Case dashboards
- Monitor open matters, filing queues, and document bottlenecks
- Filter by visa type, office, assignee, or review state
- Track workload from live workspace data
A CRM for immigration firms that need control and speed
Track clients, sponsors, matters, deadlines, and document workflows in a workspace designed for legal operations, not generic sales process.
Boutique · mid-market · in-house mobility · pathway
Built for immigration practices that need an audit trail, explicit review states, and AI that stays in an assistance role.Core Workflows
The operational layer behind every active matter
Tasks & deadlines
- Create deadline-driven tasks from each matter
- Assign owners, due dates, and internal SLAs
- Keep action history attached to the record
Communications history
- Link emails and events back to the relevant matter
- Preserve a clear internal timeline for each client
- Review correspondence in operational context
Clients & sponsors
- Model individuals, families, and corporate sponsors
- Keep relationships and matter history connected
- Surface activity, notes, and documents on each record
Matter stages
- Track each matter from intake to decision or appeal
- Adapt stages to your practice area or visa type
- Make review and readiness visible before lodgement
Documents
- Upload, classify, and review matter documents
- Track missing evidence and expiry-sensitive records
- Keep files attached to the underlying case record
Structured intake
- Import existing records with mapped fields and relations
- Standardize intake data before it reaches the legal team
- Export records when firms need downstream reporting
Designed for the work itself.
A modern operational workspace with clear legal-team ergonomics
Fast case review
Move through records, deadlines, and documents quickly without losing the thread of the matter.
Verified context
Keep AI and human reviewers grounded in the same approved records and latest workspace state.
Single-screen drafting
Review records, AI assistance, and drafting context side by side instead of hopping across disconnected tools.
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Operational control
Shape the workspace around how your firm actually works
Keep the CRM as your source of truth while configuring the data model, workflow states, and review surfaces your team needs.
Matter model
Add fields, entities, and relationships
Review workflow
Route work with states and assignments
Operational views
Tailor record pages, menus, and queues
Ready to run immigration operations
with Clara?
Bring case records, document work, deadlines, and supervised AI into one system your team can trust.
Yes. Clara can be self-hosted for full infrastructure control, or run on our managed cloud for a zero-ops setup.
Most firms go live through an admin-led setup. Smaller teams can be provisioned quickly, and larger rollouts can use our onboarding packs or certified partners to get live in 1–2 weeks.
Yes. Import your data via CSV, or use our API for 50,000+ records. Our partners can handle the full migration for you.
No. Build custom objects, fields, views, and no-code workflows straight from Settings. Unlimited, no extra charge.
Yes. Developers can extend Clara with custom objects, server-side logic, React UI, AI skills, views, and navigation, all in TypeScript and deployable per workspace.
Yes. Every Cloud workspace ships with a native MCP server. Connect your AI assistant via OAuth and it can read and write your CRM data in natural language.
Cloud Pro is $9/user/month (yearly). Organization is $19/user/month and unlocks SSO and row-level permissions for teams that need finer access control.