The front office for new immigration consultants
Filecase turns client WhatsApp messages into organized case files, with agreements, invoices and reminders kept in one place.
Contact usWhat Filecase does
Inquiry inbox
New WhatsApp messages become inquiries you can track from first contact to signed client.
Client files
Profiles, family members, documents and conversations, filed under the right case.
Case tracker
Stage checklists for each program, so you can see what's stuck and for how long.
Agreements and invoices
Signed agreements, itemized invoices and linked receipts, kept as clean records.
Privacy
Filecase is built for sensitive client information. Client data is stored in Canada, encrypted, and access is limited by role. Client data is never sold and never used to train AI models.
Questions about privacy? Email info@filecase.ca.
Contact
Filecase is currently working with a pilot firm in Ontario. If you're a licensed consultant and would like to hear more, get in touch.