Ankit M. · Head of Ops (demo)
Last synced 2 min ago · Clio · Gmail · Client portal (simulated; no live connections)
Prototype by Ankit Mishra · synthetic data · not affiliated with CanadaVisa. Prototype prepared by Ankit Mishra for the Head of Operations & Customer Success application. Synthetic data. Not affiliated with or endorsed by CanadaVisa or Cohen Immigration Law. Methodology and limits

CSAT, reviews and escalations

Twenty-six weeks of synthetic history: inbound volume up about five times, CSAT and the Google rating drifting down, escalations per 100 files roughly tripling and more paid files going silent. The answer is a set of system fixes, ranked by how much volume each removes.

Weekly data from 20 April to 12 October 2026 for the five practice areas. Every figure is generated to show the shape of the dashboard, not the state of any real firm. Pick a practice area to filter every chart and table.

1.77
Headline: escalations per 100 open files, per 4 weeks
+1.21 vs first 4 weeks in range
82.2%
CSAT, share scoring 4 or 5 of 5
−8.6 pts vs first 4 weeks in range
4.44
Google rating, new reviews (33 a week)
−0.35 vs first 4 weeks in range
1,617 (29%)
Silent files: paid, no client update in 14+ days
+20.7 pts vs first 4 weeks in range
13.9 h
Speed to first contact, new leads (median)
+11.3 h vs first 4 weeks in range
9.1%
Consultations the firm missed
+7.5 pts vs first 4 weeks in range

Also: 1,076 inbound messages a week (from 261), 5,646 open files, complaint rate 5.2% per message, median first response to existing clients 26.4 h. Deltas compare the last 4 weeks with the first 4 weeks of the selected range.

Volume grew about five times; satisfaction slipped as it did

Inbound messages per week, by practice area

0107215322430Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Express EntryWork permitsFamilyCitizenshipInadmissibility

CSAT by week

Share of survey responses scoring 4 or 5 out of 5

60%70%80%90%100%Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Express EntryWork permitsFamilyCitizenshipInadmissibility

Escalations per 100 open files

The headline KPI, per 4 weeks, all areas. Normalised by open files so growth alone does not move it.

0.000.501.001.502.01Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Escalations per 100 files

Silent files and speed to first contact

Share of paid open files with no client update in 14+ days, and the median hours before a new lead hears from a person

0%8%16%24%33%Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Silent files
0 h4 h8 h13 h17 hApr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Speed to first contact (h)

Google reviews

Average star rating of new reviews each week, and reviews per week

3.84.14.44.75.0Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Average rating
011223243Apr 20May 18Jun 15Jul 13Aug 10Sep 7Oct 5
Reviews per week

Root causes, and the system fix for each

Taken together, the 8 fixes would remove an estimated 43% of all inbound messages; proactive status updates alone would remove 17%.

Share of messages by root cause over the last 8 weeks. "Removable" = share × the assumed avoidable rate for that fix (an assumption to test in the pilot, shown in brackets). The business case on the 90-day page uses the same numbers.

Silence after payment
29%
Document request confusion
13%
Government processing delay
11%
Unreturned call or missed consult
9%
Details lost in a handoff
7%
Client portal access
6%
Fee and billing clarity
6%
File closed without explanation
2%
Share of all messagesRemovable by the system fix
Root causePer weekShareSystem fixRemovable share of all messages
Silence after payment27629.0%
Proactive status updates (assumes 60% avoidable)
Flag every paid file with no client update in 14 days (a silent file). Send a plain-language update at every file milestone, and a 'nothing has changed, here is what to expect' note after 14 quiet days. Triggered from the case management system, sent by email and posted in the portal.
17.4%
No root cause (enquiry or praise)15716.5%
Not a service failure: new enquiries and thanks. Keep, and route well.n/a
Document request confusion12413.0%
One checklist per matter (assumes 45% avoidable)
Replace free-text document requests with a single checklist per matter: examples of an acceptable document, translation rules, and upload checks that reject the wrong file before a person has to.
5.9%
Government processing delay10711.3%
Expectation setting at milestones (assumes 30% avoidable)
The firm cannot speed up government processing, but it can remove the surprise: published processing times at each milestone, and a refresh when they change.
3.4%
Unreturned call or missed consult869.0%
Booking links and callback tracking (assumes 50% avoidable)
Booking links instead of 'we will call you', automatic confirmations and reminders, a no-show alert to the consultant's lead within 15 minutes, and a callback queue with its own response-time target.
4.5%
Details lost in a handoff656.9%
Handoff note and intro email (assumes 55% avoidable)
When a file changes hands (intake to case team, consultant to lawyer), the new owner gets a structured handoff note and the client gets an introduction with one named contact.
3.8%
Client portal access606.3%
Self-serve portal help (assumes 65% avoidable)
Self-serve password reset, file size and format limits shown before upload, and a status page for known portal issues.
4.1%
Fee and billing clarity545.6%
Fee explainer at retainer (assumes 50% avoidable)
Separate professional fees from government fees on every invoice, show what is paid and what is next, and send the schedule with the retainer instead of after the first question.
2.8%
File closed without explanation222.3%
Closure checklist and notice (assumes 70% avoidable)
No matter is closed or withdrawn without a lawyer-approved closure notice that says why, what the client can do next and an offer of a call; the closure step in the case management system will not complete without it.
1.6%

