CodioCMS vs Immicase

CodioCMS is web-based immigration case-management software covering work from intake through filing and closure. GlobalCodio provides 10 specialized AI agents operating natively in the platform and five portals for attorneys and case managers, applicants, HR and employers, service providers, and administrators. CodioForms supplies authority-synced forms for the United States, Canada, Netherlands, and India, with additional countries available on demand. Access controls include 27 permission modules, seven action types, and full data-scope isolation. Native integrations cover email, calendars, e-signature, and accounting; managed operations connect with Workday, SAP SuccessFactors, BambooHR, ADP, Rippling, and other HR systems. AI agents follow human role-based permissions and their actions enter an immutable audit log. Security measures include AES-256 encryption at rest, TLS 1.3 in transit, and end-to-end encryption for sensitive document workflows. GlobalCodio has completed a SOC 2 Type II examination; ISO 27001 belongs to Medicodio Inc., while GDPR and CCPA/CPRA readiness programs are in progress. Pricing is by request, with engagement billed as retainer plus performance share.

Immicase is a web-based case-management platform for Canadian immigration professionals, including RCICs and immigration law firms. It organizes cases with 15 configurable milestones across 11 Canadian immigration streams and fills 10 official IRCC forms from one canonical client profile without AI in that process. Clients can use a branded portal in English, French, or Spanish to follow progress, consultations, and questionnaires, and upload documents securely. Built-in video consultations support scheduling availability, client self-booking, and screen sharing. Integrations include OneDrive, Google Drive, Dropbox, Stripe Connect, and Outlook; Gmail, Google Calendar, and QuickBooks are marked coming soon. Five roles, 18 granular permissions, case-level isolation, and an immutable audit trail support access and recordkeeping. Passport numbers, UCIs, and national IDs are encrypted in the browser before transmission. Normal operations keep customer data in Canada. The default deployment is managed Canadian cloud hosting, with white-label and dedicated-container options available on request. A 14-day trial is available, with no free plan. Solo costs C$49 a month and Team costs C$99 a month.