# Lexpoint documentation — full text

Canonical: https://docs.lexpoint.io · Application: https://my.lexpoint.io
Generated: 2026-09-09

This file is the complete Lexpoint product documentation. It describes how the
product works. It is not immigration advice and not a statement of Canadian
immigration law. Quote with attribution and a link to the canonical URL shown
above each section.


========================================================================
PRODUCT: Lexpoint — Individuals
AUDIENCE: People managing their own Canadian immigration
========================================================================


------------------------------------------------------------------------
# Lexpoint for Individuals
Canonical: https://docs.lexpoint.io/individuals/
Summary: Documentation for people managing their own Canadian immigration on Lexpoint — profile, ImmiReport, consultations, cases, documents, and account security.
------------------------------------------------------------------------

**Lexpoint — Individuals** is the workspace at [`my.lexpoint.io/app`](https://my.lexpoint.io/app)
for people managing their own Canadian immigration.

Everything starts with **one profile, and it belongs to you**. You build it once. It produces your
**ImmiReport** — where you stand across federal and provincial programs — and the same record carries
into consultations, proposals, cases, the forms filed on your behalf, and the compliance dates that
follow a permit. One profile, kept current, doing all of that work.

**Who sees it is your decision, and the default is no one.** You can share a read-only ImmiReport by
link, and you can grant an immigration professional access to your profile or a case. Both are
revocable at any time. An employer you connect to on Lexpoint is a separate and much narrower
relationship: they see agreed employment facts, never your immigration profile, your ImmiReport, your
documents, or your cases.

When you want professional help you book a **consultation** and receive a **proposal**. Accepting it
opens a **case**, where you and your representative work through documents, forms, and submission
together.

```media
id: individuals-journey-overview
type: diagram
caption: The Individuals arc — profile feeds ImmiReport; a proposal opens a case; the case goes to submission.
shot: Product diagram — Profile → ImmiReport → Proposal → Case → Submission. Brand purple, light and dark variants.
src: /media/individuals/individuals-journey-overview.svg
srcDark: /media/individuals/individuals-journey-overview-dark.svg
# theme twin: light src + dark srcDark
```


## Start here

```cards
title: Getting started
href: /individuals/getting-started/
icon: 🚀
text: Create your account, sign in, and get through onboarding to a working dashboard.
---
title: Your profile
href: /individuals/profile/
icon: 👤
text: Work history, education, language tests, family. Everything else is calculated from this.
---
title: ImmiReport
href: /individuals/immireport/
icon: 📊
text: Your eligibility and competitiveness across every program, and what each number means.
---
title: Your dashboard
href: /individuals/dashboard/
icon: 🧭
text: The widgets, what each one is telling you, and how to arrange them.
```

## Working with a representative

```cards
title: Consultations
href: /individuals/consultations/
icon: 📅
text: Lexpoint and professional advice, booking a session, and getting the most from it.
---
title: Proposals & retainers
href: /individuals/proposals/
icon: 📋
text: The written scope and price, signing, and paying for it.
---
title: Your case
href: /individuals/cases/
icon: 📁
text: Case Studio, timeline, requirements, applications, and the submission package.
---
title: Documents
href: /individuals/documents/
icon: 📄
text: Upload, reuse, and track the review status of every file you provide.
---
title: Lexi, your AI assistant
href: /individuals/lexi/
icon: ✨
text: What Lexi can do for you, what it will never do without asking, and how to control it.
```

## Your account

```cards
title: Account & security
href: /individuals/account/
icon: 🔐
text: Sign-in methods, two-step verification, integrations, notifications, privacy, billing.
---
title: If you work for an employer on Lexpoint
href: /individuals/employment/
icon: 🏢
text: Accepting a workforce invitation, choosing what your employer can see, and requesting letters.
---
title: Troubleshooting
href: /individuals/troubleshooting/
icon: 🛟
text: When something does not look right — and how to reach a human.
```

:::note[Where advice comes from]
Lexpoint is software: it stores your profile, calculates from it, and keeps your case in order.
It does not give immigration advice and is not a representative. A **default servicing
organization** (Immigratic today) is a routing default for a consultation or case — listing it does
not create a retainer or a client–counsel relationship. This documentation describes what the
product does; program rules are set by IRCC and the provinces. See
[Lexpoint and professional advice](/individuals/consultations/who-advises-you/).
:::

------------------------------------------------------------------------
# Account and security
Canonical: https://docs.lexpoint.io/individuals/account/
Summary: Sign-in methods, two-step verification, identity verification, integrations, notification preferences, sharing, billing, and data controls.
------------------------------------------------------------------------

Your account settings live at
[`/app/settings`](https://my.lexpoint.io/app/settings). This section documents each area.

If you only do two things here, do these: turn on
[two-step verification](/individuals/account/two-step-verification/), and check
[who has access to your file](/individuals/account/access-and-sharing/).

## In this section

```cards
title: Settings overview
href: /individuals/account/settings-overview/
icon: ⚙️
text: Each settings area and what belongs in it.
---

title: Your account details
href: /individuals/account/account-details/
icon: 🪪
text: Name, email, and verifying your phone number.
---

title: Sign-in methods
href: /individuals/account/sign-in-methods/
icon: 🔑
text: Google and magic-link sign-in, and your sign-in history.
---

title: Two-step verification
href: /individuals/account/two-step-verification/
icon: 🔐
text: Protecting your account with an authenticator app.
---

title: Identity verification
href: /individuals/account/identity-verification/
icon: 🛂
text: Proving who you are, and when Lexpoint asks for it.
---

title: Notification preferences
href: /individuals/account/notifications/
icon: 🔔
text: Which emails you receive, and which cannot be turned off.
---

title: Integrations
href: /individuals/account/integrations/
icon: 🔗
text: Google Drive and Telegram — files, package copies, Lexi Docs, and phone alerts.
---

title: Access and sharing
href: /individuals/account/access-and-sharing/
icon: 🤝
text: Who can see your ImmiReport, cases, and profile — and how to revoke.
---

title: Billing and plan
href: /individuals/account/billing/
icon: 💳
text: Your plan, invoices, and payment methods.
---

title: Privacy and your data
href: /individuals/account/privacy/
icon: 🛡️
text: Download a résumé of your profile, or export the same facts as a spreadsheet or JSON.
---

title: Deleting your account
href: /individuals/account/delete-account/
icon: 🗑️
text: What removal erases, what it archives, and what stays behind.
```

------------------------------------------------------------------------
# Access and sharing
Canonical: https://docs.lexpoint.io/individuals/account/access-and-sharing/
Summary: Every person and organization that can see part of your Lexpoint file, exactly what each one sees, and how to revoke each kind of access.
------------------------------------------------------------------------

Five different kinds of access can exist on a Lexpoint account, and they are not the same thing.
A shared ImmiReport link is public to whoever holds it. A partner-code connection is profile consent.
An employer sees what you consented to on an invite page. They are granted separately and they are
revoked separately. The default servicing organization listed under Associations is a routing
default, not an access grant and not a client–counsel relationship — see
[Lexpoint and professional advice](/individuals/consultations/who-advises-you/).

Sharing controls live at
[**Settings → Access**](https://my.lexpoint.io/app/settings/access) (ImmiReport link and case grants).
Relationships live at
[**Settings → Associations**](https://my.lexpoint.io/app/settings/associations) (family, partners, employer).
Old `/app/settings/security` links redirect there.

```media
id: settings-access-sharing-overview
type: screenshot
caption: Settings → Access → ImmiReport. Sharing lives here; family, partners, and employer live under Associations.
shot: /app/settings/access?tab=immireport — ImmiReport / Cases tabs, Link & access, Primary service provider with new routing caption. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic.
src: /media/individuals/settings-access-sharing-overview.webp
```

## The five kinds of access

| Access | Who gets it | What they see | Where you revoke it |
|---|---|---|---|
| **Shared ImmiReport link** | Anyone who has the link, plus the PIN if you set one | Your ImmiReport | ImmiReport → Link & access |
| **Primary service provider** | Your default servicing organization | ImmiReport visibility only | Read-only — contact support |
| **Third party case access** | A partner-code organization you already connected, on one named case | One Immigratic-hosted case, at the level you choose | Cases → Third party |
| **Partner connection** | An employer, school, agency, or other organization you connected with a partner code | Basic profile and immigration status (as consented) — not counsel | Partners → Active → **Revoke** |
| **Employer connection** | An employer whose invite you accepted | Immigration information shared through the connection, and roster visibility | Employer → Active → **End** |

Sharing lives under **Settings → Access** (ImmiReport, Cases). Relationships live under
**Settings → Associations** (Family, Partners, Employer). The default servicing organization on
Partners is a routing default — see [Lexpoint and professional advice](/individuals/consultations/who-advises-you/).

---

## Your ImmiReport link

The **ImmiReport** tab has three sub-tabs: **Link & access**, **PIN & expiry**, and **Activity**.

If you have not created an ImmiReport yet, the tab reads *Create an ImmiReport first to enable
sharing*.

### Turning sharing on and off

Under **Link & access**, **Share with others** — *Allow others to view this report via a secure
link* — is the master switch. Turn it on and Lexpoint generates a link of the form
`/report/<your report code>`, shown under **Shareable URL** with a **Copy** button.

Lexpoint may generate a PIN at the same time, shown as **PIN Auto-Generated** with a **Copy**
button and the note *Save this PIN securely. Share it with anyone who needs to access your report.*

:::caution[The link is the credential]
The panel says it plainly: *Anyone with this link can view your report.* There is no per-person
invitation and no way to see who a link was forwarded to. If you sent it to a consultant who then
forwarded it, the report is open to whoever holds the URL until you turn sharing off or a PIN
blocks them.
:::

Turning **Share with others** off stops the link working. It is the single fastest way to close
everything in this section.

### PIN

Under **PIN & expiry**, **PIN management** adds *an extra layer of security with a 6-digit PIN*.
The PIN must be exactly six digits — a shorter one is rejected with *PIN must be exactly 6 digits*.

**PIN Status** reads **Active** or **Inactive**. When a PIN is set, the current PIN is displayed
and copyable from this panel, so you can retrieve it later rather than resetting it.

### Expiry

Also under **PIN & expiry**, **Link expiration** states the rule: while sharing is on, the link
stays valid for **30 days** from when you last turned sharing on or changed your PIN. The panel
shows the exact expiry date and a countdown chip — *12 days left*, *1 day left*, *Expires today*,
or **Expired**.

To start a new 30-day period, either turn sharing off and on again, or change your PIN while
sharing is on.

:::note[Why a link can work after you revoke]
The panel adds that access tokens remain valid for **7 days** after being issued. A viewer who
already passed the PIN holds a token for that window. Turning sharing off is still the correct
action; understand that a session already established is not necessarily severed the same second.
:::

### Who has opened it

**Activity** shows the access log: **Date & Time**, **Email**, **Status**, and **Browser** for each
attempt, with a **Professional** badge on viewers Lexpoint identifies as professionals. Denied
attempts appear alongside granted ones.

The access log is a **Pro** feature. On the free plan the tab shows an upgrade panel instead of the
entries. Full filters and export live on the dedicated share page, reachable from **Open full
sharing page →** at the bottom of the tab.

### Primary service provider

Above **Share with others** sits **Primary service provider** — *Whether your ImmiReport is visible
to your default servicing organization. This is report access, not a retainer.* It reads *Shared
with [organization]*, *Not currently shared with [organization]*, or *No primary service provider
is assigned to your account yet.*

This toggle is **read-only**. Changing it does not change who a consultation or case would be routed
to. Contact support if the named organization looks wrong.

The default servicing organization itself lives on
[**Settings → Associations → Partners**](https://my.lexpoint.io/app/settings/associations?tab=partners-active).
Listing a firm there does not create a client–counsel relationship — see
[Lexpoint and professional advice](/individuals/consultations/who-advises-you/).

---

## Cases

### Third party case access

**Cases → Third party** is how you let an organization you have already connected see one specific
case. The panel describes it as sharing *specific Immigratic-hosted cases with partners you have
already connected under Partners (profile consent)*.

Two constraints are enforced by the form itself:

- The case list contains **only Immigratic-hosted cases you own**.
- The organization list contains **only organizations you have granted profile access to** under
  Partners. With no active partner connections, the form tells you to add a partner first.

Each grant carries an access level:

| Level | Meaning |
|---|---|
| **View** | Read the case |
| **Contribute** | Take part in the case |
| **Manage** | Manage the case |

Grant one from the **+ Add** sub-tab: pick the case, pick the partner organization, pick the access
level, then **Grant access**.

**To change a level**, use the dropdown on the row under **Active** — the change saves immediately.

**To revoke**, click the bin icon on the row. You are asked to confirm: *Remove third party access
for this case? The organization will no longer see it on the partner portal.* Revoked grants move to
the **Revoked** sub-tab, where a restore button puts one back if you removed it by mistake.

Revoking the underlying partner connection removes this too — the panel states that case access is
removed automatically if you revoke that partner connection.

---

## Associations

### Family

Family lives at [**Settings → Associations → Family**](https://my.lexpoint.io/app/settings/associations?tab=family),
not on Access.

**Household Account** shows your connected household account, with a **Disconnect** button.
Disconnecting asks you to confirm — *Disconnect this household account? This will remove the active
household link.* — and then removes the active link.

**Invites & History** holds pending invites and the record of disconnected or unlinked spouse and
common-law records. Pending invites can be resent or revoked from here; revoking an invite asks
*Revoke this invite?* first.

If an invite cannot be sent because of a conflict, Lexpoint blocks it before sending and explains
why in an **Invite Blocked** dialog, rather than sending something that would fail.

There is no Delegates setting. Nobody has delegate access to your account.

### Partners

Partners has two blocks that are easy to mix up.

**Default servicing organization** is a routing default — who Lexpoint would send a consultation,
proposal, or case to. Being listed is not a retainer or a client–counsel relationship. Immigratic is
the only service provider rolled out on Lexpoint today. Other licensed firms are not available yet.
See [Lexpoint and professional advice](/individuals/consultations/who-advises-you/).

**Partner organizations** are connections you make with a **partner code**. They are profile
consent: an employer, school, agency, or other organization can view parts of your profile and
immigration status. A partner-code connection is not a client–counsel relationship and it is not how
licensed second-opinion firms will work when that is available.

```media
id: settings-primary-service-provider
type: screenshot
caption: Associations → Partners — default servicing organization (routing) above partner-code connections (consent).
shot: /app/settings/associations?tab=partners — Default servicing organization (Immigratic + licence line) above Partner organizations Active. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic. Redact other partner names.
src: /media/individuals/settings-primary-service-provider.webp
```

**To connect one**, open **+ Add New**, enter the partner code or referral link they gave you (a
short code such as `passage`, or the full link), and press **Preview**. Lexpoint shows you who the
organization is, its type, and the specific data they will be able to access, before anything is
granted:

| Scope shown in the preview | What it covers |
|---|---|
| **Basic profile & status** | Your basic profile and immigration status |
| **Immigration report** | Your immigration report |
| **Case progress** | Your case progress |

You then have to tick the consent box — *I consent to share my basic profile information and
immigration status with this organization. I can revoke this access at any time* — before the
**Connect** button becomes usable.

The panel is explicit about the ceiling. Partners can see:

- Your name and contact information
- High-level immigration case status
- Key milestones and progress

And it states that they **cannot** see your documents, detailed answers, or financial information.

**To revoke**, open **Active** and press **Revoke** on the organization. You are asked to confirm:
*Are you sure you want to revoke access for [partner]? They will no longer be able to see your
profile or case status.* The connection moves to the **Revoked** sub-tab, which keeps the date you
connected, the date you revoked, and the reason — so the history of who once had access is not
erased along with the access.

```media
id: settings-partner-preview
type: screenshot
caption: The partner preview, showing who the organization is and what they would be able to see, before consent.
shot: /app/settings/associations?tab=partners-add — enter a valid demo partner code and press Preview so the preview card, scope chips, and consent checkbox are all visible. Demo account, light mode, 1440×900. Redact the partner code.
```

### Employer

**Employer connections** lists *employers on your Lexpoint workforce roster*, under **Active**,
**Ended**, and **Pending**.

```media
id: employment-settings-employer-connections
type: screenshot
caption: Settings → Associations → Employer → Ended. Active, Ended, and Pending are the three lists. Immigratic kept; the other employer name is redacted.
shot: /app/settings/associations?tab=employer-ended — Employer tab, Ended selected, two ended cards. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic Visa Services. Redact GetGuide Inc.
src: /media/individuals/employment-settings-employer-connections.webp
```

Each active row shows the employer name, the connection status, the date you connected, and, where
recorded, your job title, the employment period, and the employment context.

**You cannot connect yourself with a code.** Your employer sends an invite email with a Lexpoint
link — *they must invite you; this is not a partner code*. Invites you have signed in for but not
yet consented sit under **Pending**. You finish consent on the invite page itself.

**To revoke**, press **End** on the row. The confirmation spells out the consequence:

> End connection with [employer]?
>
> [employer] will lose access to immigration information shared through this connection, including
> visibility on their workforce roster. You can reconnect later if they send a new invite.

Ended connections move to the **Ended** sub-tab with both the connected and ended dates. Reconnecting
requires a fresh invite from the employer — ending a connection is not something you can undo on
your own.

---

## If you want to close everything

There is no single master switch. In order of how exposed each one leaves you:

1. **ImmiReport → Link & access** — turn **Share with others** off. This is the only access that a
   stranger can hold.
2. **Cases → Third party** — remove each active grant.
3. **Partners → Active** — **Revoke** each organization. This also clears their case access.
4. **Employer → Active** — **End** each connection.
5. **Family → Household Account** — **Disconnect**.

ImmiReport visibility to the default servicing organization is platform-managed. Changing the
default servicing organization is not self-serve — contact support through
[**Help & Support**](https://my.lexpoint.io/app/tickets). Revoking a partner code does not change
the default servicing organization.

## Related

- [Privacy and your data](/individuals/account/privacy/) — what Lexpoint stores and how to export it
- [Deleting your account](/individuals/account/delete-account/) — the end of the line, and what survives it
- [Two-step verification](/individuals/account/two-step-verification/) — stopping someone signing in as you in the first place
- [Your ImmiReport](/individuals/immireport/) — what is actually in the report you would be sharing
- [Employment](/individuals/employment/) — the employee side of an employer relationship

------------------------------------------------------------------------
# Your account details
Canonical: https://docs.lexpoint.io/individuals/account/account-details/
Summary: Change your name, add and verify a phone number, and read the account facts Lexpoint keeps on file — including why your email cannot be changed.
------------------------------------------------------------------------

Your name and phone live on the **Profile Info** tab at
[**Settings → Account**](https://my.lexpoint.io/app/settings/account). Your email sits there too,
but read-only.

```media
id: settings-account-profile-info
type: screenshot
caption: The Profile Info tab, with the locked email field and the phone number field.
shot: /app/settings/account → "Profile Info" tab (the default). Demo account with a saved, unverified phone so the "Unverified" pill and "Verify phone" button are both visible. Light mode, 1440×900. Redact the name, email, and phone number.
src: /media/individuals/settings-account-profile-info.webp
```

## Name

**First Name** and **Last Name** are free text. Edit them and press **Save Changes**; a
*Changes saved successfully!* confirmation appears.

:::note[This is your account name, not your application name]
Names on an immigration application come from your profile and your identity documents, not from
this field. Changing it here does not restate your legal name anywhere else — see
[your profile](/individuals/profile/).
:::

## Email

**Email Address** is displayed with a padlock and cannot be edited. The page says so directly:
*Email cannot be changed. Contact support if needed.*

The reason is not arbitrary. Lexpoint has no password — you sign in with Google or with a magic
link sent to this address — so your email is not merely a contact field. It is the credential
itself, and it is what your notifications and every access grant on your account are keyed to,
including case access other people hold. Changing it is a support operation with checks, not a text
field. Raise it through [**Help & Support**](https://my.lexpoint.io/app/tickets).

:::caution[Protect the inbox, not just the account]
Because a magic link to this address signs someone in, anyone who can read this inbox can reach your
immigration file. Secure the email account itself, and turn on
[two-step verification](/individuals/account/two-step-verification/) so a link alone is not enough.
:::

## Phone number

**Phone Number** accepts **international E.164 format only**: a plus sign, the country code, then
the number, with no spaces or punctuation. The placeholder shows the shape — `+16134561234`. A
number in any other format is rejected by the field.

The label carries a status pill:

| Pill | Meaning |
|---|---|
| **Not added** | No number saved |
| **Unverified** | A number is saved but has not been confirmed by SMS |
| **Verified** | The saved number has been confirmed |

### Verifying your number

1. Enter your number in E.164 format and press **Verify phone**. The button only appears once
   there is a number to verify.
2. A dialog opens — **Verify your phone** — showing the exact number the code will go to. If it is
   wrong, press **Change number** to go back to the field.
3. Press **Send code**.
4. Enter the code you receive under **Verification code**, then press **Confirm**.

Once confirmed, the pill turns **Verified**, and Lexpoint stores the verified number as your
displayed phone number so the two can never drift apart.

:::caution[There is a wait before you can resend]
After **Send code**, the button is disabled and shows a countdown — *You can resend in 60s.* Wait
for it rather than reloading the page; a fresh attempt restarts the flow without cancelling the
code already sent.
:::

### If the SMS does not arrive

The page is upfront that this happens: *Some countries/carriers may block verification SMS — you
can still save your number and verify later.*

Press **Save Changes** to keep the number as **Unverified**. Your account works; the number is on
file for contact. You can verify it later from the same panel, or try a different number.

## The Account Details tab

The **Account Details** tab on the same page is read-only. It is where you check a fact about your
account rather than change one.

| Field | What it tells you |
|---|---|
| **Account Type** | Client, Immigration Consultant (RCIC), Employer, Agent, Support, or Dependent |
| **Access Level** | Standard, Premium, Enterprise, or Admin |
| **Plan** | Free or Pro |
| **Total Assessments** | How many assessments are on your account |
| **Member Since** | The date you joined |
| **Last Login** | When you last signed in — or *Current session* if there is no earlier record |
| **Account Status** | Active or Inactive |

## Related

- [Sign-in methods](/individuals/account/sign-in-methods/) — the Google and magic-link sign-in behind this email
- [Two-step verification](/individuals/account/two-step-verification/) — protecting the account this email opens
- [Identity verification](/individuals/account/identity-verification/) — proving who you are, which is a different check
- [Notification preferences](/individuals/account/notifications/) — where a verified phone and email are used
- [Your profile](/individuals/profile/) — the immigration data behind an application

------------------------------------------------------------------------
# Billing and plan
Canonical: https://docs.lexpoint.io/individuals/account/billing/
Summary: Your Lexpoint plan, what you still owe on a case, where case statements and fee invoices live, and how to update a payment method or cancel.
------------------------------------------------------------------------

Two different kinds of money live at
[**Settings → Billing & Plan**](https://my.lexpoint.io/app/settings/billing), and confusing them
causes most billing questions:

- **Your subscription** — the ImmiReport Pro plan, charged to you by Lexpoint.
- **Case fees** — what you owe a firm for work on a case, on the schedule agreed in your proposal.

The page has five tabs: **Plan**, **Manage Subscription**, **Payment schedule**, **Case
statements**, and **Payment Methods**.

## Plan

Shows **ImmiReport Pro** or **Free Plan**, your member-since date, and a **Pro** or **Free** pill.

Below it, the four things the Pro plan covers:

- All immigration programs
- Detailed eligibility analysis
- What-if simulations
- Priority support

On the free plan the heading reads *Upgrade to Pro for* and an **Upgrade to Pro** button sits at the
bottom of the card. On Pro it reads *Your Pro Features*.

```media
id: settings-billing-plan
type: screenshot
caption: The Plan tab, showing the current plan and what it includes.
shot: /app/settings/billing on a free demo account, Plan tab, so the "Upgrade to Pro for" heading and the Upgrade button are both visible. Light mode, 1440×900.
src: /media/individuals/settings-billing-plan.webp
```

## Manage Subscription

On Pro, this reads **Active Subscription** — *Your Pro subscription is active and renews
automatically* — with a **Manage Subscription** button.

That button opens Lexpoint's secure billing portal, which is where **all three** subscription
actions happen: *Update payment method, change plan, or cancel subscription*. There is no separate
cancel button elsewhere in the app.

On the free plan the tab reads **No Active Subscription** — *You're on the free plan. Upgrade to Pro
to unlock all features and manage your subscription.*

## Payment schedule

*Installments still owed on open cases.* This tab answers one question: what do I owe, and when.

When there is nothing outstanding it reads **Nothing due** — *You're caught up on case fees.*

The tab also notes that tax invoices, numbered `INV-…`, issue at checkout — the invoice follows the
payment rather than preceding it.

## Case statements

*Live fee, payment, and trust ledgers per case — available when your firm publishes them.*

Each row shows the case number and the firm, with **View statement →** opening that case's statement
tab. If nothing is listed, the tab reads *No case statements available yet* and explains why: *Your
firm will publish each case statement when fee and trust activity is ready for you to review.*

This is not a delay you can resolve from settings. If you need a statement that has not appeared,
ask on the case.

## Payment Methods

On Pro, the tab confirms *Your payment methods are securely managed* and offers **Update Payment
Method**, which opens the same secure billing portal.

On the free plan it reads **No Payment Methods** — *Add a payment method when you upgrade to Pro.*

:::note[Card details never touch Lexpoint's own screens]
Both **Manage Subscription** and **Update Payment Method** hand you to the billing portal rather
than asking for a card number in the app. If any page that looks like Lexpoint asks you to type card
details directly, do not — report it through
[**Help & Support**](https://my.lexpoint.io/app/tickets).
:::

## Fee invoices

An individual fee invoice opens at its own page, titled **Statement of Professional Fees**. It
shows:

| Section | What it holds |
|---|---|
| **Prepared for** | Who the invoice is addressed to |
| **Milestone** | The milestone the fee relates to |
| **Immigration case** | The case it belongs to |
| **Description / Amount** | The line items |
| **Subtotal**, tax, **Total recognized** | The totals, with tax shown only when there is any |

A **Print / Save PDF** button at the top produces your own copy.

Invoices are access-checked. Opening one you are not entitled to see returns you to the billing page
rather than showing it.

## Related

- [Getting help](/individuals/consultations/) — consultations, proposals, and retainers, which is where case fees originate
- [Cases](/individuals/cases/) — the case a statement belongs to
- [Your account details](/individuals/account/account-details/) — where your plan also appears
- [Settings overview](/individuals/account/settings-overview/) — the other settings areas

------------------------------------------------------------------------
# Deleting your account
Canonical: https://docs.lexpoint.io/individuals/account/delete-account/
Summary: What removing your Lexpoint profile erases, what it archives, what stops it, and what stays behind afterwards.
------------------------------------------------------------------------

Removing your profile is not reversible, and it does not do quite what "delete my account" usually
means. The page describes it precisely: it *erases your assessment profile and related app data,
archives eligible cases/applications, removes your login, and signs you out.*

It lives at [**Settings → Privacy & Data**](https://my.lexpoint.io/app/settings/privacy) under
**Remove profile**, in a section marked **Danger Zone**.

:::danger[Export first]
The page says it in one line: *Export anything you need first.* Once this runs, your profile data is
gone and archived cases no longer show in the portal. See
[Privacy and your data](/individuals/account/privacy/) for the export.
:::

## What happens

| Your data | What removal does |
|---|---|
| **Assessment profile and related app data** | Erased |
| **Eligible cases and applications** | Archived — they stop appearing in the client portal |
| **Your login** | Removed, and you are signed out |
| **Your email address** | Kept on a minimal account record |

The distinction between *erased* and *archived* matters. Your profile — the answers, history, and
scores — is destroyed. Cases and applications are archived rather than destroyed, because they are
records of professional work involving other people.

## What stops it

Two situations block removal, both to prevent damage that could not be undone:

- **An active subscription.** You are told to *Cancel your active subscription first in Billing
  before deleting this account.* See [billing and plan](/individuals/account/billing/).
- **An active shared case.** If your account is attached to one, you are told to contact support *so
  we can archive it safely without breaking another case.* Someone else's live matter is not
  collateral for your account closure.

## Removing your profile

1. Open [**Settings → Privacy & Data**](https://my.lexpoint.io/app/settings/privacy) and choose
   **Remove profile**.
2. Type your account email into **Confirm your account email**. It must match exactly — a near miss
   is rejected with *Type your account email exactly to confirm removal.*
3. Tick the acknowledgement:

   > I understand my profile and assessment data will be erased, my login removed, and archived
   > cases/applications will not come back automatically. I understand my email is retained for
   > re-link after a verified signup.

4. Press **Remove my profile & sign out**.

```media
id: settings-delete-account-confirm
type: screenshot
caption: The confirmation step, with the email field and the acknowledgement that must be ticked.
shot: /app/settings/privacy?tab=delete on a demo account — the "Remove my profile and sign out" card with the email field empty and the acknowledgement unticked. Light mode, 1440×900. Redact the email shown in the confirmation sentence.
src: /media/individuals/settings-delete-account-confirm.webp
```

You are signed out as it completes and land on a confirmation page: **Your profile has been
removed** — *Your assessment data in the app was erased and you were signed out. Self-owned cases and
applications that we archived no longer show in the client portal.*

## Coming back

The confirmation page keeps one door open: *Your email stays on file — you can sign up again with it
after you verify.*

The settings page says the same in more detail — your email stays on a minimal account record so you
can sign up again with the same address, and after email verification portal access is restored and
you start with a blank profile.

**Blank is the operative word.** A new signup is a fresh start, not a restoration. The acknowledgement
you ticked said archived cases and applications will not come back automatically, and they do not.

## If you only want less of Lexpoint

Removal is a large instrument for several smaller problems. Before you use it:

- **Too much email?** Turn off the optional categories in
  [notification preferences](/individuals/account/notifications/).
- **Worried who can see your file?** Revoke each grant from
  [access and sharing](/individuals/account/access-and-sharing/) — that closes access without
  destroying your data.
- **Paying for something you do not use?** Cancel the subscription from
  [billing and plan](/individuals/account/billing/) and keep the free account.

Any of those is reversible. This is not.

## Related

- [Privacy and your data](/individuals/account/privacy/) — export before you remove anything
- [Access and sharing](/individuals/account/access-and-sharing/) — revoking access without deleting
- [Billing and plan](/individuals/account/billing/) — cancelling the subscription that blocks removal
- [Getting help](/individuals/consultations/) — reaching support about a shared case

------------------------------------------------------------------------
# Identity verification
Canonical: https://docs.lexpoint.io/individuals/account/identity-verification/
Summary: What identity verification is, when Lexpoint asks for it, what you need to hand, and what each status on the panel means.
------------------------------------------------------------------------

Identity verification proves you are who you say you are. It is a one-time check, not a recurring
one, and it is separate from securing your sign-in.

The panel explains why Lexpoint asks: *To comply with regulatory requirements and protect your
account, we verify the identity of all users. Once verified, you will have full access to all
platform features.*

Find it at [**Settings → Account**](https://my.lexpoint.io/app/settings/account) on the
**Identity Verification** tab. While you are unverified, that tab carries an amber dot and the
**Account** row on the settings index shows an **Unverified** badge.

## Before you start

The panel lists three requirements:

1. **Government-issued photo ID** — passport, driver's licence, or national ID card
2. **A device with a camera** — smartphone, tablet, or laptop
3. **Approximately 2–3 minutes to complete**

## Verifying

1. Open the **Identity Verification** tab.
2. Press **Begin Verification**.
3. The verification provider's flow opens. Follow it — photograph your ID and yourself as prompted.
4. Return to Lexpoint. The panel moves to **Verification in progress**, then to
   **Identity Verified** once the decision comes back.

```media
id: settings-identity-verification
type: screenshot
caption: The Identity Verification tab before verification, showing the requirements and the Begin Verification button.
shot: /app/settings/account?tab=verification on a demo account with status unverified, so the "Verification Required" card, the Requirements list, and the Begin Verification button are all visible. Light mode, 1440×900.
src: /media/individuals/settings-identity-verification.webp
```

:::note[Where your documents actually go]
The check runs through a specialist verification provider — Veriff or Didit, depending on which
Lexpoint has active. The panel names the one in use and states: *Your documents are processed
securely and are not stored by us*, with a link to that provider's privacy policy.
:::

If self-serve verification is switched off, the **Begin Verification** button does not appear.
Instead the panel reads *Self-serve identity verification is currently unavailable. Contact Lexpoint
staff to verify your identity* — Lexpoint staff can complete the check for you.

## What each status means

| Status on the panel | What it says | What to do |
|---|---|---|
| **Verification Required** | *Complete identity verification to access all platform features.* | Press **Begin Verification** |
| **Verification in progress** | *Your verification is being reviewed. This usually takes a few minutes.* | Wait — or use **Start over** if it stalls |
| **Identity Verified** | *Your identity has been confirmed. You have full access to all features.* | Nothing; the verified date is shown |
| **Verification Declined** | *We were unable to verify your identity. Please try again or contact support.* | Try again, or contact support |
| **Verification Expired** | *Your previous verification has expired. Complete a new verification to restore full access.* | Run a new verification |

### If it gets stuck on "in progress"

A **Start over** link appears beneath the in-progress message when the attempt was abandoned, or
when it has been sitting for at least **ten minutes** without a decision. It resets you to
unverified so **Begin Verification** becomes available again. Nothing you already submitted is lost
from the record — the earlier attempt is kept.

If you are watching the page when the ten minutes elapse, the link appears on its own. You do not
need to reload.

## After you are verified

**Verified once, verified everywhere.** Verification attaches to you as a person, not to any one
organization or case, so a second organization on Lexpoint does not send you through it again.

Details confirmed by the provider — your name, date of birth, and the address on your ID — can flow
into your [profile](/individuals/profile/) so you are not retyping what the document already proves.

If you arrived here from a proposal or a case that required verification, the panel offers a link
straight back to it — **Continue to your proposal** or **Continue to your case** — once you are
verified.

## Related

- [Two-step verification](/individuals/account/two-step-verification/) — a different thing: securing sign-in, not proving identity
- [Your account details](/individuals/account/account-details/) — the name and phone on your account
- [Your profile](/individuals/profile/) — where verified details land
- [Getting help](/individuals/consultations/) — proposals and retainers, which can require verification first

------------------------------------------------------------------------
# Integrations
Canonical: https://docs.lexpoint.io/individuals/account/integrations/
Summary: Connect Google Drive and Telegram — pick files from Drive, save a package copy, let Lexi write a Google Doc, and get Lexpoint alerts on your phone.
------------------------------------------------------------------------

Connect the accounts Lexpoint uses for files and alerts at
[**Settings → Integrations**](https://my.lexpoint.io/app/settings/integrations). The heading reads
*Connect the accounts Lexpoint uses for files and alerts.* Two rows sit on the page: **Google Drive**
and **Telegram**.

Drive connects on this page. Telegram is listed here so you can see whether it is linked;
connecting it still happens on the **Telegram** tab under
[Notifications](/individuals/account/notifications/).

```media
id: settings-integrations
type: screenshot
caption: Settings → Integrations, with Google Drive connected and Telegram listed below it.
shot: /app/settings/integrations — Drive connected so the Google account caption and Disconnect → are visible, Telegram showing a username and Notifications →. Demo account, light mode, 1440×900. Redact the Google email, Telegram username, and header identity.
src: /media/individuals/settings-integrations.webp
```

**Suggest an integration →** opens a support ticket if you want Lexpoint to connect something that
is not on the list yet.

## Google Drive

Connect Google Drive once. That one connection is what Lexpoint uses to pick files from your Drive,
copy an application package into it, and let Lexi save draft notes as a Google Doc.

### Connecting

1. Open [Settings → Integrations](https://my.lexpoint.io/app/settings/integrations).
2. On the **Google Drive** row, press **Connect →**.
3. Finish Google's permission window with **the same Google account you use to sign in**.
4. You return to Integrations. The page says *Google Drive connected.*, and the row caption changes
   from *Not connected* to that Google account's name.

Three things can go wrong on the way back, and each has its own line:

| The page says | What to do |
|---|---|
| *That Google account does not match the one you use to sign in.* | Connect the Google account you already use for Lexpoint, not a different one. |
| *The connect window expired. Try again.* | Press **Connect →** again. |
| *Google connect did not finish. Try again.* | Press **Connect →** again. |

Until Drive is connected, places that need it send you here. Lexi does the same if you ask it to
write a Doc before you have connected.

### Choose files from Drive

On a case requirement, the **Add** window's **Upload new** tab includes **Choose from Drive →** once
Drive is connected, or **Connect Drive to choose files →** if it is not. While the picker opens, the
control reads *Opening Drive…*.

The picker accepts **PDF, JPEG, PNG, DOC, and DOCX** — the same types as a computer upload. Native
Google Docs, Sheets, and Slides are refused with *Google Docs, Sheets, and Slides cannot be imported
yet. Download as PDF first.*

See [Uploading documents](/individuals/cases/uploading-documents/).

### Save a copy of your package to your Drive

On **Packages**, the middle cell is labelled **Your Drive**. It is a copy of the generated package
into *your* Drive, not the firm's Drive folder your legal team may use.

| The cell reads | Meaning |
|---|---|
| **Not connected** | Connect first. The action is **Connect Drive →**. |
| **No package yet** | Generate the package before you can save it. |
| **Ready** | A package exists. **Save to Drive →** copies it. |
| **Queued** or **N of M** | The copy is in progress. Stay on the page or come back; it continues. |
| **Saved** | The copy is in your Drive. **Open in Drive →** opens it. |
| **Failed** | The copy did not finish. The cell shows the error. Try **Save to Drive →** again. |

See [Finalization](/individuals/cases/finalization/).

### Let Lexi write a Google Doc

In your **private** Lexi panel, ask for a clean Doc — an ImmiReport summary, a letter, or draft
notes. Lexi gathers the facts from your account, then pauses:

*Save draft notes to your Drive as “Lexpoint · {title}” (not for IRCC filing).*

**Confirm** creates the Google Doc. **Skip** does not. After Confirm, Lexi does not paste a
docs.google.com link into the chat. A chip with the title and **→** opens the Doc instead. In Drive
the file name starts with **Lexpoint ·**; the chip drops that prefix so the row stays short.

```media
id: lexi-google-doc-chip
type: screenshot
caption: Lexi after saving an ImmiReport summary as a draft Google Doc, with the title chip under the reply.
shot: /app/dashboard with Ask Lexi open on a chat where Lexi has already saved an ImmiReport summary Google Doc, so the chip (title plus →) is visible under the reply. Demo account, light mode, 1440×900. Redact header identity. Do not press Confirm (the Doc is already created) and do not open the chip.
src: /media/individuals/lexi-google-doc-chip.webp
```

The chip is the way into the Doc. The prose will say the summary was saved as a draft Google Doc —
not for direct IRCC filing. That limit is the product's, not a suggestion.

If Drive is not connected, Lexi points you to Integrations rather than creating a file. Shared Lexi
on a case cannot write this Doc; use the private assistant.

See [What Lexi can do](/individuals/lexi/what-lexi-does/) and
[Asking Lexi](/individuals/lexi/asking-lexi/).

### Disconnecting Drive

On the **Google Drive** row, press **Disconnect →**. The caption asks *Disconnect this Drive?*, with
**Cancel** and **Disconnect**. Confirming returns the row to *Not connected* and the page says
*Google Drive disconnected.*

Lexpoint then cannot pick files, copy a package, or create a Doc until you connect again. Files
already in your Drive stay in your Drive — delete those in Google if you do not want them.

## Telegram

Telegram gives you Lexpoint notifications on your phone as they happen, and lets you reply to a case
message without opening the app. It is an addition to email, never a replacement for it — the
required email categories keep arriving either way.

Everything happens through one bot: **@immiwatch_bot**. The **Telegram** row on Integrations shows
*Not connected*, or your Telegram username once it is linked. **Notifications →** opens the
**Telegram** tab on
[Settings → Notifications](https://my.lexpoint.io/app/settings/notifications).

### Connecting

1. Open the **Telegram** tab and press **Connect Telegram**.
2. Lexpoint shows **Scan or Click to Connect** — a QR code, a **six-digit code**, and an
   **Open in Telegram** button.
3. Use whichever suits where you are:
   - **On a computer, with your phone in hand** — scan the QR code with your phone's camera.
   - **On your phone** — tap **Open in Telegram**. The bot opens with the code already attached.
   - **By hand** — open Telegram, search for **@immiwatch_bot**, start the chat, and send the
     six-digit code as a message.
4. The bot replies *Connected. Hey [your name], your Telegram is now linked to your Immigratic
   account.*
5. The page moves to **Telegram Connected** on its own, showing your Telegram username and the date
   you connected.

```media
id: settings-telegram-qr
type: screenshot
caption: The connect screen, with the QR code, the six-digit code, and the Open in Telegram button.
shot: /app/settings/notifications?tab=telegram → press "Connect Telegram" so the "Scan or Click to Connect" panel with QR, code, and button is showing. Demo account, light mode, 1440×900. Blur the QR code and redact the six-digit code.
src: /media/individuals/settings-telegram-qr.webp
```

:::caution[The code is valid for ten minutes]
The panel says so under the button: *Code expires in 10 minutes*. Send an expired code and the bot
replies *This code has expired. Please get a new code from Settings -> Notifications in the app.*
Nothing is broken — press **Cancel**, then **Connect Telegram** again.
:::

The page watches for the connection itself, so you do not need to reload. If you would rather not
wait, **Refresh Status** checks immediately.

### If you tapped Start without the code

This is the common stumble. Opening the bot and pressing Telegram's **Start** button does not link
anything unless the code travelled with it. The bot answers a bare `/start` with *Welcome. To
connect your account, go to Settings -> Notifications in the app and send the 6-digit code shown
there.*

The fix is to send the code as an ordinary message in that same chat. The pending panel says the
same: *Send the code again if you already tapped Start without it.*

### If the code is refused

Sending a code that no longer matches a pending connection gets *Invalid or expired code. Please get
a new code from Settings -> Notifications in the app.* Return to the Telegram tab, press **Cancel**,
and start again.

### What you get once connected

The connected panel states the rule: *You'll receive Telegram notifications for all enabled
categories above.* Your Telegram messages mirror your email preferences rather than having settings
of their own — turn a category off under **Email Preferences** and it stops arriving in both places.
See [notification preferences](/individuals/account/notifications/) for which categories are
optional and which are always on.

### Replying from Telegram

The bot is two-way. You can answer a Lexpoint case message from your phone, and your reply lands in
the case thread it belongs to.

**Use Telegram's reply function on the specific Lexpoint message.** That reply is how the bot
identifies which thread you mean. A message sent into the chat without one is answered with
*Reply directly to a Lexpoint message in this private chat so I know which case thread to post
into* — the bot declines to guess rather than posting your words in the wrong place.

Four limits are worth knowing before you rely on it:

| What you do | What happens |
|---|---|
| Reply to a Lexpoint message with text | Posted into the matching case thread |
| Send a message with no reply target | Rejected, with guidance to reply to a message |
| Send a photo, document, or other attachment | Rejected — *Attachments are not supported here yet. Please upload documents in the app, or reply with plain text* |
| Reply to a very old message | *That message can no longer accept replies here. Please continue the conversation from the app* |

:::note[Private chat only]
The bot works in a direct private chat and nowhere else. Add it to a group and it answers *For
privacy, this bot only works in a direct private chat.* This is deliberate — your immigration
notifications should never be one mis-tap away from a group of people.
:::

Documents always go through the app. Telegram is for text replies and alerts, not for sending
identity documents into a chat.

### Disconnecting Telegram

Press **Disconnect Telegram** on the connected panel and confirm. The bot sends a closing message —
*your Telegram has been disconnected from Immigratic. You won't receive notifications here anymore*
— and Telegram messages stop immediately.

Your email preferences are untouched. To reconnect later, come back to the same tab and run the
connection again with a fresh code.

## Related

- [Settings overview](/individuals/account/settings-overview/) — where Integrations sits among the other settings
- [Notification preferences](/individuals/account/notifications/) — which emails Telegram mirrors, and which cannot be switched off
- [Uploading documents](/individuals/cases/uploading-documents/) — Choose from Drive on a requirement
- [Finalization](/individuals/cases/finalization/) — Your Drive on Packages
- [What Lexi can do](/individuals/lexi/what-lexi-does/) — the Drive Doc write, and that it needs Confirm
- [Cases](/individuals/cases/) — the case threads your Telegram replies post into

------------------------------------------------------------------------
# Notification preferences
Canonical: https://docs.lexpoint.io/individuals/account/notifications/
Summary: Which emails Lexpoint sends, which ones you can turn off, which ones you cannot, and how to change them.
------------------------------------------------------------------------

Lexpoint notifications are set at
[**Settings → Notifications**](https://my.lexpoint.io/app/settings/notifications). The page has two
parts: **Email Preferences** and **Telegram**.

Changes save as you make them — there is no separate save button for the toggles.

```media
id: settings-notifications-overview
type: screenshot
caption: The notification settings page, showing required categories above the toggles you control.
shot: /app/settings/notifications — full page, Email Preferences tab, light mode, 1440×900. Demo account with Telegram not yet connected.
src: /media/individuals/settings-notifications-overview.webp
```

## Required notifications

Three categories are always on and have no toggle. They carry information you need in order to act
on your own file, and turning them off would mean missing a deadline or a security event.

| Category | What it covers |
|---|---|
| **Case Updates** | Activity on a case you are part of — new requirements, document review outcomes, messages from your representative, status changes. |
| **Security Alerts** | Sign-ins, changes to sign-in methods, two-step verification changes, and other account-security events. |
| **ImmiReport** | Changes to your report, including recalculations that move your standing. |

## Optional notifications

These three are yours to control. Each is a toggle; the change takes effect immediately.

| Toggle | What you receive | Default |
|---|---|---|
| **Express Entry & PNP Draws** | New draw announcements and score updates. | On |
| **Product Updates** | New features and platform improvements. | On |
| **Marketing & Newsletters** | Promotional content and immigration news. | On |

:::tip
If Lexpoint email feels like too much but you do not want to miss anything on your case, turn off
**Marketing & Newsletters** and **Product Updates** and leave draws on. That removes the recurring
mail while keeping everything tied to your actual file.
:::

## Telegram

Telegram is an additional channel, not a replacement for email. Connecting it, the
**@immiwatch_bot** bot, replies from your phone, and disconnecting are on
[Integrations](/individuals/account/integrations/#telegram). The **Telegram** tab on this page is
where the connect QR and code actually live.

```media
id: settings-telegram-connect
type: screenshot
caption: The Telegram tab with a live connection code and QR code.
shot: /app/settings/notifications → Telegram tab, in the "Connect Telegram" state with a code visible. Demo account, light mode, 1440×900. Redact the code itself.
src: /media/individuals/settings-telegram-connect.webp
```

Disconnecting Telegram from the same tab stops Telegram messages immediately. Your email
preferences are untouched.

## Related

- [Two-step verification](/individuals/account/two-step-verification/) — security alerts are one of the required categories for a reason
- [Integrations](/individuals/account/integrations/#telegram) — connecting Telegram, replies from the bot, and disconnecting
- [The updates feed](/individuals/dashboard/notifications-and-updates/) — in-app notifications, separate from email
- [Privacy and your data](/individuals/account/privacy/) — what Lexpoint stores about you

------------------------------------------------------------------------
# Privacy and your data
Canonical: https://docs.lexpoint.io/individuals/account/privacy/
Summary: Download a résumé of the facts in your Lexpoint profile, or export the same profile as a spreadsheet or JSON.
------------------------------------------------------------------------

Your data controls live at
[**Settings → Privacy & Data**](https://my.lexpoint.io/app/settings/privacy). The **Export** tab has
two downloads: a résumé PDF of the facts in your profile, and a spreadsheet or JSON dump of the same
profile. The **Remove** tab is for [removing your profile](/individuals/account/delete-account/).

## Downloading a résumé

The résumé is not a second copy of your profile. It is composed from the same records you already
keep — name and contact, work, education, and certificates — so a professional summary and your
immigration file stay in step.

You can download it from two places:

1. [**Profile**](https://my.lexpoint.io/app/profile) — **Download résumé** in the title row
2. [**Settings → Privacy & Data**](https://my.lexpoint.io/app/settings/privacy) — the first card on
   the **Export** tab

Press **Download résumé**. The button reads *Preparing…* while the PDF is built, then the file
downloads and a toast reads *Résumé downloaded*.

```media
id: settings-privacy-resume
type: screenshot
caption: The Export tab on Privacy & Data, with Download résumé above the profile dump.
shot: /app/settings/privacy → Export tab, Download résumé card first, Export Profile Data visible below with Excel selected. Demo account, light mode, 1440×900.
src: /media/individuals/settings-privacy-resume.webp
```

The PDF lists **Work Experience** (most recent end date first; current jobs as Present),
**Education**, and **Licences and certificates**. A job title that has a NOC includes it. Empty
sections are omitted. The footer carries your name, the page number, and *powered by lexpoint.io*.

It does not include family members, language-test scores, job offers, letters of acceptance, annual
income, or invented duty bullets. Those stay on your profile and, where they belong, in the
spreadsheet or JSON dump below.

The button appears once your profile has a first or last name, or at least one job, school, or
certificate. Otherwise the card reads *Add work or education first* with a link **Add work →**.

:::note[Edit the profile, not a résumé]
There is no separate résumé to update. Change a job or credential on
[your profile](/individuals/profile/), then download again.
:::

## Exporting your profile

**Export Profile Data** downloads *your immigration profile including personal info, family members,
work history, education, and language tests*.

1. Open the **Export** tab.
2. Choose a format — **Excel** or **JSON**. Excel is selected by default.
3. If you chose JSON, choose an output style (see below).
4. Press **Download Profile Data**. The button reads *Preparing export...* while the file is built,
   then the download starts.

```media
id: settings-privacy-export
type: screenshot
caption: The export panel, with format selection, JSON output style, and the list of what is included.
shot: /app/settings/privacy → "Export My Data" tab, with JSON selected so the "JSON output style" options are visible alongside the "What's included" list. Demo account, light mode, 1440×900.
src: /media/individuals/settings-privacy-export.webp
```

### Choosing a format

| Format | The panel calls it | Choose it when |
|---|---|---|
| **Excel** | Spreadsheet | You want to read, sort, or print your own data. This is the default. |
| **JSON** | Structured data | Another tool, system, or person's script will read the file. |

### JSON output style

This choice appears only when JSON is selected.

| Style | The panel says | Choose it when |
|---|---|---|
| **Human-Readable** | *IRCC-style labels & field order. Best for reviewing your data or sharing with consultants.* | A person will read it |
| **Machine-Readable** | *Canonical keys for AI agents & integrations. Best for automation workflows.* | Software will read it |

The style is recorded in the filename, so a folder of past exports stays unambiguous.

### What is included

The panel lists exactly five sections:

- **Personal information** — marked *Sanitized*
- **Family members** — marked *Sanitized*
- **Work history & experience**
- **Education credentials**
- **Language test results**

That is the whole scope of this export. It is your profile — the answers Lexpoint calculates from —
not your case file, and not the résumé PDF.

:::note[You need a profile before you can export one]
With no profile data, the panel reads *Create your ImmiReport profile first to export data* and
offers to start one. See [your profile](/individuals/profile/).
:::

## Who can see your data

Exporting tells you what Lexpoint holds about your profile. It does not tell you who else can reach
it — that is a separate question with a separate answer, and it is the one most worth checking.
Every organization, partner, household member, and shared link with access to your file is listed at
[Access and sharing](/individuals/account/access-and-sharing/).