By practice area, last 8 weeks

Practice areaOpen filesEscalations / 100 filesCSATGoogle ratingSilent filesFirst contactMissed consultsTop root cause
Express Entry1,7611.5983.2%4.4825%11.9 h8.3%Silence after payment
Work permits1,4521.5183.4%4.5126%12.3 h8.6%Silence after payment
Family sponsorship1,0421.8780.6%4.3929%12.2 h8.7%Silence after payment
Citizenship5131.4685.4%4.6129%12.2 h8.7%Silence after payment
Criminal inadmissibility4121.8278.5%4.3825%12.1 h9.1%Silence after payment

Google review feed

84 synthetic reviews over 26 weeks, average 3.77. Themes are tagged automatically by the same root-cause rules as the inbox. 21 reviews of 3 stars or fewer have no reply yet.

  1. ★★★★★ Priya Y. Oct 15 · Express EntryNeeds reply

    After payment, silence. Three emails, no reply, no status update.

    Fee and billing claritySilence after payment
  2. ★★★★★ Thanh P. Oct 15 · Express EntryNeeds reply

    After payment, silence. Three emails, no reply, no status update.

    Fee and billing claritySilence after payment
  3. ★★★★★ Amara W. Oct 14 · FamilyReplied

    Professional and quick. The consultation was clear about costs and timelines.

    ResponsiveClear guidance
  4. ★★★★★ Ravi D. Oct 14 · Express EntryNeeds reply

    Missed my consultation and the call back came two days later.

    Unreturned call or missed consult
  5. ★★★★★ Oluwaseun Q. Oct 12 · FamilyNeeds reply

    My file was closed without any explanation and nobody will call me back.

    File closed without explanation
  6. ★★★★★ Hiroshi D. Oct 9 · Express EntryReplied

    Knowledgeable lawyers. The portal was confusing at first but support helped.

    Client portal access
  7. ★★★★★ Thanh L. Oct 5 · Work permitsNeeds reply

    Competent work, slow communication. Weeks with no update after payment.

    Fee and billing claritySilence after payment
  8. ★★★★★ Sana M. Oct 2 · Express Entry

    Our case manager explained every step of the PNP nomination application and we always knew what came next. Approved in 8 months.

    ResponsiveClear guidanceGood outcome
  9. ★★★★★ Mohammed B. Oct 1 · Express EntryReplied

    After payment, silence. Three emails, no reply, no status update.

    Fee and billing claritySilence after payment
  10. ★★★★★ Hana S. Oct 1 · InadmissibilityNeeds reply

    Nobody answered for my scheduled consultation and no one called back.

    Unreturned call or missed consult
  11. ★★★★★ Zainab M. Sep 29 · Family

    Excellent guidance from start to finish on my common-law partner sponsorship. Thank you!

    Clear guidance
  12. ★★★★★ Tariq C. Sep 29 · CitizenshipReplied

    Competent work, slow communication. Weeks with no update after payment.

    Fee and billing claritySilence after payment
  13. ★★★★★ Chiamaka U. Sep 28 · Express Entry

    Helpful and thorough. I wish the document checklist had been clearer up front.

