Yourimmigrationpractice,inonesecurebriefcase.
One Immigration CRM for Lawyers, immigration and Global Mobility professionals worldwide
Run H-1B, L-1, O-1, EB-2 NIW and family green card cases with petition checklists, RFE deadlines, Visa Bulletin tracking and secure portals for employers and beneficiaries.
Your licence can't be hijacked. A second sign-up with a registration number already on My Briefcase is frozen until the original professional approves it, with an urgent alert to our team.
The admin you do every day, done before you open the file.
Pipeline auto-pilot
Move a file to the next stage and the next tasks, client messages and deadlines appear by themselves.
Some of it we only show inside.
These tools are built for licensed professionals. Open your firm to see them working on your own files.
Fresh immigration news, in your own face and voice.
Set up once with a photo and a 60-second voice sample. Every day we draft short, compliance-safe scripts and social posts from the latest IRCC, CICC, IRB and ESDC announcements. You approve, and download a branded video for Reels, Shorts, TikTok, LinkedIn and YouTube.
- Unlimited scripts and LinkedIn / Instagram / Facebook / X posts
- You review and approve every script before rendering
Practitioners who use it every day
“Refugee and IRB files leave no room for missed deadlines. My Briefcase tracks every hearing date, document expiry and follow-up for me. Prospects get reminded, receipts go out and retainers get nudged automatically, so my time goes to advocacy instead of admin.”
“The Prospect Pipeline changed how we run intake. Every lead moves from assessment sent to fee paid, consultation booked, retainer signed and active client on one board. The conversion stats show exactly where people drop off, so we fix it the same week.”
“File reviews used to take an afternoon. Now one click gives me an indexed PDF binder with the profile, communication notes, invoices and documents, ready for CICC compliance. My clients upload everything securely through their own portal, so nothing gets lost in email.”
Disclosure: reviews tagged “Team” are from members of the My Briefcase / CRMHUB founding team. “User firm” reviews are submitted by subscribing firms with their consent and checked before publication.
Simple per-seat plans.
Solo
1 user seat, ideal for independent RCICs
- Unlimited clients & cases
- Automated checklists
- Automated prospect follow-ups
- Secure document vault
- Client portal (My Briefcase)
Charged in USD. No Canadian sales tax for businesses outside Canada.
After trial: US$35 USD per month
PayPal account, card or debit card via PayPal. Billed automatically after 3 days unless you cancel before the trial ends. By starting you agree to the Terms of Service and Privacy Policy.
Small Firm
2 to 5 user seats
- Everything in Solo
- Multi-agent sub-accounts
- Shared pipelines
- Full automation engine
Charged in USD. No Canadian sales tax for businesses outside Canada.
After trial: US$63 USD per month
PayPal account, card or debit card via PayPal. Billed automatically after 3 days unless you cancel before the trial ends. By starting you agree to the Terms of Service and Privacy Policy.
Large Firm
6 to unlimited user seats
- Everything in Small Firm
- Conversion analytics & exports
- Audit logs
- Priority support
Charged in USD. No Canadian sales tax for businesses outside Canada.
After trial: US$168 USD per month
PayPal account, card or debit card via PayPal. Billed automatically after 3 days unless you cancel before the trial ends. By starting you agree to the Terms of Service and Privacy Policy.
Questions practitioners ask us
Getting started
Clients & applications
Documents & forms
Assessments & calculators
Tasks, billing & automation
Your next file could run itself.
Open your firm in minutes. Bring your clients over with the import tool. Cancel any time during the trial.
Start your 3-day free trialLicence-protected sign-up · Canadian company · English & French