## Related

- [Your profile](/individuals/profile/) — the records both downloads are composed from
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — which screens read which fields
- [Access and sharing](/individuals/account/access-and-sharing/) — who else can see your file, and how to revoke each one
- [Deleting your account](/individuals/account/delete-account/) — what removal erases, and what it keeps
- [Documents](/individuals/documents/) — your document vault, which neither download covers

------------------------------------------------------------------------
# Settings overview
Canonical: https://docs.lexpoint.io/individuals/account/settings-overview/
Summary: The areas of Lexpoint settings, what belongs in each one, and what the summary rail beside them tells you about your account.
------------------------------------------------------------------------

Lexpoint settings are one screen at [`/app/settings`](https://my.lexpoint.io/app/settings), plus a
link to support. Two of the names are easy to misread, so start here rather than guessing:
**Account** holds your own sign-in. **Associations** is family, partners, and employer connections.
**Access** is ImmiReport sharing and case grants. **Plan** is your Lexpoint subscription; **Payments**
is what you owe on cases.

The top of the page repeats who you are — your name, your email, a **Free** or **Pro** pill, and the
month you joined.

```media
id: settings-index-overview
type: screenshot
caption: The settings index, listing each area with its status badges.
shot: /app/settings — index listing Associations and Access as separate rows (no Security). Light mode, 1440×900 cropped to 1383×776. Replace the identity header with Demo account / user@example.com.
src: /media/individuals/settings-index-overview.webp
```

## The settings areas

| Area | The page calls it | What is actually in it |
|---|---|---|
| **Account** | Profile, sign-in & security, identity verification | Your name and phone, your sign-in methods, two-step verification, account details, and identity verification |
| **Plan** | Lexpoint plan and payment method | Your Lexpoint subscription |
| **Payments** | Case fees due and statements | What you owe on cases, and case statements |
| **Lexi** | Assistant engine, usage & plan | Settings for the Lexi assistant |
| **Integrations** | Google Drive and Telegram | [Integrations](/individuals/account/integrations/) — Drive on this page, Telegram connect from Notifications |
| **Associations** | Family, partners, employer | Household, partner-code consent, default servicing organization (routing, not counsel), and employer workforce links |
| **Access** | ImmiReport sharing and case grants | Shareable ImmiReport link/PIN and third-party case grants |
| **Notifications** | Email, Telegram preferences | Which emails you receive, and connecting Telegram |
| **Privacy & Data** | Export data, delete account | Downloading a résumé, exporting your profile, and removing your profile |

Below the list, a separate card links to **Help & Support** — *View tickets, get assistance*.

## The badges on the list

Two rows carry a status badge, so you can read your standing without opening anything:

- **Account** shows **Verified** or **Unverified**. This is your
  [identity verification](/individuals/account/identity-verification/) status.
- **Plan** shows **Free** or **Pro**.

## Prompts that appear conditionally

Two cards appear above the list only when they apply, and disappear once you act on them:

- **Upgrade to Pro** — *Full access to all immigration programs* — shown while you are on the free
  plan.
- **Add your phone number** — *Stay connected and receive important updates* — shown while no phone
  number is saved on your account. It links straight to
  [Account details](/individuals/account/account-details/).

## The summary rail

On screens 1024px wide and above, a rail on the right of every settings page repeats your account at
a glance. It is not editable; it is there so you never have to open a page to check a fact.

| Row | What it shows |
|---|---|
| **Plan** | Free or Pro |
| **Status** | Active or Inactive |
| **Member since** | The month and year you joined |
| **Last sign-in** | When you last signed in |
| **Type** | Your account type — Client, RCIC, Employer, Agent, Support, or Dependent |
| **Phone** | Your saved number, once there is one |

Below that, **Quick Actions** links to **View Profile**, **View ImmiReport**, **Help & Support**, and
**Book a Call**.

:::note[The rail is hidden on a narrow screen]
On a phone or a narrow window the rail does not render at all. Nothing is missing from your account
— the same facts live on [Account details](/individuals/account/account-details/).
:::

## Related

- [Your account details](/individuals/account/account-details/) — name, email, and verifying your phone
- [Access and sharing](/individuals/account/access-and-sharing/) — who can see your file, and how to revoke it
- [Integrations](/individuals/account/integrations/) — Google Drive and Telegram
- [Notification preferences](/individuals/account/notifications/) — which emails you receive
- [Billing and plan](/individuals/account/billing/) — plan, what you owe, and payment methods
- [Lexi](/individuals/lexi/) — the assistant that the Lexi settings area configures

------------------------------------------------------------------------
# Sign-in methods
Canonical: https://docs.lexpoint.io/individuals/account/sign-in-methods/
Summary: The accounts you can use to sign in to Lexpoint, when each was connected and last used, and why there is no password to change.
------------------------------------------------------------------------

Lexpoint has no password. You sign in either with Google or with a magic link sent to your email
address, and each method you have used is listed at
[**Settings → Account**](https://my.lexpoint.io/app/settings/account) under the
**Sign-in & security** tab.

That design removes the most common way accounts are lost. There is no password to reuse across
sites, leak in a breach, or hand to a convincing phishing page.

```media
id: settings-sign-in-methods
type: screenshot
caption: The Sign-in methods panel, listing each connected account with when it was connected and last used.
shot: /app/settings/account → "Sign-in & security" tab, scrolled to the "Sign-in methods" card. Use a demo account with both a Google and an email identity so two rows are visible. Light mode, 1440×900. Redact the email address.
src: /media/individuals/settings-sign-in-methods.webp
```

## Sign-in methods

The panel — *Connected accounts you can use to sign in* — lists one row per method:

| Row | What it means |
|---|---|
| **Google** | You sign in with **Continue with Google** |
| **Email (Magic Link)** | You sign in with a one-time link sent to your email address |

Each row shows the date the method was connected, when you **last used this method**, and an
**Active** badge.

Any listed method signs you in to the same account. Which one you used last does not change what you
see.

:::note[If the list is empty]
The panel reads *No sign-in methods found* only when Lexpoint has no identity on record for the
account. If you are looking at that message while signed in, report it through
[**Help & Support**](https://my.lexpoint.io/app/tickets) rather than trying to add a method — there
is nothing to fix from this screen.
:::

## Last sign-in

**Last sign-in** appears in the rail beside every settings page on a wide screen, and at the top of
the **Sign-in & security** tab on a narrow one.

Read it, occasionally. It, and the **Last used this method** line on each connected account, are the
two places where an unexpected sign-in would surface. A time or a method you do not recognise is
worth reporting through [**Help & Support**](https://my.lexpoint.io/app/tickets) immediately.

## Two-factor authentication

The second card on this tab is **Two-factor authentication** — *Add an extra layer of security using
an authenticator app*. It reads *2FA is not enabled* until you set it up, then *Your account is
protected with an authenticator app.*

Turning it on is worth the two minutes: without a password, your email inbox and your Google account
are the only things standing between someone and your immigration file. The full walkthrough is on
[Two-step verification](/individuals/account/two-step-verification/).

## Related

- [Two-step verification](/individuals/account/two-step-verification/) — the setup steps, and what sign-in looks like afterwards
- [Your account details](/individuals/account/account-details/) — why the email behind these methods cannot be changed
- [Access and sharing](/individuals/account/access-and-sharing/) — access other people hold, which sign-in security does not cover
- [Getting started](/individuals/getting-started/) — signing up and signing in for the first time

------------------------------------------------------------------------
# Two-step verification
Canonical: https://docs.lexpoint.io/individuals/account/two-step-verification/
Summary: Protect your Lexpoint account with an authenticator app, so access to your email inbox alone is not enough to sign in.
------------------------------------------------------------------------

Two-step verification adds a second check when you sign in. After you sign in with Google or a magic
link, Lexpoint asks for a six-digit code from an authenticator app on your device.

This matters more on Lexpoint than on a site with passwords. Lexpoint has **no password** — you sign
in with your Google account or with a link sent to your email. That means whoever can read your
email can sign in as you. Two-step verification breaks that chain: the code lives on your device,
not in your inbox.

Lexpoint uses **authenticator apps only** — never text messages. A code generated on your device
cannot be intercepted by someone who takes over your phone number.

## Before you start

Install an authenticator app if you do not have one. Any of these work:

- Google Authenticator
- Microsoft Authenticator
- 1Password, Bitwarden, or another password manager with a built-in authenticator
- Authy

## Turn it on

1. Go to [**Settings → Account**](https://my.lexpoint.io/app/settings/account).
2. Open the **Sign-in & security** tab.
3. Find **Two-factor authentication** and start the setup.
4. A QR code appears. Open your authenticator app and scan it — point the app's camera at the code.
5. Your app now shows a six-digit code for Lexpoint that changes every 30 seconds. Enter the current
   code to confirm the pairing.

Once confirmed, the section reads *Your account is protected with an authenticator app.*

```media
id: account-2fa-setup
type: screenshot
caption: The two-factor authentication panel during setup, showing the QR code to scan.
shot: /app/settings/account → "Sign-in & security" tab → two-factor setup started, QR code visible. Demo account, light mode, 1440×900. Blur the QR code itself.
src: /media/individuals/account-2fa-setup.webp
```

:::caution[Save a copy before you finish]
If your authenticator app supports backup — a password manager that syncs, or an export — set that
up now. If the only copy of your authenticator lives on a phone you might lose, recovery means
contacting support and proving who you are.
:::

## Signing in from then on

Your next sign-in has one extra step. Sign in as usual — Google, or the magic link sent to your
email — and then enter the six-digit code from your authenticator app.

The code is generated on your device and changes every 30 seconds. If it is rejected, the usual
cause is a clock that has drifted — check that automatic date and time is enabled on the device
running the authenticator.

```media
id: account-2fa-challenge
type: screenshot
caption: The sign-in challenge asking for a code from your authenticator app.
shot: /auth/mfa-challenge — the six-digit code entry screen. Light mode, 1440×900. Empty boxes; no account identity on this page.
src: /media/individuals/account-2fa-challenge.webp
```

## Turning it off

Two-step verification can be switched off from the same panel in **Settings → Account →
Sign-in & security**. You will be asked to confirm.

Think carefully first. Because Lexpoint has no password, turning two-step verification off leaves
**your email inbox as the only thing** protecting an account that holds your identity documents and
immigration history. Anyone who can read your email can request a magic link and sign in.

If your reason is that the extra step is inconvenient, moving your authenticator into a password
manager solves the inconvenience without giving up the protection.

## Related

- [Sign-in methods](/individuals/account/sign-in-methods/) — Google and magic-link sign-in
- [Identity verification](/individuals/account/identity-verification/) — a different thing: proving who you are, not securing sign-in
- [Access and sharing](/individuals/account/access-and-sharing/) — who else can see your file

------------------------------------------------------------------------
# Your case
Canonical: https://docs.lexpoint.io/individuals/cases/
Summary: A case is the shared workspace between you and your representative — requirements, documents, applications, forms, and the final submission package.
------------------------------------------------------------------------

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

```cards
title: Case Studio tour
href: /individuals/cases/case-studio-tour/
icon: 🏗️
text: The layout, the tree, and how to find anything in a case.
---
title: A walkthrough of a case
href: /individuals/cases/walkthrough/
icon: 🧭
text: The whole case screen in the order you meet it, with a picture of each step.
---
title: The Cases list
href: /individuals/cases/managing-your-cases/
icon: 🗄️
text: Every case on your account, how one is created, and what deleting one does.
---
title: Case status
href: /individuals/cases/case-status/
icon: 🚦
text: Draft, Active, Completed, Closed, Archived — and what moves a case between them.
---
title: Case timeline
href: /individuals/cases/timeline/
icon: 📈
text: Reading the timeline, sharing it as a link, and what reaches you by email.
---
title: Case events
href: /individuals/cases/events/
icon: 📖
text: Every event recorded on a case, what it means, and which ones need something from you.
---
title: Requirements and checklists
href: /individuals/cases/requirements/
icon: ☑️
text: How the checklist is generated and how to work through it.
---
title: Uploading documents
href: /individuals/cases/uploading-documents/
icon: 📤
text: Fulfilling a requirement, replacing a file, and multi-page uploads.
---
title: Document review statuses
href: /individuals/cases/review-statuses/
icon: 🔬
text: Pending, under review, accepted, rejected — and what to do about each.
---
title: Applications and IRCC forms
href: /individuals/cases/applications-and-forms/
icon: 🗂️
text: How forms are pre-filled, what you confirm, and where to correct.
---
title: Finalization and the submission package
href: /individuals/cases/finalization/
icon: 📦
text: Assembling the package, attesting to it, and what is generated.
---
title: Messages on a case
href: /individuals/cases/messages/
icon: 💬
text: Talking to your representative in context.
---
title: Family members on one case
href: /individuals/cases/case-members/
icon: 👨‍👩‍👧‍👦
text: Principal 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](/individuals/proposals/payments-and-invoices/), alongside the first payment
that opened the case.

------------------------------------------------------------------------
# Applications and IRCC forms
Canonical: https://docs.lexpoint.io/individuals/cases/applications-and-forms/
Summary: How Lexpoint pre-fills IRCC forms from your profile, what you confirm section by section, and how to correct an answer after you have confirmed it.
------------------------------------------------------------------------

An application groups everything for one person under one program. Its **Forms** tab holds the IRCC
forms Lexpoint prepares for you.

You never fill an IRCC PDF by hand. Lexpoint asks the same questions as a sectioned questionnaire,
carries over what it already knows about you, and produces the official PDF from your confirmed
answers.

## Before you start

Open the application and choose **Forms** in the left case tree, under **Application**. Each row is
one form. **Open form** (the pencil) starts or continues it.

```media
id: cases-forms-tab
type: screenshot
caption: The Forms tab of an application, with one row per IRCC form and its status.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=forms — at least three form rows in different statuses, one row's actions menu open to show Generate / Download. Demo account, light mode, 1440×900. Redact the applicant name in the heading and the context bar name.
src: /media/individuals/cases-forms-tab.webp
```

## Filling a form

1. Open the form. It has a section list down the left with a **X / Y** progress count, and one
   section at a time on the right.
2. Answer the section, then save it. A toast confirms *Section saved successfully* and the section
   gets a check in the list.
3. Use **Previous** and the continue button to move through the sections. Leaving a section with
   unsaved answers raises an **Unsaved Changes** dialog offering **Stay Here** or
   **Discard & Continue**.
4. When every section has a check, the list reads *All sections complete*.

:::tip[Pre-filled answers are not saved answers]
Where a field was empty, Lexpoint fills it from your profile and tells you so: *We added answers
from your profile where fields were empty. Save each section to store them.* Read them, correct
anything that is out of date, and save — an unsaved pre-filled section still counts as incomplete.
:::

## Review & Confirm

The last section of a form is **Review & Confirm**. It shows every answer you gave, grouped by
section, exactly as it will appear on the IRCC form.

1. Read the summary. Anything wrong is fixed by going back to the section that owns it.
2. Tick **I confirm my answers above are accurate and complete.**
3. Select **Confirm & finish**.

The section then shows *Confirmed* with the date and time.

If any section is still incomplete, the page lists the ones to finish first and the confirm button
stays disabled.

```media
id: cases-form-review-confirm
type: screenshot
caption: The Review & Confirm section of an IRCC form, showing the answer summary and the confirmation checkbox.
shot: /app/cases/[case]/members/[member]/applications/[application]/forms/IMM5257?section=review_confirm — summary populated, checkbox unticked, Confirm & finish visible. Demo account, light mode, 1440×900. Redact every value in the summary — names, dates of birth, passport numbers, addresses.
src: /media/individuals/cases-form-review-confirm.webp
```

### Who confirms

Review & Confirm is completed by the principal applicant on their own Lexpoint account. On a form
where you are not the confirming party the notice reads *Review & Confirm must be completed by the
principal applicant on their Lexpoint account*, and the button area reads *Waiting for principal
applicant*.

Sponsorship forms — **IMM1344**, **IMM5532**, and **IMM5533** — are confirmed twice, once as each
party. They show **Confirm as sponsor** and **Confirm as principal**, and the form is only finished
when both are current.

## Correcting an answer after confirming

Confirming does not freeze the form. To correct something:

1. Reopen the form and go to the section holding the answer.
2. Change it and save.
3. Return to **Review & Confirm**. It now reads *Some answers were updated since you last confirmed.
   Review the summary, then confirm again.*
4. Confirm again.
5. Generate the PDF again — until you do, the form's requirement shows **Regenerate PDF** and blocks
   the submission package.

## The PDF

Each form row's actions menu carries the two PDF actions.

| Menu item | When it works |
|---|---|
| **Generate <code> PDF** / **Regenerate <code> PDF** | After the form is complete. Disabled with *Complete the form first* until then. |
| **Download v<n>** | Once a PDF exists. Disabled with *No PDF generated yet* before that, and with *Regenerate the PDF first* when your answers have moved on since the PDF was made. |

### While the PDF is being made

Choosing **Generate** opens a full-screen progress page for that one form. It works through four
steps — **Prepare application data**, **Build the IRCC PDF**, **Save to the case file**, and
**Record the form version** — with a live line naming the stage it is on: *Checking permissions*,
*Loading application data*, *Preparing the form fields*, *Verifying the review confirmation*,
*Building the PDF*, *Retrieving the PDF*, *Saving to the case file*, *Recording the form version*,
and finally *PDF ready*.

It ends on **Generation complete** and returns you to the checklist. Leaving early is safe — the
page says *Generation continues in the background*. If it fails it says so and shows the reason;
generate again from the same menu.

Some forms cannot be generated from this menu. The reason is shown in place of the action:

- *Generate this PDF inside the form* — the PDF is produced within the form itself.
- *PDF generation is not available for this form yet* — no generator is wired for that form.
- *Not available on this page* — on a full-representation case your representative produces the
  PDFs.

## Forms Lexpoint prepares as questionnaires

| Code | Form |
|---|---|
| IMM0008 | Generic Application for Permanent Residence |
| IMM0008_SCHEDULE_4 | Schedule 4 — Provincial Nominees |
| IMM0149 | Details of Government Employment |
| IMM0150 | Details of Police Service |
| IMM1294 | Application for Study Permit Outside Canada |
| IMM1295 | Application for Work Permit Outside Canada |
| IMM1344 | Application to Sponsor |
| IMM5257 | Application for Temporary Resident Visa |
| IMM5257_SCHEDULE_1 | Schedule 1 — Background/Declaration |
| IMM5406 | Additional Family Information |
| IMM5476 | Use of a Representative |
| IMM5532 | Relationship Information |
| IMM5533 | Document Checklist Spouse |
| IMM5546 | Details of Military Service |
| IMM5562 | Supplementary Information: Your Travels |
| IMM5645 | Family Information Form |
| IMM5647 | Family Information Form |
| IMM5669 | Schedule A — Background/Declaration |
| IMM5707 | Family Information Form |
| IMM5708 | Application to Extend Stay as a Visitor |
| IMM5709 | Application to Extend Stay as a Student |
| IMM5710 | Application to Change Conditions or Extend Stay as Worker |
| EE-INTAKE | Express Entry Intake |
| OINP-INTAKE | OINP Intake |

Which of these appear on your application depends on its program and location. Lexpoint decides
that; you do not pick from this list. Nothing here says whether a form applies to your situation —
for that, see [immigratic.com](https://www.immigratic.com) or ask your representative.

## Related

- [Requirements and checklists](/individuals/cases/requirements/) — the Documents half of the same list
- [Document review statuses](/individuals/cases/review-statuses/) — what **Regenerate PDF** and the other pills mean
- [Finalization and the submission package](/individuals/cases/finalization/) — where the generated PDFs end up
- [Your profile](/individuals/profile/) — the source of the pre-filled answers

------------------------------------------------------------------------
# Family members on one case
Canonical: https://docs.lexpoint.io/individuals/cases/case-members/
Summary: How a principal applicant and dependants share a single case, how to add a member, and who can see what.
------------------------------------------------------------------------

One case holds everyone applying together. Each person on it is a **member**, and each member can
have their own application under their own program.

Open **Members** from the case overview tabs.

```media
id: cases-members-tab
type: screenshot
caption: The Members tab of a case, with the principal applicant's highlighted card and two family members.
shot: /app/cases/[case]?tab=members — three member cards including the principal, at least one with an application and one without. Demo account, light mode, 1440×900. Redact the principal name in the context bar and every member name, date of birth, and citizenship on the cards.
src: /media/individuals/cases-members-tab.webp
```

## Reading a member card

| On the card | What it is |
|---|---|
| Name | The member's name as it will appear on their forms. |
| **Principal** | The principal applicant. Their card is outlined and sits first. |
| **Spouse** / **Child** / other | The member's relationship to the principal. |
| **#n** | The member number on this case. |
| DOB and Citizenship | The identity details captured when the member was added. |
| **View application →** | The member already has an application. |
| **+ Create Application** | They do not yet. |

Members are always ordered principal first, then spouse or common-law partner, then children, then
anyone else — on this tab and in the case tree. In the case tree, your own row reads **You**.

## Adding a member

The principal applicant is created with the case; you never add them.

1. Select **Add Member**.
2. If you have people saved in your family directory, they are offered first —
   *Choose from your family directory or add someone new*. Pick one, or select **Add New Person**.
3. Fill the form. Every field is required:

| Field | Notes |
|---|---|
| **Relationship** | Spouse, Child, or Other. |
| **First Name**, **Last Name** | English letters, spaces, hyphens, and apostrophes only. |
| **Date of Birth** | |
| **Citizenship Country** | |
| **Country of Residence** | |
| **Status in country of residence** | |

4. Save. The member appears on the tab, and you can start their application from their card.

Choosing **Spouse** or **Child** pre-fills what Lexpoint already knows from the principal's profile.
The family directory itself is managed at
[**Profile → Family**](https://my.lexpoint.io/app/profile/family).

:::caution[Only one spouse per case]
When a case already has a spouse, the **Spouse** option is disabled in the relationship list.
:::

### When Add Member is blocked

If the case's family composition is fixed by the proposal you signed, **Add Member** is disabled and
explains: *This case is limited to the family members listed on the proposal. Contact your
representative if you need to change the family composition.*

If some family members could not be brought across when the case was created, the tab shows
*Some family members could not be added automatically* and asks you to add them with **+ Add Member**
before submitting.

## Editing and removing members

- The **principal applicant** cannot be edited or removed from this screen.
- A member who already has an application is locked for editing — the pencil is disabled with
  *Delete application first*.
- To remove members, tick their checkboxes and use **Delete** in the toolbar that appears.
  **Select All** ticks every eligible member; the principal's checkbox stays disabled.

## Who sees what

Access is granted at the level of the whole case, not per member.

| Who | What they see |
|---|---|
| The principal applicant | The entire case. |
| Anyone else granted access to the case | The entire case — every member, application, document, and form on it. |
| Everyone else | Nothing. A case page returns not found. |

There is no per-member privacy inside a case. A dependant with access sees the principal's documents
and the principal sees theirs.

Two things stay tied to the principal specifically:

- **Review & Confirm** on IRCC forms is completed by the principal applicant on their own account.
  On another member's form the page reads *Waiting for principal applicant*.
- The case's context bar and case list are labelled with the principal's name.

## Related

- [Case Studio tour](/individuals/cases/case-studio-tour/) — how members appear in the case tree
- [Applications and IRCC forms](/individuals/cases/applications-and-forms/) — who confirms which form
- [Requirements and checklists](/individuals/cases/requirements/) — each member's application has its own checklist
- [Your profile](/individuals/profile/) — where the family directory lives

------------------------------------------------------------------------
# Case status
Canonical: https://docs.lexpoint.io/individuals/cases/case-status/
Summary: The five states a case can be in, what moves it between them, and what the priority chip and the due date on the context bar mean.
------------------------------------------------------------------------

A case carries one status at a time. It appears as a chip on the case card in
[**Cases**](https://my.lexpoint.io/app/cases), on the context bar at the top of the case, and beside
the heading on the timeline.

## The five statuses

| Status | What it means for you |
|---|---|
| **Draft** | The case exists but no application on it has been started yet. This is the only status in which a case can be deleted. |
| **Active** | At least one application is being prepared. This is where the work is — checklists, forms, and the package. |
| **Completed** | Every application on the case has been filed, and none is still being prepared. Nothing is outstanding on your side. |
| **Closed** | Every application on the case has reached a final outcome — approved, refused, or withdrawn. |
| **Archived** | The case has been removed from your Cases list. You cannot open it. |

Only the first four are reachable from the case itself. **Archived** is what deleting a case
produces, and an archived case never appears in your list again — see
[The Cases list](/individuals/cases/managing-your-cases/).

## What moves a case between them

Case status is **derived**, not chosen. Whenever an application's status changes, Lexpoint
recalculates the case from the applications on it, ignoring any that have been archived:

| If the applications on the case are… | The case becomes |
|---|---|
| any of them Initiated, or reopened by a new request | **Active** |
| all of them Approved, Refused, or Withdrawn | **Closed** |
| all of them Submitted or decided, with at least one still awaiting a decision | **Completed** |

Two consequences worth knowing:

- A case with no applications at all keeps whatever status it has. That is why a brand-new case sits
  in **Draft** until the first application is created.
- An **Archived** case is never recalculated. Archiving is final as far as status is concerned.

[Document review statuses](/individuals/cases/review-statuses/) sets out the application statuses
this is calculated from, and what each one does to your checklist.

:::note[Status is about the work, not the outcome]
None of these five statuses says anything about whether an application will succeed. **Closed**
covers an approval and a refusal alike. For what a decision means, ask your representative in the
case conversation or read [immigratic.com](https://www.immigratic.com).
:::

## Priority

Beside the status chip on the context bar sits a priority chip, either **Normal** or **Urgent**.
Your representative sets it. It changes nothing you can do — it is how the firm sequences its own
work — and it is read-only to you.

## The due date

Where your representative has set one, the context bar reads **Due <date>** after the case type.

| When | How it looks |
|---|---|
| More than seven days away | Plain. |
| Within seven days, or today | Amber. |
| Past, on an **Active** case | Red. |
| Past, on any other status | Plain — a passed date on a completed or closed case is not flagged. |

This is the firm's internal servicing date. It is not an IRCC deadline, and a deadline IRCC or a
province has actually set appears as **Response due** on the relevant
[timeline](/individuals/cases/timeline/) entry instead.

## Where the service type shows through

The service on the case is fixed by the retainer and changes which case-wide tools you see:

| Service | Effect inside the case |
|---|---|
| **Full Representation** | Mapping and Packages are read-only — *Your representative will prepare and bundle the case package.* Combining files on a requirement is also theirs to do. |
| **Case Review** | You map, generate, and confirm the package yourself. |
| **Self-Reported** | No Payments, Statement, or Packages, because nothing is billed and nobody is retained. The timeline gains **+ Add update** so you can log your own milestones. |

[Service types](/individuals/proposals/services/) explains what each engagement commits both sides
to.

## Related

- [The Cases list](/individuals/cases/managing-your-cases/) — where the status chip and the counters live
- [Document review statuses](/individuals/cases/review-statuses/) — the application statuses this is derived from
- [Case timeline](/individuals/cases/timeline/) — the events that move applications, and therefore the case
- [Case Studio tour](/individuals/cases/case-studio-tour/) — where the chips sit on the context bar

------------------------------------------------------------------------
# Case Studio tour
Canonical: https://docs.lexpoint.io/individuals/cases/case-studio-tour/
Summary: The layout of a Lexpoint case — the context bar, the case tree, the application workflow steps, and where to find anything on your file.
------------------------------------------------------------------------

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**](https://my.lexpoint.io/app/cases).


```media
id: cases-studio-overview
type: screenshot
caption: A case open on the Summary tab, showing the context bar, the case tree, and the case status panel.
shot: /app/cases/[case]?tab=overview — a case with two members and at least one application each. Demo account, light mode, 1440×900. Redact the principal name in the context bar, the member names in the tree, and the Principal Applicant and team names in the case information card.
src: /media/individuals/cases-studio-overview.webp
```

## 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 #<number>** | Your case number. Quote this to your representative. |
| **PR** / **TR** / **PNP** / **JR** | The case type, abbreviated. |
| **Due <date>** | 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](/individuals/cases/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](/individuals/cases/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](/individuals/proposals/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](/individuals/cases/finalization/). |
| **Timeline** | Every event on the case, in order. See [Case timeline](/individuals/cases/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.

:::note[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](/individuals/cases/case-members/).

## 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](/individuals/cases/case-status/) — what the status and priority chips on the context bar mean
- [The Cases list](/individuals/cases/managing-your-cases/) — the screen you opened the case from
- [Requirements and checklists](/individuals/cases/requirements/) — the work that lives inside an application
- [Case timeline](/individuals/cases/timeline/) — what has happened on the case
- [Family members on one case](/individuals/cases/case-members/) — how multiple people share one case
- [Messages on a case](/individuals/cases/messages/) — talking to your representative in context

------------------------------------------------------------------------
# Case events
Canonical: https://docs.lexpoint.io/individuals/cases/events/
Summary: Every event recorded on a case — what each one means in plain language, which ones need something from you, and which never appear on your timeline.
------------------------------------------------------------------------

## What this page lists

These are the events that reach **you** — the ones that appear on your timeline, plus the few that
reach you another way and are called out where they occur.

A case records much more than this. The rest is marked internal and kept for audit and compliance
rather than shown; see [Events you will not see](#events-you-will-not-see) at the end.

## What each event means

The timeline groups events into two phases, the same two the product uses: **Pre-submission** —
everything up to the application being filed — and **Post-submission**, everything that happens
afterwards. The boundary is the day the application was submitted.

The **Needs you** column is the part worth reading. Most of a timeline is a record of things that
happened, not a list of things to do.

## Pre-submission

### Getting set up

| Event | What it means | Needs you |
|---|---|---|
| **Case created** | The case was opened. | No |
| **Applicant added** | Someone was added to the case — you, a spouse, a dependant. | No |
| **Application created** | An application was started inside the case. | No |

### Profile and EOI

For programmes where you sit in a pool before applying.

| Event | What it means | Needs you |
|---|---|---|
| **Profile / EOI submitted** | Your profile entered the pool. | No |
| **Score recorded** | A score was recorded against your profile. | No |
| **Invitation received** | You were invited to apply. | **Yes** — an invitation carries a deadline |
| **Profile / EOI expired** | The profile reached the end of its life in the pool. | No |
| **Profile / EOI withdrawn** | The profile was withdrawn from the pool. | No |

### Documents and the package

| Event | What it means | Needs you |
|---|---|---|
| **Document accepted** | A file you provided was accepted. | No |
| **Changes requested on a document** | A file came back needing changes. | **Yes** — open the requirement and provide a corrected file |
| **Package ready for your review** | A submission package is waiting for you to look at it. | **Yes** |
| **Package confirmed for filing** | You confirmed the package. It is locked. | No |

:::note[Messages are not timeline events]
Messages on a case are recorded as events, but deliberately kept off the timeline — otherwise a busy
conversation would bury everything else. You read them where they belong, in the conversation on the
case or on the requirement itself. See [Messages on a case](/individuals/cases/messages/).
:::

## Post-submission

### The application itself

| Event | What it means | Needs you |
|---|---|---|
| **Application submitted** | The application was filed. The checklist locks at this point, and this is the boundary between the two phases. | No |
| **Application acknowledged** | Receipt was acknowledged. | No |
| **Application under review** | The application moved into review. | No |
| **Application reopened** | Post-submission work was opened on the application. | Yes — only the current request is editable |
| **Application resubmitted** | The application was filed again after being reopened. | No |
| **Application deferred** | Processing was deferred. | No |
| **Application cancelled** | The application was cancelled. | No |
| **Application approved** | A positive final decision was recorded. The application becomes read-only. | No |
| **Application refused** | A negative final decision was recorded. The application becomes read-only. | Your representative will contact you |
| **Application withdrawn** | The application was withdrawn and closed. | No |
| **Final decision recorded** | A legacy entry from before decisions were split into approved and refused. Only appears on older cases. | No |

### Government requests

Recorded as they happen on the file with IRCC or the province. Six of these **reopen** the
application for work — those are the ones that need you.

| Event | What it means | Needs you |
|---|---|---|
| **Biometrics instruction letter received** | A biometrics instruction letter arrived. | **Yes** — the application reopens with what is being asked for |
| **Biometrics completed** | Biometrics were completed. | No |
| **Medical request received** | A medical request arrived. | **Yes** — the application reopens |
| **Medical completed** | The medical step was completed. | No |
| **Additional document request received** | More documents were requested. | **Yes** — the requested items appear under the **Current** scope chip on Documents |
| **Additional document request completed** | The request was answered. | No |
| **Procedural fairness letter received** | A procedural fairness letter arrived. | **Yes** — the application reopens with the requested items |
| **Procedural fairness response submitted** | The response was submitted. | No |
| **Interview requested** | An interview was requested. | **Yes** — the application reopens |
| **Interview completed** | The interview took place. | No |
| **Passport request received** | A passport request arrived. | **Yes** — the application reopens |

:::note[The six that reopen an application]
Biometrics, medical, additional documents, procedural fairness, interview, and passport requests all
put the application back into a state where work can be done on it. If one appears, expect your
representative to be in touch, and check the case for a new requirement.
:::

### Progress along the way

| Event | What it means | Needs you |
|---|---|---|
| **AOR received** | An acknowledgement of receipt was received. | No |
| **Interim work authorization** | Interim work authorization was recorded. | No |
| **Webform sent** | A webform was sent on your file. | No |
| **Webform confirmed** | Its receipt was confirmed. | No |
| **Nomination approved** | A provincial nomination was approved. | No |
| **Nomination refused** | A provincial nomination was refused. | Your representative will contact you |
| **Pre-arrival letter received** | A pre-arrival letter arrived. | No |
| **COPR process started** | The confirmation-of-permanent-residence stage opened. | No |
| **COPR request responded** | A response was sent in that stage. | No |
| **Landing invitation received** | A landing invitation arrived. | No |
| **COPR issued** | The confirmation was issued. | No |

### Tracker readings

Three entries record what the government's own tracker is showing, rather than something that
happened to your file. They exist because the tracker often moves before anything is communicated.

| Event | What it means | Needs you |
|---|---|---|
| **Ghost update** | The tracker changed with no stated reason. Something was touched on the government side, but nothing says what. It is logged because it often precedes news — it is not itself news, and not an instruction. | No |
| **Decision made shown in tracker** | The tracker indicates a decision has been made, before the decision itself has been communicated. It does not say which way. | No |
| **Decision document visible** | The decision document became visible. | No |

:::caution[A ghost update is not a result]
It is a movement with no explanation attached. Reading one as good or bad news is guesswork. If it
matters for your situation, that is a question for your representative rather than for the timeline.
:::

:::note[What the timeline does not say]
An event records that something happened and when. It does not tell you what it means for your
eligibility, how long the next step takes, or what the outcome will be. For that, ask your
representative in the case conversation, or read [immigratic.com](https://www.immigratic.com).
:::

## Events you will not see

A case records considerably more than it shows you. Every upload, deletion, review decision,
exclusion, move, form generation, package seal, assignment change, checklist regeneration, proposal
change, and internal note is written down — but marked internal, and kept off your timeline.

Those records exist for audit, quality control, and proof of compliance: who did what to your file
and when, in a form that can be produced later. They are not hidden from you to keep you in the
dark; they are the working record of a professional file, and putting them on your timeline would
bury the handful of things that actually concern you under hundreds that do not.

You see their effects rather than the entries themselves — on the Documents and Forms tabs, and on
the case overview tiles.

------------------------------------------------------------------------
# Finalization and the submission package
Canonical: https://docs.lexpoint.io/individuals/cases/finalization/
Summary: How your documents and forms are mapped to government portal slots, how the submission package is generated, and what you confirm before it is sealed.
------------------------------------------------------------------------

Finalization turns a completed checklist into the files you upload to the portal you are filing in.
It
happens in two places: **Mapping**, per application, and **Packages**, for the case.

## Mapping

### Why mapping exists

The documents you gather in Lexpoint and the upload slots a government portal offers are not the
same list, and usually not the same length.

Which portal that is depends on what you are applying for: IRCC for federal applications, and a
province's own system — OINP, BC PNP, and the rest — for provincial ones. Each has its own slots and
its own limits, and none of them look like your checklist.

Say you are extending a work permit. Lexpoint asks you for four things:

- your current work permit
- a notice of assessment
- an employment letter
- a lease agreement

The portal, meanwhile, may offer a single additional slot — **Client Information**. Four documents,
one slot. That mismatch is normal, it is not specific to any one portal, and it is the problem
mapping solves.

**Mapping tells the assembler which of your documents belong together and which portal slot they
become.** Assign all four to Client Information and they are merged, in order, into one PDF that
fills that one slot. You upload one file to the portal, and everything is inside it.

### Doing it

Open an application and choose **Mapping** in the case tree, the last of the four workflow steps.
The heading on that screen reads *Match documents to IRCC portal upload slots*; the step works the
same way whichever portal your application is bound for.

The bar at the top counts **X of Y assigned** with a percentage; the case tree's Mapping glyph turns
to ✓ when every required item has a slot. Rows are split into a **Forms** section and a **Documents**
section.

| Control | What it does |
|---|---|
| **Auto-assign** | Assigns every item Lexpoint can match to its slot in one pass. Start here, then correct what it got wrong. |
| Slot selector on a row | Sets or changes the slot for that one item. |
| Drag handle | Reorders documents within a slot — see below. |
| **Initial** / **Request** | Scope chips. **Initial** is the original package; **Request** is a later post-submission ask. A picker appears when there has been more than one. |
| **Open Packages →** | Jumps to the case-level Packages screen. Generating and downloading happen there, not here. |

### Order is the order in the bundle

Where several documents share a slot, **the order you put them in is the order they appear in the
merged PDF.** Drag a row to move it. Whatever sits first in a slot is the first thing an officer sees
when they open that file, so put the document that establishes the point first — the work permit
before the lease.

### Leaving something out

**Anything you leave unassigned is not in the package.** That is the mechanism for excluding a
document: if you gathered something that should not be filed, or that belongs to a different
submission, leave its slot empty and it is simply not assembled.

Unassigned items still count against the **X of Y** bar, so a deliberately excluded document will
keep the counter short of complete. That is expected — the counter tracks what is assigned, not
whether you are finished.

```media
id: cases-mapping-workbench
type: screenshot
caption: The Mapping step of an application, with several documents assigned to one portal slot and the assigned counter at the top.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=package — most rows assigned, at least one slot holding several documents, both Forms and Documents sections visible. Demo account, light mode, 1440×900. Redact the principal name in the context bar and any filenames in the rows.
src: /media/individuals/cases-mapping-workbench.webp
```

:::note[On a full-representation case]
Mapping is read-only and reads *Your representative will prepare this application package.* There is
nothing for you to assign.
:::

## What the assembler builds

Once every application on the case is mapped, the package can be generated — and what comes out is
more than the files concatenated.

For each slot that holds more than one document, the assembler prepends a **cover page and a table
of contents**, so an officer opening a merged bundle can see what is inside it and in what order.
Across the application it builds a **case index**. The result is a package in a consistent,
standard shape rather than a pile of PDFs named whatever they were named on your laptop.

You do not configure any of this. It is applied when the package is generated.

## Confirming what will be filed

On cases where your confirmation is required, Mapping gains a **Confirm slots** banner counting
**N/M confirmed**, and every row gains a **Confirm** column.

1. Select **Review →** on a row. The portal PDF opens in a viewer.
2. Read it. The footer says *Confirm only after you have reviewed this file.* The confirm button
   stays disabled until the file has loaded.
3. Select **Confirm**.

Where one portal PDF covers several of your requirements, the viewer says so — *One confirm covers N
Lexpoint items mapped to this portal PDF* — and one confirmation settles all of them.

### Confirm column statuses

| Chip | Meaning | What to do |
|---|---|---|
| **Confirmed** | You have confirmed this slot and its content has not changed since. | Nothing. |
| **Stale** | The content changed after you confirmed. | Select **Review again →**, then confirm. |
| **Needs confirm** | Not yet confirmed. | Select **Review →**, read the file, confirm. |
| **Regen needed** | The package has to be produced again before this can be confirmed. | Regenerate on the Packages screen. |
| **Package pending** | No package has been generated for this scope yet. | Generate it on the Packages screen first. |
| **Not in package** | A package exists but this slot is not in it. | Regenerate the package so the slot is included. |
| **No principal** | No principal account is linked to confirm against. | Raise it in the case conversation. |

Forms behave slightly differently: a form you already confirmed inside its own **Review & Confirm**
section shows as **Confirmed** here too, with a **Review & Confirm →** link back to the form when it
is not.

## Packages

Open **Packages** from the **Case** section of the case tree. This is where files are produced.

The header explains the two shapes: *Initial = one case package for all apps · ADR = per-application
tip.* One initial package covers the whole case; each later request produces its own package for the
application it concerns.

| Control | What it does |
|---|---|
| **Generate package** | Opens package settings, then produces the package. |
| **Application** selector | Appears when the case has more than one application. |
| **Stage** selector | Switches between the initial package and each later request. |

Under those, three cells stay visible:

| Cell | What it shows |
|---|---|
| **Initial assemble** | The case package's state, with **Download case ZIP →** once it exists. |
| **Your Drive** | A copy of that package in *your* Google Drive — not a firm folder. |
| **Document uploads** | Upload readiness across the case. |

**Your Drive** uses the Google account you connected under
[Settings → Integrations](/individuals/account/integrations/). It is a second destination for the
same package tree you can download as a ZIP.

| The cell reads | What to do |
|---|---|
| **Not connected** | **Connect Drive →** opens Google sign-in, then returns you here. |
| **No package yet** | Generate the package first. |
| **Ready** | **Save to Drive →** copies the package. |
| **Queued** or **N of M** | The copy is running. It continues if you leave the page. |
| **Saved** | **Open in Drive →** opens the copy in Google Drive. |
| **Failed** | The error is under the status. Try **Save to Drive →** again. |

If you work with a firm that mirrors files to *their* Drive, that is a different connection and a
different cell labelled **Google Drive**, with **Sync →**. Until their organization has connected
Google, that control's tooltip reads *Google Drive is not connected for your legal team yet.* That
is theirs to set up. On your own case Packages screen, the cell you use is **Your Drive**.

### Package settings

**Generate package** first opens a settings panel. Under **Continued pages** sit two checkboxes,
both ticked by default — **Additional employment history** and **Additional background history
(Schedule A)** — with the note *Unchecked items are left off the next package, contents, and case
index.* Confirming with **Generate package** starts the build.

```media
id: cases-packages-workbench
type: screenshot
caption: The case Packages screen, with the stage selector, the generate action, and the case bundle, Drive, and uploads cells.
shot: /app/cases/[case]?tab=finalization — a case with at least one generated package. Demo account, light mode, 1440×900. Redact the principal name in the context bar and the applicant name on the stage workspace card.
src: /media/individuals/cases-packages-workbench.webp
```

### Actions on a stage

The buttons on the stage workspace depend on where that package is.

| Button | When it appears |
|---|---|
| **Map this request** | Nothing has been mapped for this request yet. |
| **Generate** | Mapping is done and no package exists. |
| **Retry** | The last generation failed. |
| **Download** | A package exists. |
| **Regenerate** | A package exists and you want it rebuilt from current content. |
| **Seal** | Everything requiring confirmation has been confirmed. |
| **Mapping** | Opens the Mapping step for that application. |

A line under the buttons tracks the confirmation gate: *N/M confirmed · Review & Confirm then Seal*,
then **Confirmed — ready to seal**, then **Sealed**.

### While a package is building

Generating takes over the whole window rather than leaving you watching a spinner on the Packages
screen. The page is headed with one row per application plus a final **Case package** row, each
carrying a state — **Not started**, **Queued**, **Processing**, **Building file**, **Assembling**,
**Building ZIP**, **Finalizing**, **Complete**, or **Unsuccessful**. An **Events** panel below it
narrates the run as it happens. With more than one application it says *Each application builds
independently — finish order may vary*, and on a quiet stretch a line reads *Still working — large
cases can take a minute*.

- **Continue working →** at the bottom leaves the screen. The build carries on without you.
- **Download** appears on the **Case package** row the moment the case ZIP is ready.
- When everything finishes the screen says **Complete** and counts you back to the case.
- If it fails it says **Not completed**, gives the reason, and offers **Return to case** — retry
  from Packages.

Saving a copy to **Your Drive** stays on Packages: the cell moves through **Queued** or **N of M**
until it reads **Saved**. A firm's **Google Drive** **Sync →**, when that cell is present, opens its
own full-screen progress screen and returns you to Packages when it is done.

```media
id: cases-package-generating
type: screenshot
caption: The full-screen package build, with a row per application, the case package row, and the running Events panel.
shot: /app/cases/[case]/package-generating — reached by selecting Generate package on a two-application case, captured mid-run so at least one row reads Complete and another is still building. Demo account, light mode, 1440×900. Redact the applicant names on the milestone rows and any names in the Events panel.
```

### Package states

| State | Meaning |
|---|---|
| **Queued** | Waiting to start. |
| **Generating** | Being built. |
| **Completed** | Ready to download. |
| **Submitted** | Filed. |
| **Failed** | Generation failed — use **Retry**. |
| **Stalled** | Generation has been running far longer than expected. Retry, and raise it in the case conversation if it recurs. |

:::caution[Sealing locks the package]
Once a package is sealed it is fixed for filing. Confirm each slot against the actual portal PDF
before you seal, not against what you remember uploading — the whole point of the step is that what
you attested to is what gets filed.
:::

:::note[On a full-representation case]
Packages is read-only and reads *Your representative will prepare and bundle the case package.*
:::

## Related

- [Case status](/individuals/cases/case-status/) — what the service on your case changes about this screen
- [Requirements and checklists](/individuals/cases/requirements/) — everything must be complete before mapping is useful
- [Applications and IRCC forms](/individuals/cases/applications-and-forms/) — confirming a form is a prerequisite here
- [Case timeline](/individuals/cases/timeline/) — package events appear there
- [Messages on a case](/individuals/cases/messages/) — where to ask about a slot you do not recognize
- [Integrations](/individuals/account/integrations/) — connect Drive so Your Drive can receive a copy

------------------------------------------------------------------------
# The Cases list
Canonical: https://docs.lexpoint.io/individuals/cases/managing-your-cases/
Summary: Where every case on your account lives — the counters, what each card tells you, how a case gets created, and what happens when you delete one.
------------------------------------------------------------------------

[**Cases**](https://my.lexpoint.io/app/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](/individuals/cases/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 #<number>** | 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. |

```media
id: cases-list-overview
type: screenshot
caption: The Cases list, with the four counters above three case cards.
shot: /app/cases — an account with at least two cases in different statuses, so the counters are non-zero. Demo account, light mode, 1440×900. Redact the principal name on every card and the firm name chips.
src: /media/individuals/cases-list-overview.webp
```

## 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](/individuals/proposals/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.

:::caution[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 #<number>?** and explains: *This will remove Case
   #<number> 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 #<number>** — 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.

:::danger[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](/individuals/cases/case-status/) — what Draft, Active, Completed, Closed, and Archived mean
- [Case Studio tour](/individuals/cases/case-studio-tour/) — what is inside a case once you open it
- [Payments and invoices](/individuals/proposals/payments-and-invoices/) — the payment that builds the case
- [Service types](/individuals/proposals/services/) — what the service on a case changes about it

------------------------------------------------------------------------
# Messages on a case
Canonical: https://docs.lexpoint.io/individuals/cases/messages/
Summary: How to talk to your representative inside a case — the conversation panel, per-application threads, comments on a single file, and mentions.
------------------------------------------------------------------------

Every screen inside a case carries the same conversation panel, so you never have to leave what you
are doing to ask about it. Open it with the round button at the bottom right of a case.

The panel is headed **Conversations** and has two tabs: **Messages** and **Meetings**. Under the
heading it names which application you are talking about — program, application number, and the
person it belongs to.

Press **Escape** to close it.

```media
id: cases-conversation-panel
type: screenshot
caption: The conversation panel open on the Messages tab beside a case.
shot: /app/cases/[case]?tab=overview → open the conversation panel via the bottom-right button, Messages tab with a short exchange. Demo account, light mode, 1440×900. Redact the principal name in the context bar, the applicant name in the panel caption, and the sender names and message text in the thread.
src: /media/individuals/cases-conversation-panel.webp
```

## Messages

The **Messages** tab is the thread for one application, shared between you and your representative.
It is marked **Staff & client** so it is clear that what you write there is read by your
representative.

- Type in the box at the bottom and send. Messages appear in date order with day dividers.
- Type **@** to mention someone. Confirmed mentions become chips in the field — select one or press
  Backspace to remove it.
- While someone else is writing, the thread says *… is typing…*.

If the case has more than one application, a selector at the top of the panel switches threads. The
thread you are reading always belongs to the application named in the caption.

## Comments on one file

A question about a specific document belongs on that document.

1. Open the file from its requirement in the **Documents** tab.
2. The document viewer opens with a **Discussion** rail beside the preview, also marked
   **Staff & client**.
3. Write in the box — its prompt is *Leave a comment* — and send.

Where Lexpoint's assistant has read the file, a **Lexi** block sits above the thread with its
headline and summary, so the conversation starts from the same reading you can see.

On a narrow screen the viewer switches between **Preview** and **Discussion**. On a wide screen the
rail can be collapsed with **Collapse discussion** and reopened from the viewer toolbar.

```media
id: cases-file-discussion-rail
type: screenshot
caption: The document viewer with the Discussion rail open beside the file preview.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=documents → open any file → Discussion rail visible with one comment. Demo account, light mode, 1440×900. Redact the document content in the preview, the filename in the viewer title, and the commenter names.
src: /media/individuals/cases-file-discussion-rail.webp
```

## Knowing when there is a reply

| Where | What it looks like |
|---|---|
| The conversation button | Carries an unread marker when there is something new in Messages. |
| A file row in the checklist | A small dot on the right of the row means unread discussion on that file. |

Case activity also reaches you by email — see
[Notification preferences](/individuals/account/notifications/) for which categories are required
and which you control.

## Meetings

The **Meetings** tab lists meetings on the case: the next one coming up, a way to **Book time with
us**, and a **Past** section of previous meetings. When nothing has happened yet, the past list
reads *None yet*.

## What to send where

| Question | Where to put it |
|---|---|
| Why was this file sent back? | The **Discussion** rail on that file. |
| A requirement does not apply to me | **Messages**, on that application. |
| I cannot upload something | **Messages**, on that application. |
| A slot on the package looks wrong | **Messages**, on that application. |
| Anything about eligibility or program rules | **Messages** — or book a consultation. Documentation does not answer those. |

## Related

- [Document review statuses](/individuals/cases/review-statuses/) — read the review note before asking why
- [Uploading documents](/individuals/cases/uploading-documents/) — fixing what a comment asked for
- [Case Studio tour](/individuals/cases/case-studio-tour/) — where the panel sits in a case
- [Notification preferences](/individuals/account/notifications/) — how case activity reaches your inbox

------------------------------------------------------------------------
# Requirements and checklists
Canonical: https://docs.lexpoint.io/individuals/cases/requirements/
Summary: How Lexpoint builds the checklist on your application, what each part of a requirement card means, and how to work through the list.
------------------------------------------------------------------------

Every application in a case carries a checklist. It is split across two tabs: **Documents**
for things you upload, and **Forms** for IRCC forms that Lexpoint fills and you confirm.

You do not build this list. It is generated for the application's program and location, and it
regenerates when the personal information behind the application changes — so an answer you give
in one place can add or retire an item here.

## Before you start

Open the application: from [**Cases**](https://my.lexpoint.io/app/cases), open the case, then pick
the person in the left case tree and choose **Documents** or **Forms** under **Application**.

## Reading the list

Requirements are grouped into sections by category — Identity, Financial, and so on — with the most
important categories first. Anything requested after submission is pinned to the top of the list in
its own **Post-submission ADR** section.

Above the list, a counter reads **X / Y uploaded**: how many upload requirements have at least one
file that has not been excluded, out of the total.

