A walkthrough of a case

This page walks the whole case screen in the order you would meet it, with a picture of each step. If you would rather have the map than the tour, Case Studio tour describes the same screen by its parts.

Every image below is from a Lexpoint demo file. Names, emails, phone numbers, and case details you see are sample data — not a client. Each screenshot carries a Demo account · sample data plate so that is visible even if the image is opened on its own.

Open your case

Cases lists every case on your account, active and completed, with the members and applications on each.

The Cases list, with each case showing its service type, members, and applications.

Open a case to see the full file.

See what needs you

The case opens on an overview of what is done and what is waiting on you.

The case overview — completed work, and anything that still needs your attention.

Switch between the people on the case

If your case includes a spouse or children, each person has their own applications and their own requirements. Select a member in the tree to see theirs; select yourself to come back.

Selecting a family member to see their applications, then switching back to your own.

More on how one case carries several people: Family members on one case.

Documents

Documents lists every requirement on the case — what has been provided, what is still open, and what came back needing changes.

Uploading documents covers the upload itself, and Document review statuses explains what each status means.

Forms

Forms holds the IRCC forms for the case. Fields Lexpoint already knows are filled in from your profile, so you are confirming and completing rather than starting from a blank form.

The Forms tab, with IRCC forms pre-filled from your profile.

Detail: Applications and IRCC forms.

Payments and statement

Payments shows what is due, what is paid, and what is next.

The Payments tab — amounts due, paid, and upcoming.

Statement is the itemised record of charges and payments on the case.

The Statement, breaking down every charge and payment on the case.

Timeline

Timeline is every milestone on the case in order. Filter it to one application, or view everything at once.

Filtering the timeline to a single application.

Viewing all activity across the case at once.

Where processing times and an estimated completion date appear, they are shown here too.

Processing time and estimated completion, shown on the timeline.

Full detail: Case timeline.

Share link turns your case timeline into a link you can send to family or friends. It carries milestones and dates — no names, no documents. Preview it before you send it, and switch it off whenever you want; that takes effect straight away.