✓
Lead to client workflow
Capture enquiries, schedule consultations, issue estimates and convert accepted engagements without duplicating records.
Built for immigration practices
Run the entire immigration client journey from one CRM.
From first enquiry to legal review and client communication, HQL Immigration CRM gives firms a structured operating system for leads, applications, documents, counsel, billing and deadlines.
✓ Unlimited client accounts✓ Pay for staff seats✓ Canada launch module✓ Secure role-based access
Manager workspace
Good morning, Lina
2 items need your attention today.
Clients
34
Active
18
Client action
4
With lawyer
7
At IRCC
5
Approved
11
Needs attention
Priority work queues
Waiting for review · 3
Overdue tasks · 2
Client action · 4
Sales
Lead & estimate pipeline
8New
5Quoted
4Converted
80% estimate conversion
One operating system
Designed around immigration work, not generic sales records.
The system connects intake, professional review, client action and finance while maintaining clear role boundaries.
✓
Case & application management
Keep programs, documents, tasks, deadlines, client updates and legal review together in one operational workspace.
✓
Role-specific portals
Managers, Lawyers, Front Desk staff and Clients each open directly into the work that matters to them.
✓
Counsel & fee controls
Manage Canadian counsel rates, agency fees and government-fee references with clear, auditable pricing snapshots.
✓
Client self-service
Clients can complete application information, upload documents, manage language/ECA records, receive tasks and view invoices.
✓
Business intelligence
Track pipeline conversion, work queues, application stages, team workload and finance from practical dashboards.
Structured workflow
Everyone knows what happens next.
Create controlled handoffs between intake staff, managers, counsel and clients instead of relying on inboxes and spreadsheets.
01
Lead & consultation
Capture interest, appointment and service needs.
02
Estimate & acceptance
Quote services and preserve accepted pricing snapshots.
03
Client intake
Collect application data, family details and documents.
04
Legal review
Release assigned work to counsel with audit visibility.
05
Submission & monitoring
Track application stages, deadlines and IRCC progress.
06
Billing & reporting
Keep professional and government fees clearly separated.
Security
Tenant and role isolation
Organizations are separated at the data layer, while Managers, Lawyers, Front Desk users and Clients receive scoped access appropriate to their role.
Client experience
A portal clients can actually use
Surface the next step, outstanding documents, application progress, messages, tasks and payments without exposing internal operations.
Optional AI
Auditable case readiness
Business-tier AI review is opt-in, redacts direct identifiers by default and keeps human legal review separate from model output.
Start with Professional
A private workspace for your firm in minutes.
Professional starts at $69 per staff user/month. Client accounts are unlimited and do not consume paid seats.