```media
id: cases-documents-checklist
type: screenshot
caption: The Documents tab of an application, showing the filter chips, the uploaded counter, and requirement cards grouped by category.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=documents — full checklist with at least two categories and a mix of statuses. Demo account, light mode, 1440×900. Redact the applicant name in the context bar and in the "Document Requirements for …" heading, and any filenames on file rows.
src: /media/individuals/cases-documents-checklist.webp
```

### What is on a requirement card

| Element | Meaning |
|---|---|
| Title | The document or form being asked for. |
| Second line | The source of the requirement, and any instruction added for your case. |
| **Optional** tag | The requirement is on the list but is not counted as required. |
| Paperclip count | How many files are attached to this requirement. |
| **Today** / **Yesterday** tag | A file was attached to this requirement that recently. |
| **N files · Combine** | More than one file is attached and they can be merged into a single PDF. |
| Status pill | Where the requirement stands. See [Document review statuses](/individuals/cases/review-statuses/). |
| Upload or edit button | **Upload document** on an upload requirement, **Open form** on a form requirement. |

### Filter chips

A row of chips sits above the list, and the choice carries across the Documents and Forms tabs.

| Chip | What it filters to |
|---|---|
| **All** | Every requirement in the current scope. |
| **Missing** | Nothing provided yet. |
| **In progress** | Something is provided but not finished — uploaded, under review, or sent back. |
| **Done** | Complete. Waived items are not counted here. |
| **Recent** | Documents tab only. Requirements with a file attached in the last 7 days. |

Once an application has been submitted, two more chips appear in front of those:

- **Submitted** — the requirements that made up the original package.
- **Current · <request>** — only what has been asked for since. When there has been more than one
  such request, a picker beside the chip lets you switch between them.

## Working through the list

1. Start on **Documents** and select the **Missing** chip. That is the shortest path to what is
   actually outstanding.
2. Open a requirement's upload button and provide the file. See
   [Uploading documents](/individuals/cases/uploading-documents/).
3. Watch the status pill. A requirement moves to **Completed** only after review, not on upload.
4. Move to **Forms** and work the same list there. See
   [Applications and IRCC forms](/individuals/cases/applications-and-forms/).

The list updates by itself as review outcomes land — you do not need to reload the page.

:::note[The checklist is yours to fulfil, not to edit]
Adding, removing, and reordering requirements are not available on your side of a case. If an item
does not apply to you, or you believe something is being asked for twice, raise it in the case
conversation rather than leaving it unfilled — an unfulfilled required item holds up the package.
:::

## When an item is locked

An upload or form button is disabled with a lock when:

- The requirement has been accepted, so there is nothing left to change.
- The application is **Submitted** or has a final decision, which makes the whole checklist
  read-only.
- The application has been reopened by a new request, in which case only the items in that request
  are editable and everything else stays locked. The tooltip reads *Locked — only the current
  request is editable.*

## Related

- [Uploading documents](/individuals/cases/uploading-documents/) — fulfilling a requirement, file by file
- [Document review statuses](/individuals/cases/review-statuses/) — what every status pill means and what to do next
- [Applications and IRCC forms](/individuals/cases/applications-and-forms/) — the Forms half of the same checklist
- [Case Studio tour](/individuals/cases/case-studio-tour/) — how to reach any application in a case

------------------------------------------------------------------------
# Document review statuses
Canonical: https://docs.lexpoint.io/individuals/cases/review-statuses/
Summary: Every status Lexpoint shows on a file, a requirement, and an application — what each one means and the exact next action it asks of you.
------------------------------------------------------------------------

Lexpoint shows status in three places at once, and they mean different things: on each **file**, on
each **requirement**, and on the **application** as a whole. A file can be accepted while its
requirement is still in progress, because a requirement can be waiting on more than one file.

## File statuses

Shown as a small pill on each file row under a requirement, and in the document viewer.

| Status | What it means | What to do |
|---|---|---|
| **Reading file** | Lexi is analyzing the document you just attached. | Nothing. It clears on its own; if it lingers more than a few minutes the file falls back to **Pending Review**. |
| **Pending Review** | The file is attached and waiting on your representative's review. | Nothing. Move on to the next requirement. |
| **Accepted** | The file has been reviewed and accepted. | Nothing. Do not replace an accepted file. |
| **Needs Changes** | The file was reviewed and sent back. | Open the file, read the note under the preview, then upload a corrected file to the same requirement. |
| **Excluded** | The file has been set aside and no longer counts toward its requirement. | Read the reason in the document viewer. If the requirement has dropped back to **Missing**, provide a replacement. |

```media
id: cases-file-status-pills
type: screenshot
caption: A requirement expanded to show its files, each with its own review status pill.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=documents — one requirement expanded with at least three files in different review states (accepted, pending, needs changes). Demo account, light mode, 1440×900. Redact filenames, the applicant name in the heading, and the context bar name.
src: /media/individuals/cases-file-status-pills.webp
```

### The note on a reviewed file

Open a file to see the viewer. Below the preview, one of these appears:

| Card | Meaning |
|---|---|
| **Lexi** with `reviewing this document…` | The analysis has not finished yet. |
| **Lexi** with `Recommendation: Accept` / `Review` / `Changes`, and a relative time | Lexi's assessment of the file. It is an assessment, not the decision — the file's own status pill is what counts. |
| **Note** | A written note about this file from your representative. This is where a **Needs Changes** reason is explained. |

## Requirement statuses

Shown as the pill on the right of each requirement card, in the Documents and Forms tabs.

| Status | What it means | What to do |
|---|---|---|
| **Missing** | Nothing has been provided for this requirement. | Use the upload button on the card, or **Open form** if it is a form requirement. |
| **In Progress** | Something has been provided but the requirement is not finished — a file is awaiting review, a file was sent back, or a form is started but incomplete. | Check the file rows underneath. Anything reading **Needs Changes** is yours to fix; anything reading **Pending Review** is not. |
| **Completed** | The requirement is satisfied. | Nothing. The upload button is locked once a requirement is accepted. |
| **Regenerate PDF** | The form's answers changed after its PDF was produced, so the PDF no longer matches. | Open the form and generate the PDF again. Until you do, this item blocks the submission package. |
| **Waived** | This requirement has been set aside for your case and is not counted. | Nothing. |
| **Combining…** | A merge of this requirement's files into a single PDF is running. | Wait. The pill clears when the merge finishes. |

Two tags can sit beside the title rather than in the pill:

| Tag | Meaning |
|---|---|
| **Optional** | The requirement is on your list but is not counted as required. |
| **N files · Combine** | More than one file is attached. They can be merged into a single PDF from the card's actions menu. |

### How requirement status is grouped by the filter chips

The status chips above the list collapse the pills into four buckets.

| Chip | Includes |
|---|---|
| **All** | Everything in the current scope. |
| **Missing** | **Missing** only. |
| **In progress** | **In Progress** and **Regenerate PDF**. |
| **Done** | **Completed**. |
| — | **Waived** is counted in **All** only; it appears in no status bucket. |

## Case tree glyphs

The **Application** section of the left case tree carries one glyph per step. Hovering a step shows
the same wording.

| Step | Glyph | Meaning |
|---|---|---|
| Documents | ✓ | All required documents are complete or accepted — or the application has no required documents. |
| Documents | ◑ | Uploads still in progress or documents still missing. |
| Documents | ⚠ | A document needs replacement, was rejected, or requires action. |
| Forms | ✓ | All required forms are complete — or there are none. |
| Forms | ◑ | Required forms are incomplete or still in progress. |
| Mapping | ✓ | Every required document and form is assigned to an IRCC submission slot. |
| Mapping | ◑ | Some required items are not yet mapped to a slot. |
| Mapping | – | Nothing mapped yet, or the application has no requirements. |

The ⚠ on Documents is the one glyph that means *you have something to do*. The others are progress,
not a request.

## Application statuses

Shown as a banner at the top of the application and as a chip beside its title. The application's
status decides whether the checklist can be edited at all.

| Status | Banner text | Checklist |
|---|---|---|
| Initiated | No banner. | Fully editable. |
| **Submitted** | *This application is locked while we wait for the next update.* | Locked. |
| **Action required** | *A new request was received from IRCC or the province. Upload or update only the requested information below.* | Only the items in the current request are editable. Everything else stays locked. |
| **Approved** | *This application has a positive final decision. Read-only.* | Locked. |
| **Refused** | *This application has a negative final decision. Read-only.* | Locked. |
| **Withdrawn** | *This application is closed. Read-only.* | Locked. |
| **Archived** | *This application is hidden from active workflow.* | Locked. |

When an application is in **Action required**, the checklist gains a **Current · <request>** scope
chip. Select it to see only what has been asked for; **Submitted** shows the original package.

:::caution[A locked button is not an error]
Upload and form buttons show a padlock when the requirement is accepted, when the application is
read-only, or when the application is reopened and the item is not part of the current request. The
tooltip names the reason. Nothing is broken and there is nothing to retry.
:::

## Related

- [Uploading documents](/individuals/cases/uploading-documents/) — how to fix a file that came back
- [Requirements and checklists](/individuals/cases/requirements/) — where these statuses appear
- [Messages on a case](/individuals/cases/messages/) — asking why something was sent back
- [Your documents](/individuals/documents/) — the vault the files live in

------------------------------------------------------------------------
# Case timeline
Canonical: https://docs.lexpoint.io/individuals/cases/timeline/
Summary: Every event that appears on your case timeline, what each one means, and which ones need something from you.
------------------------------------------------------------------------

The timeline is the record of what has happened on your case, in order. Open it from **Timeline** in
the **Case** section of the left case tree.

It records milestones, not activity. File uploads, deletions, review-status flips, checklist
regeneration, and internal notes are deliberately excluded — those belong to the Documents tab.

```media
id: cases-timeline-list
type: screenshot
caption: The case timeline in List layout, showing pre-submission and post-submission groups.
shot: /app/cases/[case]?tab=timeline — List layout, a case with events on both sides of submission. Demo account, light mode, 1440×900. Redact the principal name in the context bar and any applicant first names shown on event rows.
src: /media/individuals/cases-timeline-list.webp
```

## The controls

| Control | What it does |
|---|---|
| **List** / **Roadmap** | Two layouts of the same events. List is a vertical chronology; Roadmap lays milestones out horizontally by date. |
| Status chip | The case's current status, beside the heading. |
| **Share image** | Produces a shareable picture of your milestones. Only milestones marked shareable are included, and only the principal applicant's. |
| **Share link** | Turns the timeline into a private web link. See [Sharing your timeline as a link](#sharing-your-timeline-as-a-link) below. |
| **Corrections** | On a self-reported case, shows superseded entries alongside the corrected ones. Off by default. |
| **+ Add update** | On a self-reported case — one you are tracking yourself rather than being represented on — lets you log your own milestone. It does not appear on a represented case. |

In List layout the events are grouped under **Pre-submission** and **Post-submission**. The boundary
is the earliest filing milestone on the case; before that everything is pre-submission.

When a request carries a deadline, its row shows **Response due** with the date.

## Sharing your timeline as a link

**Share link** opens a small panel headed **Public live timeline**, described there as *Private link
for milestones and dates. No names or documents. Off anytime.*

1. Turn the switch on. A link appears in the panel.
2. **Copy link** puts it on your clipboard; **Preview** opens it in a new tab so you can see exactly
   what a recipient sees before you send it.
3. **Regenerate** mints a new link. The one you already sent stops working.

The button carries a small green dot whenever sharing is live.

:::caution[Turning it off is permanent for that link]
The confirmation says so: *Turning sharing off permanently disables this link. Turning it back on
creates a new link.* Anyone holding the old address gets nothing, and switching back on does not
revive it.
:::

## What reaches you by email

Government milestones logged on your case also notify you outside the app. When your representative
records a milestone and makes it visible to you, Lexpoint emails the **principal applicant** on the
case — and sends a Telegram message too if that channel is connected.

| Kind of milestone | What arrives |
|---|---|
| A request that carries a response due date — an additional document request, a biometrics instruction letter, a medical request, a procedural fairness letter | An email whose subject begins **Action required —**, naming the milestone and the date to respond by. |
| A refusal | A refusal email. |
| An approval, or a milestone on the approval path such as a passport request or the start of the COPR stage | An approval email. |
| An invitation | Its own invitation email. |
| Everything else visible to you — an acknowledgement of receipt, biometrics completed, a pre-arrival letter | A plain announcement email. |

Two things never notify you: a milestone your representative keeps internal, and a correction to an
entry already on the timeline. Case Updates is a required notification category and cannot be turned
off — see [Notification preferences](/individuals/account/notifications/).

A family member added to the case sees the same timeline in the app, but these emails are addressed
to the principal applicant only.

## The two phases

The timeline is grouped into **Pre-submission** — everything up to the application being filed — and
**Post-submission**, everything that happens afterwards. The boundary is the day the application was
submitted, and the product uses the same split on screen.

Every event you can see is listed, with what it means and whether it needs anything from you, in
[Case events](/individuals/cases/events/) — along with the ones that are recorded but never reach
your timeline.

## Related

- [Document review statuses](/individuals/cases/review-statuses/) — what a reopened application does to the checklist
- [Requirements and checklists](/individuals/cases/requirements/) — where a post-submission request lands
- [Finalization and the submission package](/individuals/cases/finalization/) — the package events in context
- [Case Studio tour](/individuals/cases/case-studio-tour/) — where Timeline sits in the case tree

------------------------------------------------------------------------
# Uploading documents
Canonical: https://docs.lexpoint.io/individuals/cases/uploading-documents/
Summary: How to fulfil a requirement on a case — uploading files, reusing a file you already gave us, replacing a rejected file, and combining multi-page scans.
------------------------------------------------------------------------

Every upload requirement on a case is fulfilled the same way: open it, add one or more files, and
the requirement moves from **Missing** to **In Progress** while the files are reviewed.

## Before you start

Have the file ready as **PDF, JPG, PNG, DOC, or DOCX**, at **10 MB or less per file**.

### Scan the document — do not photograph it

Use a scanner, or a scanner app on your phone. Most phones have one built in, and the free ones
straighten the page, crop to its edges, drop the background, and produce a PDF.

A photo of a document taken with the camera app is a poor substitute, for three reasons:

1. **It looks unprofessional.** A page shot at an angle on a kitchen table, with a shadow across it
   and a worktop in frame, is what the officer reviewing your application sees.
2. **It is far larger than it needs to be.** A camera photo of one page is routinely several times
   the size of a scan of the same page, and carries no more information.
3. **Its size degrades your other documents.** This is the part that is not obvious. When your
   package is assembled, every document mapped to the same portal slot is merged into one PDF, and
   that bundle is compressed toward a size target — around 4 MB. One oversized photo eats that
   budget, so everything merged alongside it is compressed harder to fit. A single camera snap can
   visibly degrade the scans it travels with.

:::caution[If a document must be a photograph]
Some things genuinely are photographs rather than documents. Those are fine. The point is not to
photograph something that could have been scanned.
:::

### Give the file a sensible name

Name the file for what it is — `passport-biographical-page.pdf`, not `IMG_4821.jpg`.

Lexpoint renames files to a consistent pattern when your representative accepts them, so the final
package is tidy regardless. But that happens at the end. Until then the name you chose is what
appears in your case, in the vault, and in front of whoever is reviewing it — and a screen of
`IMG_4821`, `IMG_4822`, `IMG_4823` is slow to review and easy to mix up.

## Add a file to a requirement

1. Open the application's **Documents** tab and find the requirement.
2. Select the upload button on the right of its card.
3. A window opens titled **Add <requirement>**, with two tabs: **Upload new** and **Saved files**.
4. On **Upload new**, drag files onto the drop zone or select it to browse. It reads
   *PDF, JPG, PNG, DOC, DOCX (Max 10MB per file)*. Under the drop zone, **Choose from Drive →**
   opens Google Drive if you have
   [connected it](/individuals/account/integrations/); otherwise the control reads
   **Connect Drive to choose files →** and takes you to Integrations. While the picker loads it
   reads *Opening Drive…*. Native Google Docs, Sheets, and Slides are refused —
   *Google Docs, Sheets, and Slides cannot be imported yet. Download as PDF first.*
5. The files you picked are listed with their sizes. Remove any you did not mean to include.
   Anything over the limit is marked *exceeds 10MB limit* and keeps **Upload** disabled.
6. Select **Upload**. A progress bar shows *Uploading X of Y…* and the window closes when it
   finishes.

```media
id: cases-upload-modal
type: screenshot
caption: The add-document window on the Upload new tab, with two files staged and their sizes shown.
shot: /app/cases/[case]/members/[member]/applications/[application]?tab=documents → upload button on any requirement → Upload new tab with two files staged. Demo account, light mode, 1440×900. Redact the requirement title in the window heading if it names a person, and redact the staged filenames.
src: /media/individuals/cases-upload-modal.webp
```

## Reuse a file you have already given us

The **Saved files** tab lists documents already in your account, with a search box. Attaching one
there links the existing file to this requirement — the same file, not a copy.

If the tab reads *No saved files yet*, nothing is stored under your account yet; upload on the other
tab.

## Working with the files on a requirement

Files sit in a list under the requirement card once one is attached.

| On a file row | What it is |
|---|---|
| Filename | Select it to open the document viewer. |
| Page count and size | Shown once the file has been processed. |
| Padlock | The PDF is password-protected or encrypted. |
| Status pill | The file's own review status — see [Document review statuses](/individuals/cases/review-statuses/). |
| Drag handle | Reorders files within the requirement. |
| Small dot on the right | There is an unread comment on that file. |

:::caution[File order is page order]
Dragging files inside a requirement sets the order they appear in when the requirement is combined
into one PDF. Reorder before you combine, not after.
:::

## Replacing a file

A file that came back as **Needs Changes** is corrected by putting a new file in its place.

1. Select the file to open the document viewer.
2. Read the note under the preview — it says what needs to change.
3. Use **Replace document** in the viewer toolbar and pick the corrected file. The same file types
   are accepted.

Replacing keeps the file's place in the requirement. Uploading a second file instead leaves both on
the requirement, which is what you want only when the requirement genuinely needs both.

**Delete document** is also in the viewer toolbar. It asks you to confirm, and it cannot be undone.

## Combining a multi-page document

When a requirement holds more than one file, its card shows **N files · Combine**.

1. Drag the files into the order the pages should appear.
2. Open the requirement's actions menu and choose **Combine PDFs**.
3. The card shows **Combining…** while it runs, and the result replaces the separate files.

Combine needs at least two files. It is refused, with the reason shown on the menu item, when:

- Fewer than two files are attached.
- A file is HEIC or WebP — convert those to PNG or JPG first.
- A file is a type that cannot be combined. Supported: PDF, PNG, JPG, Word, Excel, RTF, TXT, ZIP.
- The files are too large to combine in the browser. Try fewer or smaller files.
- The requirement is already accepted, or the application is read-only.

If one file defeats the merge, it is tagged **Blocks Combine** and the row explains: *This file
blocked Combine. Exclude it, or re-export as a standard PDF, then combine again.*

:::note[On full-representation cases]
If your representative handles assembly for you, **Combine PDFs** is disabled with *Your
representative will combine documents for this requirement.* Upload the pages and leave them.
:::

## What happens after you upload

The file appears with **Reading file** while Lexpoint's assistant analyzes it, then settles on
**Pending Review** until your representative reviews it. The requirement stays **In Progress** until
the file is accepted. Nothing more is asked of you in between.

## Related

- [Document review statuses](/individuals/cases/review-statuses/) — what the pills mean and when to act
- [Requirements and checklists](/individuals/cases/requirements/) — finding the requirement in the first place
- [Messages on a case](/individuals/cases/messages/) — asking a question about a specific file
- [Your documents](/individuals/documents/) — where uploaded files live in your account
- [Integrations](/individuals/account/integrations/) — connect Drive so Choose from Drive is available

------------------------------------------------------------------------
# A walkthrough of a case
Canonical: https://docs.lexpoint.io/individuals/cases/walkthrough/
Summary: A guided tour of Case Studio from the outside in — opening a case, switching between applicants, uploading documents, filling forms, checking payments, and sharing a timeline.
------------------------------------------------------------------------

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](/individuals/cases/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.

```media
id: walkthrough-cases-list
type: screenshot
caption: The Cases list, with each case showing its service type, members, and applications.
src: /media/individuals/cases/walkthrough-01.webp
```

Open a case to see the full file.

```media
id: walkthrough-open-case
type: screenshot
caption: Opening a case from the list.
src: /media/individuals/cases/walkthrough-02.webp
```

## See what needs you

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

```media
id: walkthrough-task-center
type: screenshot
caption: The case overview — completed work, and anything that still needs your attention.
src: /media/individuals/cases/walkthrough-03.webp
```

## 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.

```media
id: walkthrough-switch-applicant
type: screenshot
caption: Selecting a family member to see their applications, then switching back to your own.
src: /media/individuals/cases/walkthrough-04.webp
```

More on how one case carries several people: [Family members on one case](/individuals/cases/case-members/).

## Documents

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

```media
id: walkthrough-documents
type: screenshot
caption: The Documents tab, showing each requirement tied to the case.
src: /media/individuals/cases/walkthrough-05.webp
```

[Uploading documents](/individuals/cases/uploading-documents/) covers the upload itself, and
[Document review statuses](/individuals/cases/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.

```media
id: walkthrough-forms
type: screenshot
caption: The Forms tab, with IRCC forms pre-filled from your profile.
src: /media/individuals/cases/walkthrough-07.webp
```

Detail: [Applications and IRCC forms](/individuals/cases/applications-and-forms/).

## Payments and statement

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

```media
id: walkthrough-payments
type: screenshot
caption: The Payments tab — amounts due, paid, and upcoming.
src: /media/individuals/cases/walkthrough-08.webp
```

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

```media
id: walkthrough-statement
type: screenshot
caption: The Statement, breaking down every charge and payment on the case.
src: /media/individuals/cases/walkthrough-10.webp
```

## Timeline

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

```media
id: walkthrough-timeline
type: screenshot
caption: The case timeline, listing each milestone as it happened.
src: /media/individuals/cases/walkthrough-11.webp
```

```media
id: walkthrough-timeline-filter
type: screenshot
caption: Filtering the timeline to a single application.
src: /media/individuals/cases/walkthrough-12.webp
```

```media
id: walkthrough-timeline-all
type: screenshot
caption: Viewing all activity across the case at once.
src: /media/individuals/cases/walkthrough-13.webp
```

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

```media
id: walkthrough-processing
type: screenshot
caption: Processing time and estimated completion, shown on the timeline.
src: /media/individuals/cases/walkthrough-14.webp
```

Full detail: [Case timeline](/individuals/cases/timeline/).

## Share a 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.

```media
id: walkthrough-share-panel
type: screenshot
caption: The Share link panel, with the public timeline toggle.
src: /media/individuals/cases/walkthrough-15.webp
```

```media
id: walkthrough-share-generate
type: screenshot
caption: Generating the shareable link.
src: /media/individuals/cases/walkthrough-16.webp
```

```media
id: walkthrough-share-copy
type: screenshot
caption: Copying the link to send it on.
src: /media/individuals/cases/walkthrough-17.webp
```

## Your account menu

Your profile menu sits in the top right, and sign-out is there.

```media
id: walkthrough-profile-menu
type: screenshot
caption: The account menu in the top-right corner.
src: /media/individuals/cases/walkthrough-19.webp
```

```media
id: walkthrough-sign-out
type: screenshot
caption: Signing out.
src: /media/individuals/cases/walkthrough-20.webp
```

## Related

- [Case Studio tour](/individuals/cases/case-studio-tour/) — the same screen described by its parts
- [Requirements and checklists](/individuals/cases/requirements/) — how the work on a case is set out
- [Messages on a case](/individuals/cases/messages/) — reaching your representative in context

------------------------------------------------------------------------
# Consultations
Canonical: https://docs.lexpoint.io/individuals/consultations/
Summary: How to get professional immigration advice on Lexpoint — who provides it, booking a session, and what to have ready.
------------------------------------------------------------------------

A consultation is time with a regulated professional who can look at your situation and answer the
questions the product cannot: whether you qualify, which route makes sense, what to do about a
refusal.

Lexpoint does not give immigration advice. If you book a consultation, the request is routed to
your **default servicing organization** — a listing, not a retainer. If you read one page in this
section, read the first one.

## In this section

```cards
title: Lexpoint and professional advice
href: /individuals/consultations/who-advises-you/
icon: ⚖️
text: Lexpoint is software. A default servicing organization is a routing default, not counsel.
---
title: Book a consultation
href: /individuals/consultations/book-a-consultation/
icon: 📅
text: Choosing a session type, picking a time, and paying.
---
title: Prepare for your consultation
href: /individuals/consultations/prepare/
icon: 📝
text: What to have ready so the time is useful.
```

------------------------------------------------------------------------
# Book a consultation
Canonical: https://docs.lexpoint.io/individuals/consultations/book-a-consultation/
Summary: Choose a consultation type, pick a time, and pay — all from the Consultations area of your Lexpoint account.
------------------------------------------------------------------------

Consultations are booked from
[**Consultations**](https://my.lexpoint.io/app/consultations) in your account. A consultation is the
first step of the path — it establishes the facts. A written proposal, a retainer, and a case only
follow if you decide to go further, and nothing is billed toward representation until you have seen
a proposal.

## Start a booking

1. Go to [**Consultations**](https://my.lexpoint.io/app/consultations).
2. Select **Book Session** in the top right.
3. The **Choose a consultation** window opens with every type you can book.
4. Select the one you want. A scheduling pop-up opens with your name and email already filled in
   from your profile.
5. Pick a date and time, confirm, and pay in that window.

```media
id: consultations-choose-modal
type: screenshot
caption: The Choose a consultation window, with the recommended option marked and a locked option below it.
shot: /app/consultations → select "Book Session" → the "Choose a consultation" modal open, showing all four types with one Recommended and Follow-up Session Locked. Demo account, light mode, 1440×900. Redact the account holder's name if it appears in the page header behind the modal.
src: /media/individuals/consultations-choose-modal.webp
```

## The consultation types

Four types appear in the window. Each row shows its length and its fee — read them there, because
both vary by type and change over time.

| Type | What it is for |
|---|---|
| **Initial Consultation** | A comprehensive assessment of your options, eligibility, and a pathway strategy. |
| **Follow-up Session** | A returning-client session for case updates and follow-up questions. |
| **Urgent Consultation** | Priority scheduling for time-sensitive matters, including weekends and outside regular hours. |
| **Profile Review** | An in-depth review of an existing Express Entry profile. |

Two things about the list are personalized:

- **Initial Consultation** reads *For Canadian residents* or *For international clients* depending on
  the residence country on your profile. The two lead to different scheduling calendars, and tax
  treatment differs between them — which is why the label matters.
- **Follow-up Session** is locked until you qualify for it. See the FAQ below for exactly what
  unlocks it.

One option carries a **Recommended** chip. If you have never had a consultation, that is the Initial
Consultation; once you are eligible for follow-up, it moves to Follow-up Session.

:::note[Where the fee is collected]
The fee is charged in the scheduling window at the moment you book, not later in Lexpoint. Once the
session is over it appears with the amount paid in **Past sessions**.
:::

## Your upcoming sessions

Booked sessions are listed on [**Consultations**](https://my.lexpoint.io/app/consultations),
soonest first. Each one shows the session title, a status chip, who is hosting it, the start time in
your local time zone, the length, and a live countdown — *Starts in 2d 4h 15m*, then **Live now**
once it begins.

Three actions sit on each session:

| Action | What it does |
|---|---|
| **Join session** | Opens the video call. The label changes to **Join now** once the session is live. |
| **Reschedule** | Opens the scheduling tool to move the session. |
| **Cancel** | Opens the scheduling tool to cancel it. |

An action only appears when it is available for that session — a session with no meeting link yet
shows no join button.

## Past sessions

[**Past sessions**](https://my.lexpoint.io/app/consultations/past) holds everything completed,
cancelled, or no-show, newest first, in pages of 20 with a **Load More** button at the bottom. Where
a session was paid, the amount paid is shown on the row.

Five statuses are used across both lists:

| Status | Meaning |
|---|---|
| **Scheduled** | Booked and upcoming. |
| **Rescheduled** | Moved to a new time and still upcoming. |
| **Completed** | The session took place. |
| **Cancelled** | Cancelled before it took place. |
| **No show** | The session time passed without attendance. |

## Related

- [Prepare for your consultation](/individuals/consultations/prepare/) — what to have ready so the time is useful
- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — what arrives if you go further
- [Your profile](/individuals/profile/) — your residence country here decides which Initial Consultation you are offered
- [ImmiReport](/individuals/immireport/) — where you stand before you talk to anyone

------------------------------------------------------------------------
# Prepare for your consultation
Canonical: https://docs.lexpoint.io/individuals/consultations/prepare/
Summary: What to have in your Lexpoint account before a consultation, so the time is spent on your situation rather than on collecting facts.
------------------------------------------------------------------------

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

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 with different tax treatment. Set it correctly in
[**Personal Information**](https://my.lexpoint.io/app/profile/personal-info) before you book, not
after.

Anything you type into the scheduling window's own questions is stored with the session, so a
question you want answered is worth writing there rather than remembering to raise it.

## 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**](https://my.lexpoint.io/app/profile/personal-info) | 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**](https://my.lexpoint.io/app/profile/family) | 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.

## 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](/individuals/immireport/).

## 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

Consultations are video calls. The session row in
[**Consultations**](https://my.lexpoint.io/app/consultations) carries the join link, the start time
in your local time zone, and a countdown that turns into **Live now** when the session begins. The
join action only appears once a meeting link exists for that session.

```media
id: consultations-upcoming-row
type: screenshot
caption: An upcoming session, showing the countdown and the join, reschedule, and cancel actions.
shot: /app/consultations with one scheduled session in the future — the row showing the status chip, host, local start time, duration, and the "Starts in …" countdown, with all three action buttons visible. Demo account, light mode, 1440×900. Redact the host name and the session title if it contains the client name.
```

If something has come up, the same row carries **Reschedule** and **Cancel**. Both are better than a
missed session, which is recorded as **No show**.

## Related

- [Book a consultation](/individuals/consultations/book-a-consultation/) — choosing a type and a time
- [Your profile](/individuals/profile/) — every field and what reads it
- [ImmiReport](/individuals/immireport/) — where you stand before the call
- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — what your profile becomes if you go further

------------------------------------------------------------------------
# Lexpoint and professional advice
Canonical: https://docs.lexpoint.io/individuals/consultations/who-advises-you/
Summary: Lexpoint is software, not a representative. A default servicing organization is a routing default for licensed work — listing it does not create a retainer or a client–counsel relationship.
------------------------------------------------------------------------

Lexpoint is a technology platform. It does not give immigration advice and is not a representative.
A **default servicing organization** is listed so that if you ask for a consultation, a proposal, or
a case, Lexpoint can route that request to a licensed firm. Being listed does not create a
client–counsel relationship, an authorized-representative appointment, or a retainer — for Lexpoint
or for that firm. Those exist only if you and the firm sign a separate agreement. Immigratic is the
only service provider rolled out on Lexpoint today.

## Two different things

**Lexpoint is software.** It stores your profile, calculates scores from it, tracks what a program
requires, pre-fills forms, and keeps your documents and case in order. Everything it shows you is
the output of your own data.

**Advice is a professional service.** Whether you qualify, which program to pursue, how to answer a
question on a form, what to do about a refusal — those are judgements about your situation. Lexpoint
does not make them. A licensed professional you retain may.

## Who may advise you in Canada

In Canada, immigration advice and representation for a fee may only be given by an authorized
representative. That means one of:

- a **Regulated Canadian Immigration Consultant (RCIC)** in good standing with the
  [College of Immigration and Citizenship Consultants (CICC)](https://college-ic.ca)
- a **lawyer or paralegal** who is a member in good standing of a Canadian provincial or territorial
  law society
- a **notary** of the Chambre des notaires du Québec

That is the legal category of people who *may* advise. It is not a description of a relationship
created by opening a Lexpoint account.

## The default servicing organization

Lexpoint assigns a default servicing organization from how you signed up — an invite URL, a
referral, a preference, or a Lexpoint assignment when there is no active referral. The point of the
listing is routing: if you want a consultation or a case, this is the organization that would offer
the written agreement.

Open [**Settings → Associations → Partners**](https://my.lexpoint.io/app/settings/associations?tab=partners-active).
The **Default servicing organization** card names that firm. Where a licence number is on file you
will see the name and licence line so you can check the public register yourself. That line is for
verification. It is not an appointment.

```media
id: settings-primary-service-provider
type: screenshot
caption: The Default servicing organization card — routing default, not a retainer. Partner organization names below are redacted.
shot: /app/settings/associations?tab=partners — Default servicing organization (Immigratic + licence line) above Partner organizations Active. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic. Redact other partner names.
src: /media/individuals/settings-primary-service-provider.webp
```

Unless another firm was assigned to your account, the routing default is **Immigratic**, an RCIC
firm. Other licensed firms are not available on Lexpoint yet.

Listing them does not obligate that firm to represent you. If you already signed a retainer with
them elsewhere, that agreement is separate from this listing.

## Partner codes are not counsel

[Associations → Partners](/individuals/account/access-and-sharing/#partners) also has **Partner
organizations**. Those connections use a partner code. They are profile consent — an employer,
school, agency, or other organization can see what you agreed to share. They are not a
client–counsel relationship, and they are not how licensed second-opinion firms will work when that
is available.

## What this means when you read the rest of these pages

This documentation describes **what the product does**. When a page says a program has a
requirement, or that a score is calculated a certain way, it is describing Lexpoint's behaviour and
the published criteria it applies — not telling you what to do about your own file.

Where a question needs judgement, the answer is a
[consultation](/individuals/consultations/book-a-consultation/) you book, and a proposal or retainer
you would sign with the firm — not with Lexpoint. Lexi will say the same thing and point you there
rather than answer it — see [Confirmations and limits](/individuals/lexi/approvals-and-limits/).

For immigration research and program education, see
[immigratic.com](https://www.immigratic.com). Program rules come from IRCC and the provinces and
change often.

## Related

- [Book a consultation](/individuals/consultations/book-a-consultation/) — how to request time with a licensed professional
- [Access and sharing](/individuals/account/access-and-sharing/) — who can see your file
- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — what you are agreeing to if you retain a firm

------------------------------------------------------------------------
# Your dashboard
Canonical: https://docs.lexpoint.io/individuals/dashboard/
Summary: The dashboard is a scan surface — every widget answers one question. This section documents each one and how to arrange them.
------------------------------------------------------------------------

The dashboard is designed to be read in seconds, not studied. Each widget carries a single value
and one line of context; anything deeper lives one click away on the page that owns it.

Which widgets you see is not arbitrary. Widgets appear based on what is true for your account — an
open case, an active proposal, an ImmiReport, an invitation waiting. An empty dashboard usually
means there is nothing yet to show, not that something is broken.

## In this section

```cards
title: Dashboard tour
href: /individuals/dashboard/tour/
icon: 🧭
text: Every region of the screen and what belongs there.
---
title: Choosing and ordering widgets
href: /individuals/dashboard/choosing-widgets/
icon: 🎚️
text: Turning widgets on and off, and setting their order.
---
title: Widget reference
href: /individuals/dashboard/widget-reference/
icon: 📚
text: Every widget: what it shows, where the number comes from, when it appears.
---
title: Notifications and the updates feed
href: /individuals/dashboard/notifications-and-updates/
icon: 🔔
text: The bell, the updates page, and what generates each entry.
```

------------------------------------------------------------------------
# Choosing and ordering widgets
Canonical: https://docs.lexpoint.io/individuals/dashboard/choosing-widgets/
Summary: Add, hide, and rearrange the widgets on your dashboard, including what the Auto button does and why a hidden widget never comes back on its own.
------------------------------------------------------------------------

The dashboard's main column holds **six widgets at most**, in up to three rows of two. You control
which six and where they sit. The right sidebar is arranged separately, with its own cap of three.

## Before you start

Two widgets are permanent and have no remove control: **Profile**, and **Cases** once you have case
access. They count against the six.

## Add a widget

1. Go to [**/app/dashboard**](https://my.lexpoint.io/app/dashboard).
2. In the chip row under the widgets, click **Widgets**. The count beside it — for example
   *(4/6)* — is how many of your six slots are in use.
3. Pick a widget from the list. It saves and the dashboard rebuilds.

The menu offers at most four: **ImmiReport**, **Latest draws**, **ITA deadline**, and
**Processing time** — and only the ones that currently apply to you. Everything else is either
permanent or placed automatically when it has something to show.

```media
id: dashboard-widgets-picker
type: screenshot
caption: The Widgets menu open from the quick actions strip, showing Auto above the addable widgets.
shot: /app/dashboard → click the "Widgets" chip in the quick actions strip → panel open with the Auto button and at least two widget names listed. Demo account, light mode, 1440×900. Redact the welcome line's first name.
src: /media/individuals/dashboard-widgets-picker.webp
```

:::caution[At six slots the list greys out]
When all six are in use the names stay visible but cannot be clicked. Remove something first.
:::

## Hide a widget

Hover over a widget and click the **×** in its top-right corner.

Not every widget has one. **Profile**, **Cases**, and **Compliance** are pinned and cannot be
hidden. The rest can: ImmiReport, Latest Draws, Filing deadline, Est. processing time, Your
progress, Recommendations, Smart Journey, and Status in Canada.

:::caution[Hiding is a decision Lexpoint remembers]
A hidden widget is never placed again on its own, even when it becomes newly relevant. If it is one
of the four in the **Widgets** menu you can add it straight back. If it is not — Recommendations,
Application timeline, Smart Journey, Your reported progress — the only way back is **Auto**.
:::

## Reorder widgets

1. Hover over a widget. A drag handle appears in the narrow gutter to its left.
2. Drag it onto another widget.
3. Watch the drop hint before you release:

| Hint | Where it lands |
|---|---|
| A line down the left edge | Immediately before that widget |
| A line down the right edge | Immediately after that widget |
| A ring around the whole card | Beside it, sharing that row |

A row holds two widgets at most, and there are three rows. The layout saves as soon as you drop.

## Auto

**Auto** sits at the top of the **Widgets** menu. It discards your arrangement and rebuilds the
dashboard for where you are now: the widgets that suit your current stage, in their intended order.
It also clears your hidden list, so anything you dismissed can come back, and clears the case you
had pinned as the focus for the timeline and processing widgets.

Use it when the dashboard has drifted out of step with your situation — or to recover a widget the
**Widgets** menu does not offer.

When your journey changes in a way that makes your saved layout stale, Lexpoint may propose a
refreshed arrangement on your next visit without waiting for you to click **Auto**.

## The right sidebar

Different rules, on wide screens only. Three blocks at most, starting with **Consultations** and
**Proposals**.

- **Add** — **Add widget** at the bottom of the column opens the list; pick one, or **Cancel**.
  Once three are placed the control is replaced by *All available blocks are in your sidebar.*
- **Remove** — hover a block and click the **×** beside its heading.
- **Reorder** — drag the handle at the left of a block's heading onto another block.

Sidebar changes save immediately and do not reload the page. As in the main column, a removal
sticks: the freed slot stays empty until you add something to it.

## Choosing which draws appear

The **Latest Draws** widget has its own slots — four across a full-width row, two when it shares a
row. Remove a draw with the **×** on its tile, then use an empty slot's **Add draw** control to
search the program list and pick another. These picks are saved to your account alongside the rest
of your layout.

## Related

- [Widget reference](/individuals/dashboard/widget-reference/) — what each widget shows and when it is eligible at all
- [Dashboard tour](/individuals/dashboard/tour/) — where the Widgets chip and the sidebar sit
- [ImmiReport](/individuals/immireport/) — the report behind the ImmiReport widget
- [Your profile](/individuals/profile/) — what the Profile widget counts

------------------------------------------------------------------------
# Notifications and the updates feed
Canonical: https://docs.lexpoint.io/individuals/dashboard/notifications-and-updates/
Summary: The bell in the top bar and the Updates page hold two different things — personal notifications and platform-wide announcements. Here is what generates each.
------------------------------------------------------------------------

The bell in the top bar and the [**Updates**](https://my.lexpoint.io/app/updates) page show the same
feed. It holds two kinds of item, and the difference explains almost every question about it.

| | Notification | Announcement |
|---|---|---|
| Who it is for | You alone | Everyone on the platform |
| What it is about | Something that happened on your file | Draws, policy, new features, promotions |
| Marked read | On the server, for your account | In the browser you opened it in |
| Stops being unread | When you open it or mark all as read | When you open it, or seven calendar days after it was published |
| Opens at | `/app/updates/notifications/<slug>` | `/app/updates/<type>/<slug>` |

The badge on the bell is the two counts added together.

## The bell

The bell sits in the top bar on every `/app` screen, between search and your avatar. A small dot
appears on it when anything is unread — the dot carries no number; the number is on the **Unread**
tab inside.

Opening the bell slides in a panel titled **Notifications & Updates** with:

- **Unread** and **All** tabs. **Unread** carries the total unread count.
- A type filter: **All Types**, **Notifications**, **Announcements**, **Draw Updates**,
  **Policy Updates**, **Features**.
- The ten most recent notifications and the ten most recent announcements, newest first.
- **View all notifications →** at the bottom, which opens the full feed.

An unread announcement is tagged **new**.

```media
id: dashboard-notification-bell
type: screenshot
caption: The Notifications & Updates panel open, with the Unread tab selected.
shot: /app/dashboard → click the bell in the top bar → panel open on the Unread tab with at least two notifications and one announcement visible. Demo account, light mode, 1440×900. Redact any name, email, or file number appearing in an item title or body.
src: /media/individuals/dashboard-notification-bell.webp
```

The feed is live. Lexpoint subscribes to your notifications and to platform announcements while the
page is open, so a new item raises the count without a reload.

Clicking an item opens its own page. A notification is marked read the moment you click it.

## The Updates page

[**Updates**](https://my.lexpoint.io/app/updates) is the full feed — headed
*Updates & Announcements* — and it loads far more than the bell does: up to 100 notifications and
100 announcements. `/app/notifications` shows the same feed.

| Control | What it does |
|---|---|
| **Unread** / **All** tabs | Switches between everything and only what you have not opened. |
| **Search notifications…** | Filters on the title and body text of both notifications and announcements. |
| Type filter | **All Types**, **Notifications**, **Announcements**, **Draw Updates**, **Policy Updates**, **Features**, **ImmiReport Ready**, **Case Comments**, **Document Rejected**, **Payment Failed**. |
| Entity filter | **All Entities**, **Cases**, **Applications**, **ImmiReports**, **Documents** — narrows to notifications tied to that kind of record. |
| **Mark all as read** | Appears on the **Unread** tab only. Reads **All read** and is disabled when nothing is unread. |

```media
id: dashboard-updates-page
type: screenshot
caption: The Updates page with the Unread tab, filters, and the Mark all as read button.
shot: /app/updates — full page, Unread tab, at least three items in the list. Demo account, light mode, 1440×900. Redact any name, email, UCI, or file number visible in item titles.
src: /media/individuals/dashboard-updates-page.webp
```

:::caution[Mark all as read is not the same on both halves]
**Mark all as read** clears your notifications on the server, so they stay read on every device.
Announcements are only marked as read in the browser you clicked in — open Lexpoint on your phone
and a recent announcement can be bold again there.
:::

## What generates an entry

Notifications are created by the product, never by you. Every one carries a type, and the type is
what the filters above match on.

| Type | Raised when |
|---|---|
| `immireport_ready` | Your ImmiReport has finished calculating. |
| `case_comment` | A comment is added on a case you are part of. |
| `application_comment` | A comment is added on one of your applications. |
| `document_comment` | A comment is added on one of your documents. |
| `document_approved` | A document you uploaded passes review. |
| `document_rejected` | A document you uploaded is rejected in review. |
| `case_assigned` | A case is assigned. |
| `application_submitted` | An application on your file is submitted. |
| `billing_payment_failed` | A payment attempt fails. |
| `billing_subscription_cancelled` | A subscription is cancelled. |
| `workflow_action_required` | A workflow step needs something from you. |
| `system` | A platform-level message addressed to your account. |
| `custom` | Everything else Lexpoint raises directly — a new message in a thread, or a sign-in alert. |

Two sources are worth naming, because they surprise people:

- **New Sign-In Detected** — raised as a warning when Lexpoint sees a sign-in from a device it does
  not recognize, with the device and IP address in the body. If it was not you, act on it.
- **Message notifications** — a new message in a case or conversation thread raises an in-app entry
  immediately. In-app notifications are never batched, even when the matching email is.

Announcements come from Lexpoint's own publishing, not from your file. Their type decides the URL
they open at:

| Announcement type | Opens under |
|---|---|
| Draw update | `/app/updates/draws/…` |
| Policy update | `/app/updates/policy/…` |
| Feature launch | `/app/updates/features/…` |
| Promotion | `/app/updates/promotions/…` |
| General | `/app/updates/general/…` |

:::note[Draw announcements are news, not advice]
A draw announcement reports that a draw happened and what its numbers were. It does not say
anything about your own standing, and Lexpoint never reads it as eligibility. Research and program
education live at [immigratic.com](https://www.immigratic.com).
:::

## On the dashboard itself

The dashboard's right sidebar can carry an **Updates** block showing your three most recent
notifications with the unread count beside the heading. It is one of the blocks you can add or
remove — see [Choosing and ordering widgets](/individuals/dashboard/choosing-widgets/).

## Related

- [Notification preferences](/individuals/account/notifications/) — which of these also reach you by email, and which you can switch off
- [Dashboard tour](/individuals/dashboard/tour/) — where the bell and the Updates block sit on screen
- [Widget reference](/individuals/dashboard/widget-reference/) — every dashboard widget and what feeds it

------------------------------------------------------------------------
# Dashboard tour
Canonical: https://docs.lexpoint.io/individuals/dashboard/tour/
Summary: Every region of the Lexpoint dashboard — the sidebar, the top bar, the widget grid, the quick actions strip, and the right sidebar — and what belongs in each.
------------------------------------------------------------------------

[**/app/dashboard**](https://my.lexpoint.io/app/dashboard) is the home screen of Lexpoint and the
screen the logo returns you to. It has five regions, and each one has a job.

```media
id: dashboard-full-tour
type: screenshot
caption: The whole dashboard — left sidebar, top bar, widget grid, quick actions strip, and right sidebar.
shot: /app/dashboard — full page at 1440×900, no menus or drawers open, right sidebar visible. Demo account with a complete profile, one case, and at least one upcoming consultation. Light mode. Redact the welcome line's first name, the avatar initials, any case or consultation title, and any email address.
src: /media/individuals/dashboard-full-tour.webp
```

## The left sidebar

The sidebar is the same on every `/app` screen. It is your map of the product, grouped so the order
means something:

| Group | Items |
|---|---|
| Who you are | **Home**, **Profile**, **ImmiReport**, **Consultations** |
| What you are doing | **Proposals**, **Cases** |
| What you are tracking | **Compliance** |
| More | **Settings**, **Rate Us** |

The current section is highlighted with a coloured icon and a dot. **ImmiReport** is only in the
list when a report applies to your situation.

Collapse the sidebar to icons with the control beside the logo — it stays collapsed on your next
visit. Hovering over a collapsed icon reveals its name. A theme toggle sits at the very bottom.

On a phone the sidebar is hidden and opens from the menu button at the far left of the top bar.

## The top bar

A fixed 48-pixel strip across the top of every screen.

| Control | What it does |
|---|---|
| Breadcrumb | Where you are. On mobile this collapses to a back arrow and the current page name. |
| **Search…** with a **⌘K** hint | Opens the command palette. Type to filter, then jump to a page. |
| Bell | Notifications and announcements. A dot appears when something is unread. See [Notifications and the updates feed](/individuals/dashboard/notifications-and-updates/). |
| Lexi | Opens the assistant drawer, where it is available to you. |
| Question mark | Opens support — get help or send feedback. |
| Avatar | Settings, tickets, billing, and sign out. |

## The main column

Everything under the top bar and left of the sidebar, read top to bottom:

1. **The welcome line** — a *Welcome* greeting with your first name, and a subtitle matched to your situation.
2. **One attention banner, at most.** Lexpoint deliberately shows only the highest-priority
   prompt rather than stacking them: finishing your profile or a pending review, verifying your
   identity when an employer is linked to you, or a request for feedback.
3. **The widget grid** — up to three rows of two, so **six widgets at most**. This is the part that
   differs between accounts and the part you can rearrange. Every widget is listed in the
   [widget reference](/individuals/dashboard/widget-reference/).
4. **The quick actions strip** — a row of chips below the grid. It is fixed: it is not a widget, it
   cannot be moved, and it does not count against the six slots.

| Chip | What it does |
|---|---|
| **Widgets** | Opens the widget picker, with your slot count beside it — see [Choosing and ordering widgets](/individuals/dashboard/choosing-widgets/). |
| **Contact Us** | Opens support. |
| **Update Profile** | Goes to your profile. |
| **Book a Call** | Opens consultation booking without leaving the page. |
| **View ImmiReport** | Appears only when you have a report. |

:::note[Why the grid is capped at six]
The dashboard is meant to be read in seconds. A widget carries one value and one line of context;
anything deeper lives on the page that owns it. Six is the point past which a scan surface becomes a
report you have to study.
:::

## The right sidebar

A narrow column on the right, on wide screens only. It carries up to three blocks, and starts with
**Consultations** and **Proposals**. **Cases**, **Tickets**, and **Updates** can be added in their
place.

Below the widest breakpoint the column is hidden and the Consultations and Proposals cards move into
the main column instead, so nothing is lost on a phone.

```media
id: dashboard-right-rail
type: screenshot
caption: The right sidebar with the Consultations and Proposals blocks and the Add widget control.
shot: /app/dashboard — right sidebar only, cropped to the column, showing two blocks and the "Add widget" button at the bottom. Demo account with one upcoming consultation and one active proposal, light mode. Redact the consultation title, host name, and the proposal amount.
src: /media/individuals/dashboard-right-rail.webp
```

## What is saved and where

Your layout follows your account, not your browser — arrangements are stored server-side, so the
dashboard you build on a laptop is the dashboard you open on a phone. The sidebar's collapsed state
and your theme are the exceptions: those are per-browser.

Adding, removing, or moving a widget saves and then reloads the dashboard with a short branded
overlay, because the widget data itself is calculated on the server.

## Related

- [Widget reference](/individuals/dashboard/widget-reference/) — every widget and why one might not appear
- [Choosing and ordering widgets](/individuals/dashboard/choosing-widgets/) — how to change what is in the grid
- [Notifications and the updates feed](/individuals/dashboard/notifications-and-updates/) — the bell and the Updates block
- [Getting started](/individuals/getting-started/) — signing in and the first things to set up
- [Your account](/individuals/account/) — settings, security, and preferences

------------------------------------------------------------------------
# Widget reference
Canonical: https://docs.lexpoint.io/individuals/dashboard/widget-reference/
Summary: Every dashboard widget — what it shows, where its number comes from, and the exact condition under which it appears or disappears.
------------------------------------------------------------------------

Every widget on [**/app/dashboard**](https://my.lexpoint.io/app/dashboard) answers one question and
appears only when it has an answer. This page lists all of them, what feeds each one, and — the
question that brings most people here — why one might not be showing.

The dashboard's main column holds **at most six widgets**, laid out in up to three rows of two.

