CLIENT EXPERIENCE

Canroad Client Portal

A secure portal is designed to keep retained clients organized with document checklists, appointment information, case milestones and messages.

SECURE ACCESS

Your Canroad client workspace.

Retained clients can securely check case milestones and upload requested documents using the case reference and access code issued by Canroad.

Document checklist
See requested items and upload status after activation.

PORTAL FEATURE

Case milestones
Track preparation and submission milestones.

PORTAL FEATURE

Secure messages
Keep case-specific communication separate from public email.

PORTAL FEATURE

Check case statusView the latest milestone on your retained file.Upload documentsSend requested PDF/JPG/PNG files securely.Consultation agreementReview and acknowledge consultation terms.Payment centreUse Canroad’s authorized secure checkout.

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Security note: The portal endpoints require server-side configuration before accepting live client data. Case access is protected with a client-specific access code, and document encryption requires a private server key.