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Preparing your secure case information
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Switch between Manager, Lawyer, Associate and Client workspaces. This public preview uses fictional information and cannot access or alter any live customer data.
HQL Immigration CRM · Demo
Switch roles to see each workspace
Client work, team assignments and financial oversight
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Overdue tasks
Demo Emma Carter · Study Permit · Associate Lina
Required documents
Demo Noah Wilson · Express Entry
Amount still to collect
Open client invoices · MAD 7,000
Casablanca time · sample schedule
Manager consultation
10:30 · Sample Lead Emma Carter
Document deadline
Tomorrow · Demo Noah Wilson
Active applications
Onboarding
4
Documents
5
Lawyer Review
7
Ready for IRCC
2
Assigned work
Current balances · currencies kept separate
Amount still to collect: MAD 7,000
Lawyer payables: CAD 1,500
Recorded events
Client payment recorded
Demo Emma Carter · Study Permit · Today, 09:10
Create a private 14-day trial workspace. Client accounts do not count as paid staff seats.