```media
id: dashboard-main-column-widgets
type: screenshot
caption: The dashboard main column with Profile, ImmiReport, Cases, and Latest Draws placed.
shot: /app/dashboard — main column only, four widgets visible, no menus open. Demo account with a complete profile and at least one case, light mode, 1440×900. Redact the welcome line's first name and any case title.
src: /media/individuals/dashboard-main-column-widgets.webp
```

## Main column widgets

| Widget | The question it answers | What the numbers are | Why it might not be showing |
|---|---|---|---|
| **Profile** | How complete is my profile, and what did I say my goal and status were? | Four sections — Personal Info, Work History, Education, Language Tests — counted as *n / 4 done*, with a status pill. Once complete it shows your **Goal** and **Status** instead. | It always shows. Profile cannot be removed or hidden. |
| **ImmiReport** | What is my CRS score, and how many programs is my report counting? | The CRS total from your latest ImmiReport, plus eligible-program counts for **Express Entry**, **OINP Direct**, and **Other PNPs**. A pill shows when it was last calculated. | You are not on a permanent-residence track, PR widgets are switched off for your journey, or your report is masked because a legacy review is still outstanding. If you have no report yet, the widget shows a *Profile Complete — your report is being generated* state instead. |
| **Latest Draws** | What were the most recent draw results? | The most recent draw for each program in a four-slot board — cutoff, date, invitations — from Lexpoint's draw data across Express Entry, OINP, and BCPNP. | No draw data is loaded, or PR-pathway widgets are switched off for your journey. |
| **Cases** | How many cases do I have and how many need something? | Total case count, split into **active**, **draft**, and **responses due**. With more than one case, a focus selector picks which case the timeline and processing widgets follow. | You do not have case access yet. With no cases at all it shows a **Create case →** shell — except when you have told us you already applied yourself, where the empty shell is suppressed because it would repeat the same prompt. |
| **Application timeline** | Where is my managed case in its workflow, and what is next? | The focused case's progress, next step, and any response deadline. The completion ring is hidden once the application is submitted. | You have no active managed case with Lexpoint, or your journey is not in a stage where a case timeline applies. |
| **Est. processing time** / **Est. completion** | How long is this kind of application taking? | A published processing benchmark for your program, with a trend and a direction of change. It reads **Est. completion** with a date once a submission date is known, and **Est. processing time** otherwise. | Your journey is not at a filing or post-filing stage, so there is no benchmark to anchor to. |
| **Filing deadline** | How long do I have to file after an invitation? | Days remaining against the filing window for the invitation you reported, anchored on the draw date. After the window closes the title changes to **ITA status** or **Invitation status**. | You have not told Lexpoint you received an invitation, or you have an open case with us, which moves you out of the self-filing view. |
| **Your progress** | What did I report about my own application? | The pathway and submission date you reported yourself, labelled **Self-reported**. | You have not reported that you applied on your own, or you have a managed case, which supersedes it. |
| **Recommendations** | What would move my file forward? | A list built from what your profile is missing — language tests, work history, education — plus your report and a consultation prompt. | Your journey is past the planning stage, or you have not run a report yet where one is required for the list to mean anything. |
| **Smart Journey** | What should I be preparing for my pathway? | A prep checklist for your inferred program, personalized against what your profile already holds. | Your journey has not resolved a pathway to prepare for yet. |

:::note[The widget name in the menu is not always the card's heading]
A few widgets are listed under a shorter name in the **Widgets** menu and the hide tooltip than the
heading they draw: *Latest draws* / **Latest Draws**, *ITA deadline* / **Filing deadline**,
*Processing time* / **Est. processing time**, *Your reported progress* / **Your progress**.
:::

## Two widgets that are switched off

These are in the widget registry and have finished cards, but the compliance product is not
released, so the dashboard does not place them for anyone. Looking for them is not a fault on your
account.

| Widget | Would answer |
|---|---|
| **Compliance** | How many permits, filings, and threads are on my status record, and what needs attention. |
| **Status in Canada** | What my current status is and whether my status documents are current. |

## Fixed regions that are not widgets

These always render and are not part of the six-widget count. They cannot be reordered or removed.

| Region | What it is |
|---|---|
| Welcome line | A *Welcome* greeting with your first name, and a subtitle matched to your situation. |
| Attention banner | One banner at most, above the widgets — profile or review completion, an identity-verification prompt if an employer is linked to you, or a feedback prompt. Lexpoint deliberately shows only the highest-priority one. |
| Quick actions strip | The chip row under the widgets: **Widgets**, **Contact Us**, **Update Profile**, **Book a Call**, and **View ImmiReport** when you have a report. |
| Right sidebar | Consultations, Proposals, Cases, Tickets, Updates — a separate set with its own rules. |

## Right sidebar blocks

The sidebar appears on wide screens only. Below that width, Consultations and Proposals fall back
into the main column. It holds **at most three blocks**, and starts with two.

| Block | What it shows | When it can be added |
|---|---|---|
| **Consultations** | Your next three upcoming calls, with a **Book a Call** prompt when there are none. | Always. On by default. |
| **Proposals** | Your two most recent active proposals with their expiry, and a count. | Always. On by default. |
| **Cases** | A visual pulse of your cases. | Only when you have case activity to draw. |
| **Tickets** | Your three most recently updated support tickets and the open count. | Always. |
| **Updates** | Your three most recent notifications and the unread count. | Always. |

Once three blocks are placed, the **Add widget** control disappears until you remove one. Removing a
block is remembered — nothing is auto-filled back into the free slot.

## When a widget shows a setup message

If a widget sits in your layout but its data is not ready, the slot renders a short setup card
instead of an empty one. Each names what is missing:

| Widget | The card says |
|---|---|
| **Smart Journey** | Complete your profile and ImmiReport so we can build a prep checklist for your pathway. |
| **Filing deadline** | Tell us you received an ITA or provincial invitation in your immigration journey. |
| **Est. processing time** | Processing benchmarks appear when you are preparing to file or have a PR/TR case in progress. |
| **Your reported progress** | Share where you are in your EE or PNP journey so we can nudge the right next steps. |
| **Recommendations** | Finish your assessment and run ImmiReport to see score improvement tips. |
| **Application timeline** | Timeline progress appears when you have an active managed case with Lexpoint. |

## What decides eligibility

Two things gate every widget above, and knowing which one is at work usually explains a missing
card.

1. **Where you are.** Lexpoint resolves a single dashboard shape from your segment, what you have
   told it about your own journey, and any managed cases you hold with us. Moving between those —
   reporting an invitation, retaining us, an application being submitted — changes which widgets are
   in play.
2. **Whether the data exists.** A widget with nothing to draw does not render its card. Some show
   the setup message above; the rest are not placed.

Neither of these is a statement about your immigration prospects. A widget appearing or not is a
product rule about available data, never an eligibility outcome. For program rules and what a score
means, see [immigratic.com](https://www.immigratic.com) or book a consultation.

## Related

- [Choosing and ordering widgets](/individuals/dashboard/choosing-widgets/) — adding, hiding, and rearranging what is above
- [Dashboard tour](/individuals/dashboard/tour/) — where each region sits on screen
- [Notifications and the updates feed](/individuals/dashboard/notifications-and-updates/) — the bell and the Updates block
- [Your profile](/individuals/profile/) — the four sections the Profile widget counts
- [ImmiReport](/individuals/immireport/) — the report behind the CRS number and program counts

------------------------------------------------------------------------
# Documents
Canonical: https://docs.lexpoint.io/individuals/documents/
Summary: Where your files live, which formats are accepted, how a file is reused across cases, and how review works.
------------------------------------------------------------------------

Every file you provide is stored once and tracked from then on. A document uploaded for one
requirement can, in the right circumstances, satisfy another without you uploading it twice.

Files are private to you and the people you are working with. Nothing you upload is visible to an
employer, a partner organization, or anyone else unless you granted that access explicitly.

## In this section

```cards
title: Your document vault
href: /individuals/documents/vault/
icon: 🗄️
text: Everything you have uploaded, in one place.
---
title: Supported files and limits
href: /individuals/documents/supported-files/
icon: 📎
text: Formats, size limits, and what makes a scan usable.
---
title: Reusing a document
href: /individuals/documents/reuse/
icon: ♻️
text: When a file can satisfy more than one requirement.
---
title: Review and verification
href: /individuals/documents/review/
icon: 🔍
text: What happens to a file after you upload it.
```

------------------------------------------------------------------------
# Reusing a document
Canonical: https://docs.lexpoint.io/individuals/documents/reuse/
Summary: A file you have already provided can be attached to another requirement from the Saved files tab, instead of being uploaded again — with limits worth knowing.
------------------------------------------------------------------------

The same passport supports a work permit application, a spouse's sponsorship, and a permanent
residence application. Providing it three times is work with no purpose, so Lexpoint keeps a file
once and lets it be attached wherever it is needed.

## Where reuse happens

Reuse is offered at the moment a document is being added to a requirement. The **Add** dialog has
two tabs: **Upload new**, and **Saved files**.

The Saved files tab lists documents already held for that applicant, each with a coloured dot for
its review state, when it was added, and its size. **Preview** opens the file so you can check it is
the right one. **Use this file** attaches it to the requirement you are on.

```media
id: documents-saved-files-tab
type: screenshot
caption: The Saved files tab of the add-document dialog, listing files already held for this applicant.
shot: /app/cases/<case>/…/applications/<application> — open the add-document dialog on a requirement, switch to the "Saved files" tab, with at least three saved files listed. Demo account, light mode, 1440×900. Redact file names containing a person's name and the applicant name in the dialog heading.
src: /media/individuals/documents-saved-files-tab.webp
```

When a document type is on Lexpoint's reuse list and matching files exist, the list splits in two:
**Best match**, which is that type only, and **All saved files**, which is everything held for the
person. A search box filters the full list. The dialog opens on All saved files.

## What a file is matched against

Saved files follow **the person the document is about**, not the case it was first uploaded to. A
passport uploaded for one application is offered on the next one because it belongs to the same
person — even if the two applications are on different cases.

That match needs a stable identity to work from: the applicant has to be connected to a Lexpoint
account or to a family member record. Where that connection does not exist yet, the tab reports no
saved files. Nothing is broken — uploading a new file works as usual.

## Attaching a file to a different kind of requirement

The full list is not filtered by type, so you can attach a file to a requirement it was not
originally labelled for. Doing that asks you to confirm first, and tells you what happens:

> The file keeps its original type on record.

Lexpoint does not relabel the document because you attached it somewhere new. Whether the file is
right for that requirement is a judgement, and it stays a human one.

## Reuse does not skip review

Attaching a saved file starts a fresh review on the requirement you attached it to. A file that was
accepted on one application is not automatically accepted on another, because the question being
asked is not the same question.

The picker shows a file's current review state so the choice is informed — a red or amber dot means
that file already has a problem or has not been looked at yet.

## What is not built yet

This is worth stating plainly, because the design intends more than currently runs.

**No expiry checking.** The reuse ranking is written to warn you that a document has expired, or is
close to expiring, before you attach it. Those warnings do not fire today: no expiry date is
recorded on a stored file, so there is nothing for the check to compare against. For any document
type where expiry matters, **check the dates yourself before reusing a file.** An expired passport
in the picker looks exactly like a current one.

**No "best fit" recommendation on expiry-sensitive types.** Because of the same gap, a single
candidate is never promoted as the recommended choice for a type whose reuse rules mention expiry.
You will see the list without a suggestion.

**No automatic attaching.** Nothing is attached on your behalf. Every reuse is chosen by a person.

**Nothing to configure.** There is no setting that turns reuse on or off, and no per-file control
over whether a document is offered for reuse. The Saved files tab either has candidates or it does
not.

## Related

- [Your document vault](/individuals/documents/vault/) — everything held for you, in one place
- [Review and verification](/individuals/documents/review/) — what a fresh review on a reused file involves
- [Supported files and limits](/individuals/documents/supported-files/) — constraints that apply on every upload
- [Cases](/individuals/cases/) — the requirements a saved file is attached to

------------------------------------------------------------------------
# Review and verification
Canonical: https://docs.lexpoint.io/individuals/documents/review/
Summary: What happens to a file between the moment it finishes uploading and the moment it is accepted — the checks, who decides, and how you are told.
------------------------------------------------------------------------

A file is not finished when the upload bar reaches the end. Between arriving and being usable it is
fingerprinted, often read automatically, and eventually judged by a person. This page follows that
sequence.

## What happens the moment a file arrives

Three things happen before anyone looks at it, in this order:

1. **The file is stored** in a private area that is not reachable by a public link. Every later view
   or download goes through Lexpoint and re-checks who is asking.
2. **Structural facts are recorded** straight from the bytes — a SHA-256 checksum, whether it is a
   PDF, its page count, and whether it is encrypted or permission-restricted. This is arithmetic,
   not interpretation, and it never blocks the upload. See
   [Supported files and limits](/individuals/documents/supported-files/).
3. **The file is marked as awaiting review.** Every file starts in the same state, no exceptions.

## The three states a file can be in

A file carries its own review state, separate from the state of the requirement it was uploaded
against.

| State | What it means |
|---|---|
| Pending | The file has been received and nothing has been decided about it. |
| Accepted | The file has been judged sufficient for what it was uploaded against. |
| Needs Changes | The file will not do as it is, and a reason is recorded with it. |

A requirement can hold several files, so the requirement's own status is an aggregate of the files
underneath it, not a copy of any one of them. Those requirement statuses are covered in the
[Cases section](/individuals/cases/).

:::note[Accepted is not an immigration decision]
Accepted means your representative considers the file adequate for the application being prepared.
It carries no weight with IRCC or a province, and it is not a prediction about the outcome of your
application. For what a program actually requires, talk to your representative or read
[immigratic.com](https://www.immigratic.com).
:::

## The automated first look

For many document types Lexpoint runs an automated analysis as soon as the file lands. When it runs,
it reads the file, writes a summary into the conversation for that requirement, and sets the file's
review state to Accepted, Needs Changes, or leaves it Pending when it cannot make the call. Its
summary becomes the recorded reason on the file.

This does not happen for every file. The analysis only runs where an assistant is configured for the
organization handling your case and where that document type has a reader available; otherwise the
file stays Pending until a person gets to it.

Treat the automated result as a first pass that catches obvious problems — an unreadable scan, a
missing page, the wrong document — early, rather than three weeks later.

## Human review

Only your representative's team can change a file's review state. The action is refused for client
accounts, and it is also refused once the application has been locked for submission — at that point
the file is part of a finished package and is no longer editable.

When a file is set to Needs Changes, a reason is recorded alongside it. That reason is the useful
part: it tells you what to fix rather than that something is wrong.

```media
id: documents-review-outcome
type: screenshot
caption: A reviewed file showing its outcome and the recorded reason.
shot: /app/cases/<case>/…/applications/<application> — checklist open on a requirement with one file reviewed as Needs Changes, so the outcome and its reason are visible. Demo account, light mode, 1440×900. Redact the applicant name, the case number, and any file name containing a person's name.
src: /media/individuals/documents-review-outcome.webp
```

## What acceptance changes

Accepting a file renames it. The new name is built from what the document is and whose it is —
roughly `DocumentLabel-LastName-FirstName.pdf` — with a numbered suffix when several files sit under
the same requirement.

The reason is assembly. An application eventually becomes one ordered package, and a package built
from `Passport-Doe-Jane.pdf` and `Passport-Doe-John.pdf` is reviewable by a human being in a way
that one built from `scan001.pdf` and `IMG_4471.jpg` is not.

If your representative has set a specific name on a file, that name is kept and acceptance does not
overwrite it.

## How you find out

When a file ends up Accepted or Needs Changes, Lexpoint notifies you by email, and by Telegram if
you have connected it. The notification names the requirement and the file, says which of the two
outcomes it was, and links you back into Lexpoint — the full detail, including the reason, stays in
the product rather than being copied into your inbox.

Files that are still pending do not generate a notification. Neither does a file being reset to
pending.

Case notifications are one of the categories that cannot be switched off, for the reason described
in [Account settings](/individuals/account/).

## Related

- [Supported files and limits](/individuals/documents/supported-files/) — the checks that run before review
- [Reusing a document](/individuals/documents/reuse/) — what an accepted file lets you skip later
- [Your document vault](/individuals/documents/vault/) — where reviewed files are listed
- [Cases](/individuals/cases/) — requirement statuses, which aggregate the files beneath them

------------------------------------------------------------------------
# Supported files and limits
Canonical: https://docs.lexpoint.io/individuals/documents/supported-files/
Summary: Lexpoint accepts PDF, JPG, PNG, DOC and DOCX up to 10MB per file, and reads structural facts from each one the moment it arrives.
------------------------------------------------------------------------

Every file you add to a case goes through the same constraints, whatever screen you add it from.

## Accepted formats

| Format | Extensions |
|---|---|
| PDF | `.pdf` |
| JPEG image | `.jpg`, `.jpeg` |
| PNG image | `.png` |
| Microsoft Word | `.doc`, `.docx` |

The file picker is filtered to these, and the upload area states the same list: *PDF, JPG, PNG, DOC,
DOCX (Max 10MB per file)*. Dragging a file in bypasses that filter, so check the extension yourself
when you drop rather than browse.

PDF is the safest choice. It survives being combined with other files, it keeps its page order, and
it is what an assembled application is built from.

## Size limit

**10MB per file.** The check runs in your browser before anything is sent, so an oversized file
fails immediately rather than after a long upload.

A file over the limit is listed with its size and the note *— exceeds 10MB limit*, and the upload
button stays disabled while it is in the list. Remove it, or replace it with a smaller version, and
the button comes back.

The limit is per file. Several files at a time is fine — they upload one after another, and one
failure does not abandon the rest.

:::tip[Getting a large scan under 10MB]
A scan is usually large because it was captured at a higher resolution than anyone needs. Rescanning
at 200–300 DPI in black and white, or exporting the PDF with your scanner's "reduce file size"
setting, typically cuts it by most of its size with no loss of legibility.
:::

## What makes a scan usable

Lexpoint's constraints are technical; legibility is judgement. A file that clears the limits can
still be sent back at review because a reader could not make it out.

- **Capture the whole page.** Edges cut off, or a corner outside the frame, means part of the
  document is missing.
- **One document per file, all its pages in order.** A multi-page document belongs in one PDF, not
  as loose photos.
- **Flat and in focus.** A photo taken at an angle, or with a shadow across the text, is harder to
  read than a scan.
- **Colour where colour carries meaning.** Stamps, seals, and signatures are easier to accept in
  colour.
- **No password.** See below.

## Password-protected and secured PDFs

A PDF with a password, or with permission restrictions applied, uploads without complaint — but it
cannot be merged with the other files for the same requirement. The failure surfaces as:

> We couldn't combine these PDFs. One or more may be password-protected or secured. Try exporting an
> unlocked PDF.

Banks and government portals often issue statements and letters this way. The fix is to open the
file, enter the password yourself, and re-export or print it to a new PDF without protection, then
upload that.

## What Lexpoint records about the file

The moment a file lands, and before anyone looks at it, Lexpoint takes deterministic structural
facts from the bytes:

| Recorded | What it is used for |
|---|---|
| SHA-256 checksum | A fingerprint of the exact bytes, so an identical file can be recognized as identical. |
| File type and size | Shown beside the file everywhere it is listed. |
| PDF or not | Decides how the file is handled when documents are combined. |
| Page count | Images count as one page. Page counts add up to the length of the assembled document. |
| Encrypted or permission-restricted | Predicts, at upload time, that the merge above will fail. |

This step never blocks an upload. If the probe cannot read the file, the file is still stored and
the unreadable result is recorded against it.

## File names

The name you uploaded is the name you see — in the vault, on the case, and in the file list. Behind
the scenes the stored copy has any character outside letters, digits, dots, underscores, and hyphens
replaced, which is why a downloaded file can come back with a slightly different name than the one
you gave it.

Name files for the person reading them: `passport-bio-page.pdf` beats `IMG_4471.jpg`.

## Related

- [Your document vault](/individuals/documents/vault/) — where every file you have added is listed
- [Review and verification](/individuals/documents/review/) — what happens once a file is stored
- [Cases](/individuals/cases/) — the requirements files are added against

------------------------------------------------------------------------
# Your document vault
Canonical: https://docs.lexpoint.io/individuals/documents/vault/
Summary: The Documents screen collects every file on your cases in one folder tree, organized by case and by applicant, with view and download on each file.
------------------------------------------------------------------------

**Documents** at [my.lexpoint.io/app/documents](https://my.lexpoint.io/app/documents) is the single
place every file on your cases is listed. The page describes itself as *Your uploaded files and
submission packages*, and that is exactly the split: what you provided, and what Lexpoint produced
from it.

The page is read-only. You can open a file or download it, but files are added on the case they
belong to — see the [Cases section](/individuals/cases/).

## Before you start

Documents becomes available once you have an active case. Before that, the page shows a short
message — *Documents are available once you have an active case* — with a **Create a Case** button.

## How the page is organized

Files are nested three levels deep, as collapsible folders:

| Level | What it is | What the label shows |
|---|---|---|
| Case | One folder per case you are on | `Case #<number>`, then the case type. The case number links to the case itself. A count on the right shows the total files inside. |
| Applicant | One folder per applicant on that case | The applicant's name, a status pill, and the number of files. |
| File | One row per file | The file name, with **View** and a download arrow. |

Everything starts collapsed. Click a case to expand it, then an applicant to see their files.

Only cases where you are the principal applicant or a case member appear, and archived cases are
left out. If your case includes a spouse or children, each of them gets their own applicant folder
inside the case — the vault is organized by whose document it is, not by who uploaded it.

```media
id: documents-vault-tree
type: screenshot
caption: The Documents page with one case expanded, showing applicant folders and the files inside.
shot: /app/documents — demo account with at least one case containing two applicants, top case folder and its first applicant folder expanded so file rows are visible. Light mode, 1440×900. Redact applicant names and file names that contain a person's name.
src: /media/individuals/documents-vault-tree.webp
```

## In Progress and Finalized

Each applicant folder carries one of two pills, and the pill decides what is listed underneath.

**In Progress** (amber) lists the working files for that applicant:

- Every file attached to a document requirement on their application, listed under its original file
  name.
- Every form Lexpoint has generated for them, labelled with the form code followed by
  *(generated)* — for example `IMM5257 (generated)`.

**Finalized** (blue) replaces that list with the finished output:

- **Submission Package v1**, v2, and so on — the consolidated package, with its version number.
- The individual bundles that make up the package, each named after the section of the application
  it covers.

Once an application is finalized, its working files are no longer listed here. The package and its
bundles are what the folder shows.

:::note[Why the list changes]
An application in progress is a pile of separate files, and the useful question is "what have I
provided so far". A finalized application is one assembled package, and the useful question becomes
"what was actually submitted". The page answers whichever question applies.
:::

## Opening and downloading a file

Hover a file row — on a phone the buttons are always visible — and two actions appear:

- **View** opens the file in a new tab.
- The **↓** arrow downloads it.

Both go through Lexpoint rather than exposing the storage location, so a link copied out of the
address bar is not a way to share a document with someone who does not have access.

## What is not here

The vault lists files that are attached to an application on a case. Two things follow from that:

- A file you have not attached to anything — because a requirement was never created, or the upload
  did not finish — will not appear.
- A case with no application, or an application with nothing attached yet, shows *No documents
  uploaded yet* under the applicant.

If a file you uploaded is missing from this page, the place to check is the case it was uploaded
against.

## Related

- [Cases](/individuals/cases/) — where files are attached, reviewed, and finalized
- [Supported files and limits](/individuals/documents/supported-files/) — what you can upload, and how large
- [Review and verification](/individuals/documents/review/) — what happens to a file after it arrives
- [Account and access](/individuals/account/) — who can see your file, and how sharing works

------------------------------------------------------------------------
# If you work for an employer on Lexpoint
Canonical: https://docs.lexpoint.io/individuals/employment/
Summary: What happens when an employer invites you to their Lexpoint Workforce account — consent, what they can see, and how immigration letters are requested.
------------------------------------------------------------------------

If your employer uses **Lexpoint — Workforce**, they can invite you to link your employment to their
account. This is worth understanding before you accept.

You never work inside your employer's workspace. The invitation is accepted in **your own account**,
what the employer can see is a fixed, narrow list you can withdraw at any time, and every task
afterwards happens at `my.lexpoint.io/app`.
Your immigration profile, your ImmiReport, your documents, and any case you have are **not** part of
this link and are not visible to your employer.

Employer connections live at
[**Settings → Associations → Employer**](https://my.lexpoint.io/app/settings/associations?tab=employer-active)
(**Active**, **Ended**, **Pending**). Letter requests live at
[**Employment**](https://my.lexpoint.io/app/workforce).

```media
id: employment-settings-employer-connections
type: screenshot
caption: Settings → Associations → Employer → Ended. Immigratic kept; the other employer name is redacted.
shot: /app/settings/associations?tab=employer-ended — Employer tab, Ended selected. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic Visa Services. Redact GetGuide Inc.
src: /media/individuals/employment-settings-employer-connections.webp
```

```media
id: employment-workforce-letters
type: screenshot
caption: Employment → Letters. A letter request needs an active employer connection.
shot: /app/workforce — Your employment / Letters, no letter-ready connection. Light mode, 1440×900 cropped to 1383×776. Hide header name/email.
src: /media/individuals/employment-workforce-letters.webp
```

## In this section

```cards
title: Accepting a workforce invitation
href: /individuals/employment/accepting-an-invitation/
icon: 📩
text: What the invitation is, and what accepting does.
---
title: What your employer can see
href: /individuals/employment/what-your-employer-sees/
icon: 👁️
text: The consent scopes, in detail, and how to change them.
---
title: Your employment record
href: /individuals/employment/employment-record/
icon: 📇
text: Job title, hours, wage, and employment periods.
---
title: Requesting an employment letter
href: /individuals/employment/letter-requests/
icon: ✉️
text: Asking for a letter for an immigration application.
---
title: Leaves and interruptions
href: /individuals/employment/leaves/
icon: 🌴
text: How a break in employment appears — and what Lexpoint does not record.
---
title: Leaving an employer
href: /individuals/employment/leaving/
icon: 👋
text: What happens to the link when the job ends.
```

------------------------------------------------------------------------
# Accepting a workforce invitation
Canonical: https://docs.lexpoint.io/individuals/employment/accepting-an-invitation/
Summary: What a workforce invitation from an employer is, what accepting it creates, and what it does not give the employer access to.
------------------------------------------------------------------------

If your employer uses **Lexpoint — Workforce**, they can send you a workforce invitation. Accepting
it records that you are employed by that business, so the employer can handle workforce immigration
compliance and, where it applies, support you on a temporary or permanent residence application.

You accept it **in your own account**. You do not get an account inside your employer's workspace,
and you never work there. Everything you do afterwards happens at `my.lexpoint.io/app`.

## Before you start

- The invitation is sent to a specific email address. You must be signed in to a Lexpoint account
  that uses **that same address** — Lexpoint compares the two and refuses the connection if they
  differ.
- If you do not have an account yet, the invitation link takes you through sign-up first. Lexpoint
  sign-in is passwordless: a Google account or a magic link sent to your email.
- The invitation expires. Unless your employer chooses otherwise, it is valid for **14 days**.

## Accept the invitation

1. Open the invitation email and follow its link. It carries an invitation token, which is why the
   link matters — there is no code to type in manually.
2. Sign in, or create your account. The token is preserved through sign-in, so you land in the right
   place afterwards.
3. You arrive at the **Employer connection** page. It names the person who invited you and the
   organization they invited you on behalf of.
4. Read the consent statement and tick the checkbox beside it.
5. Select **Confirm and connect**.

The page confirms *Connected* and sends you on to your dashboard.

```media
id: employment-claim-consent
type: screenshot
caption: The Employer connection page, showing who invited you and the consent checkbox you must tick before connecting.
shot: /app/workforce/invites/claim?invite=<token> — signed in on the demo account, valid pending workforce invite, consent checkbox visible and unticked. Light mode, 1440×900. Redact the invitation token in the address bar, the inviter's name, and the demo account's email.
```

## What you are agreeing to

The consent statement is fixed text — it is not written by your employer, and it is stored word for
word on your record when you accept, together with the date and a fingerprint of the exact wording.
It reads:

> I agree to connect with **&lt;your employer&gt;** so they can manage workforce immigration
> compliance and, where it applies, support me on temporary or permanent residence programs.
> Immigration information in my Lexpoint account, including information I add later, may be used for
> that. I can end this in Settings. I also agree to Lexpoint's Terms of Service and Privacy Policy.

Accepting is what makes the connection **active**. Until you do, there is no link — your employer
adding you to their system does not create one on its own.

:::note[The employer never gets your immigration file]
The connection covers the employment relationship. It is not access to your profile, your
ImmiReport, your documents, or any case you have with a representative. What the connection actually
exposes is set out field by field in
[What your employer can see](/individuals/employment/what-your-employer-sees/).
:::

## If you do not want to connect

There is no decline button, and that is deliberate — nothing is recorded either way until you tick
the box and confirm. Select **Not now**, or close the page, and the invitation stays pending until it
expires. Your employer can cancel it before then.

If you want the invitation withdrawn rather than left to expire, ask the person who sent it.

## When it will not work

| What you see | Why | What to do |
|---|---|---|
| *This invite link is invalid, expired, or not a workforce invite* | The link is past its expiry date, has already been used, was cancelled by your employer, or is a different kind of invitation | Ask your employer to send a new workforce invitation |
| *Invite email mismatch* | Your Lexpoint account uses a different email than the one invited | Ask for a new invitation addressed to the email you sign in with |
| *Invite is for another user* | The invitation has already been tied to a different Lexpoint account | Ask your employer to send a fresh invitation |
| *An open workforce link already exists for this employer* | You are already connected to this organization | Open [Employment](https://my.lexpoint.io/app/workforce) — the existing connection is there |

## Related

- [What your employer can see](/individuals/employment/what-your-employer-sees/) — the exact fields, and how to withdraw
- [Your employment record](/individuals/employment/employment-record/) — what the connection holds once it is active
- [Leaving an employer](/individuals/employment/leaving/) — ending the connection yourself
- [Access and sharing](/individuals/account/access-and-sharing/) — every other way someone can see part of your account
- [Lexpoint for Workforce](/workforce/) — the same relationship described from the employer's side

------------------------------------------------------------------------
# Your employment record
Canonical: https://docs.lexpoint.io/individuals/employment/employment-record/
Summary: What a connected employer records about your job — title, hours, wage, duties, and employment periods — and where you can see it.
------------------------------------------------------------------------

Once you are connected to an employer, that employer keeps an employment record for you inside
Lexpoint. It is what their immigration letters are drawn from, so it is worth knowing what is on it
and who controls it.

**Your employer writes it, not you.** That is the point of it — a record you could edit yourself
would not be worth anything as an employer's statement of your job. Your role is to read it and to
raise anything that is wrong.

## What is on it

Each period of employment records the following. Not every field is filled in on every record.

| Field | What it is |
|---|---|
| Job title | The title your employer attests to for this period |
| NOC code | A National Occupational Classification code your employer selects for the role |
| Weekly hours | Hours per week, to one decimal place |
| Full-time or part-time | Recorded by your employer. Lexpoint also derives full-time separately from hours, at 30 or more per week |
| Wage | An amount, with a currency. Stored as an hourly rate — an annual figure entered by the employer is converted |
| Duties | An ordered list of duty statements |
| Worksite | One of the employer's recorded worksites, with its city and province |
| Reports to | A person at the employer |
| Start date | When this set of terms took effect |
| Permanent, or a contract end date | Whether the role is open-ended, or a fixed term with an end date. It cannot be recorded as both |
| End date | Set when the period closes |

## Periods, not one big row

Your record is a series of **employment periods**, numbered in order. Each one holds a single set of
terms.

When the terms change — a promotion, a new wage, a different worksite, a rehire after a break — your
employer closes the current period and opens the next one. Nothing is overwritten. The earlier
period keeps the facts that were true at the time, which is what allows an employer to describe your
full history rather than only your current job.

A record can have **one open draft and one current confirmed period at a time**. Lexpoint enforces
both limits in the database.

### Draft, review, confirmed

| State | What it means |
|---|---|
| Draft | Your employer is still filling the period in. It cannot be used for a letter. |
| Review requested | The period has been put up for review before confirmation. |
| Confirmed | Your employer has attested to it. It can be used for a letter. |

Confirming a period requires at minimum a job title, a start date, and a frozen snapshot of the
facts. From that moment the period is **immutable**: title, NOC, hours, wage, duties, worksite,
supervisor, permanence, contract end, and the confirmation itself can no longer be changed. The one
thing that can still be set is the end date, and once that is set it cannot be changed either.

:::note[Why confirmed periods are frozen]
A letter is a statement of fact on a specific date. If the underlying record could be edited
afterwards, a letter issued last month would no longer match what the system holds. Freezing the
period at confirmation is what keeps an issued letter and the record behind it in agreement — and it
is why a correction is recorded as a new period rather than an edit.
:::

## Where you can see it

Lexpoint does not currently give you a full read-only view of every field on your employment record.
What you can see, in [**Settings → Associations → Employer**](https://my.lexpoint.io/app/settings/associations?tab=employer-active),
is a summary on each connection card:

- The organization
- The date you connected
- Your **job title**, from the first period on the record
- The **employment period** — start date, and either an end date or *present*
- Whether the relationship is recorded as **offered**, **current**, or **former**

The job title and period appear only once your employer has recorded them. An active connection with
no confirmed period shows the organization and connect date alone.

```media
id: employment-settings-employer-connections
type: screenshot
caption: Settings → Associations → Employer — connection cards with dates and employment context. This capture is Ended; an active card uses the same anatomy.
shot: /app/settings/associations?tab=employer-ended — Employer tab, Ended selected. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic Visa Services. Redact GetGuide Inc.
src: /media/individuals/employment-settings-employer-connections.webp
```

The fullest view of the recorded facts you can get is a letter: when you request one, it is drafted
from your confirmed period, and you can read the draft before it is issued. See
[Requesting an employment letter](/individuals/employment/letter-requests/).

## If something on it is wrong

Tell your employer. There is no correction request inside Lexpoint on your side, and a confirmed
period cannot be edited by anyone — the fix is a new period recorded by your employer with the
correct facts.

Do this **before** you request a letter. A letter is drafted from the confirmed period as it stands,
so a wrong title or wrong hours will come through onto the letter.

## This is not your profile work history

Two different things, easy to confuse:

| | Your profile work history | Your employment record |
|---|---|---|
| Who writes it | You | Your employer |
| Who can change it | You, at any time | Your employer, by adding a new period |
| What reads it | Your ImmiReport and your immigration profile | Your employer's letters |
| Who can see it | You, and anyone you deliberately share your account with | You and the connected employer |

Editing one does not change the other, and your employer cannot see or edit the work history in your
profile.

## Related

- [What your employer can see](/individuals/employment/what-your-employer-sees/) — the full visibility picture
- [Requesting an employment letter](/individuals/employment/letter-requests/) — how a confirmed period becomes a letter
- [Leaves and interruptions](/individuals/employment/leaves/) — how breaks in employment are handled today
- [Your profile](/individuals/profile/) — the work history that is yours, and what it feeds

------------------------------------------------------------------------
# Leaves and interruptions
Canonical: https://docs.lexpoint.io/individuals/employment/leaves/
Summary: How a break in employment — vacation, parental leave, or unpaid time off — is represented on a Lexpoint employment record today.
------------------------------------------------------------------------

Lexpoint has **no leave record**. There is no vacation, parental-leave, or unpaid-leave field on an
employment record, and nothing in your account lets you add one.

This page exists so you do not go looking for a feature that is not there, and so you know how a
break in employment is actually represented today.

## How a break is represented today

Through the **employment periods** on your record, and only through them.

An employment period has a start date and, once it is closed, an end date. If your employer wants a
break to be visible, they close the period before it and open a new one after it. The gap between
the two dates is the break. That is the whole mechanism.

If your employer does not close and reopen a period, the break is not recorded anywhere — your
record shows one continuous period across it. Neither outcome is a judgment by Lexpoint about
your employment; it reflects only what your employer entered.

## What this means for a letter

An employment letter is drafted from the periods your employer has confirmed. So:

- A break your employer represented as two periods **can** appear, because the letter is drawn from
  the dates on those periods.
- A break your employer did not represent that way **will not** appear.

If the dates on your record do not match what actually happened, the correction is on the record —
tell your employer, and they record it as a new period. See
[Your employment record](/individuals/employment/employment-record/).

:::note[Lexpoint does not say what leave you are owed]
Vacation, parental leave, sick leave, and unpaid time off are matters between you, your employer,
and the employment law that applies where you work. Lexpoint records employment periods; it does not
interpret entitlements. For immigration questions about gaps in employment, see
[immigratic.com](https://www.immigratic.com) or speak to a representative.
:::

## Related

- [Your employment record](/individuals/employment/employment-record/) — how periods work and who can change them
- [Requesting an employment letter](/individuals/employment/letter-requests/) — what a letter is drafted from
- [What your employer can see](/individuals/employment/what-your-employer-sees/) — the full visibility picture

------------------------------------------------------------------------
# Leaving an employer
Canonical: https://docs.lexpoint.io/individuals/employment/leaving/
Summary: End a workforce connection yourself, understand the ended and revoked states, and know exactly what changes the moment it ends.
------------------------------------------------------------------------

A workforce connection lasts until someone ends it. It does not expire, and it does not close itself
when a job ends — if you have left an employer, ending the connection is a step you take yourself.

You can end any active connection at any time, without asking your employer.

## End the connection

1. Go to [**Settings → Associations → Employer**](https://my.lexpoint.io/app/settings/associations?tab=employer-active).
2. Open the **Employer** section, on the **Active** sub-tab.
3. Find the employer and select **End**.
4. A confirmation appears, naming the employer and warning that they will lose access to information
   shared through the connection, including their view of you on their workforce list. Confirm it.

The connection moves to the **Ended** sub-tab, with the date.

```media
id: employment-end-connection-confirm
type: screenshot
caption: The confirmation shown before a workforce connection is ended, naming the employer and what they lose access to.
shot: /app/settings/associations?tab=employer-active → select "End" on a connection so the browser confirmation dialog is on screen. Demo account, light mode, 1440×900. Redact the organization name in both the dialog and the card behind it, plus the demo account's name and email.
```

:::caution[This cannot be undone from your side]
There is no reconnect button. Getting the connection back means your employer sends a new workforce
invitation and you accept it again — a new connection, with a new consent record and a new date.
:::

## What happens the moment it ends

- The connection status becomes **ended**, with the reason recorded as *employee left*, and the end
  date stamped on it.
- Both consent scopes are cleared to `false`.
- The employer workspace stops loading anything about you. Your worker page no longer opens and you
  are off their workforce list.
- The connection is marked as no longer seat-eligible on the employer's account.
- Lexpoint emails **both** sides: your employer's contact for the connection, and you. Your
  confirmation email is governed by Lexpoint's own settings, so an employer cannot disable it.
- The change is written to an append-only audit record, along with the scopes that were in force
  immediately before.

### What it does not do

- It does not delete the employment periods your employer recorded, or any letter they already
  issued. Those are the employer's own business records.
- It does not touch anything in your account. Your profile, ImmiReport, documents, and any case were
  never part of the connection and are unaffected.
- It does not notify anyone other than the two parties.

## Open letter requests

End the connection and an open letter request stops going anywhere: creating a request and refreshing
a draft both check that the connection is active, and both fail with *This connection is no longer
active* once it is not. If you are waiting on a letter, **let it be issued first**, then end the
connection. A letter that has already been issued stays available on its request.

## The states a connection can be in

Not all of these are things you do — some are set by your employer or by the system.

| State | What it means | Where you see it |
|---|---|---|
| **Active** | The connection is live and consent is in force | Settings → Associations → Employer, **Active** |
| **Suspended** | Paused. Nothing loads in the employer workspace while it is suspended, but it has not been ended | **Active**, with the state shown on the card |
| **Ended** | Closed. When you end it yourself, the reason recorded is *employee left* | **Ended** |
| **Revoked** | Closed from the employer's side | **Ended** |

Two other states exist on new connections that are not yet complete — one waiting on you, one
waiting on the employer. A connection you have not accepted is not a connection: nothing about you
loads for the employer until you have consented and the acceptance is recorded.

Ended and revoked connections stay on the **Ended** list with their dates, so you keep a record of
who you were connected to and when.

## If you never accepted in the first place

An invitation you did not accept is not a connection, and there is nothing to end. It stays pending
until it expires — by default 14 days — or until your employer cancels it. See
[Accepting a workforce invitation](/individuals/employment/accepting-an-invitation/).

## Related

- [What your employer can see](/individuals/employment/what-your-employer-sees/) — what ending the connection switches off, field by field
- [Requesting an employment letter](/individuals/employment/letter-requests/) — finish an open request before you end a connection
- [Accepting a workforce invitation](/individuals/employment/accepting-an-invitation/) — how a new connection would be created
- [Access and sharing](/individuals/account/access-and-sharing/) — the other kinds of access to your account, and how to end them

------------------------------------------------------------------------
# Requesting an employment letter
Canonical: https://docs.lexpoint.io/individuals/employment/letter-requests/
Summary: Ask a connected employer for an employment confirmation or an immigration-purpose letter, follow it through, and download it once it is issued.
------------------------------------------------------------------------

If you need written confirmation of your job from an employer you are connected to, you ask for it
in your own account. Lexpoint drafts the letter from the employment record your employer has already
confirmed, and your employer issues it.

You never enter the employer's workspace to do this. The whole request lives at
[**Employment**](https://my.lexpoint.io/app/workforce) in your account.

## Before you start

- The connection must be **active**. An ended or revoked connection cannot be used.
- Your employer must have **confirmed at least one employment period**. Nothing can be drafted from
  a draft record.
- Your connection must use the current consent version. If it was created under an older one, you
  will be told to reconnect — ask your employer for a fresh invitation.

If any of those is missing, the page shows *No letter-ready connection* instead of the request form.

## The two kinds of letter

| Kind | What it covers |
|---|---|
| **Employment confirmation (current role)** | Your current confirmed role only. There is no choice of scope — it is always the current period. |
| **Immigration-purpose letter** | Your current role, or your history, depending on what you choose |

For an immigration-purpose letter you also choose **what to include**:

| Choice | Result |
|---|---|
| Current role only | One letter covering the current confirmed period |
| Full history as one timeline PDF | Every confirmed period, assembled into a single document |
| A separate letter for each confirmed role | One letter per confirmed period |

Which of these an application needs is not something Lexpoint decides. If you are unsure, check
[immigratic.com](https://www.immigratic.com) or speak to a representative before requesting.

## Request the letter

1. Go to [**Employment**](https://my.lexpoint.io/app/workforce).
2. Under **Request a letter**, choose the **Employer**. Only connections that are ready for a letter
   appear here.
3. Choose the **Kind**.
4. For an immigration-purpose letter, choose **What to include**.
5. Select **Request letter**.

The request appears under **Your requests** straight away, and drafting starts.

```media
id: employment-workforce-letters
type: screenshot
caption: Employment → Letters. A letter request needs an active employer connection.
shot: /app/workforce — Your employment / Letters, no letter-ready connection. Light mode, 1440×900 cropped to 1383×776. Hide header name/email.
src: /media/individuals/employment-workforce-letters.webp
```

```media
id: employment-letter-request-form
type: screenshot
caption: The Request a letter form, with the employer, letter kind, and what-to-include choices.
shot: /app/workforce on a demo account with one active letter-ready connection and no open requests. Set "Kind" to "Immigration-purpose letter" so the "What to include" field is visible. Light mode, 1440×900. Redact the employer name in the Employer dropdown and the demo account's name and email in the header.
```

:::caution[One open request of each kind]
You can have one open employment confirmation and one open immigration-purpose letter per employer.
If one is already open, that kind is disabled in the form and a note links you to the existing
request. Cancel it, or wait for it to be issued or declined, before requesting again.
:::

## Following the request

Open a request from **Your requests** to see its status and the letters attached to it.

| Status | What it means |
|---|---|
| **Preparing** | The request has been made and Lexpoint is drafting from your confirmed record |
| **With employer** | The draft is ready and is with your employer |
| **With RCIC** | An immigration-purpose letter has been routed for regulated review |
| **Issued** | Your employer has issued the letter. It is final and available to download |
| **Declined** | Your employer did not issue it. If they gave a reason, it is shown on the request |

Each letter attached to the request shows its own state. While the request is open you can
**Preview draft** once the draft file is ready — this is the draft, not the issued document. When
the request reaches **Issued**, **Download** appears and gives you the final PDF.

```media
id: employment-letter-request-detail
type: screenshot
caption: A letter request in the Issued state, with the attached letter and its download link.
shot: /app/workforce/requests/<requestId> on a demo account, request status "Issued" with one attached letter and a visible Download link. Light mode, 1440×900. Redact the employer name in the eyebrow, the letter reference number, and the demo account's name and email.
```

## Cancelling a request

While a request is open, **Cancel request** appears on the request page. Confirm the prompt and the
request is withdrawn, and you are returned to Employment. You can request the same kind again
afterwards.

Once a letter has been **issued**, it cannot be cancelled.

## When it does not work

| What you see | Why |
|---|---|
| *No confirmed employment episode is ready for a letter* | Your employer has not confirmed an employment period yet |
| *This connection is no longer active* | The connection has been ended or revoked |
| *Reconnect with the current workforce consent before requesting a letter* | The connection predates the current consent version — ask for a new invitation |
| *You already have an open request of this type* | Cancel or finish the open one first |
| *An issued letter cannot be cancelled* | The letter is final |
| *Letter requests are not available on this environment yet* | The letters feature is not enabled where you are signed in |

If the facts on a draft are wrong, the fix is on the record, not the letter — see
[Your employment record](/individuals/employment/employment-record/).

## Related

- [Your employment record](/individuals/employment/employment-record/) — the confirmed facts a letter is drafted from
- [What your employer can see](/individuals/employment/what-your-employer-sees/) — what requesting a letter does and does not reveal
- [Leaving an employer](/individuals/employment/leaving/) — what happens to an open request when a connection ends
- [Documents](/individuals/documents/) — where files in your account live

------------------------------------------------------------------------
# What your employer can see
Canonical: https://docs.lexpoint.io/individuals/employment/what-your-employer-sees/
Summary: The exact fields a connected employer can read from your Lexpoint account, what the connection never exposes, and how to withdraw it.
------------------------------------------------------------------------

A workforce connection gives your employer a narrow, named set of facts. This page lists all of
them, in the order the product loads them, and says plainly what is left out.

The short version: your employer sees **who you are, whether Lexpoint has verified your identity,
when your work permit expires, and the employment facts they recorded about you themselves**. They
do not see your immigration profile, your ImmiReport, your documents, your consultations, or any
case.

## The two consent scopes

When you accept a workforce invitation, two scopes are recorded on the connection. They are not
chosen by you or by your employer — the server writes both, as a fixed pair, on every acceptance
under the current consent version (`workforce_v3`).

| Scope | What it unlocks |
|---|---|
| `employer_servicing` | The employer may act on your employment relationship in Lexpoint: keep your employment record, and prepare and issue letters you request. Without this, nothing about you loads in the employer workspace at all. |
| `roster_visibility` | You appear on the employer's workforce list, and your worker page opens. Without this, the connection exists but the employer workspace shows you nothing. |

Both must be `true`, **and** the connection status must be `active`, before the employer workspace
will load a single field about you. If any one of the three fails, the load returns nothing — there
is no partial view.

:::note[There is no per-field switch]
Some products give you a grid of toggles. This one does not, and the reason is that the two scopes
are not independent: an employer who cannot see you on their list cannot prepare the letter you
asked for. The meaningful control is ending the connection, which clears both scopes in the same
step. See [Withdrawing](#withdrawing-your-consent) below.
:::

## Exactly what loads

This is the complete set of fields the employer workspace reads about you.

### From your account

| Field | Where it comes from | Note |
|---|---|---|
| First and last name | Your account | Falls back to your email address if no name is set |
| Email address | Your account | The address you sign in with |
| Profile photo | Your account | Only if you have set one |
| Identity-verification status | Your account | Whether Lexpoint has verified your identity — the status only, never the documents you verified with |
| Work-permit expiry date | Your immigration compliance record | The expiry date only |
| Date connected | The connection itself | When the connection became active |

That is the entire list. Six fields and a date.

### From your employment record

Everything else the employer sees about you — job title, NOC code, weekly hours, wage, duties,
worksite, supervisor, start and end dates, permanence and contract end, full-time or part-time — is
recorded by the **employer**, not read from your account. Those fields are covered in
[Your employment record](/individuals/employment/employment-record/).

## What the connection never exposes

None of the following is part of a workforce connection, and none of it is loaded by the employer
workspace:

- **Your immigration profile** — nationality, family, education, language tests, travel and status
  history, work history you entered yourself
- **Your ImmiReport** — program eligibility, CRS or provincial scores, pool position, simulations
- **Your documents** — everything in your document vault, including the identity documents you used
  to verify your identity
- **Your case** — retainers, applications, requirements, timelines, and anything a representative
  has filed for you
- **Consultations and proposals** — including whether you have booked one
- **Your messages, your Lexi conversations, and your notifications**
- **Other employers** — a connection to one employer reveals nothing about a connection to another
- **Your sign-in activity and your account security settings**

A second protection sits underneath the consent: the database restricts the employer side of a
workforce connection to the organization's **owner** and **RCIC** roles. Other people in the
employer's workspace do not get a row-level read of your connection at all.

## How to check what is connected

1. Go to [**Settings → Associations → Employer**](https://my.lexpoint.io/app/settings/associations?tab=employer-active).
2. Open the **Employer** section.
3. **Active** lists every connection that is currently live. Each card shows the organization, the
   date you connected, and — once your employer has recorded them — your job title, the employment
   period, and whether the relationship is recorded as offered, current, or former.
4. **Ended** lists connections that have been ended or revoked, with the date each one ended.

```media
id: employment-settings-employer-connections
type: screenshot
caption: Settings → Associations → Employer → Ended. Active, Ended, and Pending are the three lists. Immigratic kept; the other employer name is redacted.
shot: /app/settings/associations?tab=employer-ended — Employer tab, Ended selected, two ended cards. Light mode, 1440×900 cropped to 1383×776. Hide header name/email. Keep Immigratic Visa Services. Redact GetGuide Inc.
src: /media/individuals/employment-settings-employer-connections.webp
```

## Withdrawing your consent

You can end a connection yourself, at any time, without asking your employer.

1. Go to [**Settings → Associations → Employer**](https://my.lexpoint.io/app/settings/associations?tab=employer-active).
2. Find the connection on the **Active** list.
3. Select **End**.
4. A confirmation appears, naming the employer. Confirm it.

The moment it completes:

- The connection status becomes **ended**.
- Both consent scopes are set to `false`.
- The employer workspace stops loading anything about you — your worker page no longer opens, and
  you drop off their workforce list.
- Lexpoint emails **both** you and the person at the employer who set the connection up. Your
  confirmation email is sent on Lexpoint's own settings, so an employer cannot switch it off.
- The change is written to an append-only audit record, including the scopes that were in force
  before you ended it.

:::caution[Ending a connection is not reversible from your side]
There is no "undo". To reconnect, your employer has to send a new workforce invitation and you have
to accept it again. Ending also stops any letter you have in progress from being issued — see
[Leaving an employer](/individuals/employment/leaving/).
:::

## What happens to what they already had

Ending the connection ends the **live view**. It does not reach backwards into records the employer
authored themselves — the employment episodes they recorded, and any letter they already issued,
are the employer's own business records and remain in their workspace.

That distinction is worth being clear-eyed about. The connection controls Lexpoint's live read of
your account. It is not a delete request for an employer's own files, and Lexpoint cannot make it
into one.

## Related

- [Accepting a workforce invitation](/individuals/employment/accepting-an-invitation/) — the consent you agreed to, word for word
- [Your employment record](/individuals/employment/employment-record/) — the fields your employer records about your job
- [Leaving an employer](/individuals/employment/leaving/) — what changes when the connection ends
- [Access and sharing](/individuals/account/access-and-sharing/) — partner, household, and organization access, which work differently
- [Lexpoint for Workforce](/workforce/) — the same split, described from the employer's side

------------------------------------------------------------------------
# Getting started
Canonical: https://docs.lexpoint.io/individuals/getting-started/
Summary: Create a Lexpoint account, sign in, finish onboarding, and understand what the free account gives you.
------------------------------------------------------------------------

Everything in Lexpoint starts with an account and a profile. This section takes you from a blank
sign-up form to a dashboard that is actually telling you something.

Expect the first pass to take about fifteen minutes. You do not need documents to begin — you need
facts about your work, education, and language results. Documents come later, and only when a
representative asks for them.

## In this section

```cards
title: Create your account
href: /individuals/getting-started/create-account/
icon: 🪪
text: Sign up with Google or an emailed magic link. No password to choose.
---

title: Sign in and account recovery
href: /individuals/getting-started/sign-in/
icon: 🔑
text: Signing in, staying signed in, and what to do when you cannot.
---

title: Onboarding, step by step
href: /individuals/getting-started/onboarding/
icon: 🧩
text: The questions Lexpoint asks first, and why each one matters.
---

title: Your first look at the dashboard
href: /individuals/getting-started/first-dashboard/
icon: 🧭
text: What is on screen after onboarding, and what to do next.
---

title: Free and Pro
href: /individuals/getting-started/free-and-pro/
icon: ⭐
text: What a free account includes and what changes on a paid plan.
```

------------------------------------------------------------------------
# Create your account
Canonical: https://docs.lexpoint.io/individuals/getting-started/create-account/
Summary: Sign up for Lexpoint with Google or an emailed magic link. There is no password to choose, and no password to lose.
------------------------------------------------------------------------

Creating a Lexpoint account takes one screen and one email. There is no password to choose: you
either continue with Google, or Lexpoint emails you a single-use link that signs you in.

Go to [**my.lexpoint.io/auth/register**](https://my.lexpoint.io/auth/register). The heading reads
*Create your account*.

