immigrate by Codexal
Features Security Integrations Try it Pricing FAQ
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Developed by Codexal

Immigration casework, reimagined.

Manage cases, collect documents, and file faster. Let prospects complete intake and download a clean PDF — no login required.

Try without account → See pricing
✓ No credit card ✓ GDPR-ready ✓ SOC2 track ✓ Zero-server guest export
Live Demo
Smart Intake → Instant PDF

Snapshot of the client portal & intake

Everything firms expect — and more

Comparable to leading platforms, plus our unique Guest PDF export.

🗂️
Case Management
Boards, stages, notes, activity log, audit trail.
👥
CRM & Intake
Lead pipeline and one unified questionnaire.
📄
Smart Forms
Auto-fill immigration forms from intake.
🧾
Billing & Invoicing
Online payments and subscriptions.
🤝
Client Portal
Secure messaging, document uploads, status tracking.
📁
Documents
Versioning, checklist requests, file rules.
📆
Tasks & Calendar
Deadlines, reminders, unified calendar.
📊
Reports
Performance, revenue, case KPIs.
🔌
Integrations
QuickBooks, Zapier, Google & Microsoft calendars.
🖥️
e‑Filing (where available)
Gradual e-submission workflows with validation.
✨
Guest PDF Export
Prospects fill and download instantly — zero friction.
🔒
Security by Design
Encryption in transit & at rest, role-based access.
🔐 Security • Enterprise-grade baseline

Security built in, not bolted on

immigrate follows security best practices so your client data stays protected.

Encryption

TLS 1.2+ in transit, AES‑256 at rest, secure key management.

Authentication

2FA, session hardening, device sign‑out, role‑based access control.

Compliance‑ready

OWASP ASVS alignment, SOC 2 readiness, GDPR/CCPA support.

Audit & Monitoring

Comprehensive audit logs, anomaly detection, backups & restores.

Data Residency

Regional storage options and data export controls.

Privacy‑first Guest Export

Guest form-to-PDF happens in the browser; nothing stored server‑side.

Integrations

Connect your accounting, calendars, and automation tools.

Try it now — fill & download PDF

No signup needed. Use the sample intake below. Add custom fields and export a tidy PDF.

Additional Fields
Export

Download a professionally formatted PDF of your inputs. Data stays in your browser.

Tip: enter at least the Full Name to enable export.

Why no login?
  • Lower friction for prospects.
  • Privacy-first: everything stays locally until you sign up.
  • Perfect for quick intakes during calls.

Loved by modern immigration firms

“immigrate cut our intake time in half and centralized our case notes. Clients love the no‑login PDF.” — Sarah K., Managing Partner
“The guest export feels magical. We share a link and get a neat PDF back during the same call.” — Michael L., Paralegal Lead
“Clean UI, strong security posture, and great support from Codexal.” — Alina D., Operations

FAQ

Do guests need an account to export a PDF?

No. Everything runs in the browser — no server storage for guest inputs.

Can we customize the intake?

Yes. Add custom fields on the fly and create reusable templates.

Is my data secure?

We use encryption in transit & at rest, access controls, audit logs, and backups.

Which integrations are available?

QuickBooks, Zapier, Google/Microsoft calendars, and more coming soon.

Start with Guest PDF — then invite your team

Try immigrate free. When you're ready, unlock client portals, integrations, and advanced security.

Try without account View pricing

Simple pricing

Start free. Upgrade as your caseload grows.

Starter
$0/mo
  • Guest PDF export
  • 1 intake template
  • Email support
Pro
$49/mo
  • All Starter
  • Unlimited templates
  • Client portal
  • Integrations
Firm
$99/mo
  • All Pro
  • Team roles & SSO
  • Advanced security
  • Priority support