Four programs,
one case model
Practice Director
Mid-market business-immigration firm, Toronto
The situation
Four programs, four shadow systems
The firm runs four distinct streams — LMIA, intra-company transfer, employer-specific work permits, and provincial nominee / PR. Each stream had grown its own folder structure, its own naming conventions, and its own way of tracking employer compliance commitments.
When a single client moved from a work permit to a PR stream, the matter effectively re-started in a different shadow system. The risk was not legal — it was institutional memory.
How Clara is configured
One Matter object, four program profiles
The firm modeled a single Matter object with program-specific profile records (LMIA-specific employer obligations, ICT inter-company relationship evidence, PR-specific points-test snapshots). Documents attach to the Matter once and are reused across stream transitions.
Compliance commitments — wage thresholds, recruitment evidence, business-activity reporting — are tracked on the Matter and surface as deadline cards in the responsible attorney’s queue. Nothing falls between programs because the matter never re-starts.
The result
Stream transitions stop costing time
A client moving from work permit to PR no longer triggers a re-build of the file. Per-matter audit trails make ESDC and IRCC compliance reviews straightforward.
The firm reports the saved time goes to the work clients actually pay for: strategy and case framing, not file reconstruction.
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