```media
id: getting-started-register
type: screenshot
caption: The sign-up screen, with the Google button above the email field.
shot: /auth/register — full page, no partner code in the URL, nothing typed into the email field. Demo browser, light mode, 1440×900. Crop browser chrome.
src: /media/individuals/getting-started-register.webp
```

## Sign up with Google

1. Select **Continue with Google**.
2. Google opens **Choose an account** — *to continue to Lexpoint.io*. Pick the Google account you
   want to use, then approve the request if Google asks.

```media
id: getting-started-google-chooser
type: screenshot
caption: Google’s account picker, naming Lexpoint.io as the app you are continuing to.
shot: Continue with Google from /auth/register until the Google “Choose an account” screen. Crop browser chrome. Redact every account name, email, and photo.
src: /media/individuals/getting-started-google-chooser.webp
```

You are returned to Lexpoint signed in. Your name comes across from Google, so the name question is
skipped later during onboarding.

## Sign up with an emailed link

1. Under **or continue with email**, type your address into **Email address**.
2. Select **Send Magic Link**.
3. Lexpoint confirms *Magic link sent! Check your email and click the link to create your account.*
4. Open the email and select the link. It signs you in and returns you to Lexpoint.

```media
id: getting-started-register-link-sent
type: screenshot
caption: The confirmation under the button after a magic link is sent.
shot: /auth/register — after Send Magic Link succeeds, green confirmation visible under the button. Light mode, 1440×900. No email address on screen.
src: /media/individuals/getting-started-register-link-sent.webp
```

If bot protection is triggered, a verification challenge appears under the button. Wait for it to
show a checkmark, then select **Send Magic Link** again — the first attempt is not lost, it is
asked only to prove you are a person.

:::caution[The link signs in whoever opens it]
A magic link is a credential. Do not forward the email, and do not open it on a shared computer you
will not sign out of.
:::

Because a link arrives in the same inbox every time, the email address you sign up with is the one
you must keep access to. Choose a personal address you will still control in a year, not a work
address you lose when you change jobs.

## Which method was used last

Both buttons can show a small **Last used** tag. It marks the method this browser used most
recently, so returning to the screen does not require remembering which one you picked. It is a
hint, not a restriction — either method still works.

## Terms, and where your data sits

Below the form: *By continuing, you agree to our Terms of Service and Privacy Policy.* Both open on
lexpoint.io. The panel beside the form states that data is hosted in Canada.

## If you arrived through a partner link

A sign-up link from a partner carries a code, and two things change.

- The subtitle under the heading names the partner instead of Lexpoint.
- A **Partner connection** dialog opens: *You're signing up via* the partner, with a consent
  statement and the checkbox **I agree to connect with this partner**.

Your choices in that dialog:

| Control | What it does |
|---|---|
| **Done** | Keeps the connection, with the checkbox as you left it. |
| **No, continue without partner** | Removes the partner from this sign-up. |
| Closing the dialog | Collapses it into a small **Partner connection** card with a **Review** link, so you can come back to it. |

On a partner link where consent is required, declining opens a second confirmation — *Skip partner
connection?* — with **Go back** and **Skip anyway**. It states that a skipped partner may not see
your status or progress in their dashboard, and that you can connect later under Settings, Partners.

## If you were invited to an organization

An invite link shows a banner above the form: *Invited to join* the organization *as* a role.
**Not now** dismisses the banner and signs you up as an ordinary individual account instead.

## What happens next

The first sign-in creates your account record and sends you straight into onboarding at
`/app/onboarding`. You cannot reach the dashboard until onboarding is finished — that is enforced,
not a suggestion, because the rest of the product is calculated from those answers.

## Related

- [Onboarding, step by step](/individuals/getting-started/onboarding/) — the five questions that come immediately after this
- [Sign in and account recovery](/individuals/getting-started/sign-in/) — how to get back in on every later visit
- [Two-step verification](/individuals/account/two-step-verification/) — add an authenticator app once you are inside
- [Your account settings](/individuals/account/) — sign-in methods, notifications, privacy

------------------------------------------------------------------------
# Your first look at the dashboard
Canonical: https://docs.lexpoint.io/individuals/getting-started/first-dashboard/
Summary: What is on your Lexpoint dashboard the moment onboarding ends, why most of it is still empty, and the one thing to do next.
------------------------------------------------------------------------

Finishing onboarding drops you on [`/app/dashboard`](https://my.lexpoint.io/app/dashboard). Expect
it to look like a set of starting points rather than a set of answers — you have given Lexpoint five
facts, and almost everything it shows is calculated from more than five facts.

That is the whole job of this first visit: see what is empty, and fill the one thing that unlocks
the rest.

```media
id: dashboard-first-visit
type: screenshot
caption: The Individuals home dashboard — Profile and ImmiReport in place, Cases, Consultations, and Proposals still empty, with the chip row along the bottom.
shot: /app/dashboard on the free demo account, welcome dialog dismissed, no cases and no consultations. Light mode, 1440×900, including the chip row at the bottom. Demo name visible.
src: /media/individuals/dashboard-first-visit.webp
```

## The welcome dialog

A dialog opens over the dashboard on the first visit, subtitled *Let's finish your immigration
profile*. It states that completing all four sections unlocks your personalized ImmiReport.

Below that is a **Profile progress** counter and the four sections, each with a rough time and a
**Required** marker until it is done:

| Section | Time shown |
|---|---|
| Personal Information | ~2 min |
| Work Experience | ~3 min |
| Education History | ~2 min |
| Language Tests | ~1 min |

**Complete profile** takes you to the first unfinished section. **Skip for now** closes the dialog
and leaves you on the dashboard.

Skipping costs you nothing permanent — the same checklist is on the Profile card, in the same order.

```media
id: dashboard-welcome-dialog
type: screenshot
caption: The first-visit welcome dialog, with Personal done and Work, Education, and Language still required.
shot: /app/dashboard on a fresh demo account immediately after onboarding, welcome dialog open. Light mode, 1440×900. Demo name visible.
src: /media/individuals/dashboard-welcome-dialog.webp
```

## The Profile card

Headed **Profile**, this card is on every dashboard. On a new account it reads *Get started* —
*Complete your profile to unlock eligibility scoring* — above the same four-item checklist, where
each item is a link into that section of your profile. It also shows the **Goal** and **Status** you
gave during onboarding, with a control to change either, and an **Edit profile** link.

This is the card to act on first. Everything else on the page is downstream of it.

## The ImmiReport card

Headed **ImmiReport**. Until your assessment is complete it shows *Program eligibility* — *Federal
and provincial pathways vs latest draw cutoffs* — and a **Complete profile** link. There is no score
yet because there is nothing to score.

If your onboarding answers recorded you as a Canadian citizen, or as a permanent resident living in
Canada, this card instead reads *Not applicable for your status*, and says Lexpoint is building
tools suited to that situation. Nothing has gone wrong.

Once a report exists, the card carries a freshness label showing when it was last calculated and
whether a recalculation is under way.

## The rest of the page

- **Latest draws** appears when there are recent draws to show.
- **Cases** appears when your account has case access. A new self-serve account normally does not.
- **Consultations** and **Proposals** sit in the right-hand column on a wide screen, and move into
  the main flow on a narrow one. Both are empty until you book or receive something.
- Cards tied to a stage you have not reached — an application timeline, a filing deadline, a
  processing-time estimate — are not shown as empty boxes. They appear when the situation that
  makes them meaningful exists.

## The chip row

A strip of controls runs along the bottom of the page:

| Chip | What it does |
|---|---|
| **Widgets** | Opens the dashboard layout picker. The number beside it is how many of the six main-column slots are in use. |
| **Contact Us** | Opens support. |
| **Update Profile** | Goes to your profile. |
| **Book a Call** | Opens the consultation booking options. |
| **View ImmiReport** | Appears once a report exists. |

## What to do next

Open your profile and complete the four sections. In order of what they unlock: **Personal
Information**, then **Work Experience**, then **Education History**, then **Language Tests**. The
welcome dialog's own estimate for all four is about eight minutes.

The dashboard is not worth revisiting until then. With the sections done, the ImmiReport card stops
being a link and starts being a report.

## Related

- [Your profile](/individuals/profile/) — the four sections, field by field
- [ImmiReport](/individuals/immireport/) — what the report calculates once your profile is complete
- [Free and Pro](/individuals/getting-started/free-and-pro/) — which of these surfaces is free, and what a paid plan adds
- [Onboarding, step by step](/individuals/getting-started/onboarding/) — the answers this dashboard is built from

------------------------------------------------------------------------
# Free and Pro
Canonical: https://docs.lexpoint.io/individuals/getting-started/free-and-pro/
Summary: Everything a free Lexpoint account includes, exactly what ImmiReport Pro adds, what it costs, and where case fees fit.
------------------------------------------------------------------------

A free Lexpoint account is a working account, not a trial. Your profile, your report, your program
pages, and your scores are free and stay free. ImmiReport Pro is a paid tier on top that adds tools
for changing, comparing, and accelerating what the free report already shows you.

Your plan is at
[**Settings, Billing & Plan**](https://my.lexpoint.io/app/settings/billing). The card at the top
reads **Free Plan** or **ImmiReport Pro**, with a matching badge and your member-since date.

## What free includes

| Included free | What it means |
|---|---|
| Program pages & scores | Every program page Lexpoint publishes for you, and the scores it calculates. |
| Share links | Links that let someone else view your report. |
| Automatic refresh | Your report recalculates on its own when your profile changes. |
| 10 Lexi messages a month | The AI assistant, with a monthly message allowance. |
| 1 Work Experience Check | One job — your first — including re-checks of that same job. |

## What Pro adds

| Pro feature | What it does |
|---|---|
| CRS & eligibility simulator | Change language, work, or family details and see the score that combination produces. |
| Instant report refresh | Recalculate every program now, instead of waiting for the next scheduled run. |
| Primary job offer switching | Choose which job offer drives your scores, and compare the results. |
| See who viewed your report | When each share link was opened, and how often. |
| Work Experience Check, every role | Check every job rather than only the one free job, and re-check any of them. |
| Lexi AI, up to 100× the free message limit | A far larger monthly allowance than the free 10. |

:::caution[One Pro feature is not shipped yet]
An **AI coached plan** — your report turned into ordered, dated steps — is listed on Pro surfaces
with an *In development* marker. It is not available today. Do not subscribe for it.
:::

### About the Lexi allowance

Pro is merchandised as *up to* 100 times the free limit rather than a flat message count, and the
wording is deliberate. The paid tier also carries a spend ceiling, and whichever limit is reached
first stops further messages that month. Heavy use can therefore stop below the headline number.

## Price

| Plan | Price | Notes |
|---|---|---|
| Monthly | $29 CAD per month | Billed monthly. |
| Yearly | $290 CAD per year | Works out to $24.17 a month — $58 less than twelve monthly payments. |

Checkout is handled by Stripe, in Canadian dollars, and a subscription can be cancelled at any time
from Billing.

## Upgrading

**Upgrade to Pro** appears on the Billing page in two places — on the plan card and in the
**Manage Subscription** section — and both start Stripe checkout on the monthly plan. You are
returned to Billing when checkout finishes or when you abandon it.

Pro features you have not paid for do not silently fail; selecting one opens an upgrade dialog that
names the feature you reached for, offers a **Billing period** choice between monthly and yearly,
and states plainly that *Your free plan doesn't change*.

```media
id: billing-plan-free
type: screenshot
caption: The Billing page on a free account, showing the plan card and the upgrade button.
shot: /app/settings/billing on a free demo account, Plan section selected. Light mode, 1440×900. Redact the member-since date if it identifies the account.
src: /media/individuals/billing-plan-free.webp
```

:::note[The plan card lists a short summary, not the full feature list]
The four lines on the Billing plan card are a summary. The table above is the complete list of what
Pro changes.
:::

## Managing an existing subscription

| Section on the Billing page | On a free account | On Pro |
|---|---|---|
| **Current Plan** | *Free Plan*, with **Upgrade to Pro**. | *ImmiReport Pro*, with your Pro features listed. |
| **Manage Subscription** | *No Active Subscription*, with **Upgrade to Pro**. | *Active Subscription*, with **Manage Subscription** — update payment method, change plan, or cancel. |
| **Payment Methods** | *No Payment Methods* — one is added when you upgrade. | **Update Payment Method**, which opens the same payment portal. |

Cancelling, changing plan, and changing card all happen in the payment portal reached from those
buttons, not on the Lexpoint page itself.

## Case fees are separate

Two more sections on the same page — **Payment schedule** and **Case statements** — have nothing to
do with Pro. They cover fees for a case you have retained Lexpoint to work on. With no case, the
schedule reads *Nothing due* — *You're caught up on case fees* — and the statements section reads
*No case statements available yet*.

Subscribing to Pro does not retain Lexpoint for a case, and retaining Lexpoint for a case does not
grant Pro.

## If something looks wrong

The Billing page ends with *Questions about billing?* and a link to support. Use it for a charge you
do not recognize or a plan that does not match what you paid for.

## Related

- [ImmiReport](/individuals/immireport/) — the report itself, most of which is free
- [Getting help from Lexpoint](/individuals/consultations/) — consultations, proposals, and retainers, which are billed separately from Pro
- [Lexi](/individuals/lexi/) — the assistant whose message allowance the plans differ on
- [Your account settings](/individuals/account/) — where Billing sits among the other settings

------------------------------------------------------------------------
# Onboarding, step by step
Canonical: https://docs.lexpoint.io/individuals/getting-started/onboarding/
Summary: The four or five questions Lexpoint asks before your first dashboard, what each one changes, and why you cannot skip them.
------------------------------------------------------------------------

Onboarding is the shortest path from a new account to a dashboard that says something. It asks four
questions — five if Lexpoint does not already know your name — and none of them need a document in
front of you.

You arrive at [`/app/onboarding`](https://my.lexpoint.io/app/onboarding) automatically on your first
sign-in. You cannot leave it for the rest of the app until it is finished; every app page bounces
you back here while your profile is missing a required answer.

A stepper down the left edge shows the steps by name — **Name**, **Location**, **Status**, **Goal**,
**Birthday** — and marks the ones behind you.

## Before you start

Nothing to gather. These are facts about you, not documents. Work history, education, and language
results come later, in your profile.

## 1. Name

*What's your name?* — **First name** and **Last name**, both required.

This step appears only if Lexpoint does not already have your name. Signing up with Google brings
your name across, so Google users skip straight to Location; signing up with a magic link does not,
so email users are asked.

```media
id: onboarding-name-step
type: screenshot
caption: The name step — first and last name, both required.
shot: /app/onboarding — Name step, empty fields. Demo account, light mode, 1440×900.
src: /media/individuals/onboarding-name-step.webp
```

## 2. Location

*Where do you currently live?* — **Country of residence**, required, chosen from a searchable list.

Answering **Canada** adds a second required field, **City**, also a searchable list. Everywhere else
asks for the country only.

Where you live is the first thing that narrows what the rest of the product shows you, which is why
it is asked before status and before goal.

```media
id: onboarding-location-step
type: screenshot
caption: The location step, with the country list open on Canada.
shot: /app/onboarding — Location step, "Country of residence" dropdown open with the search field focused. Demo account, light mode, 1440×900.
src: /media/individuals/onboarding-location-step.webp
```

## 3. Status

*What's your status in* your country of residence — **Immigration status**, required. Seven options:

| Option |
|---|
| Citizen |
| Permanent Resident |
| Temporary Worker |
| International Student |
| Visitor |
| Refugee |
| Other |

A second field, **Country of citizenship**, then appears and is required — unless you chose
**Citizen**, in which case Lexpoint fills it in with the country you gave on the previous step and
does not ask.

```media
id: onboarding-status-step
type: screenshot
caption: The status step, with the seven immigration-status options open.
shot: /app/onboarding — Status step, immigration-status list open. Demo account living in Canada, light mode, 1440×900.
src: /media/individuals/onboarding-status-step.webp
```

One list is trimmed here: if you live in Canada and your status is anything other than Citizen,
Canada is removed from the citizenship list. The two answers would contradict each other.

## 4. Goal

*What's your main immigration goal?* — required, chosen from radio options:

| Goal |
|---|
| Get Permanent Residence |
| Work in Canada |
| Study in Canada |
| Visit Canada |
| Apply for Citizenship |
| Other / Not sure yet |

The list you see is filtered by your last two answers:

- **Canadian citizenship** — only *Other / Not sure yet*.
- **Living in Canada as a Citizen** — only *Other / Not sure yet*.
- **Living in Canada as a Permanent Resident** — *Apply for Citizenship* and *Other / Not sure yet*.
- **Everyone else** — the full list.

*Other / Not sure yet* is a real answer, not a failure to answer. Pick it if you are still deciding.

```media
id: onboarding-goal-step
type: screenshot
caption: The goal step, with every radio option listed.
shot: /app/onboarding — Goal step, no option selected, full list visible. Demo account, light mode, 1440×900.
src: /media/individuals/onboarding-goal-step.webp
```

## 5. Birthday

*When were you born?* — **Date of birth**, required, entered on a date picker limited to ages 16 to
100. The screen states: *We use your date of birth to dynamically calculate your age and update your
eligibility and scores in real-time.*

Lexpoint stores the date rather than the age, so the scores it shows you move on their own as time
passes. You never have to come back and correct your age.

```media
id: onboarding-birthday-step
type: screenshot
caption: The birthday step, with the date field empty and the age-scoring note visible.
shot: /app/onboarding — Birthday step, date field empty. Demo account, light mode, 1440×900.
src: /media/individuals/onboarding-birthday-step.webp
```

## Finishing

The button on the last step reads **Complete Setup**. Everything you entered is submitted at that
moment — the earlier steps do not save as you go.

A confirmation takes over the screen — *Welcome aboard* — and after a couple of seconds you are sent
to your dashboard, or back to whichever page you were originally heading for.

:::caution["Continue later" discards your answers]
**Continue later**, at the bottom of every step, asks you to confirm and then signs you out. Because
nothing is written until the last step, anything typed so far is gone. The next sign-in restarts
onboarding from the first question.
:::

## Moving around

- **Back** returns to the previous step with your answer intact.
- **Continue** validates the current step before advancing. An incomplete or invalid answer stops
  you there, with the problem named under the field.
- The small control in the bottom-left corner cycles the page between light, dark, and matching your
  system setting.

## Related

- [Your first look at the dashboard](/individuals/getting-started/first-dashboard/) — what these answers produce
- [Your profile](/individuals/profile/) — where these answers live afterwards, and everything else Lexpoint asks
- [Free and Pro](/individuals/getting-started/free-and-pro/) — what a free account gives you once you are in
- [Program research](https://www.immigratic.com) — immigration programs and eligibility rules, which Lexpoint documentation deliberately does not cover

------------------------------------------------------------------------
# Sign in and account recovery
Canonical: https://docs.lexpoint.io/individuals/getting-started/sign-in/
Summary: How to sign back into Lexpoint with Google or a magic link, what the six-digit challenge is, and how long you stay signed in.
------------------------------------------------------------------------

Every later visit starts at [**my.lexpoint.io/auth/login**](https://my.lexpoint.io/auth/login),
where the heading reads *Welcome back*. The screen offers the same two methods as sign-up, and
there is no password field on it.

```media
id: getting-started-login
type: screenshot
caption: The sign-in screen, with the Google button above the email field.
shot: /auth/login — full page, nothing typed. Demo browser, light mode, 1440×900. Crop browser chrome.
src: /media/individuals/getting-started-login.webp
```

## Sign in with Google

Select **Continue with Google**. Google opens **Choose an account** — *to continue to Lexpoint.io*.
Pick the Google account you signed up with. If that is the one on this file, you land back inside
Lexpoint.

```media
id: getting-started-google-chooser-signin
type: screenshot
caption: Google’s account picker, naming Lexpoint.io as the app you are continuing to.
shot: Continue with Google from /auth/login until the Google “Choose an account” screen. Crop browser chrome. Redact every account name, email, and photo.
src: /media/individuals/getting-started-google-chooser.webp
```

## Sign in with an emailed link

1. Type your address into **Email address**. The field checks the address as you type and shows a
   green checkmark when it is valid.
2. Select **Send Magic Link**.
3. A dialog opens: **Check your email** — *We sent a sign-in link to* your address, with the
   reminder *Check spam folder if you don't see it.*
4. Open the email and select the link.

The dialog stays open while you go and check. Two controls are on it:

| Control | What it does |
|---|---|
| **Resend in 60s**, then **Resend** | Sends a fresh link. It is disabled until the countdown finishes, which stops a double-tap from sending two links and confusing which one is current. |
| **Use a different email** | Closes the dialog and returns to the form, so you can try another address. |

```media
id: getting-started-magic-link-sent
type: screenshot
caption: The confirmation dialog after a magic link is sent, with the resend countdown running.
shot: /auth/login — submit the form with a demo address so the "Check your email" modal is open and the resend countdown is still running. Light mode, 1440×900. Redact the email address shown in the modal.
src: /media/individuals/getting-started-magic-link-sent.webp
```

If a link no longer works, nothing is broken and nothing is lost — return to the sign-in screen and
send a new one.

## The six-digit challenge

If two-step verification is on for your account, signing in is not finished until you clear the
challenge at `/auth/mfa-challenge`. Lexpoint sends you there automatically; you never navigate to it
yourself.

The screen is labelled **Two-factor authentication** and reads *Verify your identity* — *Enter the
6-digit code from your authenticator app.* Type the six digits into the boxes and select **Verify**.

Underneath is **Sign in with a different account**, which abandons the challenge and returns you to
the sign-in screen. Use it when you have started signing in as the wrong person, not when the code
is being rejected.

Setting this up, and what to do if you lose the authenticator, are covered in
[two-step verification](/individuals/account/two-step-verification/).

## Where you land

Lexpoint decides where to send you after sign-in:

- **Profile incomplete** — straight to `/app/onboarding`. The dashboard is not reachable until the
  required answers exist.
- **Profile complete** — your dashboard, or the page you were trying to reach when you were asked
  to sign in. That destination is carried through the whole sign-in flow, including through the
  two-step challenge.

## Staying signed in

There is no "remember me" checkbox, because staying signed in is the default. When Lexpoint renews
your session it stores it for seven days, alongside a renewal credential good for thirty, and the
renewal happens quietly while you use the app. Closing the tab or restarting the browser does not
sign you out.

If the session does end while a page is open — it expired, or you signed out in another tab —
Lexpoint does not leave you on a dead screen. It sends you to sign in and remembers where you were.

## Signing out

Open the account menu in the app and select **Sign Out**. That clears the sign-in cookies on the
server side, not only in the tab, and returns you to the sign-in screen.

Sign out deliberately on any device that is not yours. A closed browser tab is not a sign-out.

## Related

- [Create your account](/individuals/getting-started/create-account/) — if you have not signed up yet
- [Two-step verification](/individuals/account/two-step-verification/) — turning the six-digit challenge on, and recovering from a lost phone
- [Onboarding, step by step](/individuals/getting-started/onboarding/) — where a first sign-in takes you
- [Your account settings](/individuals/account/) — the sign-in methods connected to your account

------------------------------------------------------------------------
# ImmiReport
Canonical: https://docs.lexpoint.io/individuals/immireport/
Summary: ImmiReport is your standing across federal and provincial immigration programs, recalculated from your profile. This section explains every number on it.
------------------------------------------------------------------------

ImmiReport takes the profile you built and answers one question across dozens of programs at once:
*where do you actually stand today?*

For each program it separates two things that are easy to confuse. **Requirements** are the gates —
you either clear them or you do not. **Competitiveness** is what happens after the gate: how your
score compares to what has recently been invited. A report that shows a high score means nothing if
a requirement is unmet, which is why requirements always come first.

## In this section

```cards
title: What ImmiReport is
href: /individuals/immireport/what-is-immireport/
icon: 📊
text: What it covers, what it does not, and how often it recalculates.
---

title: Reading your report
href: /individuals/immireport/reading-your-report/
icon: 🔎
text: The layout, the sections, and how to move through it.
---

title: Express Entry
href: /individuals/immireport/express-entry/
icon: 🍁
text: FSW, CEC, FST, and the category-based streams.
---

title: Provincial programs
href: /individuals/immireport/provincial-programs/
icon: 🗺️
text: OINP, BCPNP, AAIP, SINP, MPNP, NSNP, PEI, and Quebec.
---

title: Temporary residence
href: /individuals/immireport/temporary-residence/
icon: ✈️
text: Work permits, study permits, visitor visas, and eTA.
---

title: Scores and how they are calculated
href: /individuals/immireport/scores/
icon: 🧮
text: CRS and provincial scoring — the inputs behind each number.
---

title: The simulator
href: /individuals/immireport/simulator/
icon: 🎛️
text: Testing what changes if a fact about you changes.
---

title: Sharing your report
href: /individuals/immireport/sharing/
icon: 🔗
text: Sending a read-only report, and revoking access.
```

------------------------------------------------------------------------
# Express Entry
Canonical: https://docs.lexpoint.io/individuals/immireport/express-entry/
Summary: The Express Entry hub in ImmiReport — your CRS score and breakdown, your pool position, the three base programs, and the category streams.
------------------------------------------------------------------------

The Express Entry hub is at
[`/app/immireport/pr/ee`](https://my.lexpoint.io/app/immireport/pr/ee), one level under the Permanent
Residence hub. It carries your CRS score, its breakdown, your position in the pool, and one card per
stream Lexpoint evaluates.

## Your CRS score and its breakdown

A sticky panel on the left shows your CRS total out of 600 with a progress bar, and a chip reading
**Self-declared** — hovering it explains that the number is *estimated from the answers in your
Immireport profile — not your IRCC Express Entry pool score*.

Under it, **Score Breakdown** splits the total into the four components Lexpoint stores separately:

| Component | What it holds |
|---|---|
| Core | Your own age, education, language, and Canadian work experience factors |
| Spouse | Your accompanying partner's contribution, when one applies |
| Transferability | Points from combinations of your factors |
| Additional | Everything scored outside the core factors |

Each opens to show the rows behind it. The spouse component is shown only when your profile records
an accompanying spouse who is not a Canadian citizen or permanent resident.

```media
id: immireport-ee-hub
type: screenshot
caption: The Express Entry hub — CRS rail with the Self-declared chip, and the program cards.
shot: /app/immireport/pr/ee — desktop width so the sticky left rail (CRS total, progress bar, Score Breakdown) and the "Express Entry Programs" cards are both visible. Demo account, light mode, 1440×900.
src: /media/individuals/immireport-ee-hub.webp
```

## The base programs

Three cards are always shown, under the heading **Express Entry Programs**:

| Card | Lexpoint's description |
|---|---|
| **Federal Skilled Worker** (FSW) | For skilled workers with foreign work experience |
| **Canadian Experience Class** (CEC) | For skilled workers with Canadian work experience |
| **Federal Skilled Trades** (FST) | For qualified tradespersons |

Each links to its own page, where the requirements section lists what Lexpoint checked and whether
each row is met.

## The category streams

Under **Category-Based Draws**, Lexpoint shows five active streams:

| Card | Lexpoint's description |
|---|---|
| **French Language Proficiency** | Strong French language skills |
| **Healthcare Occupations** | For healthcare professionals |
| **Education Occupations** | For education professionals |
| **Skilled Trades** | For skilled trades workers |
| **STEM Occupations** | Science, Technology, Engineering, Math |

**Agriculture and Agri-Food** appears separately as discontinued, with the note *Category-based draws
ended 2026 — kept for reference*. It is excluded from the eligible count on the hub and from the
stream switcher, but its page still opens.

That makes eight active streams — the denominator in the **Express Entry** count on the ImmiReport
hub. A stream is counted as eligible when Lexpoint's evaluation of your profile sets its flag; the
count is a plain tally of those flags.

:::note[Category streams are ranked by the same score]
Every card shows your CRS total, because all of them are. What a category changes is which profiles
are in the running for a given draw, not how those profiles are scored. The requirements section on
a category page is where the difference lives.
:::

## Comparing your score to a cutoff

Where Lexpoint has a recent cutoff to compare against, a card shows one of three states:

| State | When |
|---|---|
| **Above Cutoff** | Your score is at or above the cutoff — the card also shows the margin |
| **Near Cutoff** | You are within 5% of it, with the points-away figure |
| **Below Range** | Further than that, with the points-away figure |

## Your position in the pool

The hub also estimates where you sit among everyone in the Express Entry pool, from IRCC's published
pool snapshot. Lexpoint places you in one of five bands:

| Band | Label |
|---|---|
| Top 10% | Highly Competitive |
| Top 10–25% | Competitive |
| Top 25–50% | Moderate |
| Top 50–75% | Below Average |
| Bottom 25% | Needs Improvement |

IRCC publishes the pool in wide score bands rather than per score. Where your score falls inside one
of those bands, Lexpoint spreads that band's candidates evenly across the scores in it to estimate
your rank within it, and marks the result as estimated. It is a position, not a headcount.

## Moving between streams

A pill switcher under the page header splits at a divider: FSW, CEC, and FST on the left; French,
Healthcare, STEM, Trade, and Education on the right. It appears on the hub and on every Express Entry
program page, and the pill for the page you are on is filled in.

```media
id: immireport-ee-stream-tabs
type: screenshot
caption: The Express Entry stream switcher — base programs, divider, category streams.
shot: /app/immireport/pr/ee — crop to the tab strip immediately under the page header. Demo account, light mode, full width.
src: /media/individuals/immireport-ee-stream-tabs.webp
```

## Related

- [Reading your report](/individuals/immireport/reading-your-report/) — the section order on every program page
- [Scores and how they are calculated](/individuals/immireport/scores/) — what feeds the CRS total
- [Provincial programs](/individuals/immireport/provincial-programs/) — several provincial streams draw from the same pool
- [The simulator](/individuals/immireport/simulator/) — test what a change to your profile would do to this score

------------------------------------------------------------------------
# Provincial programs
Canonical: https://docs.lexpoint.io/individuals/immireport/provincial-programs/
Summary: What ImmiReport shows for each provincial nominee program — the streams Lexpoint evaluates, the score it displays, and where archived streams go.
------------------------------------------------------------------------

Provincial programs sit under the Permanent Residence hub at
[`/app/immireport/pr`](https://my.lexpoint.io/app/immireport/pr), split into a **Federal** group and a
**Provincial** group. Each provincial row carries a count badge — eligible streams over streams
evaluated — and a caption that shows your score for that province once one exists, or *Check
eligibility* when it does not.

## What Lexpoint covers, province by province

| Hub | Page title | The streams Lexpoint counts |
|---|---|---|
| [Ontario (OINP)](https://my.lexpoint.io/app/immireport/pr/oinp) | Ontario Immigrant Nominee Program (OINP) | Workforce Priority TEER 0-3 and TEER 4-5 |
| [Québec (PSTQ)](https://my.lexpoint.io/app/immireport/pr/qc) | Québec Skilled Worker Selection Program (PSTQ) | Four skilled worker streams |
| [BCPNP](https://my.lexpoint.io/app/immireport/pr/bcpnp) | BC Provincial Nominee Program (BCPNP) | Skilled Worker, plus the Health, Childcare, Education, Veterinary, and Construction invitation lanes |
| [AAIP](https://my.lexpoint.io/app/immireport/pr/aaip) | Alberta Advantage Immigration Program (AAIP) | Tourism, Opportunity, Express Entry, Law Enforcement, Accelerated Tech, Dedicated Healthcare, and the Aviation, Agriculture, and Construction priority sectors |
| [SINP](https://my.lexpoint.io/app/immireport/pr/sinp) | Saskatchewan Immigrant Nominee Program (SINP) | Tech and Health (each in a job-offer and an Express Entry form), Students, Agriculture, Existing Work Permit, and the three ISW streams |
| [MPNP](https://my.lexpoint.io/app/immireport/pr/mpnp) | Manitoba Provincial Nominee Program (MPNP) | Career Employment Pathway, Skilled Worker in Manitoba, Skilled Worker Overseas, and the Strategic Recruitment Initiative |
| [NSNP](https://my.lexpoint.io/app/immireport/pr/nsnp) | Nova Scotia Nominee Program (NSNP) | Graduate, Physician, Construction, Skilled Worker, Occupations in Demand, and three Express Entry streams |
| [PEIPNP](https://my.lexpoint.io/app/immireport/pr/peipnp) | Prince Edward Island Provincial Nominee Program (PEI PNP) | Skilled Worker, Critical Worker, Occupations in Demand, International Graduate, Intermediate Experience, and Express Entry |

Two federal programs sit in the same list because they behave like provincial ones on the report:
**Atlantic Immigration**, with worker and international graduate pathways, and **Family
Sponsorship**, covering spouse and common-law sponsorship.

```media
id: immireport-pr-hub
type: screenshot
caption: The Permanent Residence hub, with the Federal group above the Provincial group.
shot: /app/immireport/pr — full page so both the Federal rows (Express Entry, Family Sponsorship, Atlantic Immigration) and all eight Provincial rows with their count badges are visible. Demo account with at least one eligible stream so the green outline shows. Light mode, 1440×900.
src: /media/individuals/immireport-pr-hub.webp
```

## How each hub is laid out

Provincial hubs group streams into sections and show a count beside each section heading. The
grouping follows how the province actually runs its streams:

- **Job Offer Programs** — streams that depend on an offer of employment
- **Express Entry streams** — the province's streams that draw from the federal pool
- **Skills Immigration** and **Targeted invitations** on BCPNP
- **Ontario Workforce Priority** on OINP, with the older streams collapsed below it

Where a stream has enough detail to warrant it, the stream card links to a full program page with the
usual sections: how selection works, requirements, competitiveness, and next steps.

## The score shown for each province

The number in a province's caption on the ImmiReport hub is that province's own ranking score, not
your CRS score. Which score Lexpoint shows depends on how the province publishes its scoring:

| Province | Caption |
|---|---|
| Ontario | The Workforce Priority expression-of-interest total, shown as *N points* |
| Québec | *Arrima N* |
| BCPNP, AAIP, SINP, NSNP | The province's score total, shown as *N points* |
| Manitoba, PEI | The strongest total Lexpoint found in that province's scoring blocks |

When Lexpoint has no score for a province, the caption reads **Check eligibility** instead of showing
a zero.

Manitoba and PEI score their streams separately rather than producing one provincial number, so
Lexpoint surfaces the highest of them — for Manitoba that is normally the expression-of-interest
ranking, for PEI the strongest single stream.

:::caution[A score is not eligibility]
The badge and the caption answer different questions. `2/6` means you clear two of six streams;
`412 points` means the province's scoring produced that total. Neither one implies the other, which
is why the requirements section on a stream page always comes before its score chart.
:::

## Archived streams

When a province stops accepting new applications for a stream, Lexpoint does not delete it. It moves
into a collapsed **Archived** section on the hub, marked *Not accepting new applications · kept for
reference / grandfathered cases*. Archived streams:

- are excluded from the count badge on the ImmiReport hub
- are excluded from the stream switcher at the top of program pages
- keep their detail page, so an in-flight or grandfathered application still has somewhere to read

OINP and BCPNP both use this pattern today.

```media
id: immireport-oinp-archived
type: screenshot
caption: The OINP hub — active Workforce Priority pathways above, archived earlier streams below.
shot: /app/immireport/pr/oinp — Workforce Priority TEER cards plus the Archived section (Not accepting new applications · kept for reference / grandfathered cases). Demo account, light mode, 1440×900.
src: /media/individuals/immireport-oinp-archived.webp
```

## Where the criteria come from

Lexpoint evaluates your profile against criteria published by each province and by IRCC. It does not
define them, and it does not decide nominations. For the criteria themselves, and for research on how
each program works, see [immigratic.com](https://www.immigratic.com).

## Related

- [Reading your report](/individuals/immireport/reading-your-report/) — the section order on every stream page
- [Express Entry](/individuals/immireport/express-entry/) — several provincial streams draw from the federal pool
- [Scores and how they are calculated](/individuals/immireport/scores/) — where the provincial totals come from
- [Getting help](/individuals/consultations/) — booking a consultation about a specific stream

------------------------------------------------------------------------
# Reading your report
Canonical: https://docs.lexpoint.io/individuals/immireport/reading-your-report/
Summary: How ImmiReport is laid out — the hub, the program hubs, and the seven sections on every program page, in the order they appear and why.
------------------------------------------------------------------------

ImmiReport is three levels deep, and each level answers a narrower question than the one above it.

| Level | Where | What it answers |
|---|---|---|
| **The hub** | [`/app/immireport`](https://my.lexpoint.io/app/immireport) | Your CRS score, how many programs you clear, and what changed |
| **A program hub** | Permanent Residence, Express Entry, a province, a temporary residence purpose | Which streams inside that family you clear |
| **A program page** | One stream — CEC, BCPNP Skilled Worker, Study Permit | Whether you clear this one, and how you compare |

## The hub

The top of the hub is your **CRS Score** out of 600, with a progress bar and a freshness badge. Under
it, two cards split the report in two: **PR Programs** with an eligible-over-total count, and **TR
Options**. Below those, the **Permanent Residence** list gives one row per program family, and the
**Temporary Residence** list gives one row per instrument.

Every row carries a count badge, and a row with at least one eligible stream is outlined in green.
When a recent recalculation moved one of these numbers, a small delta chip appears beside it reading
*since your last update* with the date.

```media
id: immireport-hub-overview
type: screenshot
caption: The ImmiReport hub — CRS hero, the PR and TR count cards, and the program family rows.
shot: /app/immireport — full page, scrolled to top so the CRS hero, both stat cards, and the first few Permanent Residence rows are visible. Demo account with a complete profile, light mode, 1440×900. Redact the greeting name.
src: /media/individuals/immireport-hub-overview.webp
```

## A program page, section by section

Every program detail page renders from one shared shell, so the sections always appear in the same
order. Each is optional and collapses when there is nothing to show — you will not see an empty card.

| Order | Section | The question it answers |
|---|---|---|
| 1 | Hero | Which stream is this, and what is my headline number? |
| 2 | Verdict | The one-line answer, on narrow screens |
| 3 | How selection works | Is meeting the requirements the finish line, or the entry ticket? |
| 4 | Requirements | Do you clear the gate? |
| 5 | Competitiveness | Would you have been invited? |
| 6 | Next | What does this cost, how long does it take, where do I go now? |

On a wide screen a sticky rail sits to the left with your score card and any context reminders. There
is exactly one rail, always on the left.

:::note[Requirements always come before competitiveness]
This ordering is fixed in the page shell, not chosen page by page. A draw cutoff is trivia to a
reader who does not yet know whether they clear the gate — so Lexpoint answers the gate question
first, every time. The consequence is that a high score never appears above an unmet requirement.
:::

```media
id: immireport-program-page-sections
type: screenshot
caption: A program detail page showing the section order — selection ladder, requirements, then competitiveness.
shot: /app/immireport/pr/ee/cec — full page at desktop width so the left rail, the "How selection works" ladder, the requirements checklist, and the draw-history section are all visible in order. Demo account, light mode, 1440×900.
src: /media/individuals/immireport-program-page-sections.webp
```

### Section headings

Each section heading has three parts stacked together: a small **stage label** that matches a step on
the selection ladder above it, the **question** as the heading itself, and — where the question is
decidable — a short **verdict chip** on the right. Under the heading sits one sentence about you,
marked with a coloured rule down its left edge.

The stage label is what ties the ladder to the sections. The ladder is the page's table of contents;
the label tells you which rung the section you are reading corresponds to.

### Verdict chips

Chips are one or two words, never sentences. Lexpoint uses two vocabularies, and they are deliberately
different.

| Section | Chip | Means |
|---|---|---|
| Requirements | **Yes** | You clear every requirement Lexpoint checks |
| Requirements | **Maybe** | A fact Lexpoint needs to decide is missing from your profile |
| Requirements | **Not yet** | At least one checked requirement is unmet |
| Competitiveness | **Yes** | Your score cleared at least half the draws in the window |
| Competitiveness | **Sometimes** | You cleared some draws, but under half |
| Competitiveness | **No** | You cleared none of them |
| Competitiveness | **No draws yet** | Not enough draw data to compare against |

Requirements say *Not yet* rather than *No* because a requirement is something you can go and meet.
Competitiveness says *No* rather than *Maybe* for the opposite reason: it is a historical fact — the
draws already happened, and Lexpoint knows exactly how many of them your score would have cleared.

The chip and the sentence beneath it always carry the same tone. If they disagreed, neither would be
trustworthy.

## How selection works

This is the strip of stages near the top of a program page, and it exists to answer the thing most
readers get wrong: whether qualifying is the end of the process or the start of it.

Programs that run a pool and a ranked draw show four stages with the pool in the middle. Programs you
apply to directly show two, with the caption *No pool, no ranking — apply directly when you qualify.*
Temporary residence pages show an officer decision as the final stage. Where Lexpoint can work out
which stage you are at, that stage is marked as current in words, not only in colour.

Hub pages show no ladder at all — they route between programs rather than selecting anyone.

## Moving between programs

Program pages inside a family carry a pill switcher under the header. On Express Entry the switcher
splits into two groups either side of a divider: the base programs on the left, the category streams
on the right. Provincial hubs split the same way — job-offer and base streams on the left, Express
Entry-aligned streams on the right.

Breadcrumbs above the page title walk you back up to the family hub, and every program page ends with
plain text links back to the hub and to your profile.

## Related

- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — what it covers and when it recalculates
- [Scores and how they are calculated](/individuals/immireport/scores/) — where each number comes from
- [Express Entry](/individuals/immireport/express-entry/) — the family with the most streams
- [Your profile](/individuals/profile/) — everything on the report is derived from it

------------------------------------------------------------------------
# Scores and how they are calculated
Canonical: https://docs.lexpoint.io/individuals/immireport/scores/
Summary: Where every number on ImmiReport comes from — which profile fields feed it, where the calculation runs, and what the report keeps a record of.
------------------------------------------------------------------------

Every number on ImmiReport is calculated, not entered. This page explains where each one comes from
and where the work happens.

## One calculation, one record

When your report is recalculated, a single orchestrating function in Lexpoint's database does the
whole job at once: it reads your profile, computes every score and every eligibility flag, and writes
them to your report record in one pass. Nothing is computed in your browser, and no page calculates a
number of its own — the pages read what was already written.

This is why a recalculation moves several numbers together, and why a partially updated report is not
a state you can land in.

## What feeds it

The calculation reads six things, all of them yours to edit:

| Source | Feeds |
|---|---|
| Personal info | Age, marital status, citizenship, residence, current status, spouse details |
| Work history | Canadian and foreign experience, occupation, hours, overlapping roles |
| Education history | Credentials, where they were earned, field of study |
| Language tests | Your best result in each of English and French |
| Job offers | The primary offer's occupation, wage, location, and employment terms |
| Letters of acceptance | Institution, dates, and cost of studies, for study permit assessment |

Where you have more than one language test, Lexpoint uses your best result per language rather than
your most recent. Where you have more than one job offer, the offer marked as **primary** is the one
that drives your scores — switching which offer counts is an ImmiReport Pro feature.

Where you have overlapping jobs, Lexpoint works out the overlap in days rather than adding the two
periods together.

## The CRS total, and its four parts

Lexpoint stores your CRS score as five numbers: the total, and four components that make it up.

| Component | What it holds |
|---|---|
| **Core** | Your own age, education, language, and Canadian work experience factors |
| **Spouse** | Your accompanying partner's contribution |
| **Transferability** | Points that come from combinations of your factors rather than any one of them |
| **Additional** | Everything scored outside the core factors |

The **Score Breakdown** panel on the Express Entry hub shows all four. Opening a component — Core,
in the shot below — slides in a **Core Factors Breakdown** drawer with the rows behind it. Each
factor also has a scoring-rules drawer showing the point table Lexpoint applies for that factor,
split by whether a spouse accompanies you.

Lexpoint applies the tables; it does not set them. For the rules themselves, see
[immigratic.com](https://www.immigratic.com).

```media
id: immireport-score-breakdown
type: screenshot
caption: The CRS score breakdown, with one component expanded to show the rows behind it.
shot: /app/immireport/pr/ee — Core Factors Breakdown drawer open over the Express Entry hub, with Age, Education, Language, and Canadian Work rows. Demo account with a spouse recorded, so the spouse component is present. Light mode, 1440×900.
src: /media/individuals/immireport-score-breakdown.webp
```

## Self-declared, not official

The CRS score on ImmiReport is labelled **Self-declared**, and the label is doing real work. It is
Lexpoint's calculation from the answers in your Lexpoint profile. Your official score is the one IRCC
computes from the Express Entry profile you submit to them.

They can differ for ordinary reasons — a credential assessed differently, a work period counted from
different dates, an answer you gave one way here and another way there. Treat the Lexpoint number as
what your profile implies, and reconcile it against IRCC's before you rely on it.

## Provincial scores

Provincial programs are scored separately, on their own scales, and stored beside the CRS numbers.
Each province's hub shows the total Lexpoint calculated for it, and the stream pages show what went
into it. Ontario's Workforce Priority score and Québec's Arrima score are the two most visible
examples.

A provincial score and the CRS total are not comparable to each other. They answer different
questions on different scales.

## Eligibility flags

Alongside the scores, the same calculation writes one true/false flag per stream — that is what the
`N/M` badges on the hubs count, and what the **Yes / Maybe / Not yet** chip on a program page reads
from.

A flag is set by evaluating the requirements Lexpoint checks for that stream against your profile. A
stream shows as ineligible when a requirement Lexpoint checks is unmet, and the requirements section
on the stream's page names which one.

Streams Lexpoint has archived are excluded from these counts, so the denominator reflects what is
open, not the full history.

## What is kept

Lexpoint records each recalculation and each simulator run, with a snapshot of your report before and
after. Two things on the product use those records:

- **Delta chips** on the ImmiReport hub — a small `+8` or `-1` beside a number that a recent
  recalculation moved, labelled *since your last update* with the date. Lexpoint looks back through
  your most recent runs and shows the first one that actually moved a card.
- **Run history** on the simulator page, listing your recent runs with what each one was, who
  triggered it, and how the score moved.

Older snapshots are not offered as a long-term score chart, and for good reason: a snapshot from
before a province was added to ImmiReport would understate what the report covered at the time.

## Related

- [Your profile](/individuals/profile/) — the fields every number here is derived from
- [Express Entry](/individuals/immireport/express-entry/) — where the CRS breakdown is displayed
- [The simulator](/individuals/immireport/simulator/) — testing a change without making it
- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — when the calculation runs

------------------------------------------------------------------------
# Sharing your report
Canonical: https://docs.lexpoint.io/individuals/immireport/sharing/
Summary: Send a read-only ImmiReport link to an immigration professional, protect it with a PIN, see who opened it, and switch it off.
------------------------------------------------------------------------

Sharing turns your ImmiReport into a read-only page at a private link you can send to an immigration
professional. You control whether it is on, whether a PIN is needed, and you can switch it off at any
time.

Everything is on one page: [**Share your report**](https://my.lexpoint.io/app/immireport/share),
reachable from the **Share** button beside the report title and from **Share Report** in Quick
Actions.

## Turn sharing on

1. Open [**Share your report**](https://my.lexpoint.io/app/immireport/share).
2. Switch the sharing toggle on. Lexpoint generates the link and a six-digit PIN at the same time.
3. Four cards appear: **Shareable link**, **PIN management**, **Link expiration**, and the access log.
4. Copy the link from the **Shareable link** card, and send the PIN separately.

While sharing is off, the page shows a single card reading *Sharing is disabled*, listing what
enabling it gives you.

```media
id: immireport-share-settings
type: screenshot
caption: The share page with sharing on — link, PIN, and expiration.
shot: /app/immireport/share for a demo account with sharing enabled, showing the shareable URL and PIN fields (redacted) plus the expiry note. Light mode, 1440×900. Redact the share URL and the PIN.
src: /media/individuals/immireport-share-settings.webp
```

:::caution[Send the link and the PIN separately]
A link and its PIN in the same message protect nothing. Send the link one way and the PIN another —
the PIN is only a second factor if it travels on a second channel.
:::

## The PIN

The **PIN management** card shows whether a PIN is **Active** or **Inactive**, the current PIN, and a
copy button. A PIN is exactly six digits, and you enter it twice to set it.

You can set a new PIN or generate one. Either action renews the link for another 30 days, and the
confirmation message says so.

## Expiration

The **Link expiration** card states the rule plainly: *While sharing is on, the link stays valid for
30 days from when you last turned sharing on or changed your PIN.* It shows the exact expiry date and
time, and the days remaining. When fewer than seven days remain the card turns amber; once past the
date it turns red and reads expired.

## Who has opened it

The access log lists opens of your link — date and time, whether access was **Granted** or
**Denied**, and the browser. You can filter by period and by status. Before anyone has opened the
link it reads *No access logs yet · Opens of your shared link will show up here.*

The access log is an **ImmiReport Pro** feature. On a free account the card is present with a Pro
badge, and selecting it opens the upgrade panel. Sharing itself, the link, and the PIN are free.

```media
id: immireport-share-access-log
type: screenshot
caption: The access log listing opens of a shared report, with the period and status filters.
shot: /app/immireport/share as a Pro demo account with at least two logged opens, one Granted and one Denied. Crop to the access log card. Light mode, 1440×900. Redact any IP or browser string that identifies a real device.
src: /media/individuals/immireport-share-access-log.webp
```

## What the recipient sees

Opening the link asks for an email address, then the PIN when one is set. After that the report
renders as a read-only page headed **Shared Report**, in dark mode.

It shows your total CRS score and its breakdown across core, spouse, transferability, and additional
factors, your FSW score, a profile summary, and program eligibility marked **Eligible** or **Not
Eligible**. There is a log-out control, and the page is marked so that search engines do not index
it.

The recipient cannot change anything — not your profile, not your report, not the sharing settings.

## Your primary service provider

Above the sharing toggle is a **Primary service provider** card. It shows whether your ImmiReport is
visible to your default servicing organization, and names them. This is report access, not a
retainer. The toggle is read-only — it is separate from the link you generate here, and turning your
share link off does not affect it. Changing it does not change who a consultation or case would be
routed to. When no provider is assigned, the card says so.

## Turning it off

Switch the sharing toggle off. The link stops working, and the PIN, expiration, and access log cards
disappear with it. There is no separate revoke step and no waiting period.

Turning sharing back on later gives you a fresh 30-day window.

## Related

- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — what the recipient is looking at
- [Scores and how they are calculated](/individuals/immireport/scores/) — the numbers on the shared page
- [Access and sharing](/individuals/account/access-and-sharing/) — account-wide sharing, separate from this link
- [Getting help](/individuals/consultations/) — booking a consultation with a professional

------------------------------------------------------------------------
# The simulator
Canonical: https://docs.lexpoint.io/individuals/immireport/simulator/
Summary: Test what a change to your profile would do to your scores and eligibility, without changing your profile.
------------------------------------------------------------------------

The simulator answers one question: if a fact about you changed, what would your report look like? It
runs the same calculation your real report uses, applies your chosen changes on top of a snapshot of
your profile, and shows you the difference — without touching anything.

## Before you start

The simulator is an **ImmiReport Pro** feature. On a free account, opening
`/app/immireport/simulator` returns you to the ImmiReport hub with the upgrade panel open, rather
than showing a locked page you cannot use.

## Building a scenario

Open [**ImmiReport Simulator**](https://my.lexpoint.io/app/immireport/simulator). The left column is
the **Scenario Builder**, in sections:

| Section | What you can change |
|---|---|
| **Core** | Years older — add years to your age |
| **Language** | Levels higher — raise your English or French level |
| **Work** | Canadian work and Foreign work — add years to either |
| **Spouse** | Accompanying — treat your spouse as accompanying you |
| Education, Employment factor, Region | Coming soon |

Each control is a toggle with a value beside it, so you can stack several changes into one scenario:
two more years of Canadian work *and* a higher language level, together.

When the scenario is ready, select **Run simulation**. The button reads *Running…* while Lexpoint
works through analyzing, applying, calculating, and finalizing.

