Replace email chains and paper forms with intelligent online intake. Collect documents, signatures, and ICA acknowledgments before your first consultation even begins.
VisaNauta's intake module is purpose-built for Canadian immigration practice — not adapted from a generic CRM.
Build conditional questionnaires that adapt based on visa category — Express Entry, PNP, spousal sponsorship, work permits, and more. Clients complete their profile on any device, in their own time. Fields auto-populate into your client record the moment they submit.
Collect legally binding e-signatures on retainer agreements, Initial Consultation Agreements, and fee schedules — before you spend a single minute on a case. Every signed document is timestamped, stored in the client file, and logged in your CICC audit trail automatically.
Clients access a clean, professional portal under your practice's name and colours. No consumer apps, no third-party branding. They upload passports, ID, and supporting documents to a private, encrypted vault — not an email thread. You receive an instant notification the moment their submission is complete.
VisaNauta generates a tailored document checklist for each application type and flags missing items before the intake is considered complete. Clients see exactly what you need and why, reducing back-and-forth by up to 70%. You enter the first consultation with a fully prepared file.
Every intake form submission, e-signature, and document upload is automatically logged in your immutable audit trail with a UTC timestamp and the client's IP. If the CICC ever asks for your ICA records, you export them in seconds — formatted and complete. VisaNauta stores all data on Canadian servers, so you stay PIPEDA-compliant from day one.
You never have to worry about whether your intake process meets professional obligations. VisaNauta enforces the workflow so every client file is complete before any billable work begins.
Join the founding cohort of Canadian RCICs using VisaNauta. Start your free trial — no credit card required.
Get Started Free