Polaris runs the whole practice in one place. Enquiries, clients, documents, IRCC forms, deadlines and reporting, built for RCICs and immigration law firms.
No mockups. This is Polaris running inside Waymark Immigration in Abbotsford, with client details changed for privacy.
Capture, qualify, and track every lead from first website visit to signed retainer. Automatic scoring, follow-up reminders, pipeline views.
Secure cloud storage for passports, work permits, LMIA docs, and case files. OCR-powered search, version history, client upload portal.
Integrated booking with Setmore, Calendly, or your own system. Auto-reminders, timezone detection, no-show tracking, rebooking suggestions.
Send retainer agreements and collect legally-binding e-signatures. Track which agreements are sent, viewed, and signed, right on the case file.
Real-time metrics on conversion, revenue, case outcomes, and team performance. Exportable reports for partners and compliance.
Email and web chat in one inbox. Auto-route conversations, canned responses, SLA tracking.
Full audit logging for every action. RCIC/CICC compliance checklists, retainer tracking, and conflict-of-interest checks built in.
Automate the repetitive work: intake follow-ups, document requests, status notifications, deadline reminders. Set it and forget it.
Every workflow your firm runs. One system.Polaris is the desktop cockpit where RCICs and staff run every case, from first lead to final decision.
Ask a question about any file and get an answer that already knows the client, the documents and the timeline. Plain English in, plain English out.
Drop a PDF into a case and it lands where it belongs. Search every file your firm holds, including the text inside a scan.
Intake, forms, family members, timeline and status on one screen, so nothing slips between the first call and the final decision.
CRS scoring, NOC lookup, language conversions and wage checks. Built in, kept current, no second tab.
Email, client chat and staff messages threaded onto the right file, with Aurora on your phone for everything else.
Your own branded space, roles and permissions for every seat, reports that export, and your data yours to take out any time.
AI assistant, intake form, eligibility check, CRS calculator, document upload, and booking, embedded on your existing site with a single line of HTML. Your clients get the tools; your firm gets the leads.
See how it worksAn immigration CRM is not a sales CRM with a few extra fields. A Canadian practice runs on IRCC forms, checklists that change with the program, deadlines that cannot slip, and a professional duty to keep every client file separate and auditable. Polaris is built around that work instead of around a pipeline.
Everything hangs off one file. The enquiry becomes a client, the client becomes a case, and the case carries its own documents, notes, tasks, invoices and messages. When a form is needed, Meridian fills more than 190 IRCC forms straight from that file rather than asking your staff to retype the same answers. Customer data is stored in Canada under our storage policy, and each firm's records are walled off from every other firm's.
Your team works on the desktop in Polaris, the same practice travels in Aurora on iPhone and Android, Signet signs and seals documents without a third party, and the Meridian Bar answers questions on your own site while you sleep. If you are still comparing options, read the checklist for choosing immigration software in Canada, or see the full feature list and pricing. We also keep dated, facts only comparisons with Officio, CaseEasy, Visto and Clio.
It is case management software built around immigration work rather than sales. One file holds the client, the case, the documents, the forms and the deadlines, and the software understands the program the case is running under.
Yes. It is built inside a working Canadian immigration practice, for RCICs and immigration law firms. It fills more than 190 IRCC forms from the case file, and customer data is stored in Canada under our storage policy.
Yes. Both run the same way: matters, documents, forms, deadlines and billing on one file, with each firm's records isolated and every privileged action written to an audit log you can export.
Onboarding is founder assisted and usually takes one to three days for a solo or small firm, depending on how much there is to import.
Plans start at $99 a month. We are not adding new firms until the next version is ready to release, so the pricing page has a waitlist rather than a sign up button.
Yes. Export anytime, delete anytime, cancel anytime. There is no lock in and no hostage data.
Go on the list now. When we open you get a walkthrough on an actual file, not a canned demo.
PolarisDashboard
