01
Lead and case management
Track inquiries, assignments, follow-ups, client history, tasks, retainers, invoices, and case status without splitting the record across tools.
RCIC software
RCIC software for the full Canadian immigration workflow
Manage leads and cases, collect tailored intake, review client data, autofill supported IMM forms and IRCC portals, and handle agreements and billing in one Canadian-hosted workspace.
- Unlimited users
- Case-volume pricing
- Client data hosted in Canada
- 13-language intake
The category
What is RCIC software?
RCIC software is practice and case management software designed for the operational work of Regulated Canadian Immigration Consultants.
It differs from a generic CRM because the client record is not the end of the workflow. The same data must move through immigration-specific intake, document collection, practitioner review, IMM forms, supported IRCC portals, agreements, billing, deadlines, and an auditable case history.
The best system reduces repeated administrative work without hiding decisions from the licensee. VisaFlo keeps a human review step before every final filing: the software can organize, flag, and populate, but the practitioner remains responsible for advice and submission.
Direct answer: VisaFlo is RCIC software for the lead-to-case workflow, combining immigration CRM, case-specific intake, review, autofill, e-signatures, invoicing, and payments.
Lead to filing
One client record across the work that follows
Each stage below is connected to the same case data, so staff do not have to rebuild the file every time the work moves to another tool.
See immigration CRM features
02
Case-specific intake
Send conditional questionnaires that collect the information and documents relevant to the client’s matter in 13 languages.
03
Practitioner review
Approve answers, request corrections, lock verified information, and flag gaps before client data moves into a form or portal.
04
IMM and portal autofill
Generate supported IMM packages and reuse reviewed client data across supported IRCC portals, with the practitioner controlling submission.
05
Agreements and e-signatures
Populate agreements from client data, send them for signature inside VisaFlo, and keep the completed document connected to the record.
06
Invoices and payments
Create PDF invoices and receipts, collect Stripe payments, track balances and milestones, and export QuickBooks-ready CSV files.
Practice fit
Useful for a solo RCIC. Ready for the team around them.
For solo RCICs
Replace a spreadsheet, generic questionnaire, standalone e-sign app, PDF routine, and invoice tracker with one operational record. Start with the workflow that consumes the most evenings, then add the rest without rebuilding the client file.
Read the solo RCIC software guideFor growing firms
Give RCICs, case workers, and administrative staff a shared history, clear assignments, and role-based access. VisaFlo includes unlimited users, so the software cost follows case volume rather than team headcount.
Read the small-firm software guideBuyer checklist
How to evaluate RCIC software
A long feature list is not the same as a connected workflow. Test the handoffs, the review controls, the total price, and the evidence behind each claim.
- 01
Does client data flow into the next step?
A questionnaire only saves time if its structured answers can be reused across the case record, review, forms, and portal filing.
- 02
Are Canadian forms and portals part of the product?
Confirm support for the IMM PDFs and online portals your practice actually uses, plus how form changes are monitored.
- 03
Can the practitioner review every output?
Automation should surface missing or inconsistent information and preserve a clear human review step before submission.
- 04
Where is the data hosted?
Ask the vendor to state the hosting location and explain access controls, encryption, backups, and its security review process.
- 05
Will growth create another seat fee?
Compare the full cost for RCICs, case workers, administrative staff, storage, form usage, and paid add-ons—not only the advertised base price.
- 06
Can the vendor prove the claimed result?
Look for named customers, measured before-and-after outcomes, current product documentation, and comparison claims with a verification date.
Customer evidence
Results from Canadian immigration practices
“Immigration Software on steroids. Our firm and clients are using this extensively and are quite ‘addicted’ to this software.”
Kurzfeld Law Office, Ontario
“We’ve seen a reduction in time spent on repetitive tasks, allowing us to focus more on our clients’ needs.”
Idea Immigration, British Columbia
Research before you buy
RCIC software guides and comparisons
Software selection for a solo RCIC
A practical framework for choosing the workflows that return the most time to a single-license practice.
Case management for a small immigration firm
What changes when two to five practitioners share ownership, review, deadlines, and client communication.
Why Canadian-specific immigration software matters
A detailed guide to the workflows generic CRMs and non-Canadian form products do not cover.
Compare Canadian immigration software
Review VisaFlo against Officio, CaseEasy, Visto, and Clio with sourced tables and downloadable PDFs.
See the workflow on your cases
Bring a representative case type to the demo and we’ll show where client data enters, what VisaFlo can prepare, and where your team reviews the output.
VisaFlo is independent software and is not endorsed, reviewed, or approved by the College of Immigration and Citizenship Consultants or Immigration, Refugees and Citizenship Canada. Each licensee remains responsible for professional obligations, legal advice, and final submissions.