Service Agreements

What you can do

• 100+ template global library

  Covers every major Canadian immigration service category, from Initial Consultation to PR sponsorship to citizenship.

• 300+ government fee catalogue

  Pick from a maintained catalogue of IRCC, CBSA, IRB, and provincial / territorial fees. Each entry carries its current amount, jurisdiction, and per-applicant scaling rule (per principal applicant, per dependent under 22, per family, etc.). We refresh the catalogue as governments publish changes so your agreements quote the right numbers.

• Multi-party e-signatures

  Client, sponsor, designated representative, co-counsel, third-party payer, and the RCIC all sign in the same flow.

• Encrypted PDF generation and secure client portal

  Signed agreements are generated as encrypted PDFs; the client portal is token-gated, with the agreement encrypted at rest under a per-tenant key.

• Automatic reminders to unsigned parties

  Daily reminders go out to anyone still missing a signature until everyone has signed.

• Amendment flow

  Amend a fully-signed agreement without cancelling and redrafting; the amendment ties back to the original by reference.

• Bill on signing

  Auto-generate a payment bill the moment the agreement is fully signed, with your configured payment methods and scope.

• AI populate

  Upload a client document and AI proposes draft values for client, matter, scope, parties, and government fees.

• AI review

  Audit your draft against best practices and surface gaps before sending for signature.

• Bilingual portal (EN / fr-CA)

  Clients can read their agreement in English or Quebec French, with on-the-fly client-side translation into other languages.

• 58 configurable clauses

  Including PFL surcharge, payment-method surcharges (Stripe + wire), government-fee disbursements, refund policy, complaint handling, and termination.

• Customize the articles

  Hide articles you don't need, add your own custom articles, or rewrite the body text of unlocked articles — all from Settings. Seven structurally locked articles (parties, definitions, engagement, fees, payment schedule, signatures, integration clause) stay protected so the document keeps the legal backbone the rest of the platform depends on.

• Client discount under Professional Fees

  Grant a labelled one-time discount (loyalty, valued client, referral) right on the fee. The discount is pre-tax (HST/GST applies to the discounted amount, per CRA treatment) and the payment schedule and milestones rescale automatically.

• Start from an Intake Form or Service Proposal code

  Type an IF-YYYY-XXXXXX (intake submission) or SP-YYYY-XXXXXX (accepted service proposal) code on the Service Agreements dashboard and the Builder opens with the client identity, family roster, and matter context already pre-filled. The seeded SA carries a back-reference to its source so the linked intake or proposal shows the resulting agreement on its detail page.