The Cases list

Cases lists every case you are on, whether you are the principal applicant or were added as a member. The heading reads Your immigration cases at a glance.

Archived cases are not on it. An archived case is gone from the list completely, not greyed out.

Before your first case

With no cases, the page shows No cases yet and a single Create your first case button. Once you have one, that button moves to the top right and reads Create New Case.

The counters

Four cards sit above the list.

Card	What it counts
Active	Cases whose status is Active.
In Progress	Cases whose status is Draft.
Completed	Cases whose status is Completed or Closed.
Applicants	Every member across all your cases added together.

Case status explains what puts a case in each of those states.

Reading a case card

Under Recent cases, up to three cases are shown as cards, newest activity first. The line beneath the heading says either Showing all N or Showing N of M; when there are more, the rest are reachable from the cases list in the left sidebar.

On the card	What it is
Case #	Your case number. Quote this to your representative.
Status chip	Draft, Active, Completed, Closed.
Case type chip	Permanent Residence, Temporary Residence, Provincial Nominee, or Judicial Review.
Service chip	Full Representation, Case Review, ImmiCoach, or Self-Reported.
Firm name	The organization servicing the case.
Name	The principal applicant.
N members · N applications	Counts on that case.
Date	When the case last changed.

The Cases list, with the four counters above three case cards.

How a case gets created

Most of the time you do not create a case. Signing a retainer and making the first payment builds it for you — see Payments and invoices for what that screen shows.

Create New Case opens a screen with two routes:

Route	State
From a proposal	The only route that works. It carries a badge counting the agreements you can still build a case from. With none, it reads Create proposal and takes you to a new proposal instead.
Self-reported	Marked Coming soon. It is not selectable.

A proposal qualifies once it is signed, the deposit is paid, and no live case has been built from it yet.

Your profile has to be complete first

Both routes are blocked until your profile has a First name, Last name, Date of birth, and Citizenship country. The screen names the ones you are missing and links straight to your profile. This is because creating a case creates your applicant record, which needs those four.

Deleting a case

Hover a case card and a trash icon appears beside the status chip.

1. Select it. A dialog asks Delete Case #? and explains: This will remove Case # from your cases list, along with its applications and members. You’ll need to contact support to recover it.
2. Type the case label — Case # — into the box. Delete case stays disabled until it matches exactly.
3. Select Delete case.

A full-screen progress screen takes over, headed Archiving your case, and works through the cleanup in order: documents and uploads, forms and questionnaire data, applications, applicant data, household members, collaborator access, and finally the case record. It ends on Case archived, with the line has been securely archived. Data may be permanently removed after 30 days unless restored, then returns you to the Cases list.

Deleting is not reversible from your side

The case leaves your list immediately and there is no undo control anywhere in the product. Recovering it means contacting support, and the data can be removed permanently after 30 days.

When a case cannot be deleted

Three conditions have to hold, and all three are checked at the moment you confirm:

• the case is still in Draft status;
• no application on it has been submitted, is in progress, or has been approved or refused;
• nothing is outstanding on its payment schedule.

If any of them fails, the screen ends on Couldn’t finish cleanup — Something went wrong while archiving this case. You can try again or contact support if this continues. It does not say which condition stopped it. Retrying will not change the answer; ask your representative in the case conversation.

Related

• Case status — what Draft, Active, Completed, Closed, and Archived mean
• Case Studio tour — what is inside a case once you open it
• Payments and invoices — the payment that builds the case
• Service types — what the service on a case changes about it