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ImmCase Manual

The complete reference for using ImmCase day-to-day at your practice. Written for RCIC consultants, paralegals, administrative staff, and practice administrators.

If you're new, start with Welcome to ImmCase and read Part 1 in order. If you already know your way around, jump straight to the chapter you need.

Browse by part

  • Part 1 — Getting Started

    Signing in, the interface, your profile, how modules are organized.

    Read Part 1

  • Part 2 — Day-to-day work

    Applicants, cases, companies, leads, quotes, invoices, products, taxes.

    Read Part 2

  • Part 3 — Communication

    Email client, templates, chat, webphone, video calls, SMS.

    Read Part 3

  • Part 4 — Files & Documents

    Coming soon. File manager, OnlyOffice, PDF editor, WebDAV, eForms.

  • Part 5 — Productivity

    Coming soon. Calendar, dashboards, reports, find duplicates, web forms.

  • Part 6 — Administration

    Coming soon. Users, roles, modules, fields, workflows, templates.

  • Part 7 — Specialty tools

    Coming soon. IRCC integration, ImmTools, Students, Workers, IMM forms.

  • Part 8 — Appendix

    Coming soon. Glossary, keyboard shortcuts, FAQ, troubleshooting, support.

What this manual doesn't cover

  • Legal advice on immigration matters — that's your job.
  • Source-code internals — those live in the development team's internal docs.
  • Server administration — the Zaaz team handles the infrastructure ImmCase runs on.