    Document request confusionClear guidance
  14. ★★★★★ Lucas T. Sep 27 · Work permitsReplied

    Very responsive team. They caught a mistake in our employer offer letter before submission.

    ResponsiveCaught errors
  15. ★★★★★ Rahul Q. Sep 26 · Express Entry

    Professional and quick. The consultation was clear about costs and timelines.

    ResponsiveClear guidance
  16. ★★★★★ Chiamaka N. Sep 24 · Express Entry

    Very responsive team. They caught a mistake in our police certificate before submission.

    ResponsiveCaught errors
  17. ★★★★★ Sana B. Sep 22 · Work permits

    Excellent guidance from start to finish on my open work permit application. Thank you!

    Clear guidance
  18. ★★★★★ Mateo P. Sep 20 · Express EntryReplied

    Excellent guidance from start to finish on my Express Entry PR application. Thank you!

    Clear guidance
  19. ★★★★★ Ingrid I. Sep 18 · Work permitsReplied

    Excellent guidance from start to finish on my open work permit application. Thank you!

    Clear guidance
  20. ★★★★★ Hana I. Sep 17 · Work permitsReplied

    Knowledgeable lawyers. The portal was confusing at first but support helped.

    Client portal access
  21. ★★★★★ Arjun J. Sep 16 · Express Entry

    Our case manager explained every step of the Express Entry profile and we always knew what came next. Approved in 13 months.

    ResponsiveClear guidanceGood outcome
  22. ★★★★★ Arjun Z. Sep 15 · Express EntryReplied

    Good result on our Express Entry PR application, though updates were sometimes slow.

    Good outcome
  23. ★★★★★ Chiamaka Z. Sep 14 · Work permits

    Professional and quick. The consultation was clear about costs and timelines.

    ResponsiveClear guidance
  24. ★★★★★ Rahul U. Sep 11 · Express Entry

    Our case manager explained every step of the Express Entry profile and we always knew what came next. Approved in 9 months.

    ResponsiveClear guidanceGood outcome
  25. ★★★★★ Ingrid I. Sep 9 · Work permitsNeeds reply

    Missed my consultation and the call back came two days later.

    Unreturned call or missed consult
  26. ★★★★★ Fatima Q. Sep 9 · Express EntryReplied

    Our case manager explained every step of the PNP nomination application and we always knew what came next. Approved in 13 months.

    ResponsiveClear guidanceGood outcome
  27. ★★★★★ Camila I. Sep 8 · Citizenship

    Knowledgeable lawyers. The portal was confusing at first but support helped.

    Client portal access
  28. ★★★★★ Yara A. Sep 4 · Express EntryReplied

    Paid quickly, then waited weeks for any news on my Express Entry PR application.

    Silence after paymentResponsive
  29. ★★★★★ Diego T. Sep 1 · Express Entry

    Good result on our Canadian Experience Class application, though updates were sometimes slow.

    Good outcome
  30. ★★★★★ Mateo G. Sep 1 · Express EntryReplied

    Excellent guidance from start to finish on my Express Entry PR application. Thank you!

    Clear guidance
  31. ★★★★★ Camila A. Aug 30 · Work permits

    Professional and quick. The consultation was clear about costs and timelines.

    ResponsiveClear guidance
  32. ★★★★★ Aarav T. Aug 26 · Work permits

    Good result on our open work permit application, though updates were sometimes slow.

    Good outcome
  33. ★★★★★ Emeka C. Aug 22 · Express Entry

    Excellent guidance from start to finish on my Express Entry profile. Thank you!

    Clear guidance
  34. ★★★★★ Oluwaseun H. Aug 21 · Express EntryReplied

    Our case manager explained every step of the Canadian Experience Class application and we always knew what came next. Approved in 10 months.

    ResponsiveClear guidanceGood outcome
  35. ★★★★★ Marta R. Aug 21 · CitizenshipReplied

    Helpful and thorough. I wish the document checklist had been clearer up front.

    Document request confusionClear guidance
  36. ★★★★★ Elena G. Aug 21 · Work permitsNeeds reply

    Competent work, slow communication. Weeks with no update after payment.

    Fee and billing claritySilence after payment
  37. ★★★★★ Mei L. Aug 21 · Family

    Knowledgeable lawyers. The portal was confusing at first but support helped.

