Prepare for your consultation
A consultation is a fixed block of time on a video call. What you put into your account beforehand decides how much of it is spent establishing facts and how much is spent on your situation.
Nothing here is required to attend. All of it is grounded in what Lexpoint actually reads.
Check what the booking took from your profile
Section titled “Check what the booking took from your profile”The scheduling window is prefilled with the name and email on your Lexpoint account — not typed fresh each time. If your profile name is out of date, the session is booked under the wrong name.
Your residence country matters more than it looks. It decides which Initial Consultation you are offered, and the two are different calendars — for Canadian residents the fee is shown with +HST. Set it correctly in Personal Information before you book, not after.
Anything you type into the scheduling window’s own questions is stored with the session and shown on your consultation page. If you left them blank, that page has a notes box — What do you want to cover, up to 2,000 characters — that you can fill in and change until an hour after the session starts. A question written down is one you will not forget to raise.
Fill in the facts a proposal is built from
Section titled “Fill in the facts a proposal is built from”If the consultation leads to a proposal, the proposal is generated from your profile rather than from notes taken during the call. These fields feed it directly:
| Where | What it feeds |
|---|---|
| Personal Information | Your legal name, date of birth, country of residence, citizenship, and current status in Canada. These appear on the proposal and on the signed agreement. |
| Family Members | Whether a spouse or dependents are covered — which changes the fee and, later, who is added to the case. |
Everything else in your profile — work experience, education, language tests, trade certificates, annual income, job offers, letters of acceptance — is what your standing is calculated from. Having it in place means the conversation can start from where you actually stand.
Check the Prepare for meeting list
Section titled “Check the Prepare for meeting list”Open the session from Consultations. Its page has a Prepare for meeting section that opens with The consultant works from your Lexpoint profile, not the booking form. Below it are four rows — Personal Info, Work History, Education, and Language — each marked On file or Needed. A Needed row links straight to that section of your profile. Work History, Education, and Language count as on file once each has at least one record.
When something is missing, the line names it — for example Education and Language are missing — without them the meeting is intake. See Your consultation page.
If your consultant sends a reminder
Section titled “If your consultant sends a reminder”Before a meeting, your consultant can send you an intake reminder by email — and by Telegram too, if you have connected it. The email is titled Finish your profile before your consultation, gives the meeting time, lists only the sections still open (Personal information, Work history, Education, Language test results), and has a Complete your profile button.
If your profile says you are married or in a common-law relationship, or your marital status is blank, the reminder adds a line about adding your spouse or partner in Family information and inviting them to complete their own profile. The reminder is sent by hand, never automatically, and at most once a day per consultation. A profile with all four sections complete does not get one.
Bring your report, not a summary of it
Section titled “Bring your report, not a summary of it”If you have an ImmiReport, it is the most compact statement of your position that exists in the product, and its reference code is carried onto any proposal that follows. Generating or refreshing it before the call means you are both looking at the same picture.
See ImmiReport.
Two things worth doing early
Section titled “Two things worth doing early”Neither is needed for the consultation itself, but both sit between a proposal and your acceptance of it, and both take longer than people expect:
- A phone number on your account. Canadian and US numbers need an SMS code before they count as verified.
- Identity verification. It runs from the proposal, and acceptance waits for it to finish.
Doing them in advance means a proposal you decide to accept is not held up by an SMS code.
Be reachable on the day
Section titled “Be reachable on the day”Consultations are video calls. Your session’s row in Consultations shows the start time in your local time zone and a countdown, and its chip turns to Live when the session begins. Join is in the row’s More actions menu and on the session’s page; it stays greyed out until a meeting link exists.
If something has come up, the same menu has Reschedule and Cancel. Both are better than a missed session, which is recorded as No show.
Related
Section titled “Related”- Book a consultation — choosing a type and a time
- Your consultation page — notes, the Prepare for meeting list, and the recap
- Your profile — every field and what reads it
- ImmiReport — where you stand before the call
- Understanding your proposal — what your profile becomes if you go further
Frequently asked questions
Do I have to complete my whole profile before a consultation?
No. Nothing blocks the call. But the parts of your profile that a proposal is later built from are the same facts a consultation spends its time establishing, so filling them in first shifts the conversation from collecting facts to using them.
I booked with the wrong name. Does it matter?
The booking is prefilled from your Lexpoint profile, so a wrong name there is a wrong name on the session. Correct it in Personal Information and it will be right on the next booking.
Where do I add a question I want answered?
Anything you answered in the scheduling window is saved with the session and shown on your consultation page. If you left those questions blank, the page gives you a notes box instead — What do you want to cover, up to 2,000 characters — until an hour after the session starts.
Why did I get an email asking me to finish my profile?
Your consultant sent an intake reminder from your booking. It lists only the profile sections still open, and it is sent by hand, at most once a day per consultation.