Service Agreements
CICC*-aligned service agreements with multi-party e-signatures and a client-facing portal.
What you can do
71-template global library
Covers every major Canadian immigration service category, from Initial Consultation to PR sponsorship to citizenship.
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.
How it works
- 1
Choose a template from the global library or create your own.
- 2
Fill in client, matter, and scope details, or let AI populate propose draft values from an uploaded document.
- 3
Send for signature; parties sign in the client portal; you countersign when ready.
Pricing
Requires Premium: $69 CAD/mo or $690/yr (2 months free), excluding tax. 14-day free trial, no credit card required to start. The same Premium subscription also unlocks AI Assistant at 5× the Basic capacity (50 prompts/day vs 10), AI document analysis at booking, AI populate + review for agreement drafts, a multilingual booking page in 10 languages including 3 right-to-left, and client-side Service Agreement translation.
* The CICC*-aligned template library is drafted by Investatech Inc. based on the CICC Code of Professional Conduct and the related Interpretation Guide. It is not endorsed, reviewed, or approved by the College of Immigration and Citizenship Consultants. Each licensee remains responsible for ensuring their agreement meets their regulatory obligations.