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01Firm information
02Consultant details
03Login credentials
{{ strengthLabel }}{{ matchLabel }}

{{ pageTitle }}

{{ greeting }}, Tarun
TarunTG
Updated just now
Collected vs target
{{ bd.collected }}of {{ bd.target }}{{ bd.pctLabel }}
{{ bd.toGo }}
Current position

Caseload

Cases by program{{ bd.caseSum }}
{{ bd.caseN }}clients
New cases per monthRetainers signed · last 10 months
{{ bd.trendNote }}
{{ m.n }}{{ m.label }}
File statusWhere every active case sits now
{{ b.label }}{{ b.n }}
Prospect pipeline{{ bd.funnelSum }}
{{ b.label }}{{ b.n }}
Activity this periodLogged across the firm
{{ b.label }}{{ b.n }}
Time to cash

Billing & collections

{{ m.label }}{{ m.value }}{{ m.sub }}
Revenue by program{{ bd.periodLabel }}
ProgramHoursCAD
{{ r.label }}{{ r.h }}{{ r.amt }}
Revenue by office{{ bd.periodLabel }}
OfficeHoursCAD
{{ r.label }}{{ r.h }}{{ r.amt }}
Revenue by staff{{ bd.periodLabel }}
StaffHoursCAD
{{ r.label }}{{ r.h }}{{ r.amt }}
Prospect to decision

Pipeline movement

StageShare of retained casesCountConversionAvg. days in stage
{{ g.i }}{{ g.label }}{{ g.pctLabel }}{{ g.n }}{{ g.conv }}{{ g.days }}
Staff-level view

Team performance

StaffCasesOpen tasksOverdueHoursBillableNotesUtilisation
{{ t.ini }}{{ t.name }}{{ t.role }}{{ t.cases }}{{ t.open }}{{ t.over }}{{ t.hours }}{{ t.billable }}{{ t.notes }}{{ t.util }}
Priority control

Files needing action

{{ bd.prSum }}
Client · fileRequired actionOwnerDueStatus
{{ p.client }}{{ p.file }}{{ p.action }}{{ p.owner }}{{ p.due }}{{ p.status }}
Nothing matches.
Showing {{ bd.prRange }} of {{ bd.prTotal }}
{{ bd.prPage }}
{{ pn.ey }}{{ pn.title }}
{{ pn.count }}
{{ pn.emptyMsg }}
Atlasio · Immigration case management · Built for RCICs
Client directory

Clients

{{ cTotal }}
Results{{ cShown }} ↑↓to browse
{{ g.letter }}{{ g.n }}
No records to display.
{{ dt.initials }}
{{ dt.name }}{{ dt.file }}
{{ dt.program }}/{{ dt.category }}
{{ dt.pos }}
File status{{ dt.status }} Signed {{ dt.signed }}
{{ t.label }}{{ t.value }}{{ t.sub }}
Passport{{ dt.ppNote }} {{ dt.passport }}
{{ dt.email }}
{{ dt.actWho }} {{ dt.actWhat }} · {{ dt.actWhen }}
Billing
{{ b.label }}{{ b.value }}{{ b.sub }}
Last entry: {{ dt.lastTime }}
Missing documents{{ dt.missSum }}
All documents received.
{{ qa.title }}{{ qa.client }}
Priority
Visibility
Billing
 {{ qa.errMsg }}
Linked cases{{ dt.caseSum }}
Upcoming{{ dt.upSum }}
{{ u.mon }}{{ u.day }}{{ u.title }}{{ u.sub }}
Nothing due.
Latest file note{{ dt.noteCount }}
{{ dt.noteBy }} · {{ dt.noteOn }}{{ dt.noteMsg }}{{ dt.noteVis }}
Same program

Also in {{ dt.program }}

No other clients in this program.
Select a client to see their summary.
Matching clients

All client files

{{ cShown }} records
ClientFile numberFile statusProgramDate of birthCategoryPassport expiry
{{ r.file }} {{ r.status }} {{ r.program }} {{ r.dob }} {{ r.category }} {{ r.passport }}{{ r.ppNote }}
No records to display.
Displaying records {{ cRange }} of {{ cShown }}
Page {{ cPageN }} of {{ cPages }}
My work

My Tasks

SubjectPriorityAssigned toDue onCompleted byLinked toStatus
{{ g.label }}{{ g.n }}
{{ t.subject }} {{ t.priority }} TG{{ t.assigned }} {{ t.due }}{{ t.dueNote }} {{ t.by }} {{ t.status }}
No tasks match.
Displaying records 1 – {{ mtShown }} of {{ mtShown }} Page 1 of 1
New Task
Task *
Task subject is required.
Assign to *
Choose who this task is for.
Notes Due on Priority
Directory