```media
id: immireport-simulator-builder
type: screenshot
caption: The Scenario Builder with a language and a Canadian work change staged before running.
shot: /app/immireport/simulator as a Pro account — English (CLB) and Canadian work toggles on with +1, before pressing Run simulation. Light mode, 1440×900. Redact the account name in the header.
src: /media/individuals/immireport-simulator-builder.webp
```

## Reading the result

The right side has three tabs.

**Summary** is the default. It gives the projected score, **What changed?** listing the score deltas
the scenario produced, **Unlocked** for streams that became eligible that were not before, and
**Competitiveness**, comparing your projected CRS against recent cutoffs.

When a scenario moves nothing, the panel says so plainly — *No score deltas detected under the
selected scenarios* — and offers **Why it didn't change more** rather than leaving you to work it
out. A change that produces no movement is a real answer, and the simulator gives it as one.

**Detailed breakdown** shows the same result factor by factor, grouped as CRS core, Spouse,
Transferability, Additional, and FSW factors, with each row's before and after.

**Run history** lists your recent runs — both simulations and recalculations — with what each one
was, who triggered it, and how the score moved.

```media
id: immireport-simulator-summary
type: screenshot
caption: The Summary tab after a run, showing the projected score, what changed, and any unlocked streams.
shot: /app/immireport/simulator immediately after running a scenario that raises CRS and unlocks at least one stream, with the Summary tab active. Light mode, 1440×900. Redact the account name in the header.
src: /media/individuals/immireport-simulator-summary.webp
```

:::note[Nothing is written]
A simulation is compute-only. Your profile, your report, and your eligibility flags are exactly as
they were before you ran it. If you want the change to be real, make it in your profile — which
marks your report stale and recalculates it for real.
:::

## What a projection is and is not

The simulator projects from the same rules and the same profile snapshot your report uses, so it is
internally consistent. It is still a projection:

- It applies the change you specify and nothing else. Real life rarely changes one fact in isolation.
- Cutoff comparisons use recent draw data. Past cutoffs are not a forecast of future ones.
- Every caveat on your real score applies here too, including that the score is self-declared rather
  than IRCC's.

## Related

- [Scores and how they are calculated](/individuals/immireport/scores/) — the calculation the simulator reuses
- [Express Entry](/individuals/immireport/express-entry/) — where the CRS breakdown lives
- [Your profile](/individuals/profile/) — where to make a change for real
- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — what happens after you do

------------------------------------------------------------------------
# Temporary residence
Canonical: https://docs.lexpoint.io/individuals/immireport/temporary-residence/
Summary: What ImmiReport assesses for visitor visas, eTAs, study permits, and work permits — including which of them Lexpoint cannot yet assess.
------------------------------------------------------------------------

Temporary residence sits under [`/app/immireport/tr`](https://my.lexpoint.io/app/immireport/tr), and
is organised by purpose rather than by document: **Visit**, **Study**, and **Work**. Each purpose hub
lists the instruments inside it.

| Purpose | Instruments | Assessed today |
|---|---|---|
| Visit | Visitor visa (TRV), eTA | Yes |
| Study | Study Permit | Yes |
| Work | Work Permit | No — stream matching not built yet |

The **TR Options** card on the ImmiReport hub counts these four.

## Your situation

Every TR hub opens with a **Your situation** card. It is facts, not a verdict: whether Lexpoint has
you in Canada or outside it, what it can tell you about applying from where you are, your citizenship,
your current status, and the date of the IRCC processing-time data behind the page.

Two of your profile fields drive most of what follows. **Residence country** decides whether Lexpoint
uses inland or overseas rules and processing times — pages are chipped **Inland** or **Outland**
accordingly. **Citizenship country** decides which travel document class applies to you at all.

```media
id: immireport-tr-hub
type: screenshot
caption: The Visit hub — the "Your situation" card above the TRV and eTA rows.
shot: /app/immireport/tr — full page for a demo account in Canada, so the situation card reads In Canada as Worker, both instrument rows carry the Inland chip, and TRV / eTA badges are visible. Light mode, 1440×900.
src: /media/individuals/immireport-tr-hub.webp
```

## Instrument statuses

Instrument rows and cards carry one of these labels:

| Label | Means |
|---|---|
| **Eligible to apply** | You clear every requirement Lexpoint checks |
| **May qualify** | It may apply, subject to conditions — open the page for which |
| **Not eligible to apply** | A checked requirement is unmet |
| **Not applicable** | This document class does not apply to you |
| **More info needed** | Your profile is missing a fact Lexpoint needs to classify this |
| **Coming soon** | Lexpoint does not assess this yet |

On the compact hub rows the same statuses show as `1/1`, `0/1`, `N/A`, `More info`, or `Soon`.

When Lexpoint cannot classify a document, the row's caption tells you what to fix rather than leaving
you guessing — *Confirm citizenship* for visitor documents, and for the study permit one of *Add LOA*,
*Update LOA dates*, or *Confirm LOA details*.

## Visit — visitor visa and eTA

The TRV and eTA pages each run the standard section order: how selection works, requirements, then
next steps. Their selection ladder is short and says so — *No pool, no ranking — an officer assesses
your application on its own merits* for the TRV, and for the eTA *most eTA applications are decided
within minutes*.

The requirements list is derived from what Lexpoint knows about your citizenship, your location, and
your current status. Where a document does not apply to you at all, the list says so in one row and
stops, with a link to update your citizenship.

The eTA card can be **conditional**: your citizenship is visa-required, but the eTA may still apply
under IRCC's conditions. The page lists what those conditions cover — a Canadian visitor visa held in
the last ten years or a valid US non-immigrant visa, a temporary visit, and arrival by air. Land and
sea entry is not covered by it.

Both pages end with a card showing the IRCC processing time and the fee, and a chart of how that
processing time has moved.

## Study — study permit

The study permit ladder puts the acceptance letter first: *No pool, no ranking — you need a letter of
acceptance before you can apply.* That is why the study card asks for a letter of acceptance before
it will assess anything.

The requirements list marks each row **Met**, **Not met**, or **N/A**, with a detail line under rows
that need explaining. Where a requirement depends on something only you can confirm, the page gives
you the control to confirm it inline rather than sending you elsewhere.

When your profile holds a letter of acceptance with cost of studies, a **proof of funds** card
compares the funds recorded against the cost and shows any shortfall.

The next-steps row shows the IRCC processing time, the fee, and your program start date.

```media
id: immireport-study-permit
type: screenshot
caption: The study permit page — the acceptance-letter-first ladder above the requirements checklist.
shot: /app/immireport/tr/study/permit for a demo account with an active letter of acceptance on file, so the requirements list is populated and the proof-of-funds card renders. Light mode, 1440×900. Redact the institution name.
src: /media/individuals/immireport-study-permit.webp
```

## Work — work permit

The work permit page opens, shows the ladder — *No pool, no ranking — the basis for the permit
decides which requirements apply* — and then states in the requirements section that stream matching
is coming soon. It carries a **Coming soon** verdict rather than an eligibility answer.

What it does give you today is real: the IRCC processing time for a work permit from where you are,
the fee, and the processing-time trend.

:::note[Why the page exists at all while empty]
Lexpoint would rather show you a page that says clearly what it cannot yet do than leave a gap you
have to guess about. The processing time and fee are useful now; the assessment lands when it is
trustworthy.
:::

## Processing times

Every TR page shows a processing time drawn from IRCC's published bulletins, with the source and the
publication date visible. Lexpoint picks the right figure for you from your residence country: the
inland figure when you are in Canada, and your country's overseas figure when you are not. Where IRCC
has published nothing for your combination, the card reads **Not published by IRCC** rather than
inventing an estimate.

For the rules behind any of these documents, see [immigratic.com](https://www.immigratic.com).

## Related

- [Reading your report](/individuals/immireport/reading-your-report/) — the section order these pages follow
- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — coverage and recalculation
- [Your profile](/individuals/profile/) — citizenship, residence, status, and letters of acceptance
- [Documents](/individuals/documents/) — where a letter of acceptance is stored

------------------------------------------------------------------------
# What ImmiReport is
Canonical: https://docs.lexpoint.io/individuals/immireport/what-is-immireport/
Summary: ImmiReport evaluates your profile against every immigration program Lexpoint covers, and recalculates whenever a fact that feeds it changes.
------------------------------------------------------------------------

ImmiReport takes the profile you built and evaluates it against every immigration program Lexpoint
covers, then keeps that evaluation current as your profile changes. It is the calculated layer of
your Lexpoint account: nothing on it is typed in by hand.

## What it covers

Lexpoint splits coverage into permanent residence and temporary residence.

**Permanent residence** — the hub lists these families, each with its own hub and detail pages:

| Family | What Lexpoint evaluates |
|---|---|
| Express Entry | FSW, CEC, FST, plus the category streams — French, Healthcare, STEM, Trade, Education |
| Ontario (OINP) | Workforce Priority pathways, TEER 0-3 and TEER 4-5 |
| Québec (PSTQ) | Four streams, with an Arrima score |
| BCPNP | Skilled Worker plus the Health, Childcare, Education, Veterinary, and Construction lanes |
| AAIP | Tourism, Opportunity, and the Express Entry sub-pathways |
| SINP | Tech, Health, Students, Agriculture, existing work permit, and the ISW streams |
| MPNP | Career Employment, Skilled Worker in Manitoba, and Skilled Worker Overseas |
| NSNP | Graduate, Physician, Construction, Skilled Worker, Occupations in Demand, and the EE streams |
| PEIPNP | Skilled Worker, Critical Worker, Occupations in Demand, Graduate, Intermediate Experience, EE |
| Atlantic Immigration | Worker and International Graduate pathways |
| Family Sponsorship | Spouse and common-law sponsorship |

**Temporary residence** — visitor visa (TRV), eTA, and study permit are assessed. The work permit
page exists but is labelled **Coming soon**: stream matching is not built yet, so Lexpoint shows the
processing time and says plainly that it cannot yet tell you which stream fits.

## What it does not do

- **It does not apply for anything.** ImmiReport is an assessment surface. Filing happens through a
  case, after a retainer.
- **It does not state immigration law.** Lexpoint evaluates your facts against criteria published by
  IRCC and the provinces. For the criteria themselves, and for research on how programs work, see
  [immigratic.com](https://www.immigratic.com).
- **It does not replace advice.** A calculated result is not an opinion on your case. Book a
  consultation when you need one.
- **It is only as good as your profile.** Every number is derived from what you entered. A missing
  language test does not lower your score — it makes several programs undecidable.

## Unlocking it

ImmiReport needs four profile sections before it will show scores:

1. **Personal Info** — date of birth, citizenship country, and marital status must all be present
2. **Work History** — at least one entry
3. **Education** — at least one entry
4. **Language** — at least one test

Until all four hold data, the report page renders a card in place naming the sections still missing,
with a link straight to the first one. Lexpoint does not bounce you to the profile without
explanation.

If your account was migrated from Lexpoint's earlier system, you are asked to confirm those four
sections are still accurate before scores appear. The card reads *Confirm your migrated profile*.

```media
id: immireport-access-gate
type: screenshot
caption: The ImmiReport page before unlock, listing the profile sections still to complete.
shot: /app/immireport signed in as a demo account with only Personal Info filled in, so the gate card lists Work History, Education, and Language as missing. Light mode, 1440×900.
```

## When it recalculates

Four things trigger a calculation, and they behave differently on purpose.

**The first time you complete your profile — immediately.** The moment the fourth section has data,
Lexpoint generates the report and calculates it, so a new profile never lands on an empty report.

**Every profile edit after that — marked stale, then recalculated on a schedule.** Changes to any of
six tables mark the report stale: personal info, work history, education history, language tests,
job offers, and letters of acceptance. Lexpoint does not recalculate on the spot. A banner appears
across the top of every ImmiReport page reading *Immireport will refresh in a few minutes*, and a
scheduled batch job picks it up.

**On demand, with ImmiReport Pro.** Pro accounts get a **Refresh** button beside the report title and
a **Refresh now** link on the stale banner. It recalculates scores, eligibility, and rankings for
every program at once, shows a confirmation, and reloads the page. Free accounts see the same
controls with a Pro badge; selecting one opens the upgrade panel rather than recalculating.

**Automatic refresh is included free.** Pro buys you the *timing*, not the calculation.

```media
id: immireport-stale-strip
type: screenshot
caption: The stale banner shown after a profile edit, with the Pro refresh option on the right.
shot: /app/immireport for a demo account whose profile was just edited, so the stale strip is visible at the top of the page. Capture once as a free account (Pro badge + "On-demand refresh") and once as Pro ("Refresh now"). Light mode, 1440×900.
src: /media/individuals/immireport-stale-strip.webp
```

## Freshness at a glance

Beside the CRS score is a small badge. When the report is current it reads **Up to date**, and
hovering it shows when the last recalculation ran — *just now*, *42 min ago*, *3 days ago*. When the
report is stale the badge disappears entirely, because the banner at the top of the page is already
saying so; Lexpoint never shows two competing freshness messages.

## Related

- [Reading your report](/individuals/immireport/reading-your-report/) — the layout and how to navigate it
- [Scores and how they are calculated](/individuals/immireport/scores/) — what feeds each number
- [Your profile](/individuals/profile/) — the input to everything here
- [Sharing your report](/individuals/immireport/sharing/) — sending a read-only copy

------------------------------------------------------------------------
# Lexi, your AI assistant
Canonical: https://docs.lexpoint.io/individuals/lexi/
Summary: Lexi is the AI assistant built into Lexpoint. What it can read, what it can do, what it must ask before doing, and how to turn it off.
------------------------------------------------------------------------

Lexi is an assistant that works inside your account, on your data. It can read your profile, explain
what a requirement is asking for, and — with your confirmation — make changes on your behalf.

Two rules shape everything Lexi does. It never acts on something you own without confirming with you
first, and it never gives immigration advice in place of a regulated professional. Where a question
needs judgment, Lexi will say so and point you to a consultation.

## In this section

```cards
title: What Lexi can do
href: /individuals/lexi/what-lexi-does/
icon: ✨
text: The current capabilities, in plain terms.
---
title: Asking Lexi
href: /individuals/lexi/asking-lexi/
icon: 💬
text: Where Lexi lives, and how to get a useful answer.
---
title: Confirmations and limits
href: /individuals/lexi/approvals-and-limits/
icon: 🛑
text: What Lexi asks before doing, and what it will not do at all.
---
title: Lexi settings
href: /individuals/lexi/settings/
icon: ⚙️
text: Controlling Lexi, and what it retains.
```

------------------------------------------------------------------------
# Confirmations and limits
Canonical: https://docs.lexpoint.io/individuals/lexi/approvals-and-limits/
Summary: Lexi never changes your data without showing you the exact record and waiting for you to confirm — and there are things it has no ability to do at all.
------------------------------------------------------------------------

Two rules govern everything Lexi does with your data. It reads freely within your own account, and
it writes nothing without asking. This page is what "asking" looks like, and where the boundaries
sit.

## Anything that changes your data pauses first

When Lexi is about to write a record — a job, a diploma, a language test result — the run stops
before the write and a card appears in the chat:

**Review before saving**, followed by a plain-language summary of exactly what will be saved.
**View field details** expands the individual fields so you can check a date or a title before it
lands.

Two buttons finish it:

| Button | What happens |
|---|---|
| **Confirm** | The record is written and Lexi finishes the reply — *Confirmed. Finishing Lexi response…* |
| **Skip** | Nothing is written — *Skipped. Updating the reply…* — and Lexi continues without the change. |

A Google Doc is the same Confirm / Skip pair. The summary reads *Save draft notes to your Drive as
“Lexpoint · {title}” (not for IRCC filing).* Confirm creates the Doc in your Drive; Skip does not.
You need [Google Drive connected](/individuals/account/integrations/) first.

```media
id: lexi-confirm-card
type: screenshot
caption: The confirmation card Lexi shows before writing a record, with Confirm and Skip.
shot: Lexi panel with a "Review before saving" card open for a TEF Canada language-test add, field details expanded. Demo account, light mode, 1440×900.
src: /media/individuals/lexi-confirm-card.webp
```

While a confirmation is waiting, the message box locks and reads *Choose an option above…*, with the
hint *Your turn — Confirm, Skip, or pick from the options above.* That is deliberate: it stops a new
question from burying a decision that has not been made.

If a change needs several records, confirming one can open the next confirmation immediately. Each
one is a separate decision.

:::caution[Confirm means saved]
A confirmed change is written to your profile straight away. To undo it, edit or delete the record
yourself in [your profile](/individuals/profile/) — Lexi has no delete capability.
:::

## The other things Lexi will stop and ask

Not every pause is a write. Lexi also stops when it cannot safely guess which thing you mean.

| Card | When it appears |
|---|---|
| *Pick the job you mean* | Your question could apply to more than one job in your work history. |
| *Choose the closest city* | A place name you gave is not in the locations list, so Lexi offers the nearest matches. |

Both offer **Skip**, and skipping ends that branch of the conversation.

## What Lexi has no ability to do

These are not policies Lexi is asked to observe. The capability does not exist, so there is nothing
to ask for.

| Not possible | Where it is handled instead |
|---|---|
| Editing your personal details — name, date of birth, contact information | You edit them in [your profile](/individuals/profile/). Lexi is explicitly built not to claim otherwise. |
| Deleting any profile record | Delete it yourself in your profile. Lexi only adds and updates. |
| Changing account, security, or billing settings | [Your account](/individuals/account/). |
| Reading your invoices or case payment records | [Getting help](/individuals/consultations/). |
| Reading, or writing to, anyone else's account | Every capability is bound to the signed-in account. |
| Writing an internal note on your case | A staff capability, blocked for client accounts. |
| Sending anything to IRCC or a province | No such capability exists in the product. A Google Doc in your Drive is still not a filing. |

## Where Lexi stops short on purpose

**It will not give you regulated advice.** Lexi explains what your file contains and what the
product is showing you. Whether you qualify, which program to choose, or how to answer a procedural
fairness letter is a professional judgment. Lexi will say so and point you to a consultation. For
program research and immigration education, read
[immigratic.com](https://www.immigratic.com).

**It will not quote scores from a report that is not unlocked.** If your profile is missing one of
the four sections — personal, work, education, language — Lexi does not cite figures from a locked
ImmiReport. It tells you which section is incomplete and links you to it, and it can offer to fill
the gap with a confirmed write. See [ImmiReport](/individuals/immireport/).

**It will not invent an answer.** Lexi is instructed to ground factual claims in what it actually
read from your account, and to say plainly when something is not supported rather than guessing.
That is a strong instruction, not a guarantee — the reminder under every message that
**AI-generated content may be inaccurate** applies to all of it. Check anything you are about to act
on.

## Privacy and the record

Your private Lexi conversation is visible to you and Lexi only.

Lexi's actions are recorded. Every capability it runs is logged, and write actions are logged with
their arguments — so there is an auditable trail of what was changed, and when, and on whose
confirmation. What Lexpoint stores about you, and how to ask for it, is set out in
[Privacy and your data](/individuals/account/privacy/).

## Related

- [What Lexi can do](/individuals/lexi/what-lexi-does/) — the full capability list these rules apply to
- [Asking Lexi](/individuals/lexi/asking-lexi/) — where the confirmation cards appear
- [Lexi settings](/individuals/lexi/settings/) — the monthly message limit is a separate, hard limit
- [Your profile](/individuals/profile/) — where confirmed changes land

------------------------------------------------------------------------
# Asking Lexi
Canonical: https://docs.lexpoint.io/individuals/lexi/asking-lexi/
Summary: Where the Lexi assistant lives in Lexpoint, how to open it, and how to point it at the case, profile, or document you are asking about.
------------------------------------------------------------------------

Lexi lives in a panel that slides in from the right, and it is reachable from every page inside your
account. The sparkle button in the top navigation bar — labelled **Ask Lexi** — opens it. So does
**Ctrl+Shift+L**, unless your cursor is already in a text field. **Escape** closes it.

Lexi in this panel is private to you. Nobody else sees the conversation.

```media
id: lexi-drawer-open
type: screenshot
caption: The Lexi panel open beside the app, showing the greeting and the message box.
shot: Any /app page (use /app/dashboard) with the Lexi panel open on a fresh chat, so the "Hi <name>, how can I help you?" greeting and the composer are both visible. Demo account, light mode, 1440×900. Redact the greeting's first name and anything identifying in the page behind the panel.
src: /media/individuals/lexi-drawer-open.webp
```

## Starting a chat

Opening the panel lands you on your chat list: a **Start new chat** button, your recent chats with a
one-line preview and how long ago each was active, and **View all chats** for the full history.

If you were talking to Lexi moments ago, the panel skips the list and drops you straight back into
that conversation.

A new chat opens with a greeting and the message box reads *Ask Lexi anything…*. Type a question and
send it. Under the box, Lexi carries a standing reminder that **AI-generated content may be
inaccurate** — it is there on every turn, and it is meant literally.

While Lexi is replying, the send button becomes a **Stop** button, so you can cut a long answer
short and ask again more precisely.

The panel can be widened to fill the workspace when an answer is long or contains a table. Escape
returns it to the narrow panel before it closes.

## Telling Lexi what you are asking about

This is the single biggest difference between a vague answer and a useful one. Lexi answers from
your own account, but it needs to know which part of it you mean.

Two controls in the message box set that scope:

1. **Type `@`** to open a **Lexi scope** list of your cases. Choose one, and the rest of the chat is
   about that case. Arrow keys move through the list, Enter picks, Escape cancels.
2. **Select `+`** — *Attach file or set case scope* — for a menu with the same cases plus a
   **Profile** option, described as *No case — assessment & profile tools*. Pick **Profile** when
   your question is about your own profile or your ImmiReport rather than an open case.

If you have no cases yet, the `@` list says so and points you to `+` for profile scope.

Chats also remember where they were started. A chat begun on your ImmiReport is tagged **ImmiReport**
in the list, one begun on your profile is tagged **Profile**, and general chats show as
**Workspace** — useful when you are scanning the list for the one you want.

```media
id: lexi-composer-scope-menu
type: screenshot
caption: The plus menu in the Lexi message box, with attachment sources and case or profile scope.
shot: Lexi panel open on a new chat with the "+" attach menu expanded, showing "Add photos & files", Recent files, Cases, and Profile. Demo account, light mode, 1440×900.
src: /media/individuals/lexi-composer-scope-menu.webp
```

## Attaching a document

Lexi can look at a file you attach — for example an employment letter you want it to read alongside
a job in your work history.

Four ways to attach, all from the `+` menu or the box itself:

- **Add photos & files** — upload from your computer.
- **Recent files** — a file you have already uploaded to Lexpoint.
- **Add from library** — search everything in your documents.
- **Drag a file onto the message box**, or paste one.

| Limit | Value |
|---|---|
| Files per message | 1 |
| Maximum size | 10 MB |
| Accepted formats | PDF, JPEG, PNG, WebP |

Word documents are rejected before upload. If you only have a `.docx`, export it to PDF first.

While a file is uploading the box shows *Uploading attachment…*, and once it is staged the hint
reads *Send so Lexi can review your attachment*. You can send an attachment with no message text at
all.

Files you attach here land in your documents like any other upload — see
[Documents](/individuals/documents/) for how the vault works.

## When the message box locks

The box is deliberately disabled in a few states, and each one tells you what it wants:

| The box says | What is happening |
|---|---|
| *Lexi is replying…* | An answer is streaming. Wait, or use **Stop**. |
| *Choose an option above…* | Lexi has asked you to confirm something or pick from a list. Answer with the buttons in the message — the hint reads *Your turn — Confirm, Skip, or pick from the options above.* |
| *Continue this chat to send messages…* | You are looking at a closed chat. Continue it to reopen it. |
| *Message limit reached* | You have used your monthly messages. You can keep drafting; **Send** opens the upgrade window. See [Lexi settings](/individuals/lexi/settings/). |

## Getting a better answer

- **Scope first, ask second.** Set the case with `@`, or **Profile** from `+`, before the question.
- **Attach the document you are asking about** rather than describing it. Lexi reads the file.
- **Keep a topic in one chat.** Each chat carries its own history, so follow-ups land in context.
  Start a new chat when the subject genuinely changes.
- **Keep your profile current.** Lexi answers from your saved data, so an out-of-date profile
  produces an out-of-date answer. See [Your profile](/individuals/profile/).
- **Ask it to show its working.** Lexi can say which of your records an answer came from.

## Getting a Google Doc instead of a long chat

If you want the takeaway as a document — *draft a summary of my ImmiReport in a clean doc format*,
or similar — Lexi can save it to your Google Drive after you
[connect Drive](/individuals/account/integrations/).

It pauses for **Confirm** first. After that, a chip under the reply (the title, then **→**) opens the
Google Doc. Lexi does not paste the docs.google.com link into the chat. The Doc is a draft, not
something to file with IRCC.

Connect Drive before you ask, or Lexi will point you to Integrations. This write is only in your
private Lexi panel, not in a shared case thread.

:::caution[Lexi is not your representative]
Lexi can explain what your file contains and what a field means. It cannot tell you whether you
qualify for a program or what to do about a refusal — that is regulated advice. For those questions,
book a consultation, and read the immigration research at
[immigratic.com](https://www.immigratic.com).
:::

## Related

- [What Lexi can do](/individuals/lexi/what-lexi-does/) — the capabilities behind the panel
- [Confirmations and limits](/individuals/lexi/approvals-and-limits/) — what Lexi asks before changing anything
- [Integrations](/individuals/account/integrations/) — connect Drive so Lexi can save a Google Doc
- [Lexi settings](/individuals/lexi/settings/) — engine choice and your monthly message allowance
- [Your profile](/individuals/profile/) — the data most of Lexi's answers are built from

------------------------------------------------------------------------
# Lexi settings
Canonical: https://docs.lexpoint.io/individuals/lexi/settings/
Summary: Choose which engine answers your Lexi questions, see how many messages you have left this month, and understand what Lexi keeps.
------------------------------------------------------------------------

Everything you control about Lexi is on one page:
[**Settings → Lexi**](https://my.lexpoint.io/app/settings/lexi). It has three sections — **Engine**,
**Usage & plan**, and **How Lexi works** — and a header that shows your current engine and plan side
by side with an **Ask Lexi** button that opens the assistant without leaving the page.

```media
id: settings-lexi-overview
type: screenshot
caption: The Lexi settings page, with the engine picker above the monthly usage meter.
shot: /app/settings/lexi — full page, scrolled to the top so the header chips, Engine tiles, and the top of Usage & plan are visible. Demo account on the Free plan, light mode, 1440×900. Redact the account name and email in the right-hand settings sidebar.
src: /media/individuals/settings-lexi-overview.webp
```

## Choosing an engine

Lexi can run on more than one underlying AI engine. The tiles under **Engine** are the choices:

| Tile | What it is | Plan |
|---|---|---|
| **Auto** | No preference stored — Lexpoint keeps Lexi on the engine that performs best. | Every plan |
| **GPT** | Quick answers for everyday questions. | Pro |
| **Grok** | A second perspective when an answer feels close. | Pro |
| **Claude** | Careful reasoning for layered, high-stakes questions. | Pro |

To change it, select a tile. The choice saves immediately — there is no save button — and the page
confirms with *Saved — Claude answers your next message*, or *Saved — Lexi is back on Auto* if you
return to Auto. The **Engine** chip at the top of the page updates at the same time.

Selecting a Pro engine on a free account opens the upgrade window rather than switching engines.
See [Plans and billing](/individuals/account/) for what Pro includes.

:::note[Your choice applies to Ask Lexi only]
Case conversations and document review always run on the Lexpoint-managed engine. That is
deliberate: everyone working on your case — you and your representative — needs to see consistent
results, so the engine there is not a personal preference.
:::

If the engine list cannot be loaded, the section says so and Lexi keeps running on Auto. Nothing is
lost, and your saved preference is unaffected.

## Messages this month

**Usage & plan** shows a ring with the number of messages you have left, the count used against your
allowance, and the date your allowance resets.

| Plan | Messages per calendar month |
|---|---|
| Free | 10 |
| Pro | Up to 1,000 |

The period is a calendar month and the counter resets on the first day of the next one — the meter
names the date, for example *resets Sep 1*. When you reach the allowance the line reads *limit
reached* and Lexi stops answering new messages until the reset or an upgrade.

If your account is managed by a partner organization, the ring reads **No cap** instead of a
remaining count, because the allowance is set by that organization rather than by a personal plan.

```media
id: settings-lexi-usage-meter
type: screenshot
caption: The monthly usage meter, showing messages remaining and the reset date.
shot: /app/settings/lexi → "Usage & plan" section. Demo account on the Free plan with some messages already used, so the ring is partly filled and the Upgrade to Pro button is visible. Light mode, 1440×900. Redact nothing in this crop beyond the sidebar name and email if they are in frame.
src: /media/individuals/settings-lexi-usage-meter.webp
```

## What Lexi keeps

Three things persist between visits.

- **Your engine choice.** Stored against your account for Ask Lexi. Returning to **Auto** clears the
  stored preference entirely.
- **Your monthly message count.** Reset at the start of each calendar month.
- **Your conversations.** Ask Lexi chats are saved to your account. The assistant's opening view
  lists your recent chats, and **View all chats** shows the full history, including older
  conversations that have been closed out. A closed conversation is read-only until you continue it.

What Lexi can see is your own account — profile, ImmiReport, documents, and cases. It is not a
general web assistant, and it does not read other people's files. For the full account of what
Lexpoint stores about you and how to ask for it, see
[Privacy and your data](/individuals/account/privacy/).

## Related

- [What Lexi can do](/individuals/lexi/what-lexi-does/) — the capabilities behind the settings on this page
- [Asking Lexi](/individuals/lexi/asking-lexi/) — where the assistant lives and how to get a useful answer
- [Confirmations and limits](/individuals/lexi/approvals-and-limits/) — what Lexi asks before it changes anything
- [Your account settings](/individuals/account/) — plan, billing, security, and privacy

------------------------------------------------------------------------
# What Lexi can do
Canonical: https://docs.lexpoint.io/individuals/lexi/what-lexi-does/
Summary: The capabilities Lexi actually has today — what it can read from your account, what it can change with your confirmation, and what it cannot touch.
------------------------------------------------------------------------

Lexi works from a fixed set of capabilities. It is not a general-purpose chatbot with access to the
internet — every answer it gives about your situation comes from reading a specific part of your own
Lexpoint account, and every change it makes goes through a named action you confirm first.

This page lists what exists today. If a capability is not on this page, Lexi does not have it.

## What Lexi can read

All of these are scoped to you. Lexi reads your account and no one else's.

### Your profile and report

| Lexi can | What that means |
|---|---|
| Read your full profile bundle | Work history, education, and language test records as they are saved today. |
| Check profile completeness | Which of the four sections — personal, work, education, language — still have gaps. |
| Read your ImmiReport summary | The report as it currently stands. |
| Read a single program snapshot | One program family within your report, in more detail. |
| Read your Express Entry pool position | Where your profile sits in the pool, as the product calculates it. |
| Review the NOC codes on your jobs | What each job in your work history is currently coded as. |
| Look up a NOC code | The occupation profile behind a code. |
| Match a role to a NOC | Compare a job title and its duties against the occupation database and explain the fit. |

See [Your profile](/individuals/profile/) and [ImmiReport](/individuals/immireport/) for what these
surfaces are.

### Your cases and applications

Point Lexi at a case with `@` first — see [Asking Lexi](/individuals/lexi/asking-lexi/).

| Lexi can | What that means |
|---|---|
| List your cases | Cases you are the principal on, or a member of. |
| Find a case by number | Match a case identifier you half-remember to a real case. |
| Read a case's context | The overview of one case. |
| Read a case timeline | What has happened on that case, in order. |
| Read open tasks on a case | The same open action items the case surfaces show you. |
| Read processing estimates for a case | The IRCC bulletin estimates attached to that case. |
| Read an application snapshot or checklist | One application's state and its document checklist. |

### Your documents

| Lexi can | What that means |
|---|---|
| List your documents | Everything in your vault, and files linked to your cases. |
| Read a document summary | The extracted summary of a file you point it at. |
| Check analysis status | Whether a document you uploaded has finished processing. |

### Public immigration data

Lexi reads the same reference data the rest of Lexpoint runs on. This is data, not advice.

| Lexi can | What that means |
|---|---|
| Look up draw history | Past Express Entry and provincial draw results. |
| Look up processing times | Published IRCC processing times for a program. |
| Read official source updates | Recent changes and publications picked up from IRCC and provincial sources. |
| Look up a designated learning institution | A Canadian DLI's number and details. |

### Your deadlines and support tickets

| Lexi can | What that means |
|---|---|
| Read your expiry deadlines | Passport, biometrics, and permit expiry clocks held on your account. |
| List your support tickets | The tickets you have open with Lexpoint. |

## What Lexi can change

Every item below pauses and asks you to confirm before it happens. Nothing on this list can occur
silently — see [Confirmations and limits](/individuals/lexi/approvals-and-limits/) for how that works
and what a confirmation looks like.

| Lexi can | Confirmation |
|---|---|
| Add a work history record | Confirm in chat |
| Update a work history record | Confirm in chat |
| Add an education record | Confirm in chat |
| Update an education record | Confirm in chat |
| Add a language test record | Confirm in chat |
| Update a language test record | Confirm in chat |
| Save its assessment of a job's employment letter and NOC fit | Confirm in chat |
| Queue a document for analysis | Confirm in chat |
| Refresh your ImmiReport on demand | Confirm in chat — Pro only |
| Open a support ticket for you | Confirm in chat |
| Mark one of your support tickets resolved | Confirm in chat |
| Save draft notes to your Drive as a Google Doc | Confirm in chat — Google Drive must be connected |

Lexi can also post a message from you into one of your own application or requirement threads, so a
question raised in chat reaches the people working on your case.

:::note[Why the confirmation is not optional]
These records feed your ImmiReport and, on a retained file, your application. A wrong date in a work
history record changes what the product tells you. So Lexi shows the exact record it is about to
write and waits for you, rather than writing first and reporting afterwards.
:::

## What Lexi cannot do

| Not available | Why |
|---|---|
| Edit your personal details — name, date of birth, contact information | Not a Lexi capability at all. You edit these yourself in [your profile](/individuals/profile/). |
| Delete a work history, education, or language record | Only adds and updates exist. Delete it yourself in your profile. |
| Read your case payment records or invoices | Not available to Lexi on your side of the product. See [Getting help](/individuals/consultations/) for billing surfaces. |
| Read another person's file | Every capability is bound to the account you are signed in as. |
| Write an internal case note | That is a staff capability, and it is blocked for client accounts. |
| Change your account, security, or billing settings | Not a Lexi capability. See [Your account](/individuals/account/). |
| Submit an application to IRCC | Lexpoint does not give Lexi any capability that transmits anything to a government system. A Google Doc Lexi saves is a draft in your Drive, not a filing. |
| Tell you whether you qualify, or what to do about a refusal | Regulated advice. Lexi will say so and point you to a consultation. |

```media
id: lexi-tool-steps
type: screenshot
caption: Lexi showing the steps it took — each named read appears as it runs.
shot: Lexi panel mid-answer on a question that requires reading the profile, with named step labels such as "Compared role to NOCs" visible above the reply. Demo account, light mode, 1440×900.
src: /media/individuals/lexi-tool-steps.webp
```

Lexi shows its work: as it answers, each read it performs appears as a labelled step — *Reviewing
profile gaps…*, *Listing your cases…*, *Checking IRCC processing estimates…* — so you can see which
part of your account an answer came from before you rely on it.

## Related

- [Asking Lexi](/individuals/lexi/asking-lexi/) — how to point a capability at the right case or document
- [Confirmations and limits](/individuals/lexi/approvals-and-limits/) — the rules around anything that changes your data
- [Integrations](/individuals/account/integrations/) — connect Drive before Lexi can save a Doc
- [Lexi settings](/individuals/lexi/settings/) — engine and monthly message allowance
- [ImmiReport](/individuals/immireport/) — the report most of the assessment reads are about

------------------------------------------------------------------------
# Your profile
Canonical: https://docs.lexpoint.io/individuals/profile/
Summary: The profile is the single input behind every score, every program check, and every form Lexpoint pre-fills. This section documents every field.
------------------------------------------------------------------------

Your profile is the one place Lexpoint stores the facts about you. Your ImmiReport is calculated
from it. Your program eligibility is checked against it. When a case is opened, IRCC forms are
pre-filled from it. The same work, education, and certificate records, plus your name and contact
details, are composed into a [résumé you can download](/individuals/account/privacy/). There is no
second résumé to keep in sync.

That is why the profile is exhaustive rather than brief. A missing language test or an imprecise
work-history date does not just leave a gap on this page — it changes the score you see everywhere
else.

## In this section

```cards
title: How your profile is used
href: /individuals/profile/how-your-profile-is-used/
icon: 🔗
text: Which screens read which fields, and what recalculates when you edit.
---

title: Personal information
href: /individuals/profile/personal-info/
icon: 🪪
text: Name, date of birth, citizenship, marital status, and current status in Canada.
---

title: Work experience
href: /individuals/profile/work-experience/
icon: 💼
text: Adding a job, NOC classification, hours, and continuity.
---

title: Your primary job
href: /individuals/profile/primary-job/
icon: ⭐
text: What "primary" means, what it drives, and how to change it.
---

title: Education
href: /individuals/profile/education/
icon: 🎓
text: Credentials, ECAs, and Canadian versus foreign study.
---

title: Language tests
href: /individuals/profile/language-tests/
icon: 🗣️
text: IELTS, CELPIP, TEF, TCF — entering results and how CLB is derived.
---

title: Family and dependants
href: /individuals/profile/family/
icon: 👨‍👩‍👧
text: Spouse, children, and how family affects your options.
---

title: Job offers
href: /individuals/profile/job-offers/
icon: 📨
text: Recording an offer, and what makes one count.
---

title: Certificates and licences
href: /individuals/profile/certificates/
icon: 📜
text: Trade certificates and professional licences.
---

title: Letters of acceptance
href: /individuals/profile/letters-of-acceptance/
icon: 🏫
text: Study permit inputs from a designated learning institution.
---

title: Annual income
href: /individuals/profile/annual-income/
icon: 💵
text: Where income is used and where it is not.
---

title: Profile completeness
href: /individuals/profile/profile-completeness/
icon: ✅
text: What "complete" means per section, and the legacy review flag.
```

------------------------------------------------------------------------
# Annual income
Canonical: https://docs.lexpoint.io/individuals/profile/annual-income/
Summary: How to record tax-year income from your Canadian returns, what each field means, and where Lexpoint uses the figure.
------------------------------------------------------------------------

[**Profile → Annual Income**](https://my.lexpoint.io/app/profile/annual-income) records tax-year
income from Canadian returns. The page describes it as being used for provincial streams.

This is the shortest form in your profile — a single **Details** section with four fields.

| Field | What it means | Required |
|---|---|---|
| **Tax year** | The year the figure covers. Between 1990 and next year. Defaults to last year on a new record. | Yes |
| **Document type** | Notice of Assessment (CRA), T4 slip, T1 General, or Other tax document. Defaults to Notice of Assessment. Helper text: *One row per year per document type*. | Yes |
| **Gross income (line 150 / total income)** | Amount in CAD before major deductions. Zero or more. | Yes |
| **Primary income record** | Toggle, on by default. *Used for eligibility checks (e.g. OINP ≥ $40,000 on a primary NOA)*. | No |

```media
id: profile-annual-income-list
type: screenshot
caption: The annual income list with two tax years — 2025 as the latest, and 2024 marked Secondary.
shot: /app/profile/annual-income — list with two records, one primary and one Secondary. Demo account, light mode, 1440×900.
src: /media/individuals/profile-annual-income-list.webp
```

## The $40,000 banner

Two banners can appear above the list.

| Banner | When it shows |
|---|---|
| Green — *Your profile is flagged as meeting the $40,000+ annual income threshold where it applies to program scoring.* | Your profile carries the income flag. |
| Neutral — *You have at least one primary record with gross income ≥ $40,000. Eligibility flags refresh when your ImmiReport / profile recalculates.* | You have such a record but the flag has not been set yet. |

The gap between the two is timing, not error. Saving a record does not recalculate your report on
the spot — see [How your profile is used](/individuals/profile/how-your-profile-is-used/).

Only records with **Primary income record** on are counted toward that threshold.

## Adding, editing, and deleting

1. Open [**Profile → Annual Income**](https://my.lexpoint.io/app/profile/annual-income).
2. Select **Add income record**.
3. Fill in the four fields and save.
4. On the list, the pencil icon reopens a record and the bin icon deletes it after a confirmation.

The line under the heading summarises how many records you have, the latest tax year, and whether
the $40,000 threshold is met. Each card shows the gross amount. Primary records are the default and
are not badged; a **Secondary** chip appears only on a record with **Primary income record** turned
off.

## Related

- [Work experience](/individuals/profile/work-experience/) — hourly wage is recorded per job, separately from annual income
- [Job offers](/individuals/profile/job-offers/) — offered wage, also separate from this
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — why flags lag behind a save

------------------------------------------------------------------------
# Certificates and licences
Canonical: https://docs.lexpoint.io/individuals/profile/certificates/
Summary: How to record a trade certificate or professional licence in Lexpoint, every field on the form, and what happens when your credential is not in the catalogue.
------------------------------------------------------------------------

[**Profile → Certificates**](https://my.lexpoint.io/app/profile/certificates) holds trade
certificates, professional licences, and similar credentials. The page is headed *Certificates &
licences*.

Two tiles sit above the list — **Total** and **Active** — plus a third, **Awaiting review**, that
appears only when you have a credential still being checked by Lexpoint's team.

```media
id: profile-certificates-list
type: screenshot
caption: The certificates list with an active Red Seal credential and one entry pending review.
shot: /app/profile/certificates — list with at least two certificates, one is_active and one user-submitted so the "Pending review" chip and "Awaiting review" tile both show. Demo account, light mode, 1440×900. Redact certificate numbers.
src: /media/individuals/profile-certificates-list.webp
```

## Section 1 — Certificate

| Field | What it means | Required |
|---|---|---|
| **License type** | Red Seal endorsement, Certificate of qualification, Journeyperson, Apprentice, License / permit, or Other. Defaults to Red Seal endorsement. | Yes |
| **License / certificate** | Picked from Lexpoint's licence catalogue. When you have linked an occupation, the list is filtered to credentials recognised for that NOC. Choose **Other — tell us about it** if yours is not listed. | Yes |
| **Certificate name** | Free text. Appears only when you chose Other. Helper text: *We'll review your submission and add it to the catalog if valid*. | Yes when Other is chosen |

## Section 2 — Authority

| Field | What it means | Required |
|---|---|---|
| **Country** | Where the credential was issued. Defaults to Canada. | Yes |
| **Province / territory** | Appears when the country is Canada. | Yes for Canadian credentials |
| **Issuing authority** | The regulator or body that issued it, from a list. Choose **Other — enter manually** if it is not there. | No |
| **Authority name** | Free text. Appears only when the authority is Other. | Yes when Other is chosen |

## Section 3 — Occupation

| Field | What it means | Required |
|---|---|---|
| **Linked occupation** | A job from your [work history](/individuals/profile/work-experience/). Rows carrying a **Trade** chip have listings in the licence catalogue. Choose **Other (not in my work history)** if the work is not recorded. | Yes |
| **NOC 2021 code** | Five digits. Appears only when the occupation is Other. | Yes when Other is chosen |
| **Job title** | Describes the role. Appears only when the occupation is Other. | Yes when Other is chosen |

Linking a job is how the credential gets its NOC. That link is also what filters the licence list in
the Certificate section, so add the job to your work history first if you can.

## Section 4 — Validity

| Field | What it means | Required |
|---|---|---|
| **Certificate or licence number** | Marked *Optional* in the form. | No |
| **Issue date** | When it was issued. | No |
| **Expiry date** | Must be on or after the issue date. | No |
| **Currently active** | Toggle, on by default. *Inactive licences are ignored for eligibility that requires an active credential.* | No |
| **Notes for our team (optional)** | Free text — extra context such as the full credential name, governing body, or a web link. Used when your entry goes for review. | No |

## Entries awaiting review

Choosing **Other** for the licence saves your own text rather than a catalogue entry. That record
carries a **Pending review** chip on its card and counts in the **Awaiting review** tile, with the
tooltip *User-submitted entry, awaiting review by our team*. The record is live on your profile
straight away — the review is about getting the credential into Lexpoint's catalogue, not about
approving your data.

## Adding, editing, and deleting

1. Open [**Profile → Certificates**](https://my.lexpoint.io/app/profile/certificates).
2. Select **Add certificate**.
3. Work through Certificate, Authority, Occupation, and Validity. The last section's button saves.
4. On the list, the pencil icon reopens a record and the bin icon deletes it.

Each card shows an **Active** or **Inactive** chip and the licence type.

## Related

- [Work experience](/individuals/profile/work-experience/) — add the job first so the occupation link and the filtered licence list work
- [Education](/individuals/profile/education/) — academic credentials go there, not here
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what recalculates when you add a credential
- [Privacy and your data](/individuals/account/privacy/) — download a résumé composed from these licences

------------------------------------------------------------------------
# Education
Canonical: https://docs.lexpoint.io/individuals/profile/education/
Summary: How to record a credential in Lexpoint — every field, why Canadian post-secondary schools must come from the DLI directory, and how ECA details are entered.
------------------------------------------------------------------------

Each credential is one record at
[**Profile → Education**](https://my.lexpoint.io/app/profile/education). The form has four
sections — **Location**, **Institution**, **Program**, and **Credential assessment** (shown as
**ECA** in the navigation).

Two answers steer everything else: the country of study, and whether the degree level is high school
or post-secondary.

```media
id: profile-education-list
type: screenshot
caption: The education history list with the Total, Canadian, Foreign, and Highest level tiles above it.
shot: /app/profile/education — list with at least one Canadian and one foreign credential, one carrying the "Highest level" chip. Demo account, light mode, 1440×900. Redact institution names and dates.
src: /media/individuals/profile-education-list.webp
```

## Section 1 — Location

| Field | What it means | Required |
|---|---|---|
| **Country of Study** | Must be selected from Lexpoint's country list. | Yes |
| **City** | Free text. Appears for study outside Canada. | Yes for foreign study |

Canadian study does not ask for a city here — it comes from the school you pick in the next section.

## Section 2 — Institution

What this section asks depends on the country and the degree level.

**Canadian post-secondary.** A search over the official DLI directory, by institution name, city,
province, or DLI number. Picking a school fills in the institution name, city, province, and DLI
number, and the panel below reads *Filled from the DLI directory.* A Canadian post-secondary record
without a DLI number is rejected.

If you have not chosen a degree level yet, a link offers **Entering a Canadian high school
instead?**, which switches to manual entry.

**Canadian high school and all foreign study.** Manual fields instead of the DLI search.

| Field | What it means | Required |
|---|---|---|
| **Institution Name** | The full name of the school. For Canadian high schools the helper text notes *High schools are not in the DLI list*. | Yes |
| **City** | Searchable Canadian locations list. Appears for Canadian study. *Province is filled in for you.* | Yes for Canadian study |

## Section 3 — Program

| Field | What it means | Required |
|---|---|---|
| **Degree Level** | High School Diploma, One-Year Certificate/Diploma, Two-Year Diploma, Three-Year Diploma/Degree, Bachelor's Degree (3+ years), Post-Graduate Diploma/Certificate, Master's Degree, Professional Degree (Law, Medicine, etc.), or Doctoral Degree (PhD). | Yes |
| **Field of Study** | Major field or discipline, from a fixed list. Not asked for a high school diploma. | Yes for post-secondary |
| **Start Date** | Cannot be in the future. | Yes |
| **Graduation Date** | Must be on or after the start date. Hidden when Currently studying is on. | Yes unless still studying |
| **Program length (academic years)** | Full-time academic years, a whole number from 1 to 8 — *e.g. 4 for a typical bachelor's*. Not asked for a high school diploma or while still studying. | Yes for completed post-secondary |
| **Currently studying** | Toggle. Turning it on removes the graduation date and programme length. | No |

:::note[Two or more credentials is not something you select]
Lexpoint's degree level list has no "two or more degrees" option. That is derived from the records
you enter, not chosen.
:::

## Section 4 — Credential assessment

For a credential from Canada the section reads *Not required for Canadian credentials* and asks
nothing. For everywhere else:

| Field | What it means | Required |
|---|---|---|
| **I have an ECA** | Toggle — *Educational Credential Assessment — required for most immigration programs*. | No |
| **ECA Provider** | WES, ICAS, CES, IQAS, or ICES. Appears when the toggle is on. | Yes when you have an ECA |
| **ECA Equivalency** | Doctoral degree (PhD), Master's degree, Bachelor's degree (3+ years), Two-year degree/diploma, One-year degree/diploma, or Secondary school (High school) — the Canadian equivalent stated on the assessment. Appears when the toggle is on. | Yes when you have an ECA |
| **ECA Date** | The date on the assessment. Cannot be in the future. | No |

The equivalency is the level your ECA report gives your credential, which can differ from the degree
level you selected in the Program section. Enter what the report says.

## The list

Four tiles sit above the list: **Total**, **Canadian**, **Foreign**, and **Highest level**. One card
carries a **Highest level** chip.

A Canadian record that came from the DLI directory can also show a **DLI eligibility** panel with a
**PGWP** chip, drawn from Lexpoint's DLI data for that institution.

## Adding and editing

1. Open [**Profile → Education**](https://my.lexpoint.io/app/profile/education).
2. Select **Add Education**.
3. Work through Location, Institution, Program, and ECA. The last section's button saves.
4. On the list, the pencil icon reopens a credential.

An **Export** menu offers a spreadsheet, readable JSON, and machine JSON. It is disabled until you
have at least one record — *Add education records to export.*

## Related

- [Letters of acceptance](/individuals/profile/letters-of-acceptance/) — study you have been accepted for but not yet begun
- [Language tests](/individuals/profile/language-tests/) — the other credential-shaped section
- [Profile completeness](/individuals/profile/profile-completeness/) — one credential is enough to mark this section complete
- [Privacy and your data](/individuals/account/privacy/) — download a résumé composed from these credentials

------------------------------------------------------------------------
# Family and dependants
Canonical: https://docs.lexpoint.io/individuals/profile/family/
Summary: How to add a spouse, partner, child, parent, or sibling to your family directory, and which fields each relationship asks for.
------------------------------------------------------------------------

Your family directory at [**Profile → Family**](https://my.lexpoint.io/app/profile/family) is one
list of people reused across cases, not a per-application form. Each person is added once and edited
in place.

The form has five sections — **Person**, **Status**, **Contact**, **Background**, **Sponsorship** —
and which of them apply depends on the relationship you pick and on whether that person is Canadian.
Sections that do not apply stay visible in the navigation and show a one-line explanation instead of
fields.

