Vertical SaaS

Immigration practice OS · live product

The operating system for immigration consulting firms — case files, documents, billing, AI, and a client portal in one platform, built for RCICs instead of a generic CRM with a visa sticker on it.

Lead in, case opens, playbook builds the checklist. The client uploads through the portal — AI checks type, expiry, and name — then the firm gets a one-click submission package for IRCC or USCIS. ImmigrateOS packages. The firm files.

Product map

• Marketing

  Prospects

  Positioning, pricing, and the demo funnel at immigrateos.com.

• Firm app

  Consultants & staff

  Pipeline, cases, documents, billing, AI, and admin at app.immigrateos.com.

• Client portal

  Applicants

  Invite-only status, uploads, messages, payments, and e-sign — separate auth from staff.

API. NestJS backend — Multi-tenant domain logic, queues, and integrations at api.immigrateos.com.

Deep dives

• 01

  Case-file first

  Leads become clients, clients become cases. Cases carry program-aware checklists and deadlines on a firm-configurable pipeline — not a contact record with a visa sticker.

• 02

  Versioned documents

  Re-uploads create versions; nothing is overwritten. The client portal handles status, uploads, messages, payments, and e-sign in English and French, with AI checks for type, expiry, and name mismatch.

• 03

  AI inside the workflow

  Daily briefings, checklist generation, copilot, extraction, and draft replies live on the case — not a chatbot page. A human reviews before anything goes to a client or a government portal.

What shipped

• Pipeline

  Leads → clients → cases on firm-configurable Kanban.

• Versioned documents

  Re-uploads create versions. AI extraction for type, expiry, and name mismatch.

• Client portal

  Status, uploads, messages, payments, e-sign. EN/FR. Separate auth from staff.

• Embedded AI

  Briefings, checklists, copilot, drafts — human review required.

• Immigration billing

  Service fees vs government fees, payment plans, Stripe/Square, trust accounting.

• Compliance

  Audit log, RBAC, document versioning, Canadian data residency, PIPEDA-oriented controls.

• Schedule

  One task model, calendar sync, branded booking pages.

• Integrations

  Stripe, Square, QuickBooks, Xero, Drive/Dropbox/OneDrive, DocuSign, Twilio, Slack, calendars.

Architecture

1. 01

   Four apps

   Website, firm client, portal, and server — four repos, one product.

2. 02

   API

   NestJS, Prisma, PostgreSQL, Redis/BullMQ on GCP Cloud Run.

3. 03

   Identity

   WorkOS AuthKit with separate staff and client projects.

4. 04

   Residency

   GCP Montreal/Toronto, Cloud SQL, Memorystore, Cloud Storage.

What I did

Founder: category, product, and the full stack — marketing site, firm app, client portal, and API.

• Defined the product: immigration OS vs generic CRM, with a case-file-first data model.
• Designed the information architecture: Pipeline, Delivery, Schedule, Money, Intelligence, Admin.
• Built the full stack: Next.js firm app and client portal, NestJS API, Prisma/PostgreSQL.
• Shipped auth (WorkOS, separate staff vs client identity), billing (Stripe), files (GCS), and queues (Redis/BullMQ).
• Designed AI as workflow actions, not a chatbot page — human review before send.
• Positioned, priced, and marketed: site, SEO content, security/legal pages, demo funnel.
• Infra: Vercel for the apps, Google Cloud for Cloud Run, Cloud SQL, Memorystore, and Cloud Storage, with Infisical for secrets.

• Next.js
• NestJS
• Prisma
• PostgreSQL
• Redis
• WorkOS
• Stripe
• Vercel AI SDK
• GCP
• Vercel

B2B SaaS in CAD: Solo $199 / Professional $399 / Business $799 per month. Unlimited clients and portal users. Target: RCIC-licensed firms and multi-program consultancies drowning in admin.

Founded and built end to end. Live product, demo-led access — no public sign-up, and no invented user counts.

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