Contacts

Office
ContactTypeCompanyLocationEmailPhone
{{ r.ini }}{{ r.name }}{{ r.sub }} {{ r.type }} {{ r.company }} {{ r.city }} {{ r.email }} {{ r.phone }}
No contacts match.
Displaying records {{ ct.range }} of {{ ct.shown }} Page 1 of 1
{{ cd.ini }}
{{ cd.title }}{{ cd.statusLabel }}Unsaved changesSaved
{{ cd.subtitle }} · {{ cd.type }}
Email
Profile {{ cd.pct }}%
Contact type
{{ g.label }}
Send Mass Email
Recipients
{{ ct.sentMsg }}
Archive ContactAre you sure you want to archive {{ cd.title }}?
My work

Time Log

This monthOct 2026 {{ tg.month }}
Billed vs unbilled · current view{{ tg.billedH }} billed · {{ tg.unbilledH }} unbilled
{{ g.label }}{{ g.n }}{{ g.total }}
{{ r.sIni }}{{ r.staff }}{{ r.staffEmail }} {{ r.desc }} {{ r.file }} {{ r.date }} {{ r.hours }} {{ r.status }}
No time entries match.
Displaying records {{ tg.range }} of {{ tg.shown }} · {{ tg.totalH }} total
Page {{ tg.page }} of {{ tg.pages }}
Setup

{{ tl2.title }}
Template nameTypeUpdated byUpdated on
{{ r.name }}DefaultShared with firm {{ r.type }} {{ r.byIni }}{{ r.by }} {{ r.on }}
{{ g.emptyMsg }}
Select a template to enable the actions above. Double-click a template to edit it.
{{ tp.title }}Saved
{{ tp.subtitle }}
01{{ tp.infoTitle }}
02Template fields
Placeholders work here too — copy a field ID from the panel and paste it into any field.
Subject{{ tp.subjShow }}
{{ tp.bodyPh }}Double-click a field in the panel on the right to insert a placeholder.
AI Writer
Tone
{{ st.crumb }}

{{ st.sectionTitle }}

{{ g.num }}{{ g.title }}{{ g.sub }}
{{ r.label }} *
Logo preview
PNG or JPG, max 5MB. Shown at 300×120 px (auto-resized).
{{ r.v }}
 This field is required. {{ r.help }}
Limit all company users access to business hours only{{ st.limitHint }}
Workdays{{ st.weekTotal }}
to
{{ d.dur }}
Closed
{{ st.tabLabel }}Send a screenshot of this tab and I’ll redesign it in the same style.
Changes saved Unsaved changes Fill in the required fields.
NameLanguageOfficeIntake modeLast updated
{{ r.name }} {{ r.lang }} {{ r.office }} {{ r.mode }} {{ r.on }}
{{ pq.emptyMsg }}
Select a questionnaire to enable the actions. Double-click to edit.
Saved
01Questionnaire detailsWhere it lives and who receives it
Public URL
{{ pq.e.url }}Preview
Link to this address from your website to send prospects to the questionnaire.
Intake language
Intake assessment mode
02Branding & visual stylingHow the public form looks
Display firm logo on form bannerShows your practice logo at the top of the public questionnaire.
Layout reading directionLeft-to-right for English and French, right-to-left for Arabic or Persian.
{{ p.label }}
Preview
Step 1 · {{ pq.e.s1 }}
{{ pq.e.next }}
03Wizard titles & guidanceText prospects see on each step
04Submission confirmation & auto-emailWhat happens after a prospect submits
Thank-you message
Presets:
What the prospect sees{{ pq.e.thanks }}
Automated email by categorySend a template automatically when a prospect qualifies for a stream.
05Field control center{{ pq.e.fieldSum }}
{{ fd.label }}{{ fd.desc }}
Categories supportedAtlasio can assess prospects in these categories. Uncheck a category to stop assessing prospects for it. At least one must stay checked.{{ pq.catSum }}
Priority levelIf a prospect qualifies in more than one category, the positive response email is sent for the highest-priority one. Higher in the list means higher priority.
{{ p.n }}{{ p.label }}Not assessed
Changes saved
New Questionnaire
Language
Intake mode
OrderOffice nameShared folder accessUsers
{{ r.n }} {{ r.name }}Default{{ r.city }} {{ x.k }}{{ x.v }} {{ r.users }}
{{ of.emptyMsg }}
Order controls how offices appear in dropdowns across Atlasio. The first office is the default for new clients.
{{ of.m.title }}
Shared folder accessChoose which roles can use this office’s shared document folders.
{{ l.label }}{{ l.desc }}{{ l.count }}
File number componentsTurn parts on, then use the arrows to set their order.
{{ p.title }}{{ p.sample }}
{{ p.desc }}
Insert:
letters of last name +of first name
Start atCounter scope
Start atReset
Staff will type a case file number when creating each case. The field is required and Atlasio warns if the number is already used.
Saved · new cases will use {{ fn.preview }} Unsaved changes
{{ st.sectionTitle }}Send a screenshot of this section and I’ll redesign it in the same style.
{{ c.label }}{{ c.value }}
{{ c.sub }}
Status
Office
No matches
Role
No matches
UserRoleOffice2-step loginLast activeStatus
{{ u.ini }}{{ u.name }}You{{ u.email }}
{{ u.office }} {{ u.mfa }} {{ u.last }} {{ u.status }}
No users match.
{{ rl.checkedN }} selected
RoleUsers
{{ r.title }}Admin{{ r.status }} · Added {{ r.added }} {{ r.users }}
No archived roles.
Saved
This role has no permissions. Users assigned to it won’t be able to open any module.
ModuleViewManageConvert to client
{{ m.label }}——
{{ rl.e.fSum }}
Field name{{ l.label }}
{{ fd.label }}{{ pg }}
No fields match.
Sign-in & securityRules that apply to everyone in the firm.
{{ x.label }}{{ x.desc }}
Audit logEvery sign-in, file access and settings change, kept for compliance. Read-only.
WhenUserActionDetailsArea
{{ a.when }}{{ a.who }}{{ a.action }}{{ a.detail }}{{ a.area }}
Invite user{{ ua.seatNote }}
{{ ua.inv.roleDesc }}
{{ g.label }}
{{ a.mono }}
{{ a.name }}{{ a.desc }}
Connected · {{ a.account }}{{ a.sync }}
{{ a.scope }}
Import dataBring records in from a spreadsheet or another case management system.
{{ e.label }}{{ e.count }} records · {{ e.fields }} fields
Import history{{ di.histN }} imports
FileTypeImportedSkippedDateStatus
{{ h.file }}by {{ h.by }}{{ h.type }}{{ h.ok }}{{ h.skip }}{{ h.date }}{{ h.status }}
API keysLet your own tools read and write Atlasio data. Keep keys secret.
{{ k.name }}Created {{ k.created }} · Last used {{ k.used }}
{{ k.masked }}{{ k.scope }}
No active API keys.
WebhooksAtlasio posts to these URLs when the selected events happen.
{{ w.url }}
{{ ev }}
My account

