February
2026-02-17
🚀 Birthday Reminders
The system will now track birthdays and send you automated reminders.
2026-02-13
🚀 Membership History
We have now divided membership history into two categories to align with the forms [IMM5257SCH1E] Schedule 1 – Application for Temporary Residence and [IMM5669E] Schedule A – Background Declaration.
2026-02-13
🚀 Questionnaire Update
The questionnaire has been updated to improve usability. The Save feature is now fixed at the bottom of the page, making it easier for clients to see. We’ve also added a Continue button, allowing clients to navigate easily between sections, so all sections are no longer displayed at once.
2026-02-10
🚀 Manage Applicants via Contacts
You can now manage Applicants—such as Dependants, Spouses, and more—directly at the Contacts level, making it easier to handle all parties linked to a case. Additionally, you can assign an applicant to a specific case using the new Manage Case(s) option in the Applicants edit menu.
2026-02-09
🚀 Resume/CV Uploads
We’ve recently enabled Resume/CV uploads in the assessment questionnaire to provide insights and a more holistic view of the client’s history. Once uploaded, the Resume will be added to its folder in the Documents section.
January
2026-01-28
🚀 Forms File Naming
IRCC forms you download will now automatically include the client’s name, making it easier to distinguish files in your download folder..
2026-01-23
🚀 Manage Questionnaire Sections
Hide questionnaire sections using the new Sections Manager to help clients focus on what matters most.
Learn More
2026-01-14
🚨 Planned Server Upgrades Complete
All services are back online and have remained stable following the upgrades. If you are experiencing any issues, please bring them to our attention.
2026-01-14
🚨 Planned Server Upgrades Tonight
We will be updating our web servers from 8 PM to 11 PM EST to enhance processes and security. During this time, there may be intermittent downtime, but we expect services to be restored promptly.
2026-01-11
🚨 Server Upgrades Underway
We will be updating our web servers at 3 PM EST to enhance processes and security. This may cause a brief downtime, and we expect services to be restored within 10–15 minutes.
2026-01-11
🚀 Case Description Variable
We’ve added support for the case description placeholder variable, allowing you to include it in your Service Agreements or client communication templates.
2026-01-10
🚨 Server Upgrades Underway
We are deploying updates to our web servers to improve performance and security. This may result in temporary downtime of up to 15-30 minutes.
2026-01-09
🚀 Kanban View
Try the new Kanban View to quickly move cases between statuses and track progress with ease.
2026-01-06
🚀 Agreement and Letter Formatting
We’ve added improvements to help preserve table widths when editing your Letters and Agreements.
2026-01-05
🚀Client Portal 3.0 Launch
Check out the new Client Portal and see how the updated interface enhances your clients’ experience.