How to choose an immigration CRM or practice platform
A practical checklist for comparing immigration practice platforms — limits, privacy, billing, and migration.
Checklist
1) Confirm client, document, and employee caps in writing (Pricing pages, not sales slogans).
2) Confirm privacy posture for your market (PIPEDA-oriented Canada practices vs U.S. confidentiality expectations).
3) Confirm billing currency and upgrade path.
4) Confirm migration help for existing client files.
5) Confirm you can reach a human for higher limits — without “unlimited” promises.
How Expert Consultants fits
Expert Consultants publishes plan entitlements, separates Canada and United States experiences (/ca and /us), and offers enquiry handoff for capacity questions.
Start at /pricing, then read market-specific guides for Canada or the United States.
Related solutions
Expert Consultants — practice software for consultants and professional firms, with client portal, templates, and advertising options.