For immigration consultants (RCIC)
The document you asked for twice,
the biometrics clock, the client gone quiet.
Every file is a long list of documents, passports, forms, translations and proofs that has to be chased until it’s complete, against biometrics, medical and government deadlines that don’t forgive a slip. Meanwhile clients want to know where their case stands. NextDoer runs the document collection, deadline tracking, status updates, chasing and paperwork around each one, drafted, and gated by you. Every immigration and legal judgment, eligibility, program choice, what to submit, case strategy, stays entirely with the licensed RCIC.
Your week today
The admin that stalls the file and the case.
Not the assessment, the follow-through around it. If this is your week, it is exactly the work NextDoer is built to carry.
The document you asked for twice
Every application needs a long list, passports, forms, translations, proof of funds, reference letters, and half of it arrives late, blurry, or not at all. You re-request the same items again and again while the file sits open and unable to move.
The deadline that doesn’t forgive
Biometrics windows, medical exams, requests for more documents, work-permit and PR response dates, each with a hard clock. Miss one and the application can be refused, and the clock kept running while you were buried in another file.
The client who’s gone quiet, or won’t
Some clients disappear until a deadline is on top of them; others message daily asking “any update?” on a file that’s waiting on the government. Both eat your day, and silence from you is what turns a nervous client into an angry one.
The intake, the retainer, the records
New inquiries hit voicemail and call the next consultant; paid consultations don’t get booked; retainer top-ups and invoices go out late; and the CICC-required records and retention clocks sit in your head instead of a system.
One window
Every channel, every document, every deadline, in one place.
Phone and voicemail, web intake, email, SMS, e-signature and retainers, documents and government portals. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Immigration and legal judgment is never automated, only the admin around it is drafted for your call.
The agent team we'd propose
Six agents, one for each grind.
Each is a named routine that runs a real immigration-practice job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every immigration and legal judgment stays with the licensed RCIC.
Document & Form Chaser
It collects, checks completeness and chases, never advises. The RCIC decides what a file requires and whether a document is sufficient.
Deadline & Submission Sentinel
The RCIC decides what to submit and when. The agent never files or interprets a requirement, it tracks and escalates the date you set.
Case Status Responder
It sends factual status and logistics. Every substantive answer, advice and consent stays with the RCIC.
Lead & Consultation Concierge
It books and screens intake, never assesses eligibility. The RCIC decides program choice and whether to take the case.
Payment & Retainer Runner
It drafts and chases, never decides fees. The RCIC sets and approves every amount and term.
Compliance & Records Runner
It collects, tracks and chases records, never decides admissibility. Every immigration and legal call stays with the RCIC.
How trust is earned
Every agent climbs the same ladder.
Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.
Build
We teach the agent to read and reply on that channel. Nothing is live.
Shadow
The agent writes real replies and sends none. You just read the drafts.
Approve
Every reply waits for your tap. Rewrite any of it in your own words.
You pick
Which reply types you trust to go on their own, and which stay on Approve.
Auto
Trusted types send themselves. Everything else still waits for you.
A starting playbook we'd propose
The playbook, at a glance.
A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.
| Agent / task | Trigger | Typical mode |
|---|---|---|
| Document & form collection | File opened / package needed | Approve |
| Document reminder | Item still outstanding | Auto |
| Deadline & submission escalation | Biometrics / medical / response date nears | Approve |
| Case status update | File progresses / client asks | Auto |
| Lead response & consultation booking | New inquiry, any channel | Approve |
| Invoice & retainer top-up | Fee due / retainer low | Approve |
| Retainer agreement & records | Matter opening | Approve |
| CICC / IRCC record-retention tracking | PIPEDA / CICC clock | Approve |
Your business next
Your practice, your cases.
The process review maps your intake channels, your document checklists, your biometrics, medical and government deadline list, your billing and retainer cadence, and every point where the consultant must stay in the loop, then shows you the first agent we would put to work. Client data stays governed by PIPEDA and its provincial equivalents, CICC record-keeping is respected, and every immigration and legal judgment stays with the licensed RCIC.