Case Studio tour

A case is one screen with a fixed shape: a context bar across the top, a case tree down the left, and the work in the middle. Everything on your file is reachable from the tree, and the tree does not change as you move around.

Open a case from Cases.

A case open on the Summary tab, showing the context bar, the case tree, and the case status panel.

The context bar

The strip at the top names the case and its state. It reads, in order:

Segment	What it is
Name	The principal applicant on the case.
Case #	Your case number. Quote this to your representative.
PR / TR / PNP / JR	The case type, abbreviated.
Due	The internal servicing date your representative is working to. Plain more than a week out, amber within seven days or on the day itself, red once past on an Active case.
Priority and status chips	On the right. Normal or Urgent, then the case status. See Case status.

Selecting the bar returns you to the case overview from anywhere in the case.

The case tree

The tree has three zones.

Case overview

At the top, with a progress bar underneath reading X% overall — the average across every member’s applications.

Applicant

One row per person on the case, principal first, then spouse or common-law partner, then dependent children. Your own row is labelled You.

Each row carries the person’s program and their own progress percentage. Selecting a row switches the whole workflow below to that person’s application, keeping whichever step you were on.

A member who has no application yet cannot be selected: the row shows a hollow circle, a dash where the program would be, and 0%. Add application appears directly under it.

Add member sits under the list. On a case whose family composition is fixed by the proposal it is disabled, with the explanation: This case is limited to the family members listed on the proposal. Contact your representative if you need to change the family composition.

Application

The four steps for the selected person’s application, each with a glyph showing where it stands. See Document review statuses for what each glyph means.

Step	What is there
Overview	Program, location, applicant, case number, and the date the application was created.
Documents	The upload checklist.
Forms	The application forms Lexpoint fills for you.
Mapping	Which document fills which IRCC submission slot.

A pair of links at the bottom of each step walks you through them in order — Overview → Documents → Forms → Mapping. The forward link always reads Continue →; the back link names where it goes: ← Back to case, ← Back to overview, ← Back to documents, ← Back to forms.

Case

Below that sit the case-wide tools.

Tool	What it opens
Agreement	Your signed service agreement, in a new tab.
Payments	The payment schedule for the case. See Payments and invoices.
Statement	Statements and fee receipts for the case. Until your representative shares one it reads Statement not available yet, with a link to the payment schedule.
Packages	Case-level finalization. See Finalization.
Timeline	Every event on the case, in order. See Case timeline.

Which of these appear depends on the case. A self-reported case — one where you are tracking an application rather than being represented on it — has no Payments, Statement, or Packages. Team and Audit are staff tools and never appear on your side.

On a phone or tablet

The tree collapses. The menu button at the top left of the case opens it as a drawer titled Case navigation.

The case overview

The case overview itself has three tabs: Summary, Members, and Applications.

Summary leads with a status panel — four tiles covering Documents, Forms, Case action, and Payment. Each is green when clear and amber or red when something is open, and each tile links to the place the work is. When nothing is outstanding the panel reads You’re all caught up. Where a case has more than one person with open work, chips above the tiles let you filter to one of them.

Under it, a Case Information card lists Principal Applicant, Case Type, Organization, and Created. Beside it, Your team at the firm names your Case manager and Lead counsel, or reads Unassigned where the firm has not named one yet. Those assignments belong to the firm — hovering a row says Only your representative firm can update assignments.

Members and Applications list the people and applications on the case. See Family members on one case.

Finding something quickly

You want	Go to
What is outstanding right now	Case overview → Summary → the status tiles
A specific document	Pick the person in the tree → Documents
An IRCC form	Pick the person in the tree → Forms
What happened and when	Timeline
The final submission package	Packages
The fee schedule	Payments
Your signed agreement	Agreement
To ask a question	The conversation panel, available on every screen in a case

Related

• Case status — what the status and priority chips on the context bar mean
• The Cases list — the screen you opened the case from
• Requirements and checklists — the work that lives inside an application
• Case timeline — what has happened on the case
• Family members on one case — how multiple people share one case
• Messages on a case — talking to your representative in context