Client Communication

Email clients from your cases.
Under your firm's name.

Send retainers for signing, invoice PDFs as attachments, and ad-hoc messages — all from within a case, all logged to the timeline, all sent under your firm's name. No separate email tool needed.

Three ways to email clients — all from within a case

Retainers

Email Retainer for Signing

Send the retainer agreement directly to your client with a portal sign link. Client opens the email, clicks the link, reviews and signs in the portal. Resend anytime if they missed it.

Invoices

Email Invoice as PDF

Send invoices as real PDF attachments — not HTML previews. Generated with pdf-lib, the invoice PDF is a professional document your client can save, print, or forward to their accountant.

Ad-hoc

Compose Any Message

Open the email composer on any case and write a message to your client. No AI required — just a straightforward email tool connected to your case. The email is logged to the case timeline automatically.

Sent from your firm. Replies go to you.

Every email Immicase sends on your behalf uses your firm's name as the sender. Your client sees “Vancouver Immigration Services” in their inbox, not “noreply@immicase.ca.” When they reply, the email goes to your firm's email address — not ours.

From:Vancouver Immigration Services <info@immicase.ca>
Reply-to:contact@yourifirm.ca
To:client@example.com

Every email logged to the case timeline

When you send an email from a case, it is automatically recorded in the case timeline with the full content, recipient, and timestamp. This means your CICC audit trail includes client communications without any extra work — no copy-pasting emails into notes, no manual logging.

Retainer emails

Logged when sent, logged again when resent. Tracks the signing lifecycle.

Invoice emails

Logged with the invoice number and amount. PDF attachment referenced.

Ad-hoc emails

Full message content preserved in the timeline for CICC compliance.

No AI required

The email composer is a core feature, not part of the AI add-on.

Every client email. Logged. Branded. Compliant.

Send retainers, invoices, and messages from within your cases. Firm-branded, timeline-logged, and CICC audit-ready.

No credit card required · Full access for 14 days · Cancel anytime