From Sign-Up to Go Live
In Four Simple Steps
Our streamlined onboarding process gets your team up and running quickly — so you can focus on serving your clients, not configuring software.
Before immipedia vs. after
Most immigration firms are running on spreadsheets and email threads. There's a better way.
The old way
With immipedia
How It Works
Four straightforward steps to transform how your firm manages immigration cases.
Sign Up
Create your business account in under two minutes. No credit card required — start with our free tier and upgrade when you are ready.
Onboard Your Team
Start as a solo owner, or use Professional or Enterprise to invite team members and assign cases.
Add Clients
Add clients manually through the dashboard. CSV/Excel bulk import is coming soon — or contact our team for assisted migration.
Go Live
Start managing cases, organizing documents, and collaborating with your team. Our support team is available to ensure a smooth launch.
Sign Up
Create your business account in under two minutes. No credit card required — start with our free tier and upgrade when you are ready.
Onboard Your Team
Start as a solo owner, or use Professional or Enterprise to invite team members and assign cases.
Add Clients
Add clients manually through the dashboard. CSV/Excel bulk import is coming soon — or contact our team for assisted migration.
Go Live
Start managing cases, organizing documents, and collaborating with your team. Our support team is available to ensure a smooth launch.
This is what it looks like
Your command center for every active case, client, and document — all in one view.
Tangible improvements from day one
Organized document checklists reduce admin overhead
Team messaging keeps everyone aligned
One dashboard for all active cases and team activity
TLS encryption for all client data
Coming soon: AI form generation concept preview
Frequently Asked Questions
Everything you need to know about getting started with immipedia for your firm.
Give people the access their work needs.
Build a clear process for team permissions and the information each client should see.
Team roles
Review roles when inviting colleagues and whenever responsibilities change.
Client access
Use the client portal for the client’s own documents, messages and case updates.
Firm procedures
Keep your professional review, recordkeeping and information-handling procedures in place alongside the platform.
Ready to Get Started?
Transform your immigration practice with immipedia. Set up your account today.