# The advisor's control room *Advisor review tools* — Separate progress bars for the client, the employer and your own review. One-click Mark complete and Mark as submitted. A case lock that opens only the item you just requested. A pipeline you can filter by who holds the ball — and a whole-case ZIP when it's time to file. The client's work and the advisor's work are different jobs, and one blended percentage hides both. Lexova keeps them apart: the client bar reaches 100% when every form is submitted and every document is in; your review bar rises only as your team accepts each item. Around that sit the controls a reviewer actually reaches for — lock the file, reopen exactly one item, close the case, and find the next case that needs you. ## How it works 1. **See who has really finished** — The case header shows a bar per stakeholder: Client, Employer (when one is linked) and Advisor review. "Everything submitted — advisor review" on the client bar means exactly that, whatever your review bar says. 2. **Lock, request, reopen only what's needed** — When the client submits their last form, the workspace locks against accidental edits. Ask for one more document or assign one more form and only that item opens — the client is emailed, the rest stays locked. A general Unlock is one click away for your team. 3. **Close the case in one click** — Mark complete sets every form and document row — all applicants, whole-application and employer items — to Completed and locks the client workspace. Mark as submitted does the same and moves the case status to Submitted, so the dashboard filter finally means what it says. ## Why it matters - **Ball-in-court filter** — Show only the cases waiting on the client, the employer, an agent or the firm. A case blocked on two parties matches both. - **Contacts on every tile** — The applicant's phone and email — and those of any family member with different ones — sit on the case tile as tap-to-call and tap-to-email links. - **Whole-case ZIP export** — One download holds every applicant's filled IRCC forms, every document, the cover-letter draft and a manifest listing anything that could not be included. - **Nothing hidden by a number** — Per-form percentages count required fields, tables, conditional sections and open warnings — a form reads 100% only when it would pass submission. ## The firm pipeline The dashboard shows every case as one line — name, program, progress, a Needs-review badge and who holds the ball. Filter by status or by ball-in-court (client, employer, agent or agency admin), search by client, family member, employer or case ID, and expand a tile for the applicant's phone and email, the client / employer / documents strip, and the same Mark complete and Mark as submitted buttons you have in the workspace. ## Questions ### Can I still change a single item after Mark complete? Yes. Both actions are bulk shortcuts — every row's status remains editable afterwards from the item dialog, and the client lock can be lifted with one click. ### What can the client do while the case is locked? Read everything, and act only on the items you opened afterwards — a newly requested document, a newly assigned form or a new question. Everything else stays read-only until your team unlocks it. ### What exactly is in the ZIP? A forms folder with each applicant's assigned IRCC forms filled in the requested language, a documents folder scoped to what the downloading role may see, the firm's prepared package and exhibits, the cover-letter draft as a PDF, and a manifest that names anything skipped rather than leaving it out silently. ### Where do we keep the documents we request again and again? On the firm's own “Documents checklist” page, in the dashboard menu: every saved document with its instructions in both languages. Search it, add a document — typed in one language, the other is filled in for you — edit its name and instructions in English and in French, or delete it. One click then adds a saved document, instructions included, to any applicant's checklist; cases that already carry it keep their own copy. See the client's side of the same case: https://lexova.ca/features/guided-client-workflow --- Page: https://lexova.ca/features/advisor-review-tools Other language: https://lexova.ca/fr/features/advisor-review-tools Start your 15-day free trial: https://lexova.ca/sign-up Questions: hello@lexova.ca TEXOVA INC. is a private company. Lexova is software for licensed immigration professionals; it is not affiliated with or endorsed by IRCC or the Government of Canada, and it does not provide immigration advice.