Built for Expert-Led Service Businesses
We started with the industry we know best — and we're expanding to serve any consultation-based practice.
Immigration Consultants
Regulated Canadian Immigration Consultants (RCICs) face unique operational challenges — managing clients across time zones, juggling complex retainer agreements, tracking document deadlines, and staying compliant with regulatory requirements.
Our founder has been a practicing RCIC since 2011 and leads the Immigration Consultants Network with over 1,400 members. We built these tools because we live with the same problems every day.
Scheduling across time zones
Timezone-aware booking with automated confirmations and reminders.
Manual invoicing and payment tracking
Professional invoicing with automated reminders and payment records.
Paper-based retainer agreements
Digital agreements with templates, e-signatures, and tracking.
Repetitive client intake
Smart intake forms with conditional logic and document collection.
Hours lost to admin work
Automated workflows that handle the routine so you can focus on clients.
Compliance and record-keeping
Organized digital records for regulatory audits and client history.
Connected to the Immigration Consultants Network
Our founder leads ICN — a community of over 1,400 Regulated Canadian Immigration Consultants, approximately one-seventh of all RCICs in Canada. This gives us direct insight into the real challenges practitioners face and helps us build tools that actually fit the profession.
Expanding to More Industries
The operational challenges of running a consultation-based practice are universal. We're building our platform to serve these industries next.
Legal Consultants
Paralegals, notaries, and legal advisors who manage case files, client agreements, and billing.
Coming SoonHealth & Wellness Practitioners
Psychologists, psychotherapists, counsellors, and coaches who schedule sessions and manage client records.
Coming SoonBusiness Consultants
Management consultants, financial advisors, and strategy firms managing engagements and deliverables.
Coming SoonEducation & Training
Tutors, trainers, and education consultants who schedule sessions, manage students, and track progress.
Coming SoonRelocation Services
Relocation specialists and international mobility consultants managing complex cross-border processes.
Coming SoonYour Industry?
If you run an expert-led service business and need better workflow tools, we'd love to hear from you.
Ready to streamline your practice?
Whether you're an immigration consultant or run another type of professional service — get in touch.