Tuesday, August 18, 2026
Practice Mission Control
Active matters128Demo data
Tasks due24Demo data
Consultations7Today • demo
Portal requests19Demo data
Priority mattersFrontend preview
Demo Client AExpress EntryDocs reviewDue today
Demo Client BWork PermitEmployer docsWaiting
Demo Family CSpousal PRRelationship evidenceOn track
Demo Student DStudy PermitFinancial reviewReview
Today
10:00Consultation • PR planning
13:30Document review
16:00Client follow-up
Complete frontend module map
DashboardKPIs, work queue and upcoming deadlines
ProspectsLeads, source, assessment and follow-ups
ConsultationsBookings, notes, outcomes and conversion
Clients & FamiliesUniversal profiles and relationship records
Cases / MattersProgram, stage, status, assignment and deadlines
Tasks & WorkflowsChecklists, automations and approvals
CalendarAppointments, deadlines and team schedule
QuestionnairesDynamic case-specific intake forms
DocumentsRequests, uploads, versions and review states
IMM FormsFuture data-driven IRCC PDF autofill workspace
Retainers & eSignEngagement agreements and signatures
Billing & PaymentsInvoices, receipts and payment plans
MessagesSecure client communication
CorrespondenceLetters, IRCC communication and timeline
SubmissionsReadiness review and filing record
ReportsCases, conversion, workload and financial summaries
Compliance & AuditAccess, changes, consent and activity history
Imports / ExportsOwner-controlled migrations with mapping
TemplatesEmails, letters, checklists and workflows
AutomationsTrigger → conditions → actions
Team & PermissionsRoles and file access
DiagnosticsHealth, errors and integration state
SettingsPrograms, stages, fields and configuration
Choose a module
Every module is represented in the frontend so backend work can connect to a stable information architecture instead of redesigning screens later.