For immigration and study-abroad practices

Every Case, Document and Deadline in One Place

Iris is a bilingual case management CRM for Canadian immigration consultants and study-abroad agencies. Client intake, case files, document checklists, retainers and client messages in one system — with Quebec and federal work side by side.

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Built for the Way Practices Actually Work

Whether you run your own caseload or a team with an admissions desk beside it.

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Solo RCICs

Every file, document and deadline in one place instead of across a drive, an inbox and a phone. You always know what is missing on which case.

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Multi-consultant firms

Assign cases to staff, see who is working what, and keep notes and client messages on the file rather than in someone's personal thread.

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Study-abroad agencies

Track school applications, offers and enrolment alongside the permit file, on the same student record and the same document set.

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Quebec practices

CAQ, CSQ, Arrima and MIFI work belongs in the software, not in a notes field bolted onto a federal-only pipeline.

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Bilingual practices

Work in French, work in English, or have half the team in each. Every user picks their own interface language.

From First Enquiry to Filed Case

1

An enquiry comes in

A prospect writes to you — WhatsApp, SMS, or a form on your site. Iris logs the enquiry with what they are asking about, so nothing sits unanswered in a phone.

2

You open the file

One client record, with the case attached: the program, the stage, the consultant responsible, and the retainer agreed. Family members link to the same file.

3

Documents land against the checklist

Each case type carries its own checklist. Documents a client sends by chat are filed to the case, so you can see at a glance what is still outstanding.

4

Deadlines and follow-ups stay visible

Submission dates, document expiry and client follow-ups sit on the file and on your dashboard, instead of in your memory.

Questions from Consultants and Agencies

Does Iris handle Quebec files?

Yes. Iris is built by a Quebec-based practice, so CAQ, CSQ, Arrima and MIFI vocabulary sits alongside federal work rather than being typed into a generic notes field.

Can I run study-abroad admissions and immigration files together?

Yes. A student who applies to a college and then to a study permit is one client with one document set — the admission and the immigration file live on the same record.

Is the interface available in French?

Yes. Iris runs in English and French, and each user chooses their own language. Nobody on your team has to work in their second language.

Do my clients need to install anything?

No. Clients write to you the way they already do — WhatsApp or SMS — and the conversation is filed against their case on your side.

Who is behind Iris?

Iris is built and used by a practising RCIC at HBS Immigration (CICC licence R707943). Features are tested against a live caseload before they ship.

Bring Your Caseload Into One System

Built by a practising RCIC, in French and English, for Quebec and federal work.

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