Your case
A case opens when a retainer is signed. From then on it is the shared surface between you and your representative: they set out what is required, you provide it, and the two of you converge on a package that gets submitted to IRCC or a province.
Case Studio is the screen where that happens. Most of what you are asked to do will be a requirement — a specific document or answer, with a status you can see at any time.
In this section
Section titled “In this section”Case Studio tourThe layout, the tree, and how to find anything in a case.A walkthrough of a caseThe whole case screen in the order you meet it, with a picture of each step.The Cases listEvery case on your account, how one is created, and what deleting one does.Case statusDraft, Active, Completed, Closed, Archived — and what moves a case between them.Case timelineReading the timeline, sharing it as a link, and what reaches you by email.Case eventsEvery event recorded on a case, what it means, and which ones need something from you.Requirements and checklistsHow the checklist is generated and how to work through it.Uploading documentsFulfilling a requirement, replacing a file, and multi-page uploads.Document review statusesPending, under review, accepted, rejected — and what to do about each.Applications and IRCC formsHow forms are pre-filled, what you confirm, and where to correct.Finalization and the submission packageAssembling the package, attesting to it, and what is generated.Messages on a caseTalking to your representative in context.Family members on one casePrincipal applicant, dependants, and who sees what.
Fees on a case have their own home: the Payments and Statement tabs are covered in Payments and invoices, alongside the first payment that opened the case.