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Built for Immigration Consultants

Immigration Consultant CRM You Run From a Single Chat

Advising clients is the work you trained for. Retyping the same details into a second system, chasing documents, and remembering which file has a date this week is not. Send Iris one message and the file is open, the retainer is recorded, and the next action is on your board with a reminder attached.

Start Free — 14 DaysSee How It Works
1 message
to open a file and record the retainer
FR + EN
interface and client correspondence
14 days
free trial, no credit card

How Iris Works for Immigration Consultants

I
Iris
AI assistant · chat
Open a case for Amara Okafor — Express Entry. Retainer $3,200. Next action: submit profile by October 12.
✅ Case opened: Amara Okafor — Express Entry 💵 Retainer $3,200 recorded — fee agreement ready to e-sign 📅 Next action set for October 12, with a reminder before it

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

Everything Immigration Consultants Need — On One Client Record

  • ✓Case files opened and updated by message
  • ✓Next-action dates and expiry reminders on every file
  • ✓Document checklists per case type
  • ✓Retainers e-signed through a public link
  • ✓Every client message logged to the case record
🔒 Encrypted in transit and at rest⚜️ Quebec and federal work together✓ Bilingual interface, FR and EN✓ Cancel any time

Coming from CaseEasy?

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

Start your free 14-day trial →

Common Questions from Immigration Consultants

Will I have a record I can produce if my practice is reviewed?+

Yes. Case rows are never deleted, closing and destruction dates are fields on the file, and every message, document and stage change is timestamped against the case — so your closed-file history comes out of Iris instead of being reassembled from a spreadsheet and an inbox.

Can I work in French on one file and English on the next?+

Yes. Each user picks their own interface language, and every client record carries a preferred language, so outgoing messages and documents follow the client rather than your last setting.

How do document checklists work?+

Each case type carries its own checklist. Mark items received as they come in, and ask Iris what is still outstanding on a file — you get the remaining list back in the chat instead of scrolling an email thread.

Can I tell at a glance which files are waiting on me and which are waiting on the client?+

Yes. Every case has a stage and a dated next action, so the board sorts into what you owe, what the client owes, and what is sitting with a portal. Nothing depends on you remembering.

Ready to bring your immigration consultants caseload into one system?

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

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