```media
id: profile-family-directory
type: screenshot
caption: The family directory listing a spouse and two children, with relationship chips and accompanying tags.
shot: /app/profile/family — full list view with at least one spouse and two children present. Demo account, light mode, 1440×900. Redact all names, emails, and dates of birth.
src: /media/individuals/profile-family-directory.webp
```

## Relationships you can add

| Value | Group |
|---|---|
| **Spouse** | Partner |
| **Common-Law Partner** | Partner |
| **Son** | Children |
| **Daughter** | Children |
| **Mother** | Parents |
| **Father** | Parents |
| **Brother** | Siblings |
| **Sister** | Siblings |
| **Aunt** | Extended Family |
| **Uncle** | Extended Family |
| **Other** | — |

Spouse, Common-Law Partner, Mother, and Father are unique — you can hold one of each at a time.
Choosing a relationship that implies a sex or a marital status fills those fields in for you: Son,
Brother, Father, and Uncle set **Sex** to Male; Daughter, Sister, Mother, and Aunt set it to Female;
Spouse sets **Marital Status** to Married and Common-Law Partner sets it to Common-Law.

## Section 1 — Person

| Field | What it means | Required |
|---|---|---|
| **Relationship to You** | Which of the values above describes this person. | Yes |
| **First Name** | Given name. English letters, spaces, apostrophes, and hyphens only. | Yes |
| **Last Name** | Family name. Same character restriction. | Yes |
| **Date of Birth** | Must be in the past and imply an age of 120 or under. For a spouse or partner it must imply an age of at least 18. | Yes |
| **Sex** | Male, Female, or Other. Pre-filled from the relationship where the relationship implies it. | No |

## Section 2 — Status

| Field | What it means | Required |
|---|---|---|
| **Citizenship Country** | The country this person holds citizenship in. | Yes |
| **Country of Residence** | Where they live now. | Yes |
| **City in Canada** | Searchable list of Canadian locations. Appears only when Country of Residence is Canada. Province fills in from the city. | Yes when they live in Canada |
| **Status in Country of Residence** | Citizen, Permanent resident, Visitor, Worker, Student, Protected Person, Refugee Claimant, Foreign National, or Other. | Yes when citizenship and residence countries differ |
| **Marital Status** | Single, Married, Common-Law, Divorced, Separated, or Widowed. Asked here for everyone who is not your spouse or partner. | Yes for non-partners |

Lexpoint treats the person as a Canadian citizen or permanent resident when their citizenship
country is Canada, or when they live in Canada with the status **Permanent resident**. That single
derivation decides whether the Background section or the Sponsorship section applies.

## Section 3 — Contact

Applies to a spouse or common-law partner only. For every other relationship the section reads
*Contact details apply to spouses and partners.*

| Field | What it means | Required |
|---|---|---|
| **Email** | Their email address. | Yes for a spouse or partner |
| **Phone** | Their phone number, with country code. | No |
| **Marital Status** | Pre-filled from the relationship (Married or Common-Law). | No |
| **Accompanying to Canada** | Toggle — will this person travel with you to Canada. On by default. | No |

The **Accompanying** / **Not accompanying** tag on each card in the directory comes from this
toggle.

## Section 4 — Background

Applies to a spouse or partner who is **not** a Canadian citizen or permanent resident. Otherwise
the section reads *Not needed — this partner is a Canadian citizen or permanent resident.*

| Field | What it means | Required |
|---|---|---|
| **Highest education** | None / Less than secondary, Secondary (high school), One-year post-secondary, Two-year post-secondary, Bachelor's degree (3+ years), Two or more post-secondary, Master's degree, or Doctoral (PhD). | No |
| **Canadian post-secondary credential** | Toggle — a diploma, degree, or certificate from a Canadian school. | No |
| **Language test** | IELTS (General Training), CELPIP (General), PTE Core, TEF Canada, or TCF Canada. Leave empty for none taken. | No |
| **TEF exam period** | New (after Dec 2023) or Old (Oct 2019 – Dec 2023). Appears only when the test is TEF. | No |
| **Reading**, **Writing**, **Listening**, **Speaking** | Raw band scores, in the scale of the test you selected. Appear once a test type is chosen. | No |
| **Canadian work experience** | Toggle — skilled work while living in Canada. | No |
| **Years of Canadian work** | Number of years. Appears only when the toggle above is on, and clears when you switch it off. | No |

Each score shows the CLB it converts to underneath it, and an **Overall CLB** panel appears below
the four. The conversion is the same one used for your own tests — see
[Language tests](/individuals/profile/language-tests/).

## Section 5 — Sponsorship history

Applies to a spouse or partner who **is** a Canadian citizen or permanent resident. Otherwise the
section reads *Not needed — this partner is not a Canadian citizen or permanent resident.*

| Field | What it means | Required |
|---|---|---|
| **Was previously sponsored** | Toggle. | No |
| **Approximate sponsorship date** | Appears when the toggle above is on. Must be in the past. | No |
| **Has sponsored others** | Toggle. | No |
| **Approximate date** | Appears when the toggle above is on. Must be in the past. | No |
| **Currently on social assistance** | Toggle. | No |

## Adding, editing, and archiving

1. Open [**Profile → Family**](https://my.lexpoint.io/app/profile/family).
2. Select **Add Family Member**.
3. Work through the sections. **Next** moves you forward; the last section's button saves.
4. Back on the list, the pencil icon reopens a person for editing.

To remove someone, use the bin icon on their card. Lexpoint asks *Archive [name]? They can still be
found in existing cases.* Archiving hides the person from the directory without deleting the record.

:::caution[A spouse or partner cannot be archived here]
The archive button is disabled for a spouse or common-law partner. To remove one, go to
[Personal information](/individuals/profile/personal-info/) and change your marital status. Lexpoint
then asks when the change took effect and archives the spouse record with that date.
:::

The reverse is also enforced: setting your marital status to Married or Common-Law when no spouse
record exists sends you here first, and your marital status updates once the spouse is added.

## Household invites

A spouse or partner card carries an extra chip — **Invite**, **Invited**, **Connected**,
**Resend**, or **Re-invite** — reflecting whether that person has their own connected Lexpoint
account. Selecting it opens the household area of your
[account settings](/individuals/account/), where invites are sent and managed. Adding someone to
your family directory does not by itself give them an account or any access to yours.

## Related

- [Personal information](/individuals/profile/personal-info/) — your marital status drives the spouse record
- [Language tests](/individuals/profile/language-tests/) — the same CLB conversion used in the Background section
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what recalculates when you edit family

------------------------------------------------------------------------
# How your profile is used
Canonical: https://docs.lexpoint.io/individuals/profile/how-your-profile-is-used/
Summary: Which parts of Lexpoint read which profile records, what happens after you save, and why your report does not change the instant you edit a field.
------------------------------------------------------------------------

Your profile is not one of several places Lexpoint keeps facts about you. It is the only one. Every
score, every eligibility check, and every pre-filled form starts from these records.

That is worth knowing in two directions: what an edit affects, and why an edit does not take effect
instantly.

## What reads what

| Profile section | Read by |
|---|---|
| [Personal information](/individuals/profile/personal-info/) | Your report, the shape of your dashboard and navigation, IRCC form prefill, the completeness gate, and the name and contact line on the [résumé PDF](/individuals/account/privacy/). |
| [Work experience](/individuals/profile/work-experience/) | Your report's skilled-work totals and the provincial checks based on skilled work. Also the occupation list when linking a [certificate](/individuals/profile/certificates/), and the Work Experience section of the [résumé](/individuals/account/privacy/). |
| [Education](/individuals/profile/education/) | Your report, including the DLI-linked details on Canadian credentials, and the Education section of the [résumé](/individuals/account/privacy/). |
| [Language tests](/individuals/profile/language-tests/) | Your report. The test with the highest overall CLB is the one used. |
| [Family and dependants](/individuals/profile/family/) | Accompanying-partner inputs in your report, the family size behind the pre-filled funding figure on a [letter of acceptance](/individuals/profile/letters-of-acceptance/), and applicants on cases and proposals. |
| [Job offers](/individuals/profile/job-offers/) | Provincial pathways in your report, and the [primary offer](/individuals/profile/primary-job/) named there. |
| [Certificates and licences](/individuals/profile/certificates/) | Checks that require a credential, where an inactive one is ignored, and the Licences and certificates section of the [résumé](/individuals/account/privacy/). |
| [Annual income](/individuals/profile/annual-income/) | Provincial streams that read an income figure. |
| [Letters of acceptance](/individuals/profile/letters-of-acceptance/) | Study permit inputs. |

The same personal, work, education, and certificate records are composed into a résumé PDF when you
download one. There is no second résumé to keep in sync — edit those records and download again. See
[privacy and your data](/individuals/account/privacy/).

### Personal information reaches the furthest

Four fields — your citizenship country, country of residence, current immigration status, and
immigration goal — decide which version of Lexpoint you see. A Canadian citizen living in Canada, or
a permanent resident, gets a different dashboard and a different set of cards from someone on a
temporary status or living abroad. Changing any of those four can change what appears in your
navigation.

## What happens when you save

Saving a profile record does **not** recalculate your report. This is deliberate.

1. The record is written and you see a confirmation — for example *Changes saved! Your score will be
   updated shortly.*
2. Your report is marked as needing recalculation.
3. A strip appears across your report pages: *Immireport will refresh in a few minutes*, with the
   longer explanation *Your profile changed, so this report is queued for recalculation. Scores and
   eligibility refresh automatically.*
4. The recalculation runs on a schedule and the strip is replaced by an **Up to date** badge.

```media
id: immireport-stale-strip
type: screenshot
caption: The strip that appears across your report after a profile edit, before the recalculation has run.
shot: /app/immireport with the report in a stale state, showing the "Immireport will refresh in a few minutes" strip at the top. Free account, light mode, 1440×900.
src: /media/individuals/immireport-stale-strip.webp
```

With **ImmiReport Pro**, the strip carries a **Refresh now** button that recalculates immediately.
Without it, the strip offers the upgrade instead and the scheduled refresh runs either way.

:::note[Why not recalculate on every keystroke]
A recalculation runs your whole profile through every programme check. Doing that on each field edit
would mean your score jumped around while you were halfway through entering a job. Batching it means
the number you see reflects a finished edit, not a partial one.
:::

Some derived flags follow the same pattern rather than updating live. The
[annual income](/individuals/profile/annual-income/) page says so explicitly: a record over the
threshold shows a neutral note until the recalculation sets the flag, then a green banner.

## Profile data in IRCC forms

When you fill in an IRCC form in a case, Lexpoint prefills it from your profile. The forms that do
this today are IMM1294, IMM1295, IMM5257, IMM5708, IMM5709, and IMM5710, and the fields they pull
are your first and last name, date of birth, citizenship country, country of residence, current
immigration status, marital status, whether you have post-secondary education, and your email and
phone.

Two rules matter here:

- **Prefill fills the form, not the database.** Values are placed into the form you are looking at;
  nothing is saved until you save the form.
- **It never writes back.** Editing a prefilled value in a form does not change your profile. To
  change the underlying fact, edit it in your profile.

Where a form is being filled for someone on a case, Lexpoint can prefill from that case's applicant
record instead, and from a previous application where one exists.

## What your profile does not decide

Lexpoint calculates and displays. Whether you qualify for a programme, what a score means, and what
IRCC or a province will do with an application are not product behaviour and are not asserted here.
For that, see [immigratic.com](https://www.immigratic.com) or book a consultation.

## Related

- [Privacy and your data](/individuals/account/privacy/) — download a résumé of these records, or export the profile dump
- [Profile completeness](/individuals/profile/profile-completeness/) — the four sections that unlock your scores
- [Your primary job](/individuals/profile/primary-job/) — the clearest example of a record that drives less than its name suggests
- [Personal information](/individuals/profile/personal-info/) — the section with the widest reach

------------------------------------------------------------------------
# Job offers
Canonical: https://docs.lexpoint.io/individuals/profile/job-offers/
Summary: How to record a Canadian job offer in Lexpoint, every field the form asks for, and what marking an offer primary changes.
------------------------------------------------------------------------

A job offer is a role you have been offered but have not necessarily started. Work you have actually
done goes in [Work experience](/individuals/profile/work-experience/) instead — the two are separate
records and one does not create the other.

Job offers in Lexpoint are Canada-only. The form asks for a Canadian city and fills the province in
from it; there is no country picker.

```media
id: profile-job-offers-list
type: screenshot
caption: The job offers list with the summary tiles above it and one offer marked primary.
shot: /app/profile/job-offers — list view with two offers, one primary. Demo account, light mode, 1440×900. Redact company names, LMIA numbers, and wages.
src: /media/individuals/profile-job-offers-list.webp
```

Four tiles sit above the list: **Total offers**, **Permanent**, **With LMIA**, and **Primary offer**
(Yes or —).

## Section 1 — Employer

| Field | What it means | Required |
|---|---|---|
| **Company Name** | The employer making the offer. | Yes |
| **City in Canada** | Searchable list of Canadian locations. | Yes |
| Province | Not entered directly — set from the city you pick. | Derived |

## Section 2 — Role

| Field | What it means | Required |
|---|---|---|
| **Occupation (NOC Code)** | Searchable by code or job title. Selecting one fills in Job Title. | Yes |
| **Job Title** | The title as written on the offer. Pre-filled from the NOC selection; you can edit it. | Yes |

Once a NOC is chosen the section shows a **NOC Information** panel with the code, title, and TEER
level, and a **Program Eligibility** panel. The info icon opens the full NOC detail with duties,
requirements, and the program list.

## Section 3 — Terms

| Field | What it means | Required |
|---|---|---|
| **Offer Date** | The date printed on the offer letter — today or earlier, not a future start date. | No |
| **Permanent job offer** | Toggle. The helper text reads *Required for most permanent residence programs*. | No |
| **Has LMIA** | Toggle — a Labour Market Impact Assessment supports this offer. | No |
| **LMIA Number** | Appears when Has LMIA is on. | No |
| **Job Offer Number** | Appears when Has LMIA is on. Marked *Optional* in the form. | No |

## Section 4 — Pay

| Field | What it means | Required |
|---|---|---|
| **Work schedule** | Hours per week, between 1 and 168. Helper text: *How many hours you will work each week. Full-time = 30+.* | Yes |
| **Hourly pay rate** | Your wage in Canadian dollars per hour. Noted in the form as an OINP compliance input. | Yes |
| Full-time | Not a field you set — Lexpoint marks the offer full-time when the work schedule is 30 hours or more. | Derived |

After you enter a NOC and a city, the Pay section loads a wage benchmark for that occupation and
location and shows whether your hourly rate meets the **median** and **low** reference wages.

```media
id: profile-job-offer-pay-benchmark
type: screenshot
caption: The Pay section showing the wage benchmark for the selected NOC and city alongside the entered hourly rate.
shot: /app/profile/job-offers/new → Pay section, with a NOC and Canadian city already selected so the benchmark panel has loaded. Demo account, light mode, 1440×900.
src: /media/individuals/profile-job-offer-pay-benchmark.webp
```

## The primary offer

One offer at a time can be marked primary. On the list, the primary one sorts to the top and carries
a **Primary job** chip; any other offer shows a **Make primary** action.

Your first Canadian offer can be made primary at no cost. Switching primary away from an offer once
you have more than one Canadian offer requires ImmiReport Pro — the attempt opens the upgrade
dialogue rather than failing silently. The same gate applies to deleting an offer that is currently
primary.

What the primary offer actually drives is covered on
[Your primary job](/individuals/profile/primary-job/).

The primary offer also carries an **Employer eligible** switch, labelled with the nominee-program
abbreviation for that offer's province. It is a self-declared flag for provinces whose pathways
assess the employer, and it appears only on the primary offer.

## Adding and editing

1. Open [**Profile → Job Offers**](https://my.lexpoint.io/app/profile/job-offers).
2. Select **Add Job Offer**.
3. Work through Employer, Role, Terms, and Pay. The last section's button saves.
4. Back on the list, the pencil icon reopens an offer and the bin icon deletes it.

Some offers show a locked bin icon with the note *Synced — edit in Work History*. Those records
originate from a work history entry and are edited there.

## Related

- [Your primary job](/individuals/profile/primary-job/) — what the primary offer changes and what it does not
- [Work experience](/individuals/profile/work-experience/) — for work you have already done
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what recalculates when you add an offer

------------------------------------------------------------------------
# Language tests
Canonical: https://docs.lexpoint.io/individuals/profile/language-tests/
Summary: How to enter IELTS, CELPIP, PTE Core, TEF, or TCF results in Lexpoint, and how a CLB level is derived from the raw band scores.
------------------------------------------------------------------------

Each sitting of a test is one record at
[**Profile → Language Tests**](https://my.lexpoint.io/app/profile/language-tests). The form has
three sections: **Test**, **Details**, and **Scores**.

You enter raw band scores. Lexpoint derives the CLB.

```media
id: profile-language-list
type: screenshot
caption: The language tests list with two English tests, IELTS marked Primary at CLB 9, and an expired CELPIP.
shot: /app/profile/language-tests — list with two tests, one primary, one with an expiry date in the past so the Expired chip shows. Demo account, light mode, 1440×900. Redact registration numbers.
src: /media/individuals/profile-language-list.webp
```

## Section 1 — Test

| Field | What it means | Required |
|---|---|---|
| **Language** | English or French. | Yes |
| **Test Type** | English: IELTS (0.0-9.0), CELPIP (1-12), PTE Core (10-90). French: TEF Canada, TCF Canada. The list appears once a language is chosen. | Yes |
| **TEF Test Period** | Oct 1, 2019 - Dec 10, 2023, or After Dec 10, 2023. Appears only for TEF. *Scoring system changed on Dec 10, 2023.* | Yes for TEF |

The section closes with the rule that decides which test Lexpoint uses: *Your test with the highest
overall CLB is marked primary for CRS automatically.*

## Section 2 — Details

| Field | What it means | Required |
|---|---|---|
| **Test Date** | The day you sat the exam. Cannot be in the future. | Yes |
| **Registration Number** | Your test registration number. Marked *Optional* in the form. | No |

## Section 3 — Scores

Four fields — **Reading**, **Writing**, **Listening**, **Speaking** — all required. The accepted
range and step change with the test you chose:

| Test | Accepted range | Step |
|---|---|---|
| **IELTS** | 0.0 – 9.0 | 0.5 |
| **CELPIP** | 1 – 12 | 1 |
| **PTE Core** | 10 – 90 | 1 |
| **TEF** | 0 – 699 | 1 |
| **TCF** | 0 – 699 for reading and listening; 0 – 20 for writing and speaking | 1 |

Until you pick a test type the fields read *Select test type first.*

### The CLB preview

As soon as all four scores are filled in, a **CLB preview** panel appears showing an **Overall CLB**
figure and the CLB for each of the four skills.

Lexpoint converts each raw score to a CLB level using the table for that test — for TEF, the table
for the period you selected — and sets your **overall CLB to the lowest of the four**. One weak
skill therefore sets your overall level regardless of how strong the other three are.

This conversion is a calculation Lexpoint performs on the numbers you enter. What a given CLB level
means for a programme is IRCC's to define — see [immigratic.com](https://www.immigratic.com).

```media
id: profile-language-clb-preview
type: screenshot
caption: The Scores section with four IELTS band scores entered and the CLB preview showing the overall level and the per-skill breakdown.
shot: /app/profile/language-tests/new → Scores section, test type IELTS, all four scores entered so the CLB preview panel is rendered. Demo account, light mode, 1440×900.
src: /media/individuals/profile-language-clb-preview.webp
```

## The list

Four tiles sit above the list: **Total Tests**, **English**, **French**, and **Highest CLB**. The
list can be filtered with the **All**, **English**, and **French** chips, and sorts by primary first,
then highest overall CLB, then most recent.

Each card can carry these chips:

| Chip | What it means |
|---|---|
| **Primary** | The test with the highest overall CLB. Set automatically. |
| **Expired** | The record's expiry date has passed. |
| **Invalid** | The record is flagged as not valid. |

Cards also show the expiry month and year where one is recorded, in red once it has passed.

## Adding and editing

1. Open [**Profile → Language Tests**](https://my.lexpoint.io/app/profile/language-tests).
2. Select **Add Language Test**.
3. Work through Test, Details, and Scores. The last section's button saves.
4. On the list, the pencil icon reopens a test.

Saving confirms with *Language test updated! Your score will be updated shortly.* — the report is
recalculated separately, not at the moment you save. See
[How your profile is used](/individuals/profile/how-your-profile-is-used/).

## Related

- [Family and dependants](/individuals/profile/family/) — a partner's scores use the same conversion
- [Education](/individuals/profile/education/) — the other credential-shaped section
- [Profile completeness](/individuals/profile/profile-completeness/) — one test is enough to mark this section complete

------------------------------------------------------------------------
# Letters of acceptance
Canonical: https://docs.lexpoint.io/individuals/profile/letters-of-acceptance/
Summary: How to record a letter of acceptance from a Canadian designated learning institution, every field on the form, and how the funding totals are calculated.
------------------------------------------------------------------------

A letter of acceptance records study you have been accepted for but not yet begun. Study you have
already done goes in [Education](/individuals/profile/education/) instead.

The form at
[**Profile → Letters of Acceptance**](https://my.lexpoint.io/app/profile/letters-of-acceptance) has
four sections: **Institution**, **Program**, **Funding**, and **Attestation**.

```media
id: profile-loa-institution
type: screenshot
caption: The Institution section with a school selected from the DLI directory, showing the filled city, province, and DLI number.
shot: /app/profile/letters-of-acceptance/new → Institution section, "Post-secondary school" on, a school selected from the DLI search so the summary panel with "Filled from the DLI directory" is visible. Demo account, light mode, 1440×900.
src: /media/individuals/profile-loa-institution.webp
```

## Section 1 — Institution

| Field | What it means | Required |
|---|---|---|
| **Post-secondary school** | Toggle. On: college, university, or other DLI — the search fills city and province. Off: primary or secondary school, entered manually with no DLI. | — |
| DLI search | Search Canadian institutions by name, city, province, or DLI number. Appears when Post-secondary school is on and manual entry is off. | Yes for post-secondary |
| **Enter DLI manually** | Toggle — *Use when the school is missing from search*. | — |
| **DLI Number** | The DLI number from your letter of acceptance. | Yes for post-secondary |
| **School Name** | Full name of the institution. | Yes |
| **Province** | The province the school is in. | Yes |
| **City/Town** | The city the school is in. | Yes |
| **School Address** | Full street address of the institution. | Yes |
| **Conditional acceptance** | Toggle — *LOA has conditions that must be met before final acceptance*. | No |

School name, province, and city fill in from the DLI directory when you pick a school from the
search; they become editable fields when you enter the DLI manually or when the school is primary or
secondary.

## Section 2 — Program

| Field | What it means | Required |
|---|---|---|
| **Level of Study** | Primary School, Secondary School, PTC/TCST/DVS/AVS, CEGEP (Pre-university or Technical), College (Certificate, Diploma, or Applied degree), University (Bachelor's, Master's, Doctorate, or Other Studies), ESL/FSL, ESL/FSL and College, ESL/FSL and University, Other Studies, or Not Applicable. | Yes |
| **Field of Study** | The discipline. | Yes for anything above Secondary School; optional otherwise |
| **Student ID (Optional)** | Assigned by the institution. | No |
| **Study Start Date** | Today or a future date. | Yes |
| **Study End Date** | Must be after the start date. | Yes |

Level of Study is the switch for the rest of the form: anything other than Primary School or
Secondary School counts as post-secondary, and post-secondary requires both a DLI number and a field
of study.

## Section 3 — Funding

| Field | What it means | Required |
|---|---|---|
| **Room & Board (CAD/year)** | Living costs for a year. Pre-filled on a new record from the IRCC financial requirement for your family size. | Yes |
| **Other Costs (CAD/year)** | Anything beyond tuition and living costs. | Yes |
| **Total Tuition Fee (CAD)** | Tuition for the program. | Yes |
| **Total Cost of Studies** | Not entered — Room & Board + Other Costs + Tuition, recalculated as you type. | Calculated |
| **Funds Available (CAD)** | What you have. Starts from the calculated total and stays editable. | Yes |
| **Funding Source** | Myself, Parents, or Other. | Yes |
| **Other Source (Specify)** | Free text. Appears when the source is Other. | No |

All four money fields must be zero or more. If **Funds Available** is above zero but below the total
cost of studies, the form shows a warning naming both amounts and noting that the gap could lead to
a refusal.

:::note[Where the pre-filled room and board figure comes from]
On a new record Lexpoint seeds Room & Board with the IRCC financial requirement for your family
size, taken from your [family directory](/individuals/profile/family/). It is a starting point you
are meant to replace with your real numbers, not a target.
:::

## Section 4 — Attestation

| Field | What it means | Required |
|---|---|---|
| **Has CAQ** | Toggle — Quebec Acceptance Certificate. | No |
| **CAQ Certificate Number** | Appears when Has CAQ is on. | No |
| **CAQ Expiry Date** | Appears when Has CAQ is on. | No |
| **Has PAL/TAL** | Toggle — Provincial Attestation Letter. | No |
| **PAL/TAL Document Number** | Appears when Has PAL/TAL is on. | No |
| **PAL/TAL Expiry Date** | Appears when Has PAL/TAL is on. | No |
| **Primary choice** | Toggle — *Used for study permit eligibility — only one LOA can be primary*. | No |

## Related

- [Education](/individuals/profile/education/) — study you have already completed
- [Family and dependants](/individuals/profile/family/) — family size drives the pre-filled room and board figure
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what recalculates when you add a letter

------------------------------------------------------------------------
# Personal information
Canonical: https://docs.lexpoint.io/individuals/profile/personal-info/
Summary: Every field on the personal information form — name, date of birth, citizenship, residence, immigration status, marital status, and immigration goal.
------------------------------------------------------------------------

Personal information is the smallest section of your profile and the one everything else is checked
against. Your date of birth, citizenship, residence, and status appear on almost every other screen.

The page at [**Profile → Personal Information**](https://my.lexpoint.io/app/profile/personal-info)
opens as a summary card. Selecting **Update** — or **Complete info** if nothing is filled in yet —
opens the three-section editor: **Identity**, **Citizenship & residence**, and **Family & status**.

```media
id: profile-personal-summary
type: screenshot
caption: The personal information summary card showing name, age, citizenship, residence, status, and immigration goal.
shot: /app/profile/personal-info — summary view with all fields filled, "Complete" chip visible. Demo account, light mode, 1440×900. Redact the name and date of birth.
src: /media/individuals/profile-personal-summary.webp
```

## Section 1 — Identity

| Field | What it means | Required |
|---|---|---|
| **First Name** | Given name as it appears on your documents. Up to 100 characters. | Yes |
| **Last Name** | Family name as it appears on your documents. Up to 100 characters. | Yes |
| **Date of Birth** | Helper text: *Used for age calculation and eligibility assessment*. Must imply an age between 16 and 100. | Yes |
| **Email Address** | Displayed but disabled — *Email cannot be changed here*. | Read-only |
| **Phone Number** | Include the country code. At least 10 digits; digits, spaces, hyphens, plus signs, and brackets only. | No |

## Section 2 — Citizenship & residence

| Field | What it means | Required |
|---|---|---|
| **Citizenship Country** | The country you hold citizenship in. | Yes |
| **Country of Residence** | Where you live now. | Yes |
| **Current Immigration Status** | Citizen, Permanent Resident, Work Permit Holder, Study Permit Holder, Visitor / Tourist, Refugee / Protected Person, or Other Status. The helper text names your country of residence, because the status is your status *there*. | Yes |
| **City in Canada** | Searchable list of Canadian locations. Appears only when your country of residence is Canada. *Province will be automatically determined from your city.* | Yes when you live in Canada |
| Province | Not entered directly — set from the city you pick. Cleared if you move your residence out of Canada. | Derived |

Two behaviours are worth knowing before you edit this section:

- **Changing your country of residence clears your immigration status.** You pick it again for the
  new country. If both your citizenship and residence are Canada, Lexpoint sets the status to
  **Citizen** instead of clearing it.
- **A Canadian citizen living in Canada must be Citizen or Permanent Resident.** Any other status is
  rejected with *If you are a citizen living in Canada, your status must be "Citizen"*.

## Section 3 — Family & status

| Field | What it means | Required |
|---|---|---|
| **Marital Status** | Never Married / Single, Legally Married, Common-Law Partnership, Divorced, Widowed, or Legally Separated. | Yes |
| **Immigration goal** | Get Permanent Residence, Work in Canada, Study in Canada, Visit Canada, Apply for Citizenship, or Other / Not sure yet. Helper text: *What you are mainly working toward in Canada — used to tailor your dashboard and tools*. | Yes |

Spouse and children details are not entered here. When your marital status is Married or Common-Law
the section says so explicitly: *Spouse and children details live under Family — not here.*

### Marital status and your spouse record

Marital status on this form and the spouse entry in
[Family and dependants](/individuals/profile/family/) are kept in step with each other, which
produces three behaviours:

| What you do | What Lexpoint does |
|---|---|
| Set the status to Married or Common-Law with no spouse on file | Blocks the save and offers **Add Spouse / Partner**. Your marital status updates automatically once the spouse is added. |
| Switch between Married and Common-Law | Updates the existing spouse record's relationship to match. |
| Set the status to Divorced, Separated, or Widowed with a spouse on file | Asks *When did this take effect?*, then archives the spouse record with that date. |

:::caution[Archiving a spouse happens here, not in Family]
The archive button on a spouse card in the family directory is disabled by design. Ending a
relationship is done by changing your marital status on this form.
:::

## Exporting your personal data

The summary view carries an **Export** menu offering a spreadsheet, readable JSON, and machine JSON.
It is disabled until your personal information is complete, with the tooltip *Complete your personal
info to export.* A successful export shows a request ID you can quote to support.

## Related

- [Family and dependants](/individuals/profile/family/) — where the spouse record your marital status points at lives
- [Profile completeness](/individuals/profile/profile-completeness/) — the four fields that make this section count as complete
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — which screens read these fields

------------------------------------------------------------------------
# Your primary job
Canonical: https://docs.lexpoint.io/individuals/profile/primary-job/
Summary: What "primary" means in Lexpoint, where you set it, what it actually drives in your report, and the older primary marker on work history.
------------------------------------------------------------------------

"Primary" in Lexpoint means one thing: **the job offer your report treats as the one to show.** It
is a property of a [job offer](/individuals/profile/job-offers/), not of a job you have worked.

Only one offer is primary at a time.

## Setting it

On [**Profile → Job Offers**](https://my.lexpoint.io/app/profile/job-offers), the primary offer
sorts to the top of the list and carries a **Primary job** chip. Every other offer shows a **Make
primary** action.

Your ImmiReport also carries a primary-offer strip with an inline switcher, so you can change the
primary offer without leaving the report.

| Situation | What happens |
|---|---|
| You have one Canadian offer and make it primary | Allowed. |
| The offer is already primary | Nothing to switch; allowed. |
| You have more than one Canadian offer and switch primary to a different one | Requires ImmiReport Pro. The upgrade dialogue opens instead of the switch going through. |
| You delete the offer that is currently primary while others exist | Same Pro gate, because the deletion moves primary elsewhere. |

## What primary actually drives

This is the part worth being precise about, because the name suggests more than it does.

| Surface | Does it use the primary offer? |
|---|---|
| The job named on your report for provincial pathways | **Yes.** The report displays the primary offer as the selected job. |
| The **Employer eligible** switch | **Yes.** It appears only on the primary offer, and is labelled with the nominee-programme abbreviation for that offer's province. |
| Provincial eligibility checks that read a job offer | **Not necessarily.** Some read any offer in the relevant province, not specifically the primary one. |
| Provincial checks based on skilled work | **No.** Those read your [work history](/individuals/profile/work-experience/), not job offers at all. |
| Your total Canadian and foreign years | **No.** Those come from work history. |

So the primary offer is the offer your report *names*. It is not a switch that redirects every
calculation through one record. If your report shows one job but a result seems to be driven by
another, that is why.

:::note[Choosing your provincial hub's offer]
The primary-offer strip on a provincial page in your report is location-aware. If your primary offer
is in one province and you also hold an offer in the province you are looking at, the strip says so
and offers the switch.
:::

## The Primary job chip on work experience

The [work experience](/individuals/profile/work-experience/) list also shows a **Primary job** chip
on one job, and sorts that job to the top. This is a separate, older marker on your work history.

There is no control anywhere in the profile to set or clear it — the chip reflects data already on
the record. New jobs you add are not marked primary. If you are looking for the primary you can
actually choose, it is the job offer one above.

## Related

- [Job offers](/individuals/profile/job-offers/) — where the primary offer is set and what each field means
- [Work experience](/individuals/profile/work-experience/) — the source of the skilled-work totals
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — which screens read which records

------------------------------------------------------------------------
# Profile completeness
Canonical: https://docs.lexpoint.io/individuals/profile/profile-completeness/
Summary: What Lexpoint counts as a complete profile section, the four sections that unlock your scores, and the review flag some older accounts carry.
------------------------------------------------------------------------

The [profile dashboard](https://my.lexpoint.io/app/profile) shows required sections as a **4/4**
list. When all four are filled it shows a **Profile Complete** chip; until then the count and the
incomplete rows stay visible.

Only four sections are counted.

| Section | Counts as complete when | Where it links |
|---|---|---|
| **Personal Info** | First name, last name, date of birth, and citizenship country are all filled in. | [Personal information](/individuals/profile/personal-info/) |
| **Work Experience** | At least one job is recorded. | [Work experience](/individuals/profile/work-experience/) |
| **Education** | At least one credential is recorded. | [Education](/individuals/profile/education/) |
| **Language Tests** | At least one test result is recorded. | [Language tests](/individuals/profile/language-tests/) |

Job offers, family, certificates, letters of acceptance, and annual income are not part of this
count. They matter for the programmes that read them, but they do not move the bar.

```media
id: profile-completion-sidebar
type: screenshot
caption: The profile dashboard with all four required sections complete and the Profile Complete chip visible.
shot: /app/profile — Required Information 4/4 with Personal Info, Work Experience, Education, and Language Tests all Complete. Demo account, light mode, 1440×900. Redact the name and email in chrome.
src: /media/individuals/profile-completion-sidebar.webp
```

## The three states

Each row shows one of three markers.

| Marker | Means | What the row says |
|---|---|---|
| Green tick | Complete | A summary of the data — for example *2 jobs added*, *1 credential added*. |
| Amber warning | Review needed | *Review needed* — the section has data but has not been confirmed. Only ever appears on migrated accounts. |
| Red outline | Incomplete | What is missing — *Missing required fields*, *No work history added*, *No education added*, *No test results added*. |

The bar above the rows is green when all four are complete, amber when some are, and red when none
are. Below it, the panel reads either *All essential sections complete* or *N sections still
needed*.

## Scores and the completion gate

Your report's scores stay locked until the profile gate clears. The gate uses a slightly narrower
definition than the sidebar row: it treats personal information as present when your **date of
birth**, **citizenship country**, and **marital status** are all recorded, then requires at least one
record in each of work history, education, and language tests.

Until then Lexpoint reports the gate as *profile incomplete*, names the sections still missing —
Personal Info, Work History, Education, Language — and links to each of them. That is also what Lexi
sees, which is why it will direct you to a specific section rather than quoting a number.

## The legacy review flag

Some accounts were migrated from Lexpoint's earlier system. On those accounts, and only on those,
Lexpoint tracks whether you have confirmed each of the four sections since the move.

| Condition | Effect |
|---|---|
| A tracked section has not been confirmed | Its sidebar row shows the amber **Review needed** marker instead of a green tick. |
| Any tracked section is unconfirmed | Your report's scores are masked, and the gate reports the reason as a pending legacy review rather than an incomplete profile. |
| All four are confirmed | The flag disappears permanently and normal completeness rules apply. |

The four tracked sections are the same four above: Personal Info, Work History, Education, and
Language.

### Clearing it

Opening a section and saving it marks that section reviewed. On personal information and education
you may also see a **Review Required** panel — *You haven't confirmed this section yet* — with a
**Confirm & Complete** button that does the same thing without re-editing anything.

If you have never seen an amber marker, this does not apply to your account.

## Related

- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what reads each section once it is complete
- [Personal information](/individuals/profile/personal-info/) — the fields the gate checks
- [Language tests](/individuals/profile/language-tests/) — usually the last section people complete

------------------------------------------------------------------------
# Work experience
Canonical: https://docs.lexpoint.io/individuals/profile/work-experience/
Summary: How to add a job to your work history — every field, the validation rules that apply to Canadian and US work, and how Lexpoint totals your years.
------------------------------------------------------------------------

Each job is one record at
[**Profile → Work Experience**](https://my.lexpoint.io/app/profile/work-experience). The form has
four sections — **Location**, **Role**, **Terms**, and **Pay** — and the country you pick in the
first one decides which fields the rest of the form asks for.

```media
id: profile-work-list
type: screenshot
caption: The work history list with the Total years, Canadian, and Foreign tiles above it.
shot: /app/profile/work-experience — list with at least one Canadian and one foreign job, one marked Current. Demo account, light mode, 1440×900. Redact employer names and wages.
src: /media/individuals/profile-work-list.webp
```

## Section 1 — Location

| Field | What it means | Required |
|---|---|---|
| **Country of Work** | Must be selected from Lexpoint's country list. | Yes |
| **City in Canada** | Searchable Canadian locations list. Appears when the country is Canada. *Province is set from the city you pick.* | Yes for Canadian work |
| **State** | US state list. Appears when the country is United States. | Yes for US work |
| **City** | Free text. Appears for US work alongside the state. | No |
| **City/Location** | Free text. Appears for every other country. | No |

Canadian and US work are validated against fixed lists — a Canadian city or a US state that is not
on the list is rejected. Everywhere else the city is free text.

## Section 2 — Role

| Field | What it means | Required |
|---|---|---|
| **Occupation (NOC Code)** | Searchable by NOC code or job title. Stored as a five-digit code. | Yes |
| **Job Title** | The title you held. Pre-filled from the NOC selection and editable. | Yes |

Choosing a NOC loads two panels: **NOC Information** with the code, title, and TEER level, and
**Program Eligibility**. The info icon opens the full NOC detail with duties, requirements, and the
program list.

## Section 3 — Terms

| Field | What it means | Required |
|---|---|---|
| **Start Date** | Cannot be in the future. | Yes |
| **End Date** | Hidden when Current job is on. Must be after the start date and not in the future. | Yes for past jobs |
| **Current job** | Toggle — *Still working in this role*. Turning it on clears the end date. | No |
| **Permanent position** | Toggle. Appears only for Canadian work. | No |
| **LMIA or job offer** | Toggle — *Supported by an LMIA or employer-specific work offer*. Appears only for Canadian work. | No |
| **Self-employed** | Toggle. | No |
| **Work during full-time study** | Toggle. | No |

The section closes with a note that self-employment and work during full-time study often do not
count toward CEC. Those two toggles change how the job is treated in the totals below — see
[Which jobs count toward the totals](#which-jobs-count-toward-the-totals).

## Section 4 — Pay

| Field | What it means | Required |
|---|---|---|
| **Work schedule** | Hours per week, between 1 and 80. *How many hours you worked each week. Full-time = 30+.* | Yes |
| **Hourly pay rate** | Canadian dollars per hour, up to 500. Appears only for Canadian work, where the form notes it as an OINP compliance input. | Yes for Canadian work |

Once a NOC and a location are set, the section loads a wage benchmark and shows whether your rate
meets the **median** and **low** reference wages for that occupation and place.

```media
id: profile-work-pay-benchmark
type: screenshot
caption: The Pay section for a Canadian job, showing the wage benchmark beside the entered hourly rate.
shot: /app/profile/work-experience/new → Pay section with Country of Work = Canada, a NOC and city already chosen so the wage benchmark has loaded. Demo account, light mode, 1440×900.
src: /media/individuals/profile-work-pay-benchmark.webp
```

## Which jobs count toward the totals

Three tiles sit above the list: **Total years**, **Canadian**, and **Foreign**. They do not simply
add up your date ranges. Lexpoint marks each job as counting or not, and the tiles sum only the ones
that count, using the eligible days calculated for each job rather than the raw span.

A job is excluded when any of the following applies, and the card shows the reason:

| Reason shown | What triggers it |
|---|---|
| **Over 10 years old** | The start date is more than ten years ago. |
| **TEER 4+ (not CEC)** | Canadian work whose NOC TEER is outside 0–3. |
| **Self-employed (not CEC)** | Canadian work with the Self-employed toggle on. |
| **During study (not CEC)** | Canadian work with the Work during full-time study toggle on. |
| **TEER 4+ (not FSW/CEC)** | Non-Canadian work whose NOC TEER is outside 0–3. |

These are Lexpoint's own inclusion rules for the numbers it shows you. Whether a particular job
counts toward a given immigration program is IRCC's and the provinces' to decide — for that, see
[immigratic.com](https://www.immigratic.com) or book a consultation.

The list can be filtered with the **All**, **Canadian**, and **Foreign** chips.

## NOC fit checks

Each job card carries a **Check NOC fit** action — *Upload a letter — Lexi scores employment
checklist and NOC fit*. Once a check has run, the chip becomes **NOC fit · Pass** or **NOC fit ·
Fail** (pass only when both the letter check and the NOC check pass), **NOC fit · Stale** when the
job has changed since the check, or **NOC fit · Retry** when the check failed. Selecting the chip
opens the full assessment.

## Adding and editing

1. Open [**Profile → Work Experience**](https://my.lexpoint.io/app/profile/work-experience).
2. Select **Add Work Experience**.
3. Work through Location, Role, Terms, and Pay. The last section's button saves.
4. On the list, jobs sort with the primary job first, then most recent start date. The pencil icon
   reopens a job.

A job with no country recorded is flagged in red on the card — those records predate the country
requirement and need the field filled in.

## Related

- [Your primary job](/individuals/profile/primary-job/) — what the Primary job chip means
- [Job offers](/individuals/profile/job-offers/) — offers you have not started go there instead
- [Certificates and licences](/individuals/profile/certificates/) — credentials link back to a job in this list
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — what recalculates when you add a job
- [Privacy and your data](/individuals/account/privacy/) — download a résumé composed from these jobs

------------------------------------------------------------------------
# Proposals and retainers
Canonical: https://docs.lexpoint.io/individuals/proposals/
Summary: The written scope and price for work a firm will do for you — reading a proposal, signing the retainer, and paying for it.
------------------------------------------------------------------------

A **proposal** is the written offer that follows a consultation: which **service** a firm will
provide, what it costs, and what is excluded. Accepting it and signing the **retainer** is what
opens a case.

Services differ mainly in who files the application, and which ones you are offered depends on your
servicing organization and the application type.

Nothing is billed before you have seen a proposal, and no case opens until a retainer is signed. If
you are looking at a case, a proposal was accepted.

## In this section

```cards
title: Service types
href: /individuals/proposals/services/
icon: 🪜
text: Case Review, Full Representation, and self-managed cases — and who files in each.
---
title: Understanding your proposal
href: /individuals/proposals/understanding-proposals/
icon: 📋
text: Scope, fees, government charges, and what the price does and does not include.
---
title: Accept and sign a retainer
href: /individuals/proposals/sign-retainer/
icon: ✍️
text: Reviewing terms, signing, and what happens the moment you sign.
---
title: Payments and invoices
href: /individuals/proposals/payments-and-invoices/
icon: 💳
text: Paying, receipts, and where your statement lives.
---
title: Payment plans
href: /individuals/proposals/payment-plans/
icon: 🗓️
text: Instalment schedules, and what happens if one is missed.
```

------------------------------------------------------------------------
# Payment plans
Canonical: https://docs.lexpoint.io/individuals/proposals/payment-plans/
Summary: How to set an instalment schedule on a proposal, the limits the schedule must respect, and what happens when a payment is missed.
------------------------------------------------------------------------

A payment plan splits the professional fee into instalments. It is set on the proposal, before you
accept — this is the only point at which you can change it, because accepting locks the schedule and
signing freezes it into the retainer.

Payment plans cover professional fees only. Government fees are never part of a schedule.

## Where to set it

The schedule sits inside the **Professional Fees** section of a proposal, under **Payment Schedule**.
It is editable only while the proposal is in the **Review** stage.

```media
id: proposal-payment-schedule-editor
type: screenshot
caption: The payment schedule editor on a draft proposal, in instalments mode with a deposit and a balance.
shot: /app/proposals/[id] on a draft proposal → Fees section → PaymentScheduleEditor in "Pay in installments" mode showing the deposit row, the balance row, the split bar, and the "Total balanced" confirmation. Demo account, light mode, 1440×900. Redact every dollar amount and the client name.
src: /media/individuals/proposal-payment-schedule-editor.webp
```

## Two modes

| Mode | What it is |
|---|---|
| **Pay in full** | One payment for the whole professional fee. The amount is fixed; you choose the date. |
| **Pay in installments** | A deposit plus a balance. Permanent-residence engagements can be split into three payments instead of two. |

Switching between modes rebuilds the rows. Instalments mode always opens with a deposit and a
balance; on a permanent-residence proposal a **Split into 3 payments** button adds a third, and
**Remove** takes it away again.

## What you can change, and what you cannot

Each row has an amount and a due date, and the two behave differently:

- **Pay in full** — the amount is locked to the full fee. Only the date is yours.
- **Deposit** — you set the amount, subject to a minimum shown beneath the field. It is marked
  **Non-refundable**.
- **Balance** — computed automatically from the deposit in a two-payment plan, so it always closes
  the gap. In a three-payment plan the second and third amounts are both editable and adjust against
  each other.

Every date field carries its own limit, shown as a hint under the picker — *Up to N days from
signing*. The first payment always falls within a week of signing; later instalments have longer
windows, and the third payment in a three-way split has the longest. The limits come from the firm's
configuration rather than being fixed in the product, which is why the editor shows you the number
rather than assuming you know it.

A bar beneath the rows shows how the total is divided. Below it, the editor confirms **Total
balanced** when the instalments add up to the fee, or lists exactly what is wrong when they do not —
an amount below the minimum deposit, a date past its limit, or a total that does not match.

:::caution[Save before you accept]
The schedule is not saved as you type. Select **Save Schedule** — the button carries a marker while
you have unsaved changes. The **Accept** button will send you back to this section until the schedule
is saved.
:::

## After you sign

The saved schedule becomes the payment schedule on your case, listed under the **Payments** tab with
one row per instalment. The first payment is made from the proposal itself; the rest are paid from
the case. See [Payments and invoices](/individuals/proposals/payments-and-invoices/).

## If a payment is missed

A payment is overdue when its due date has passed and part or all of it is still outstanding. When
that happens:

- The row is marked **Overdue** and shown in red, and it stays in your **Outstanding** total.
- **Pay** stays available on the row. A partly paid instalment offers **Balance** instead, for the
  remainder only.
- An overdue amount can trigger a payment reminder by email, carrying a **Pay now** link that works
  without signing in. Reminders are rate-limited, so a single overdue payment will not produce a
  stream of email.

Paying an overdue instalment is the same as paying any other: the row opens a Stripe payment link
and returns you to the Payments tab.

What a missed payment means for your engagement is set out in the **Legal Terms** section of the
agreement you signed, which stays readable on the proposal.

## Related

- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — where the professional fee total comes from
- [Payments and invoices](/individuals/proposals/payments-and-invoices/) — paying each instalment and finding receipts
- [Accept and sign a retainer](/individuals/proposals/sign-retainer/) — the point at which the schedule locks
- [Cases](/individuals/cases/) — where the schedule lives once the case is open

------------------------------------------------------------------------
# Payments and invoices
Canonical: https://docs.lexpoint.io/individuals/proposals/payments-and-invoices/
Summary: Where to pay a case fee, what each payment status means, and where receipts and statements live in Lexpoint.
------------------------------------------------------------------------

Money moves at two points and only two: the first payment that activates a signed retainer, and the
scheduled payments that follow it on the case. Everything else on this page is a record of one of
those.

## The first payment

The first payment is made from the proposal, immediately after signing. The Acceptance section shows
**Pay … Deposit**, which opens Stripe Checkout in a separate step.

When Checkout completes you are returned to a setup screen rather than the proposal. It reports the
case being built as it happens — payment confirmed, signed agreement confirmed, the case created,
each applicant added, applications started, profile data copied in, and the first checklist loaded.
Leaving that screen does not interrupt anything.

## Later payments

Every payment after the first is made on the case, under the **Payments** tab.

A summary bar across the top shows **Total**, **Paid**, **Outstanding**, **Credits** where any have
been applied, and **Gov. Fees** where the engagement is full representation.

```media
id: case-payments-tab
type: screenshot
caption: The Payments tab on a case, showing the summary bar and the professional-fee schedule with one payment due.
shot: /app/cases/[case_id]?tab=payments — full tab with the summary bar, the Professional Fees schedule, and at least one row showing a Pay button. Demo account, light mode, 1440×900. Redact the case number, the client name, and the representative's email.
src: /media/individuals/case-payments-tab.webp
```

Below it, **Professional Fees** lists your payment schedule with the firm. Each row carries a status,
an amount, and an action:

| Status | What it means | Action available |
|---|---|---|
| **Upcoming** | Scheduled, not yet payable. | None |
| **Due** | Payable now. | **Pay** |
| **Overdue** | The due date has passed. | **Pay** |
| **Partial** | Part of the amount has been paid. | **Balance** |
| **Paid** | Settled. The row is struck through. | None |
| **Waived** | Not collected. | None |
| **Written off** | Closed without collection. | None |
| **Voided** | Cancelled. | None |
| **Refunded** | Returned, with the refunded amount shown. | None |

Selecting **Pay** or **Balance** opens a Stripe payment link for that specific row and returns you to
the Payments tab afterwards. Nothing is charged inside Lexpoint itself.

Two more panels can appear below the schedule:

- **Additional charges** — extra professional fees added after your agreement was signed. They carry
  the same statuses and the same **Pay** action.
- **Government fees** — informational only, on full-representation cases. They are itemized per
  person and paid to the government when the application is filed, with e-Transfer details and the
  reference to quote shown beneath the total.

Where a school or employer is funding the professional fees, the schedule says so and no client
payment is requested for the covered portion.

## Paying from an email link

Payment reminders carry a **Pay now** link that works without signing in, and it lands on a plain
outcome page afterwards:

- **Payment received — thank you.** Your payment went through, with the case, the charge, and the
  amount paid listed. A receipt is emailed if an address is on file.
- **Payment cancelled.** No charge was made. Use the reminder email's link again, or sign in and pay
  from the case.

Both pages offer a link back into your account.

## Receipts and statements

Records live on the case, under the **Statement** tab, split into two:

- **Statement** — the latest formal statement issued on your case.
- **Receipts** — one entry per fee recognized, newest first.

Opening a receipt shows a **Statement of Professional Fees**: the firm's letterhead, a reference
number, the recognition date, who it was prepared for, the milestone it relates to, the case, the
line items, the subtotal, tax where it applies, and the total recognized. **Print / Save PDF** at the
top produces a copy.

:::note[A receipt is a record, not a bill]
The document says so on its face — it records professional fees already recognized and is not a
request for payment. Anything still owed appears in the payment schedule and additional charges on
the Payments tab. If a receipt was later corrected, the replacement carries a banner saying the
earlier one was reversed or superseded.
:::

Until your representative has recognized any fees, the Receipts list says so rather than showing an
empty table. Statements and receipts are access-checked on every open: an account that is not
entitled to a particular document is sent back to billing rather than shown it.

## Related

- [Payment plans](/individuals/proposals/payment-plans/) — how the schedule was set and what happens if an instalment is missed
- [Accept and sign a retainer](/individuals/proposals/sign-retainer/) — the signature that creates the schedule
- [Cases](/individuals/cases/) — where the Payments and Statement tabs live
- [Billing](/individuals/account/billing/) — your Lexpoint subscription, which is separate from case fees

------------------------------------------------------------------------
# Service types
Canonical: https://docs.lexpoint.io/individuals/proposals/services/
Summary: What a firm can be retained to do — Case Review, Full Representation, and self-managed cases — and why the offer differs between providers.
------------------------------------------------------------------------

A proposal offers a **service**, and services differ in one way that matters more than any other:
**who files the application.**

## The ladder

| Service | Who does the work | Who files |
|---|---|---|
| **ImmiCoach** | Self-serve — the tools, without professional review | You |
| **Case Review** | Licensed professionals review the package you have built | You |
| **Full Representation** | Licensed professionals prepare, package, and file | Your representative |

Each rung adds professional involvement. The choice is not about how good your file is — it is about
how much of the work you want to carry, and who is accountable for the filing.

### Case Review

A licensed professional examines what you have assembled and tells you where it is wrong or thin.
You keep control, and **you submit the application yourself**.

- Case Studio and AI analysis
- A professional reviews your package
- You file when ready

### Full Representation

The firm takes the file. They prepare it, assemble the package, submit it, and stay with it after
submission — responding to requests from IRCC and managing it through to a decision.

- Case Studio and AI analysis
- Professionals prepare, package, and file
- Professionals manage the case to a decision

### ImmiCoach

The self-serve rung: the tooling and generated forms without professional review. **Not yet
available** — it appears on service ladders marked as coming, so you can see the rung you are not
buying.

## Why what you are offered differs

There is no single national menu. Each firm defines, **per application type**,
which services it offers, what it calls them, and what each one covers. A definition can also cap
how many family members a service includes.

So two applicants can see different options for reasons that have nothing to do with their files:

- the firms writing their proposals differ
- the application types differ — a firm may offer Full Representation for one programme and Case
  Review only for another
- family size — a service may be scoped to a principal applicant, or to a specific number of
  dependants

Your proposal is written against that firm's service definitions. If a service you expected is
missing, that is the question to ask them after you have a live agreement — see
[Lexpoint and professional advice](/individuals/consultations/who-advises-you/).

## Self-managed cases

Not every case is a purchased service. A **self-managed** case is a workspace for an application you
are handling entirely on your own: Case Studio, documents, requirements, and a timeline, with **no
Agreement, Payments, or Statement**, because nothing is being billed and no one has been retained.

:::caution[Not available yet]
Creating one is marked **Coming soon** on the new-case screen and cannot be selected. Today every
case begins with an accepted proposal, so a self-managed case is a shape the product supports rather
than a route you can take. Existing self-managed cases continue to work.
:::

## Where the service is fixed

The service named in your proposal is what the retainer commits both sides to. It sets what appears
in your case afterwards — which tabs exist, who prepares the forms, and who submits. Changing it
later means a new proposal.

## Related

- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — reading the offer you receive
- [Accept and sign a retainer](/individuals/proposals/sign-retainer/) — what signing commits you to
- [Case Studio tour](/individuals/cases/case-studio-tour/) — the workspace a service opens

------------------------------------------------------------------------
# Accept and sign a retainer
Canonical: https://docs.lexpoint.io/individuals/proposals/sign-retainer/
Summary: What you confirm when you accept a proposal, how to sign on a computer or a phone, and what the signature freezes in place.
------------------------------------------------------------------------

Signing turns a proposal into a retainer. Two separate actions are involved and they do different
things: **accepting** commits you to the terms and locks the numbers, and **signing** puts your
signature on the agreement and freezes the document.

## Before you start

The **Accept** button will not proceed until four things are done, and it tells you which one is
outstanding:

- A phone number on your account. Canadian and US numbers need an SMS code first.
- Identity verification completed. It starts from the proposal itself — stay on the page while it
  runs, and **Accept** unlocks when it finishes.
- Spouse and dependent details filled in, if the proposal covers them.
- A saved payment schedule.

## Accept the proposal

1. Open the proposal and go to the **Acceptance** section.
2. Tick each confirmation. There are four, and a fifth if the application is processed from outside
   Canada — a declaration that you are not a resident of Canada and are exempt from Canadian
   taxation under applicable tax laws.
3. Select **Accept Proposal**.

The four standard confirmations are that you have read and understood all sections of the proposal,
that the information you provided is accurate, that you understand the fee structure and payment
schedule, and that you agree to the terms and conditions.

If you would rather talk first, **Book a Call First** sits beside the Accept button and does not
commit you to anything.

:::caution[Accepting locks the numbers]
Once you accept, the payment schedule is fixed and the applicants covered can no longer be changed.
Both are editable only while the proposal is in the **Review** stage.
:::

## Sign

After accepting, the Acceptance section reads *Agreement accepted* and asks how you want to sign.

