change while you are not looking. Iris keeps sponsor and applicant linked on one file, with each of their dates carrying its own reminder.

Start Free — 14 DaysSee How It Works
1 file
two linked people, two checklists
Milestones
fees split across signature, submission, decision
14 days
free trial, no credit card

How Iris Works for Family Sponsorship Practices

I
Iris
AI assistant · chat
Sponsorship file: Daniel Roy sponsoring Nadia Haddad, spouse. Retainer $2,800, half on signature.
✅ Case opened: Roy → Haddad — spousal sponsorship 👥 Sponsor and applicant linked on one file 💵 Retainer $2,800 — first instalment on signature, balance at submission

Write to Iris from WhatsApp, SMS, or the app — the file, the note and the follow-up are created for you to review.

Everything Family Sponsorship Practices Need — On One Client Record

  • ✓Sponsor and applicant linked on a single file
  • ✓A separate document checklist for each of them
  • ✓Instalment fee schedules tied to case milestones
  • ✓Passport and status expiry reminders for both parties
  • ✓Every message and uploaded document logged to the file
🔒 Encrypted in transit and at rest⚜️ Quebec and federal work together✓ Bilingual interface, FR and EN✓ Cancel any time

Coming from Officio?

Iris is the bilingual alternative with Quebec work and admissions built in.

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Common Questions from Family Sponsorship Practices

How does Iris handle two people on one file?+

Sponsor and applicant are separate contacts linked to the same case. Each keeps their own identity details, expiry dates and document checklist, while the case keeps one stage, one next action and one fee agreement.

Can I bill a sponsorship in instalments?+

Yes. A fee schedule can split the retainer across milestones — on signature, on submission, on decision — and each instalment goes out as its own invoice with a card payment link.

These files stay open for a long time. What stops one going quiet?+

Every case carries a dated next action, and passport and status expiry dates raise their own reminders. A file with nothing scheduled shows up as exactly that on the board.

Can clients send documents without a portal login?+

Yes. A client replies in chat with a photo of the document and it lands on the file. No account to create, no password to reset, and the exchange stays on the record.

Ready to bring your family sponsorship practices caseload into one system?

14-day free trial. No credit card. Cancel any time.

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