Meet Legalboards at the CBA Immigration Law Conference and grab a free Immigration Workflow Toolkit.
Get five plug-and-play boards—Intake, Express Entry, Family Class, Work/Study Permits, LMIA, and Post-Landing Compliance. Each board comes pre-loaded with stages, tasks, and deadline triggers, so you can start drag-and-drop your cases, instead of building from scratch.
Capture leads, run a quick eligibility checklist, send the retainer in one lane. Auto-email nudges push prospects to e-sign and drop required docs so you can open a matter in minutes, not days.
Stages for profile creation, CRS boost tasks, ITA response, and e-APR submission. Custom date reminders fire 7, 3, and 1 day before every IRCC cutoff so nothing slips.
Side-by-side lanes for employer compliance, wage ads, and applicant docs. Built-in timers track the 30-day job-ad window while auto-emails chase references and proof-of-funds.
Parallel tracks for sponsor and applicant packets, medicals, police certs, and upfront fees. “Waiting on Client” status pings the family when an item stalls, keeping sponsorship files moving together.
PR card renewals, address updates, RO compliance checks, and citizenship prep in one board. Annual reminders surface 730-day residency math so you proactively book calls before clients fall short.
Download our conference-only bundle—5 ready-to-use board templates, a quick assessment checklist, plug-and-play automation recipes, plus a pack of client-facing email templates. Everything you need to kickstart smoother intakes, faster approvals, and happier clients in under an hour. Hit “Get the Toolkit” and it’s in your inbox.