```media
id: proposal-sign-choose
type: screenshot
caption: The two signing options offered after a proposal is accepted.
shot: /app/proposals/[id] on an accepted proposal → Acceptance section → the "Sign here" and "Sign on phone" choice. Demo account, desktop browser, light mode, 1440×900. Redact the client name in the cover above.
```

### Sign here

Choose **Sign here** to draw with your mouse or trackpad. Draw in the pad, then select **Submit
Signature**. If the pad misbehaves or your session has been open a long time, **New Signing Session**
starts a fresh one.

### Sign on phone

Choose **Sign on phone** to sign with your finger instead. This option only appears when you are on a
computer — on a phone you draw directly.

1. A QR code appears, with the minutes remaining beneath it.
2. Scan it with your phone. A single-purpose signing page opens — no sign-in, the link itself is the
   key. It shows the document title and *Signing as* your name.
3. Draw in the box and select **Submit Signature**. **Clear signature** starts the drawing over.
4. The phone confirms *Signature submitted* and tells you that you can close the page.

While you draw on the phone, the computer shows your strokes appearing live and reads *Drawing in
progress on your phone*. You do not need to refresh anything.

If the link has expired, been used already, or is not valid, the phone page says so rather than
failing silently. Select **New QR Code** on the computer to generate another.

:::note[Why the phone link works without signing in]
The link is single-use, tied to one signing session, and expires within minutes. That is what lets
you move from a computer to a phone mid-signature without logging in on a second device — and it is
why an expired link cannot be revived, only replaced.
:::

## The moment you sign

Three things happen as soon as the signature is submitted:

**The document is frozen.** Everything the proposal displayed — your details, the firm and the
representative, the scope, the fee breakdown, the payment plan, the applicants, the processing-time
estimates, and every clause of the terms — is captured as a stored signed document. From then on the
proposal page shows that stored version, not a freshly generated one. Later changes to templates,
pricing, or firm settings cannot alter what you signed.

**The signed retainer becomes available.** A **Signed Retainer Agreement** banner appears with a
**View / Print** button, and a **Download Signed Retainer PDF** link appears on the cover. The cover
also gains a signature session reference, which is the record that ties your signature to this
document. Only the account that owns the proposal can open either.

**The next step becomes payment.** The tracker moves to **Pay Deposit** and the section reads
*Signature complete*. Your case does not open yet — see
[Payments and invoices](/individuals/proposals/payments-and-invoices/).

```media
id: proposal-signed-banner
type: screenshot
caption: A signed proposal, showing the signed-document banner and the View / Print action.
shot: /app/proposals/[id] on a proposal in the signed_pending_payment stage — the "Signed Retainer Agreement" banner and the cover with the signature session reference. Demo account, light mode, 1440×900. Redact the client name, the proposal number, and the signature session reference.
src: /media/individuals/proposal-signed-banner.webp
```

Where no payment is due from you — an engagement funded entirely by a school or employer, for
example — signing alone activates the retainer, and you are taken straight to the case setup screen
instead of a payment step.

## Related

- [Understanding your proposal](/individuals/proposals/understanding-proposals/) — read this before you accept
- [Payment plans](/individuals/proposals/payment-plans/) — the schedule that acceptance locks
- [Payments and invoices](/individuals/proposals/payments-and-invoices/) — the step immediately after signing
- [Cases](/individuals/cases/) — what opens once the retainer is active

------------------------------------------------------------------------
# Understanding your proposal
Canonical: https://docs.lexpoint.io/individuals/proposals/understanding-proposals/
Summary: How to read a Lexpoint proposal — scope, professional fees, government fees, applicants covered, and when the offer expires.
------------------------------------------------------------------------

A proposal is a written offer: what will be done, who it covers, how long it should take, what it
costs, and on what terms. It is the first point at which money is discussed in writing, and nothing
is billed until you accept it, sign, and pay.

Proposals live at [**Proposals**](https://my.lexpoint.io/app/proposals), filtered by **Active
proposals**, **Expired proposals**, and **Archived proposals** in the sidebar. Opening one shows the
full document.

## The four stages

A tracker at the top of every proposal shows where you are:

| Step | What it means |
|---|---|
| **Review** | The offer is open. You read it, confirm applicants, and set the payment schedule. |
| **Sign** | You have accepted. The retainer is waiting for your signature. |
| **Pay Deposit** | Signed. The first payment opens the engagement. |
| **Active** | Signed and paid. Your case is being set up. |

Nothing on the proposal is charged before **Pay Deposit**, and no case exists before **Active**.

```media
id: proposal-overview
type: screenshot
caption: A proposal in the Review stage, with the four-step tracker above the document and the section rail on the left.
shot: /app/proposals/[id] on a draft proposal — top of the page showing the cover, the Review/Sign/Pay/Active stepper, and the left section rail. Demo account, light mode, 1440×900. Redact the client name, email, phone, and the proposal number.
src: /media/individuals/proposal-overview.webp
```

## How the document is laid out

Eleven sections, reachable from the rail on the left. The URL keeps the section you are reading, so
a link you save returns you to the same place.

| Section | What is in it |
|---|---|
| **Cover** | Program, service type, proposal number, **Prepared By** (the firm and the representative with their licence number), and **Prepared For** (you). |
| **Engagement Overview** | What the engagement is, in plain terms. |
| **Scope of Services** | **Included Services**, **Not Included**, and **Assumptions**. |
| **Applicants Covered** | Every person the fee covers — you, and any spouse or dependents. |
| **Processing Time** | Our preparation time and the government's processing time, separately. |
| **Professional Fees** | What you pay for representation, and your payment schedule. |
| **Government Fees** | Third-party fees paid to IRCC or another authority, not to us. |
| **Communications** | How you will be kept informed. |
| **Guarantees & Limitations** | What is and is not promised about the outcome. |
| **Legal Terms** | The full agreement text, section by section. |
| **Acceptance** | The confirmations, and the button that moves you to signing. |

If your ImmiReport was used to prepare the proposal, its code appears on the cover as a reference.

## Scope is the part to read twice

**Scope of Services** is what you are buying. It is split three ways, and the second and third parts
matter as much as the first:

- **Included Services** — the work covered by the professional fee.
- **Not Included** — work that is out of scope. If something you expected is on this list, raise it
  before you accept, not after.
- **Assumptions** — the facts the price was built on. If an assumption is wrong, the price was built
  on the wrong facts.

## Applicants covered

The fee depends on who is covered. The section names the principal applicant and lists any spouse or
dependents included in the quote.

While the proposal is still in **Review**, a **Change family** control lets you add or remove a
spouse and dependents, and the fees update before you accept. After acceptance the composition is
locked. Some proposals — those funded by a school or employer, or custom priced — have the family
composition locked from the start; a new proposal is needed to change it.

If the proposal covers a spouse or dependents, their details must be filled in before you can
accept. The **Accept** button will send you back to this section until they are.

## Processing time

Two separate clocks, shown separately because only one of them is ours:

- **Our Service Timeline** — how long preparation takes, counted from the day you have uploaded
  everything that is needed, not from the day you sign.
- **Government processing** — IRCC's own published time, and for an Ontario nomination, the
  provincial stage before it.

A **View live IRCC processing times** link opens the current published figures. Times shown in a
proposal are estimates that were current when it was prepared.

## Professional fees

This is the part with a payment schedule. It builds up in a fixed order:

1. **Base fees** — a line per person covered, plus a prior-refusal line where one was disclosed.
2. **Add-ons** — anything added to the base engagement, each named.
3. **HST** — added where applicable. Whether it applies depends on where you live, which is why the
   proposal states whether tax was applied.
4. **Subtotal**.
5. **Credits** — consultation credit, loyalty, admin, or another courtesy applied by the firm,
   subtracted with the reason shown.
6. **Preferred professional fees** — the total after credits.
7. **Your professional fee balance** — what you actually owe.

Where a school or employer is funding part of the engagement, a **Covered by your school/employer**
line appears above the balance, and your balance is what remains after it. If they cover the whole
professional fee, the schedule section says so outright.

Below the breakdown sits your payment schedule. While the proposal is in **Review** you can adjust
it within limits and must save it before accepting — see
[Payment plans](/individuals/proposals/payment-plans/).

## Government fees

A separate section, kept separate on purpose. **Direct Government Fees** itemizes what each covered
person is charged, plus provincial and biometrics fees where they apply.

:::caution[These are not paid to your representative]
Government fees are paid directly to IRCC or the relevant authority at the time your application is
submitted, in full. They are not part of your professional-fee payment schedule and are generally
not subject to GST/HST.
:::

## Expiry

An offer does not stay open forever. The cover reads *Created … · Expires …* for as long as the
proposal is unsigned. Once signed, that line changes to show the signing date, then the payment
date — the expiry no longer applies to a proposal that has become a retainer.

If the offer lapses, the proposal opens with a banner saying it is no longer active and a **New
proposal** button. Expired proposals stay readable under the **Expired proposals** filter.

## What has to be in place before you can accept

The **Accept** button in the sidebar tells you what is missing, in order. All of these come before
the confirmations, not after:

1. **A phone number on your account.** Canadian and US numbers need an SMS code first.
2. **Identity verification.** Started from the proposal itself; **Accept** unlocks when it completes.
3. **Spouse and dependent details**, if the proposal covers them.
4. **A saved payment schedule.**
5. **Four confirmations** in the Acceptance section, each ticked individually — that you have read
   every section, that your information is accurate, that you understand the fee structure and
   payment schedule, and that you agree to the terms.

Accepting locks the payment schedule and moves the proposal to signing.

## Related

- [Accept and sign a retainer](/individuals/proposals/sign-retainer/) — what happens after you accept
- [Payment plans](/individuals/proposals/payment-plans/) — setting the schedule before you accept
- [Book a consultation](/individuals/consultations/book-a-consultation/) — a call before you decide
- [Cases](/individuals/cases/) — what opens once the retainer is active

------------------------------------------------------------------------
# Troubleshooting
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/
Summary: Common problems in Lexpoint Individuals, what causes them, and how to get a human involved.
------------------------------------------------------------------------

Most problems fall into a small number of patterns. Start here before contacting support — and when
you do contact support, the detail these pages ask you to note is exactly what gets a fast answer.

## In this section

```cards
title: I cannot sign in
href: /individuals/troubleshooting/cannot-sign-in/
icon: 🚫
text: Magic links, Google sign-in, and two-step codes.
---
title: My upload failed
href: /individuals/troubleshooting/upload-problems/
icon: 📤
text: Why a file is rejected and how to fix it.
---
title: My ImmiReport looks wrong
href: /individuals/troubleshooting/immireport-looks-wrong/
icon: 📉
text: Stale scores, missing programs, and unexpected numbers.
---
title: Something is missing from my dashboard
href: /individuals/troubleshooting/missing-from-dashboard/
icon: 🧭
text: Why a widget is not showing.
---
title: Contacting support
href: /individuals/troubleshooting/contact-support/
icon: 🛟
text: Where to open a ticket and what to include.
```

------------------------------------------------------------------------
# I cannot sign in
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/cannot-sign-in/
Summary: Why a magic link fails, why Google signs you into the wrong account, why a six-digit code is rejected, and what to do about each.
------------------------------------------------------------------------

Lexpoint has no password, so almost every sign-in failure is one of four things: a link that is no
longer valid, a link that never arrived, the wrong Google account, or a six-digit code that does not
match. Each has a different fix.

Signing in normally is covered in
[sign in and account recovery](/individuals/getting-started/sign-in/). This page is for when it does
not work.

## The link in my email took me to the sign-up page

**Cause.** A magic link is single-use and time-limited. When you open one that has already been used
— or one that has been superseded by a newer link you requested afterwards — no session is created.
Lexpoint does not leave you on a dead screen: it sends you to the sign-up screen, and the address
bar ends in `?error=no_session` or `?error=auth_failed`.

Nothing has happened to your account. The sign-up screen is a fallback destination, not a statement
about your file.

The same thing happens if you request the link in one browser and open it in another — a link opened
somewhere other than where it was requested cannot complete the sign-in.

**Fix.**

1. Go back to [**my.lexpoint.io/auth/login**](https://my.lexpoint.io/auth/login).
2. Enter the same email address and select **Send Magic Link**.
3. Open the newest email. If several Lexpoint emails are in the inbox, only the last one works —
   every new link supersedes the one before it.
4. Open the link in the same browser you requested it from. If your mail app opens links in its own
   in-app browser, copy the link and paste it into the browser where you use Lexpoint.

```media
id: troubleshooting-magic-link-no-session
type: screenshot
caption: Where a stale magic link lands you — the sign-up screen, with the error code still in the address bar.
shot: Open a used or expired magic link so the browser ends at /auth/register?error=no_session. Capture the full window with the address bar visible so the error code reads. Demo account, light mode, 1440×900. Redact any email address on screen.
src: /media/individuals/troubleshooting-magic-link-no-session.webp
```

## The magic link never arrived

**Cause.** In order of how often it happens: the mail is in a spam or promotions folder, the address
was mistyped, or you are watching a different inbox than the one on the account.

**Fix.**

1. Search the spam and promotions folders for `lexpoint`. The confirmation dialog says *Check spam
   folder if you don't see it* for a reason.
2. Check the address in the dialog. If it is wrong, select **Use a different email** and try again.
   The email field validates as you type and shows a green checkmark when the address is well formed
   — but it cannot tell a valid address from *your* address.
3. Wait for the **Resend in 60s** countdown to finish, then select **Resend**. The countdown exists
   to stop a double-tap from sending two links, which would make the older one useless.

If your address is right and nothing arrives after a resend, the block is on the mail side. Bring
the exact address and the time you requested the link to
[**Help & Support**](https://my.lexpoint.io/app/tickets).

## Continue with Google signs me in, but my file is gone

**Cause.** You are in a different Lexpoint account. A Google sign-in identifies you by the Google
account's email address. If that address is not the one your Lexpoint file was created with, you
land in a second, empty account rather than yours — usually because a personal Google account was
picked in the account chooser when the file belongs to a work address, or the other way round.

**Fix.**

1. Sign out from the account menu.
2. Return to the sign-in screen and use **Send Magic Link** with the email address you know the file
   is under. A magic link signs you into the account for exactly that address.
3. Once inside, open
   [**Settings → Account → Sign-in & security**](https://my.lexpoint.io/app/settings/account). The
   **Sign-in methods** panel lists every method connected to this account — that is the definitive
   answer to which Google account belongs to this file. See
   [sign-in methods](/individuals/account/sign-in-methods/).

## The six-digit code is rejected

The screen shows **Invalid code. Please try again.** and the boxes turn red.

**Cause.** Two-step verification codes are generated from the clock on the device running your
authenticator app. If that clock has drifted by more than a few seconds, every code it produces is
rejected, including the one currently on screen. The second cause is timing — a code lives for
30 seconds, and one typed as it rolls over will not verify.

**Fix.**

1. Turn on automatic date and time on the device running the authenticator app, then open the app
   again.
2. Wait for a fresh code to appear rather than entering one that is about to expire, and enter it
   promptly.
3. Confirm you are reading the Lexpoint entry in the app, not another service's.

**Sign in with a different account**, below the code boxes, does not help here — it abandons the
sign-in and returns you to the start. Use it only when you have begun signing in as the wrong
person.

If your clock is correct and fresh codes are still rejected, stop — you have lost access to the
factor. Contact [**Help & Support**](https://my.lexpoint.io/app/tickets). Identity is confirmed
before two-step verification is reset, which is deliberate: an easy reset would defeat the
protection. See [two-step verification](/individuals/account/two-step-verification/).

## The sign-in buttons are greyed out, or a CAPTCHA message appears

**Cause.** Two different gates disable the buttons.

- **A CAPTCHA that has not finished.** The sign-in screen runs a background bot check. Until it
  completes you see messages such as *CAPTCHA verification required. Please wait for verification to
  complete, then try again.* or *CAPTCHA token expired.* The check also expires if the page sits
  open for a long time.
- **An unticked partner consent box.** If you arrived through a partner or referral link, the screen
  shows a consent panel and both **Continue with Google** and **Send Magic Link** stay disabled
  until it is ticked. Attempting to submit shows *Please accept the partner consent checkbox to
  continue.*

**Fix.** For the CAPTCHA, wait for the checkmark and try again, or refresh the page if the message
was *Failed to load CAPTCHA. Please refresh the page.* For the consent panel, read it and tick the
box, or open [**my.lexpoint.io/auth/login**](https://my.lexpoint.io/auth/login) with no partner code
in the address to sign in without it.

## Lexpoint says my profile has been removed

**Cause.** The account's assessment data was deleted. The screen reads *Your profile has been
removed* — *Your assessment data in the app was erased and you were signed out* — and it appears
only after a deletion has actually run.

**Fix.** Your email address stays on file, and **Sign up again** on that screen starts a new account
on the same address. What was deleted does not come back. If you did not request the deletion,
contact [**Help & Support**](https://my.lexpoint.io/app/tickets) immediately with the date you last
signed in successfully. See [deleting your account](/individuals/account/delete-account/).

## I keep being asked to sign in again

**Cause.** Your session ended — it expired, or you signed out in another tab. Lexpoint does not
strand you on a dead page: it sends you to sign in and remembers the page you were trying to reach,
carrying that destination through the whole flow, including the six-digit challenge.

A session survives closing the tab and restarting the browser, so being asked repeatedly within a
single day is not normal. If it keeps happening, note whether you are switching between browsers,
profiles, or private windows — each is a separate session — before opening a ticket.

## What to bring to support

Open a ticket at [**my.lexpoint.io/app/tickets**](https://my.lexpoint.io/app/tickets) — from a
device where you can still sign in, or by replying to any Lexpoint email — with:

- The email address on the account.
- Which method you used: **Continue with Google** or **Send Magic Link**.
- The exact on-screen message, copied word for word.
- The full address bar contents when it failed, including anything after `?error=`.
- The date and time you tried, and your time zone.

## Related

- [Sign in and account recovery](/individuals/getting-started/sign-in/) — how signing in is meant to go
- [Sign-in methods](/individuals/account/sign-in-methods/) — which accounts are connected to your file
- [Two-step verification](/individuals/account/two-step-verification/) — setting it up, and losing the device
- [Contacting support](/individuals/troubleshooting/contact-support/) — what makes a ticket answerable fast

------------------------------------------------------------------------
# Contacting support
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/contact-support/
Summary: Where to open a Lexpoint support ticket, exactly what to put in it so it can be answered on the first reply, and what happens after you send it.
------------------------------------------------------------------------

Support lives inside the product. Open a ticket at
[**my.lexpoint.io/app/tickets**](https://my.lexpoint.io/app/tickets) — the page is titled **My
Tickets**, *Track your feedback and support requests*, and every ticket you have ever sent is listed
there with its replies.

Lexpoint support answers questions about the product. Questions about your immigration matter — what
a program requires, whether a plan is sound — belong in a consultation with a licensed
representative. See [getting help](/individuals/consultations/).

## Where the ticket form is

Four routes, one form:

| Where | What to select |
|---|---|
| The tickets page | **New**, top right of [**My Tickets**](https://my.lexpoint.io/app/tickets) |
| Settings | The **Help & Support** card — *View tickets, get assistance* |
| Your dashboard | The **Contact Us** chip in the quick actions strip under the widgets |
| Anywhere in the app | The floating feedback button, tooltip **Send Feedback** |

All four open the same **Send Feedback** window and produce a tracked ticket.

## Filling it in

1. Under **What would you like to share?**, pick the type. Four are available: **Report a Bug**
   (*Something not working as expected?*), **Suggestion** (*Ideas to improve*), **Question**
   (*Need help with something?*), and **Billing** (*Payment or subscription help*).
2. Write into **Your message**. This is the only required field — the **Send Feedback** button stays
   disabled until there is text in it. There is room for a long description; a character counter
   appears as you approach the limit.
3. Optionally use **Capture Screenshot** to attach a picture of the screen you are on. **Remove
   Screenshot** takes it back off.
4. Select **Send Feedback**.

Write in **English** using Latin characters. When a reply is typed in another script the app says so
directly — *Please write in English (Latin characters) so we can help faster* — because a message
support can read without translating is a message answered sooner.

## What Lexpoint already captures

The form notes it: *We automatically capture page info to help resolve your issue.* Attached to
every ticket, without you typing anything:

| Captured | Why it matters |
|---|---|
| The page address you were on | Locates the exact screen, including the case or application in the URL |
| The page title | Names the screen in human terms |
| Browser and operating system | Rules out browser-specific behaviour |
| Device type and window size | Separates a phone-layout problem from a desktop one |

So do not spend your message describing where you were. Spend it on what happened.

## What makes a ticket answerable on the first reply

Four things, in this order. A ticket with all four is usually answered without a follow-up question;
a ticket missing them costs a round trip before anyone can even start.

1. **The page URL** — if you are writing from a different screen than where the problem happened, or
   from the tickets page itself, paste the address of the screen that went wrong. The automatic
   capture records where you were when you *wrote*, not where the problem was.
2. **What you expected.** One sentence. *I expected the file to appear under the requirement.*
3. **What happened instead.** One sentence, with anything you can count. *The window closed and only
   two of the four files are listed.*
4. **The exact message shown.** Copied word for word, not paraphrased. On-screen messages are
   specific — *Not authenticated*, *exceeds 10MB limit*, *We couldn't combine these PDFs* — and each
   points at a different cause. A summary like "it gave an error" throws that away.

Then add, where it applies: the case number, the file name and size, the time you tried and your
time zone, and whether it happens every time or once.

:::tip[The screenshot is worth more than the description]
If the problem is on screen right now, use **Capture Screenshot** before you write. One picture of
the actual error settles questions that three paragraphs cannot.
:::

## What happens after you send it

The window confirms with **Thanks for your feedback!** and shows a ticket number in large type —
`#` followed by the number. Selecting it copies it to your clipboard, and the note underneath says
to save it if you need to reference it later.

From then on the ticket lives at [**My Tickets**](https://my.lexpoint.io/app/tickets), in a two-panel
view: the list of your tickets on the left, the conversation on the right.

### Ticket statuses

Each ticket carries a status badge at the top of its thread.

| Status | What it means |
|---|---|
| **New** | Received, not yet picked up |
| **Open** | Being worked on |
| **Pending** | Waiting — commonly on something from you |
| **In Progress** | Actively in hand |
| **Resolved** | Answered or fixed |
| **Closed** | Finished. The header notes whether it was closed by you or by the team |

### Replying

While a ticket is open, a reply box sits at the bottom of the thread: *Type your reply… (Shift+Enter
for new line)*. Enter sends; **Shift+Enter** starts a new line. Your replies stay in the same thread,
so the whole exchange reads in order.

Once a ticket is **Resolved** or **Closed**, the reply box is gone and the thread ends with a line
reading *This ticket is closed*, with the date. If the problem returns, open a new ticket and quote
the old number in your message.

```media
id: troubleshooting-ticket-thread
type: screenshot
caption: A ticket thread, with the status badge in the header and the reply box at the bottom.
shot: /app/tickets — demo account with at least two tickets, one selected so the thread panel shows a status badge, one team reply, and the reply input. Light mode, 1440×900. Redact the account name, the avatar, and any message content that names a person.
src: /media/individuals/troubleshooting-ticket-thread.webp
```

## Where support cannot help

- **Immigration advice.** Whether you qualify, which program to choose, how to answer a question on
  a form — book a consultation. For program research and education, see
  [immigratic.com](https://www.immigratic.com).
- **Anything on your case that your representative owns.** A question about a specific requirement,
  a document that came back as Needs Changes, or a deadline belongs on the case itself, where the
  people working on it will see it. See [messages on a case](/individuals/cases/messages/).
- **Changing a document's review status.** That is your representative's judgement to make, and an
  attempt from a client account is refused by design. See
  [review and verification](/individuals/documents/review/).

## Before you open a ticket

The four symptom pages in this section name the actual cause for most common problems, and each ends
with the detail to bring if the fix does not work.

- [I cannot sign in](/individuals/troubleshooting/cannot-sign-in/)
- [My upload failed](/individuals/troubleshooting/upload-problems/)
- [My ImmiReport looks wrong](/individuals/troubleshooting/immireport-looks-wrong/)
- [Something is missing from my dashboard](/individuals/troubleshooting/missing-from-dashboard/)

## Related

- [Getting help](/individuals/consultations/) — consultations, proposals, and retainers, for the questions support cannot answer
- [Messages on a case](/individuals/cases/messages/) — the right place for a question about your own file
- [Notification preferences](/individuals/account/notifications/) — how you are told when something on your file changes

------------------------------------------------------------------------
# My ImmiReport looks wrong
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/immireport-looks-wrong/
Summary: Why a score does not move after a profile edit, why a program is missing, why a number is not what you expected, and why a report might not exist yet.
------------------------------------------------------------------------

Most "wrong" reports are one of two things: a report that has not been recalculated yet, or a
profile that does not say what you think it says. Neither is a calculation error, and both are
things you can check in a minute.

What each number means and where it comes from is in
[scores and how they are calculated](/individuals/immireport/scores/). This page is for when the
number is not what you expected.

:::note[What this page will not tell you]
Whether you *should* score a particular number under a particular program is an immigration
question, not a product one. Lexpoint evaluates the facts in your profile against criteria published
by IRCC and the provinces. For the criteria themselves, see
[immigratic.com](https://www.immigratic.com), or book a consultation.
:::

## I changed my profile and the score did not move

**Cause.** Nothing recalculates when you save. Saving a profile field marks your report **stale**;
the recalculation is a separate background job. This is deliberate — one recalculation computes every
score, every eligibility flag, and every ranking in a single pass, so it runs once after your edits
rather than after each keystroke.

You can tell the report knows: a strip appears across the top of every ImmiReport page reading
*Immireport will refresh in a few minutes*, and hovering it says *Your profile changed, so this
report is queued for recalculation. Scores and eligibility refresh automatically.* While the strip
is showing, the **Up to date** freshness badge beside the score disappears, so two competing
freshness messages are never on screen at once.

**Fix.**

1. Confirm the strip is there. If it is, the edit registered and the recalculation is queued.
2. Wait, and reload the page. Automatic recalculation is included on every account, free ones
   included.
3. If you have **ImmiReport Pro**, select **Refresh now** on the strip, or **Refresh** beside the
   report title. It recalculates everything at once and reloads the page. On a free account the same
   controls carry a Pro badge and open the upgrade panel instead of recalculating — Pro buys the
   timing, not the calculation.

```media
id: troubleshooting-immireport-stale-strip
type: screenshot
caption: The strip that confirms a profile edit registered and a recalculation is queued.
shot: /app/immireport for a demo account whose profile was edited moments before, so the stale strip is visible at the top of the page. Light mode, 1440×900. Redact the account name in the header.
src: /media/individuals/troubleshooting-immireport-stale-strip.webp
```

## The strip is not showing, and neither is the change

**Cause.** Not every profile field feeds the report. A change is only treated as score-affecting when
it lands in one of the six areas the report is calculated from: **personal info**, **work history**,
**education history**, **language tests**, **job offers**, and **letters of acceptance**. Editing
something outside those — a contact detail, a notification preference — correctly changes nothing,
so no strip appears.

The second cause is an edit that was never saved. A form left open, or a modal closed before
saving, leaves the profile as it was.

**Fix.** Reopen the profile section and confirm the value is actually stored — go to
[**Profile**](https://my.lexpoint.io/app/profile) and read the field back rather than trusting what
you typed. If it is correct and no strip appeared, the field does not feed the score. Which fields
do is set out in
[how your profile is used](/individuals/profile/how-your-profile-is-used/).

## Refresh now did not work

**Cause.** The refresh runs against the database and can fail — a dropped connection, a session that
lapsed while the page was open. It says so rather than pretending: a **Refresh failed** message
appears and the button returns to its normal state.

**Fix.** Reload the page and try again. If it fails a second time, the automatic recalculation still
runs on its own, so your report is not stuck — it is only waiting. Report a repeated failure through
[**Help & Support**](https://my.lexpoint.io/app/tickets) with the time you tried.

## A program is missing from my report

**Cause.** Depending on which program, one of three things:

- **It is a program Lexpoint does not assess yet.** Those are labelled **Coming soon** and carry no
  eligibility answer. The work permit page is the clearest example — Lexpoint shows processing times
  and says plainly that stream matching is not built.
- **It is there, but not eligible, so it does not stand out.** A provincial row you cleared no
  streams on still appears with its count badge — eligible streams over streams evaluated. Zero
  eligible is a result, not an absence.
- **It is a stream inside a family you have not opened.** Provincial hubs group streams into
  sections, and some groups are collapsed. Open the province's hub and expand the sections.

The full coverage list, province by province, is in
[provincial programs](/individuals/immireport/provincial-programs/).

**Fix.** Open the [Permanent Residence hub](https://my.lexpoint.io/app/immireport/pr) and read the
count badge on the province you are looking for. If the family is listed and the badge reads zero
eligible, the program was evaluated. If it is not listed at all, it is not in Lexpoint's coverage
yet, and nothing you change to your profile will make it appear.

## A number is not what I expected

**Cause.** In order of how often it turns out to be the answer:

1. **The report is stale.** Check for the strip first — you may be reading yesterday's number.
2. **The profile does not say what you think.** Every number is derived from what is stored, not
   from what you meant. A test date, a start or end date on a job, a country field left at its
   default — each moves a score without looking like it should.
3. **You are comparing the wrong scores.** The number in a province's caption is that province's own
   ranking score, not your CRS score — an Arrima total for Québec, an expression-of-interest total
   for Ontario. Comparing a provincial number against a CRS number will always look wrong.
4. **A missing fact makes a question undecidable rather than negative.** A requirements verdict of
   **Maybe** means Lexpoint is missing a fact it needs to decide, not that you failed. **Not yet**
   is the negative one.

**Fix.**

1. Recalculate, or wait for the recalculation, so you are reading a current number.
2. Open the score breakdown and find the component that is not what you expected, then open the
   profile section that feeds it and check the stored value.
3. If the stored profile values are right and the number still does not make sense, that is a
   question for a person. Book a consultation — see
   [getting help](/individuals/consultations/).

## Numbers moved that I did not touch

**Cause.** Most factors are combinations rather than single fields, so one edit moves several
numbers. A recalculation also computes everything at once, which means a change you made days ago
and a change you made this morning can land together in the same refresh.

**Fix.** Nothing to fix. The ImmiReport hub shows a delta chip beside a number a recent
recalculation moved, labelled with the date, which is the fastest way to see what actually changed
and when. See [scores and how they are calculated](/individuals/immireport/scores/).

## My report was never generated

**Cause.** Scores unlock only once four profile sections hold data:

1. **Personal Info** — date of birth, citizenship country, **and** marital status. All three.
2. **Work History** — at least one entry.
3. **Education** — at least one entry.
4. **Language** — at least one test.

Marital status is the one people miss, because the section looks finished without it.

Once all four are present, Lexpoint creates and calculates the report the next time you open
`/app/immireport` — you do not have to ask for it.

If your account was migrated from Lexpoint's earlier system, there is a second gate: you are asked
to confirm those sections are still accurate, on a card reading *Confirm your migrated profile*,
before scores appear.

**Fix.** Open [**ImmiReport**](https://my.lexpoint.io/app/immireport) and read the card on the page.
It names the sections still missing and links to the first of them — Lexpoint never redirects you to
the profile without explanation. Fill those in, then return to the report page. See
[what ImmiReport is](/individuals/immireport/what-is-immireport/).

## What to bring to support

Open a ticket at [**my.lexpoint.io/app/tickets**](https://my.lexpoint.io/app/tickets) with:

- The exact ImmiReport page URL — the program page, not just `/app/immireport`.
- The number you are looking at, and the number you expected.
- Whether the stale strip was showing when you looked.
- What you changed in your profile, and roughly when.
- A note that you have already checked the stored profile value.

Support can tell you why the product produced a number. Whether that number is right for your
immigration plan is a consultation question, not a ticket.

## Related

- [What ImmiReport is](/individuals/immireport/what-is-immireport/) — unlocking, and when it recalculates
- [Scores and how they are calculated](/individuals/immireport/scores/) — which profile fields feed which number
- [Provincial programs](/individuals/immireport/provincial-programs/) — what is covered, province by province
- [How your profile is used](/individuals/profile/how-your-profile-is-used/) — which fields reach the report

------------------------------------------------------------------------
# Something is missing from my dashboard
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/missing-from-dashboard/
Summary: Why a dashboard widget is not showing — eligibility, the six-slot cap, a dismissal Lexpoint remembers, and two widgets that are switched off for everyone.
------------------------------------------------------------------------

A widget you cannot find is almost never a fault. The dashboard places widgets that have something
to say, and removes them when they stop having it. Four different rules produce a missing card, and
the fix is different for each.

Every widget, what it shows, and its exact eligibility condition is in the
[widget reference](/individuals/dashboard/widget-reference/). Start there if you want the specific
condition; start here if you want to know which rule is biting.

## Why widget eligibility is conditional at all

The main column holds **six widgets at most**, and the right sidebar **three**. Those are hard caps.
Within them, Lexpoint decides on two questions:

1. **Where you are.** The dashboard resolves one shape from your segment, what you have told it
   about your own journey, and any managed cases you hold. Reporting an invitation, retaining
   Lexpoint, or an application being submitted all change which widgets are in play.
2. **Whether the data exists.** A widget with nothing to draw is not placed at all. Some render a
   short setup card naming what is missing instead.

Neither is a statement about your immigration prospects. A widget appearing or not is a product rule
about available data. For what a program requires or what a score means, see
[immigratic.com](https://www.immigratic.com) or book a consultation.

## The widget is not in the Widgets menu either

**Cause.** The **Widgets** menu offers at most four: **ImmiReport**, **Latest draws**, **ITA
deadline**, and **Processing time** — and only the ones you currently qualify for. Everything else
is either permanent (**Profile**, and **Cases** once you have case access) or placed automatically
when it has something to show. Automatically placed widgets — Recommendations, Application timeline,
Smart Journey, Your reported progress — are deliberately not listed in the menu, because adding one
that has no data would put an empty card on your dashboard.

**Fix.** Open the menu and use **Auto**, at the top. It discards your arrangement and rebuilds the
dashboard for where you are now, in the intended order.

:::caution[Auto is a reset, not an add]
Auto replaces your whole layout, clears your hidden list, and clears the case you had pinned as the
focus for the timeline and processing widgets. It is the right tool when the dashboard has drifted
out of step with your situation — not when you only want one card back that the menu already offers.
:::

## I removed a widget and it never came back

**Cause.** Hiding is a decision Lexpoint remembers. A hidden widget is filtered out of every later
layout calculation, so it is **never placed again on its own** — not even when it becomes newly
relevant. That is intentional: a card you dismissed reappearing next week would read as a bug.

**Fix.**

- **If it is one of the four in the Widgets menu**, add it straight back.
- **If it is not**, **Auto** is the only route, because Auto is what clears the hidden list.
- **In the right sidebar**, the same rule applies with no Auto: a removed block leaves an empty slot
  that stays empty until you add something to it.

Full steps are in
[choosing and ordering widgets](/individuals/dashboard/choosing-widgets/).

## The widget names in the menu are greyed out

**Cause.** All six main-column slots are in use. The names stay visible but cannot be clicked. The
count beside the **Widgets** chip — for example *(6/6)* — is the number in use, and **Profile** and
**Cases** count toward it even though you cannot remove them.

The sidebar behaves differently: once three blocks are placed, the **Add widget** control is
replaced by *All available blocks are in your sidebar.*

**Fix.** Remove something first, then add. Decide what you want to see rather than what you want to
add — six is the cap, not a target.

## Compliance and Status in Canada are nowhere

**Cause.** Those two widgets exist in the product with finished cards, but they are switched off in
code for **every account**. The compliance product is not released, so the dashboard never places
them and they never appear in any menu.

**Fix.** None, and none needed. This is not something about your account and nothing you change will
surface them.

## A widget shows a short message instead of numbers

**Cause.** The widget is in your layout but has nothing to draw on yet. Rather than render an empty
card, Lexpoint renders a setup card naming what is missing and linking to the screen that supplies
it — for example *Timeline progress appears when you have an active managed case with Lexpoint*, or
*Finish your assessment and run ImmiReport to see score improvement tips.*

**Fix.** Follow the link on the card. The message is the instruction; there is nothing else to
configure.

## A widget disappeared on its own

**Cause.** The condition behind it stopped being true. Widgets are tied to facts about your account,
and those facts move: an invitation window closes, a case moves from preparing to submitted, a
managed case supersedes a self-reported one, a report finishes calculating. When the condition goes,
the widget goes.

**Profile** and the fixed regions — the welcome line, the attention banner, and the quick actions
strip — never disappear, so their absence would be a genuine fault.

**Fix.** Check the specific condition in the
[widget reference](/individuals/dashboard/widget-reference/) against what changed on your account
recently. If the condition still holds and the widget is gone, that is worth reporting.

## My layout is different on another device

**Cause.** It should not be. Your widget arrangement, your hidden list, and your Latest Draws picks
are saved to your **account**, not your browser, so they follow you. Only the sidebar's collapsed
state and your theme are per-browser.

**Fix.** Confirm you are signed into the same Lexpoint account on both devices — check the email in
[**Settings → Account**](https://my.lexpoint.io/app/settings/account) on each. A different layout is
usually a different account. If the account matches and the layouts differ, report it.

## The page reloads every time I change something

**Cause.** Widget contents are calculated on the server. Rather than half-fill a new card in the
browser, Lexpoint saves the change and rebuilds the dashboard, showing a short overlay while it
does. Sidebar changes save without a reload.

**Fix.** Nothing. This is the design.

## What to bring to support

Open a ticket at [**my.lexpoint.io/app/tickets**](https://my.lexpoint.io/app/tickets) with:

- The widget's name as it appears on the card, or in the **Widgets** menu — the two differ for a
  few widgets.
- The count shown beside the **Widgets** chip, for example *(5/6)*.
- Whether you have already tried **Auto**, and what happened.
- What changed on your account recently — a new case, a reported invitation, a completed report.
- Whether it is missing on every device or only one.

## Related

- [Widget reference](/individuals/dashboard/widget-reference/) — every widget and the exact condition it appears under
- [Choosing and ordering widgets](/individuals/dashboard/choosing-widgets/) — adding, hiding, reordering, and Auto
- [Dashboard tour](/individuals/dashboard/tour/) — where each region sits on screen
- [Contacting support](/individuals/troubleshooting/contact-support/) — what makes a ticket answerable fast

------------------------------------------------------------------------
# My upload failed
Canonical: https://docs.lexpoint.io/individuals/troubleshooting/upload-problems/
Summary: Why the Upload button stays disabled, why a file is refused, why the progress bar seems stuck, and why a file you uploaded is not showing where you expected.
------------------------------------------------------------------------

Uploads fail for a small number of concrete reasons: the file is too big, the format is not
accepted, the connection dropped part-way, or the file went somewhere other than where you are
looking for it. The limits themselves are in
[supported files and limits](/individuals/documents/supported-files/); this page is about what to do
when an upload does not work.

## The Upload button stays greyed out

**Cause.** A staged file is over **10MB**. The size check runs in your browser before anything is
sent, so nothing is uploaded and nothing is lost — the file is listed with its size and the note
*— exceeds 10MB limit*, and the button stays disabled while it is in the list.

**Fix.**

1. Remove the flagged file from the list with its remove control. The button comes back as soon as
   no oversized file remains.
2. Make a smaller version. A scan is usually large because it was captured at a higher resolution
   than anyone needs: rescan at 200–300 DPI, or use your scanner or PDF tool's *reduce file size*
   export.
3. If the document genuinely runs long, split it into parts under 10MB and upload each. Files on the
   same requirement can be reordered and combined afterwards — see
   [uploading documents](/individuals/cases/uploading-documents/).

## My file is not in the file picker, or is refused

**Cause.** The picker is filtered to the accepted extensions: `.pdf`, `.jpg`, `.jpeg`, `.png`,
`.doc`, `.docx`. Anything else is greyed out or hidden by your operating system's file dialog, which
is why the file appears to be missing rather than rejected.

The most common case is an iPhone photo saved as **HEIC**, which is not on the list.

Dragging a file onto the drop zone **bypasses that filter**. The file stages, the upload runs, and
the rejection comes back from the server instead — so check the extension yourself when you drag
rather than browse.

**Fix.** Convert first, then upload:

- **iPhone photos** — set **Settings → Camera → Formats** to *Most Compatible* so new photos save as
  JPG. For a photo you already have, use the share sheet to export it as a PDF, or email it to
  yourself, which converts it.
- **Anything else** — print or export to PDF. PDF is the safest format: it survives being combined
  with other files and it keeps page order.

## Only one of the files I dropped was picked up

**Cause.** Not every drop zone takes more than one file. Where the screen is set up for a single
document, dropping a handful hands over only the first file in the batch and quietly ignores the
rest — the list then shows one file where you expected several.

**Fix.** Add the files one at a time, or use the multi-file upload area on a case requirement, which
stages every file you drop and lists them all with their sizes before you select **Upload**.

## The same file will not add twice

**Cause.** The staging list de-duplicates on file name and size. Picking the same file again — or
picking it once by browsing and once by dragging — adds nothing, because it is already staged.

**Fix.** This is working as intended. If you genuinely need two different documents that happen to
share a name, rename one before uploading. Naming files for the person who will read them
(`passport-bio-page.pdf` rather than `IMG_4471.jpg`) avoids the collision entirely.

## The progress bar sits still

**Cause.** Files upload **one at a time**, not in parallel, and the counter reads *Uploading X of
Y…*. A large file early in the list holds the counter at the same number for as long as it takes to
send, which on a slow connection looks identical to being stuck.

The second cause is a session that lapsed while the window sat open. When that happens the upload
stops and the window shows **Not authenticated** rather than continuing.

**Fix.**

1. Give it time proportional to the file. Watch the counter rather than the bar — if *X of Y*
   advances at all, the upload is running.
2. If the window shows **Not authenticated**, close it, refresh the page, sign in again if you are
   asked to, and re-upload. Nothing was stored from that attempt.
3. On a phone, stay on the tab. Switching apps mid-upload can suspend the transfer.
4. If a file fails with a network error, only that file fails — the ones before it are already
   stored, and the ones after it still run.

## The window closed but not every file is there

**Cause.** The upload window closes as soon as **at least one** file has been stored. If some files
in the batch failed — one was too large, one hit a network error — the successful ones are saved,
the window closes, and the failures are not restated afterwards.

**Fix.** Compare the file list on the requirement against what you meant to upload, and re-upload
anything missing. Uploading the same file a second time is safe: it becomes another file on the same
requirement, which you can remove from the document viewer if it turns out to be a duplicate.

:::caution[Check the list before you leave the screen]
The moment to notice a missing file is right after the window closes, while you still remember what
was in the batch. The requirement's file list is the record — not the upload window.
:::

## The file uploaded, but it is not on my Documents page

**Cause.** Three different things produce this, in order of how often:

- **The folders are collapsed.** The Documents page opens with everything closed. Expand the case,
  then the applicant, to reach the file rows.
- **The file was never attached to a requirement.** Documents lists files attached to a document
  requirement on an application, plus the forms Lexpoint generated. A file that is not on a
  requirement has nothing to be listed under.
- **The case is archived.** Archived cases are left out of the page entirely.

The Documents page is also **read-only** — there is no upload control on it, by design. Files enter
the vault by being attached to a requirement on the case they belong to.

**Fix.** Open the case, go to the application's **Documents** tab, and check the requirement you
uploaded against. If the file is there, the vault will list it under that case and applicant. If it
is not, upload it again from the requirement. See
[your document vault](/individuals/documents/vault/).

## The file is on the requirement but shows an unfamiliar status

**Cause.** A stored file is not a finished file. It shows **Reading file** while it is analyzed,
then settles on a review status while it waits for a person to look at it. That is the normal path,
not a failure.

**Fix.** Nothing, unless the status is **Needs Changes** — that one is asking you to act, and the
reason is recorded with the file. The vocabulary is in
[document review statuses](/individuals/cases/review-statuses/) and
[review and verification](/individuals/documents/review/).

## Combining files was refused

**Cause.** The most common one is a **password-protected or secured PDF**, which cannot be merged
with anything. The error names it: *We couldn't combine these PDFs. One or more may be
password-protected or secured. Try exporting an unlocked PDF.* Banks and government portals often
issue statements this way.

**Fix.** Open the file, enter the password yourself, and re-export or print it to a new unprotected
PDF, then replace the locked file with that. The other reasons combine is refused — too few files,
an unsupported type, a read-only application — are listed in
[uploading documents](/individuals/cases/uploading-documents/).

## What to bring to support

Open a ticket at [**my.lexpoint.io/app/tickets**](https://my.lexpoint.io/app/tickets) with:

- The case number and the name of the requirement you were uploading against.
- The file name, its format, and its size in MB.
- The exact error text. Upload errors are reported per file, in the form
  `filename: reason` — copy the whole line.
- Whether the file was dragged in or chosen through the browse dialog.
- Whether other files in the same batch succeeded.

## Related

- [Supported files and limits](/individuals/documents/supported-files/) — the formats, the size cap, and what makes a scan usable
- [Uploading documents](/individuals/cases/uploading-documents/) — the full upload, replace, and combine workflow
- [Your document vault](/individuals/documents/vault/) — where stored files are listed and why
- [Contacting support](/individuals/troubleshooting/contact-support/) — what makes a ticket answerable fast

========================================================================
PRODUCT: Lexpoint — Workforce
AUDIENCE: Employers managing foreign and domestic workers
========================================================================


------------------------------------------------------------------------
# Lexpoint for Workforce
Canonical: https://docs.lexpoint.io/workforce/
Summary: Documentation for employers using Lexpoint to manage their workforce, employment records, and the immigration letters their workers need.
------------------------------------------------------------------------

**Lexpoint — Workforce** is the employer workspace at
[`my.lexpoint.io/employer`](https://my.lexpoint.io/employer). It holds your organization's details,
your workforce, your employment records, and the immigration letters your workers request.

## The one distinction that matters

Workforce draws a hard line between two groups of people, and the line is not cosmetic.

| | Who they are | Where they work | How they are added |
|---|---|---|---|
| **Organization members** | The small set of people who **run** the Lexpoint account — an owner, and the HR or support colleagues they add | `my.lexpoint.io/employer` | A team invitation from Settings |
| **Workforce links** | The people **employed** by the business — temporary foreign workers, citizens, permanent residents, former staff, and people holding an offer | Their own account at `my.lexpoint.io/app` | A workforce invitation they accept in their own account |

Organization members are **not** a company directory. An employee is never added as a member so they
can "see the company workspace" — everything an employee does happens in their own account, under
a consent they granted and can withdraw.

:::note[Why the split exists]
An employment relationship gives an employer a narrow, time-bounded view of employment facts. It
does not give access to a person's immigration profile, their ImmiReport, their documents, or any
case they have. Collapsing the two would put an employer inside a worker's private immigration file.
:::

## Documentation status

Workforce documentation is being written now. The Individuals side of the relationship — what an
employee sees, consents to, and does — is documented at
[**If you work for an employer on Lexpoint**](/individuals/employment/).

If you run an employer account and need something before these pages land, use **Help & Support**
inside the app.

========================================================================
PRODUCT: Lexpoint — Professional
AUDIENCE: RCICs, lawyers, and partner firms
========================================================================


------------------------------------------------------------------------
# Lexpoint for Professional
Canonical: https://docs.lexpoint.io/professional/
Summary: Documentation for RCICs, immigration lawyers, and partner firms running client work on Lexpoint.
------------------------------------------------------------------------

**Lexpoint — Professional** is the practice workspace at
[`my.lexpoint.io/partner`](https://my.lexpoint.io/partner), for Regulated Canadian Immigration
Consultants, immigration lawyers, and partner firms serving clients on Lexpoint.

It covers the full arc of client work: leads and referrals, service agreements and retainers,
proposals and pricing, case management and applications, document review, billing and revenue, and
team management for a practice.

## Documentation status

Professional documentation is being written now. Client-facing behaviour that your clients will ask
you about — what they see on a proposal, how they upload a document, what a review status means — is
already documented on the [Individuals](/individuals/) side, and those pages are written to be safe
to send to a client directly.

If you need something before these pages land, use **Help & Support** inside the app.