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Immigration client intake software

Client intake is more useful when it captures structured immigration facts, documents, and next steps in one flow.

Discuss firm intake workflowsRead FAQ

Trust and scope

A source-backed starting point

Public pages help you orient yourself. The full CanPath assessment stays account-gated so users can save answers, documents, and next steps.

Last verified

2026-05-01

Official sources

1 linked references

Review scope

Informational, not legal advice

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Why structured intake matters

Immigration firms need more than a generic contact form. Useful intake should collect profile facts, document status, goals, and follow-up context without overwhelming the client.

  • Lead capture for immigration inquiries.
  • Reusable profile data for consultation prep.
  • A calmer client experience before document review.
Start organized

Create an account when you are ready to save a profile, upload documents, and continue later.

Discuss firm intake workflows

Frequently asked questions

Does CanPath replace legal review?

No. CanPath organizes intake and workflow. Firms remain responsible for professional review, advice, retainers, and representation.

Related guides

White-label immigration software for Canadian law firms

License CanPath as white-label immigration software for client intake, document tracking, case workflows, and branded firm experiences.

Immigration document tracking software

Help clients and staff keep immigration documents organized with a branded workflow for uploads, review readiness, and follow-up.

Official sources and verification

Immigrate to Canada

Immigration, Refugees and Citizenship Canada - verified 2026-05-01

CanPath is not affiliated with IRCC. Immigration rules change frequently; verify current requirements, intake status, fees, and forms on official government websites before acting.