Client intake
Collect questionnaires, uploads, and status updates without chasing every item manually.
Organize client intake, document checklists, case notes, task tracking, and reusable workflows in one RCIC-focused operations workspace.
VisaFlow AI is workflow software for immigration professionals. It does not provide legal advice, does not replace professional judgment, and is not affiliated with IRCC or the Government of Canada.
Built for Canadian immigration consultants, coordinators, and multi-user case teams.
Generated a document checklist, flagged missing uploads, and prepared a draft client follow-up.
Keep intake, documents, notes, drafts, reviews, signatures, and client updates connected to the same case.
Generated a document checklist, flagged missing uploads, and prepared a draft client follow-up.
The same work. Less chasing. More time for the files that need your judgment.
Organize the busy work so your team can focus on accurate applications and responsive client service.
Collect questionnaires, uploads, and status updates without chasing every item manually.
Clients upload passports, forms, photos, and supporting documents through a guided portal.
Create first drafts for letters, emails, summaries, and checklists from structured case data.
Assign review stages, route files to the right team member, and track approval status.
Let RCICs, coordinators, and assistants work from the same file with role-based permissions.
Group applications by type, status, reviewer, deadline, or client family.
Give clients one place to upload documents, complete forms, and sign requested files.
Flag missing fields, expired IDs, incomplete uploads, and file gaps before submission.
Every AI output is a draft — reviewed, edited, and approved by a consultant before it reaches a client.
Generate draft letters, emails, summaries, and checklists from intake data and uploaded documents.
Search policy references from inside the workspace and attach relevant notes to the case.
Summarize intake data, uploaded documents, and team notes into one review-ready page.
AI drafts are starting points, not final outputs. VisaFlow does not automate eligibility decisions, legal advice, or client-facing approvals. Your professional judgment stays in control.
Invite clients, collect documents, review files, draft support materials, request signatures, and keep every case organized.
Send a secure signup link so the client can begin intake.
Clients complete forms and upload required documents through their portal.
Your team checks missing items, notes, and uploaded documents in one workspace.
Prepare draft letters, summaries, checklists, and document sets from approved case data.
Request e-signatures, package the final file, and keep the submission record attached.
VisaFlow is built for professional immigration teams, with clear boundaries around data handling, AI use, and consultant review.
Data is encrypted in transit and at rest. Access is controlled by workspace permissions.
Data is hosted on Canadian infrastructure in accordance with privacy law and PIPEDA principles.
Client data is not used to train public AI models. AI processes only the case context you provide within a workspace.
Role-based access per workspace. You decide who views, edits, or approves each case. Case activity is organized for review.
You can request full data deletion at any time. We delete case data, documents, and user records within 30 days of request.
All AI outputs are drafts. Every checklist, email, or summary requires consultant review before client use.
VisaFlow is a productivity and research-support tool. It does not provide legal advice, make immigration decisions, guarantee outcomes, or replace RCIC judgment. Not affiliated with IRCC or the Government of Canada.
VisaFlow supports how different team members work without forcing everyone into the same view.
Handle intake, documents, drafting, and client communication in one workspace.
Standardize workflows across consultants, assistants, and reviewers.
Track case progress, missing items, assignments, and review status.
Prepare intake summaries, organize documents, and route files for review.
Send portal invites, monitor uploads, and prompt clients for missing items.
Share files securely with role-based permissions and clear ownership.
VisaFlow is built around onboarding, workflow mapping, and human review — so teams can adopt it without losing control of their process. Built for Canadian immigration practices that need organized intake, review, and document workflows.
We review how your team handles intake, documents, reviews, and approvals.
Set up case types, roles, templates, checklists, and review stages.
Invite staff and clients, start with active files, and refine as you go.
CAD monthly pricing. 30-day onboarding trial available for eligible teams.
For solo RCICs managing intake, documents, drafting, and client communication.
For firms with coordinators or assistants supporting active client files.
For practices needing higher limits, onboarding support, custom workflows, and role-based collaboration.
All plans include a 30-day onboarding trial for eligible teams. Request a trial — no credit card required.
Short answers for the details that matter before starting a trial.
See VisaFlow run through a real intake-to-approval workflow for Canadian immigration files. No pitch — just the product.