    Client portal access
  38. ★★★★★ Samir Y. Aug 20 · FamilyReplied

    Missed my consultation and the call back came two days later.

    Unreturned call or missed consult
  39. ★★★★★ Hana D. Aug 19 · Work permitsNeeds reply

    Missed my consultation and the call back came two days later.

    Unreturned call or missed consult
  40. ★★★★★ Beatriz V. Aug 17 · Express EntryReplied

    Excellent guidance from start to finish on my Express Entry profile. Thank you!

    Clear guidance

Showing the 40 most recent of 84.

Silent files: paid, no update in more than 10 days

52 files on today's alert list, oldest silence first. Each one gets a plain-language update from its case manager within one business day. Most on one list: Sofia Marchetti (9), Nate Okafor (6), Omar Haddad (6).

FileClientCase managerStageDays silentNext milestone
CV-2026-02146
Citizenship
Simran Szabo
paid 2026-08-06
Tomás GarcíaTravel history in review48Submit application
CV-2026-06538
Work permits
Diego Szabo
paid 2026-08-24
Nate OkaforEmployer documents pending46LMIA approval
CV-2026-09601
Work permits
Aarav Zaragoza
paid 2026-08-07
Sofia MarchettiEmployer documents pending45LMIA approval
CV-2026-07665
Express Entry
Hiroshi Kapoor
paid 2026-07-20
Jess TremblayAwaiting ITA43Profile refresh
CV-2026-08878
Family
Rahul Petrescu
paid 2026-08-19
Priya RamanRelationship evidence in review40Submit sponsorship
CV-2026-08169
Work permits
Aarav Eskandari
paid 2026-07-29
Sofia MarchettiSubmitted to IRCC39Biometrics
CV-2026-07949
Citizenship
Tariq Wojcik
paid 2026-07-31
Hannah WeissTravel history in review39Submit application
CV-2026-01385
Express Entry
Ifeoma Cordeiro
paid 2026-08-20
Jess TremblayDocuments in review37Submit eAPR
CV-2026-09382
Express Entry
Chiamaka Gunawardena
paid 2026-08-19
Maya LindqvistAwaiting ITA36Profile refresh
CV-2026-02034
Work permits
Sofia Achterberg
paid 2026-07-31
Leila KarimiSubmitted to IRCC35Biometrics
CV-2026-05342
Work permits
Marta Iwu
paid 2026-08-29
Sofia MarchettiEmployer documents pending35LMIA approval
CV-2026-01916
Express Entry
Marta Quintero
paid 2026-08-27
Omar HaddadSubmitted to IRCC35Medical exam request
CV-2026-03014
Express Entry
Anya Kapoor
paid 2026-08-16
Jess TremblaySubmitted to IRCC34Medical exam request
CV-2026-02254
Family
Andrei Cordeiro
paid 2026-08-06
Daniel OseiRelationship evidence in review33Submit sponsorship
CV-2026-02431
Inadmissibility
Priya Iwu
paid 2026-08-21
Ruth AbebeSubmitted to visa office32Officer decision
CV-2026-07166
Express Entry
Andrei Wojcik
paid 2026-09-14
Maya LindqvistAwaiting ITA32Profile refresh
CV-2026-03857
Citizenship
Javier Juarez-Lin
paid 2026-08-06
Tomás GarcíaTravel history in review31Submit application
CV-2026-09212
Express Entry
Rahul Dimitrova
paid 2026-08-10
Omar HaddadSubmitted to IRCC31Medical exam request
CV-2026-07835
Express Entry
Arjun Xu
paid 2026-08-25
Omar HaddadAwaiting ITA29Profile refresh
CV-2026-07269
Work permits
Wei Thorvaldsen
paid 2026-09-07
Sofia MarchettiDocuments in review26Submit extension
CV-2026-05573
Work permits
Kwame Nakashima
paid 2026-09-15
Sofia MarchettiDocuments in review26Submit extension
CV-2026-06861
Express Entry
Priya Balogun
paid 2026-08-04
Omar HaddadDocuments in review26Submit eAPR
CV-2026-07083
Family