Change password

Last changed {{ pw.lastChanged }} · Required every 90 days by your firm
Password updated {{ pw.doneMsg }}
{{ pw.strLabel }}{{ pw.strHint }}
{{ pw.err }}
{{ p3.ini }}
{{ p3.name }}{{ p3.qual }}Prospect
{{ p3.job }} · {{ p3.email }}
{{ g.label }}{{ g.value }}
01Personal & intakeContact details and questionnaire source
{{ c.title }}
{{ r.label }}{{ r.value }}
Language testNeeded for FSW, CEC, FST and Express Entry scoring.
02Work experienceOccupations, NOC codes and work history
Most recent CV / résumé{{ p3.cvName }}
{{ j.num }}{{ j.title }}
{{ q.label }}
03Business & financeFunds available to settle in Canada
Personal financial overviewRecord the funds available to settle in Canada.
{{ p3.fTitle }}
{{ p3.fText }}
Calculated live from the profile. Edit the profile to change results.{{ pa.confirmedLabel }}
{{ h.label }}{{ h.value }}{{ h.of }}
{{ h.sub }}
{{ g.label }}{{ g.sum }}
{{ c.label }}{{ c.value }}{{ c.pts }}
{{ pt.taskCount }} tasks for {{ p3.name }}
SubjectDue on
Displaying records 1 – {{ pt.taskCount }} of {{ pt.taskCount }}
Task {{ pt.td.subject }}
{{ pt.td.status }}{{ pt.td.priorityLabel }}
Assigned to{{ pt.td.assigned }}Due on{{ pt.td.due }}
ThreadThread list is empty
New Task
Task *
Task subject is required.
Assign to *
Choose who this task is for.
Notes Due on Priority
{{ p3.notesSum }}
{{ n.ini }}
{{ n.by }} · {{ n.on }}{{ n.msg }}{{ fl }}
No notes yet.
{{ pd.dc.selCount }} selected
Move to
{{ pd.dc.banner }}
Folders & filesDateSize
{{ r.ext }} {{ r.name }} {{ r.count }} {{ r.date }} {{ r.size }}
{{ pd.dc.activeName }}
{{ pd.dc.editor }}
{{ pd.dc.activeName }}{{ pd.dc.activeMeta }}
{{ pd.dc.activeName }}{{ pd.dc.activeMeta }}
New note
Attachments{{ p3.noteFilesLabel }}
Convert {{ p3.name }} to a client?Their profile, work history, notes and documents move to a new client file. You’ll open a first case right after.
{{ c3.initials }}
{{ c3.name }}{{ c3.stLabel }}
{{ c3.file }} · {{ c3.program }} · {{ c3.office }} · {{ c3.city }}
Client's cases({{ caseCount }})
{{ g.label }} {{ g.value }}{{ g.note }}
Client details

