My Briefcase by CRMHUB.CA is a bilingual English and French customer relationship management platform and secure client portal designed for Canadian immigration consultants and lawyers. It brings client records, cases, documents, deadlines, billing and communications together in one workspace, with workflows covering Express Entry, provincial nominee programs, study and work permits, family sponsorship, refugee matters, citizenship and other Canadian immigration pathways.

Practitioners can manage cases through visual pipelines, use stream-specific checklists, review documents in a secure vault, and receive alerts for expiring documents and overdue tasks. The platform also supports retainer drafts, invoices, client assessments, e-signatures, consultation booking through Calendly and calendar syncing with Google Calendar or Outlook. Clients can access their portal to submit documents and sign agreements. My Briefcase includes a dashboard for regulatory updates from IRCC, CICC, CBSA, IRB and ESDC, as well as Canadian job boards for selected immigration pathways. Plans are offered for solo practitioners, small firms and larger teams.