Emeka Moreau
paid 2026-07-27
Priya RamanSubmitted to IRCC24Acknowledgement of receipt
CV-2026-09749
Work permits
Simran Szabo
paid 2026-08-11
Nate OkaforEmployer documents pending24LMIA approval
CV-2026-03324
Family
Oluwaseun Brightwater
paid 2026-09-25
Daniel OseiSubmitted to IRCC24Acknowledgement of receipt
CV-2026-01839
Express Entry
Priya Lindgren
paid 2026-08-18
Omar HaddadAwaiting ITA23Profile refresh
CV-2026-01382
Work permits
Hiroshi Xu
paid 2026-08-30
Nate OkaforSubmitted to IRCC21Biometrics
CV-2026-07616
Family
Valeria Esfahani
paid 2026-09-20
Claire DuboisSubmitted to IRCC21Acknowledgement of receipt
CV-2026-01280
Express Entry
Noor Balogun
paid 2026-09-26
Jess TremblaySubmitted to IRCC21Medical exam request
CV-2026-04051
Family
Samir Delacroix
paid 2026-08-21
Claire DuboisAwaiting biometrics21Biometrics appointment
CV-2026-06600
Citizenship
Lucas Moreau
paid 2026-08-13
Hannah WeissTravel history in review19Submit application
CV-2026-03011
Family
Mei Oyelaran
paid 2026-08-29
Claire DuboisRelationship evidence in review19Submit sponsorship
CV-2026-01838
Work permits
Valeria Juarez-Lin
paid 2026-09-01
Nate OkaforDocuments in review19Submit extension
CV-2026-07197
Family
Beatriz Ghosal
paid 2026-08-16
Daniel OseiSubmitted to IRCC18Acknowledgement of receipt
CV-2026-06176
Work permits
Noor Jankowski
paid 2026-08-18
Leila KarimiSubmitted to IRCC17Biometrics
CV-2026-01430
Family
Amara Castellanos
paid 2026-09-03
Claire DuboisSubmitted to IRCC16Acknowledgement of receipt
CV-2026-06914
Citizenship
Zainab Fonseca
paid 2026-08-13
Tomás GarcíaSubmitted to IRCC15Test invitation
CV-2026-06899
Citizenship
Noor Mbeki-Rowe
paid 2026-09-19
Tomás GarcíaSubmitted to IRCC15Test invitation
CV-2026-08822
Work permits
Lina Ghosal
paid 2026-09-19
Leila KarimiEmployer documents pending15LMIA approval
CV-2026-07779
Inadmissibility
Beatriz Oyelaran
paid 2026-09-13
Marcus LeeCourt records requested14Draft rehabilitation submission
CV-2026-06147
Express Entry
Hana Yildirim
paid 2026-08-18
Omar HaddadDocuments in review14Submit eAPR
CV-2026-02139
Family
Rahul Jankowski
paid 2026-09-02
Claire DuboisSubmitted to IRCC13Acknowledgement of receipt
CV-2026-01659
Express Entry
Kwame Fairweather
paid 2026-09-27
Jess TremblaySubmitted to IRCC13Medical exam request
CV-2026-08563
Work permits
Chiamaka Ghosal
paid 2026-09-22
Sofia MarchettiSubmitted to IRCC13Biometrics
CV-2026-08821
Work permits
Elena Juarez-Lin
paid 2026-08-22
Nate OkaforEmployer documents pending13LMIA approval
CV-2026-05082
Family
Simran Cordeiro
paid 2026-09-10
Daniel OseiSubmitted to IRCC12Acknowledgement of receipt
CV-2026-05619
Work permits
Lucas Zaragoza
paid 2026-10-06
Sofia MarchettiSubmitted to IRCC12Biometrics
CV-2026-08010
Family
Tomasz Nakashima
paid 2026-09-24
Claire DuboisAwaiting biometrics11Biometrics appointment
CV-2026-01917
Work permits
Lina Balogun
paid 2026-08-27
Sofia MarchettiDocuments in review11Submit extension
CV-2026-07905
Work permits
Camila Thorvaldsen
paid 2026-09-21
Leila KarimiDocuments in review11Submit extension
CV-2026-08248
Work permits
Kofi Petrescu
paid 2026-08-13
Nate OkaforDocuments in review11Submit extension
CV-2026-04607
Work permits
Gabriel Brightwater
paid 2026-08-27
Sofia MarchettiSubmitted to IRCC11Biometrics