Personal information

{{ g.label }}{{ g.value }}
Contact

Contact information

{{ g.label }}{{ g.value }}
Follow-up log

Activity history

{{ c3HistCount }} records
UserDateActivityDetail
{{ h.user }}{{ h.date }}{{ h.activity }}{{ h.detail }}
Primary contact

Client

{{ c3.initials }}
{{ c3.name }}Individual client
{{ g.label }}{{ g.value }}
Client portal

Portal login

Username{{ c3.username }}
Client login access{{ c3.access }}
Relationships

Referrals by this client

{{ rf.name }}{{ rf.meta }}{{ rf.stage }}
No referrals yet.
Client portfolio{{ c3.name }}{{ c3.file }}
{{ g.label }}{{ g.value }}
Cases

Case register

{{ caseCount }} cases
#Case file no.ProgramCategoryFile statusOfficeDate signedStatus
Case {{ cs.file }} {{ cs.progLabel }} {{ cs.catLabel }}
{{ cs.activeLabel }}
Unsaved changes {{ taskCount }} tasks
Individual Case Profile {{ c3.office }}
{{ f.label }}
{{ f.label }}
 {{ f.label }} *
{{ f.help }}
SubjectDue on
Displaying records 1 – {{ taskCount }} of {{ taskCount }}
Task {{ td.subject }}
{{ td.status }}{{ td.priorityLabel }}
Assigned to{{ td.assigned }}Due on{{ td.due }}
ThreadThread list is empty
Visibility
Attachments
Message · Posted by · Posted onVisible
{{ noNotesMsg }}
Displaying records {{ noteRange }} of {{ noteShown }}
TG
{{ nd.by }}{{ nd.on }}
{{ nd.visLabel }}
File note

{{ nd.msg }}

{{ fl }}
Delete this note permanently?
{{ dc.selCount }} selected
Move to
{{ dc.banner }}
Folders & filesDateSize
{{ r.ext }} {{ r.name }} {{ r.count }} {{ r.date }} {{ r.size }}
{{ dc.activeName }}
{{ dc.editor }}
{{ dc.activeName }}{{ dc.activeMeta }}
{{ dc.activeName }}{{ dc.activeMeta }}
Hours{{ tl.totalH }} Total{{ tl.totalAmt }} Unbilled{{ tl.unbilledAmt }}
{{ tl.selCount }} selected
Billing
Date
DateSubjectHoursRateTotalPosted byBilled
{{ r.date }} {{ r.subject }} {{ r.hours }} {{ r.rate }} {{ r.total }} {{ r.by }} {{ r.billed }}
{{ tl.emptyMsg }}
Displaying records {{ tl.range }} of {{ tl.shown }}
{{ c3TabLabel }}No records to display.
New Note{{ c3.name }} · Case {{ cs.file }}
Attachments {{ fl.name }} None
Add Individual Casefor {{ c3.name }}
Fields for this category{{ nc.fieldCount }}
{{ p }}
Upload files
New document
File nameTemplate
Folder{{ dc.targetFolder }}
Rename
New name
{{ dc.folderModalTitle }}
Folder name
Confirm archiveAre you sure you want to archive {{ dc.archiveLabel }}?
{{ tl.modalTitle }}
Time worked
hoursmin= {{ tl.f.total }}
Archive time {{ tl.archNoun }}You are about to archive {{ tl.archLabel }}.
New Task
Task *
Task subject is required.
Assign to *
Choose who this task is for.
Notes Due on Priority
Prospect search

Prospects
{{ pSelCount }} selected
Matching prospects

Leads you're assessing

{{ pShown }} records
NameEmailQualifiedJob titleCreated on ↓Updated onEmail sent
{{ p.email }} {{ p.qual }} {{ p.job }} {{ p.created }} {{ p.updated }} {{ p.sent }}
No prospects match. Try a different search or filter.
Showing {{ pShown }} of {{ pTotal }} prospects Page 1 of 1
{{ fInitials }}
{{ fTitle }}
Client type Required {{ reqDone }}/{{ reqTotal }}
Profile {{ formPct }}%
{{ f.label }}
{{ f.label }}
 {{ f.label }} *
{{ f.help }}