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Welcome to ImmCase

Why this matters

ImmCase is the operations hub for your immigration practice. Applicants, case files, documents, IMM forms, client emails, calls, billing, and calendar — everything lives in one place and connects to itself automatically. When you open an applicant's record you see their open cases, their signed documents, the emails you sent last week, and the next appointment on the calendar, without hunting through six different tools.

This manual is written so that anyone at your practice can use ImmCase without asking IT for help. You don't need to know programming. You don't need to install anything. You just need a browser and your account.

Who this manual is for

  • RCIC consultants, paralegals, and legal assistants — most of the manual is written with you in mind. Learn the basics in Part 1, then jump to the parts that match your day-to-day work: applicants, cases, communication, files, IMM forms.
  • Administrative and billing staff — Part 2 covers quotes, invoices, and folio numbers; Part 3 covers communication; Part 4 covers folders and documents.
  • Practice administrators — start with Part 1 to get the interface, but Part 6 is where you'll spend most of your time: users, roles, permissions, templates, and automation.

How it's organized

The manual is split into 8 parts, going from the basics (how to sign in, what's on the screen) to the specialized (IRCC integration, IMM forms, Students and Workers modules). Each chapter stands alone — read them in order if you're new, or skip to the one you need if you already know the basics.

Pages marked [User] are for day-to-day work. Pages marked [Admin] are for configuring the system and usually apply to only one or two people at the practice.

What you'll find (and what you won't)

You will find: how to create an applicant, open a case, generate a quote, send an email from inside the system, fill out an IMM form, save a document to the right folder, configure users and permissions, automate tasks with workflows.

You won't find here: legal advice on immigration matters (that's your job), source-code internals (those live in the development team's internal docs), or instructions for administering the server ImmCase runs on (the Zaaz team handles that).

Where to next