Step 1
Open the file
Add the people on the application, pick the program or a firm template, and the forms and document checklist are set up in one screen.
Dossierly The practice CRM for Canadian immigration consultants (RCICs) and lawyers
The CRM we designed, built, and run for Canadian immigration consultants (RCICs) and lawyers. Clients answer once in their own portal, documents and deadlines land in the same file, and IRCC forms come out ready for review. Generic CRMs treat every client like a sales lead; Dossierly is built around the file.
From first consult to submission-ready
Step 2
Collect once
Clients upload documents and answer one questionnaire in their portal. Staff approve uploads or send them back, without chasing email attachments.
Step 3
Book, meet, get paid
Clients book on a public page that skips busy times, pay by card, get a meeting link, and receive a retainer to sign.
Step 4
Prepare and close
IRCC PDFs are filled from the answers already collected. Signed contracts stay with the file, and closed files are kept or destroyed to match the firm's obligations.
Inside the product
Screens from the live product at dossierly.ca, with sample data.
Built in
- ⚡ Immigration files with program checklists and forms
- ⚡ Lifelong client records with expiry dates and notes
- ⚡ Ask-once questionnaires that fill the IRCC PDFs
- ⚡ Document requests, review, and approval
- ⚡ Retainer templates and online signing
- ⚡ Invoices with the right Canadian sales tax
- ⚡ Firm workspace in English, French, or Spanish
Connected
Square
Stripe
Google Calendar
Outlook Calendar
Google Meet
Microsoft Teams
Zoom
Sage Accounting
Private by design
- 🍁 Database, sign-in, and file storage hosted in Canada
- 🔒 Firm-level encryption for uploaded documents and identity fields
- 🚫 No generative AI in the pipeline: client files are never sent to AI providers
Explore Dossierly on dossierly.ca
- Immigration CRM features
- Plans and pricing
- Security and data hosting
- Compare immigration CRMs
- Help center
One product, all four services
Dossierly isn't a side project. It's where we prove every service we sell, with real users and real money moving through it.
Custom Web Apps
Multi-firm workspace, client portal, and public booking, in three languages.
Integrations
Payments, calendars, meetings, and accounting, connected both ways.
Automation
Official PDFs filled from one questionnaire, contracts sent on booking, reminders on overdue invoices.
Business Intelligence
A home screen that shows what needs attention today, not a wall of charts.
Questions about Dossierly
What is Dossierly?
Dossierly is a practice CRM for Canadian immigration consultants (RCICs) and immigration lawyers. Client files, the client portal, IRCC forms, booking, e-signature, and payments live in one workspace.
Does Dossierly fill IRCC forms?
Yes. Clients answer one questionnaire in their portal, and the IRCC PDFs are filled from those answers, ready for review.
Where is client data hosted?
The database, sign-in, and file storage are hosted in Canada. Uploaded documents and identity fields use firm-level encryption.
Does Dossierly send client files to AI?
No. There is no generative AI in the pipeline, and client files are never sent to AI providers.
What does Dossierly connect to?
Square and Stripe for payments, Google Calendar and Outlook Calendar for scheduling, Google Meet, Microsoft Teams, and Zoom for meetings, and Sage Accounting for the books.
Who built Dossierly?
Yuzu.solutions, a data, software, and automation studio in Montréal. We designed it, built it, and still run it.
Does your industry run on files?
Legal, accounting, real estate, health, or any practice where a generic CRM doesn't fit. We can build the same kind of software around how you work.