Green and Spiegel

Empowering Clients with Digital Innovation in Immigration

Green and Spiegel, an immigration law firm, ran client intake on paper, a barrier for clients without computer access and a source of delays and errors. Ollon built a mobile friendly intake platform with dynamic questionnaires and 2FA security, integrated with the firm's MatterSphere legal database. The Canadian branch now runs on the new platform, and the US branch is considering adopting it too.

Situation

Green and Spiegel, a law firm specializing in immigration, wanted to streamline the process for clients seeking to immigrate to Canada. Many potential clients lacked access to computers, making it difficult to fill out the required documentation. The traditional process involved a lot of paperwork, which was time consuming and prone to errors, causing delays and inefficiencies. Additionally, the cost barriers of hiring a lawyer for initial assessments were significant.

Solution

Ollon developed a mobile friendly web application for Green and Spiegel, allowing clients to complete forms directly on their phones. The application includes a comprehensive front end system that qualifies potential clients for eligibility, streamlining the assessment process. Case analysts and lawyers can review submissions, request additional information, and make approval decisions within the platform, which integrates seamlessly with Green and Spiegel's internal systems. Robust security features, including 2FA with Google Authenticator, protect sensitive data, while the shift from paper based to digital workflows enhances efficiency and improves the client experience.

Results

The system was initially implemented in the Canadian branch, where it received positive feedback and continues to perform well. The success of this implementation has generated interest from the US branch, which is now considering adopting the same solution. The application was demoed to a group of executives who were highly impressed with its functionality and user experience.

Technologies

ReactJS, NodeJS, Jest, Cypress, Typescript, Docker, Node

Our Expertise in Action

Professional Services Platform

Green and Spiegel's immigration clients often lacked computer access, so paper based intake forms created a real barrier before a case could even begin. Ollon built a mobile responsive client intake platform with dynamic questionnaires, conditional logic, and role based access controls, integrating it directly with the firm's MatterSphere legal database so submissions flowed straight into the system case analysts and lawyers already used. Document management, automated email notifications, and progress tracking rounded out the platform, giving clients visibility into their case without needing to call the firm. The platform performed well enough in its Canadian rollout that Green and Spiegel's US branch is now considering the same solution.

Custom application development

Turning a paper immigration intake form into a working web application meant building questionnaire logic that could adapt in real time, not just digitize a static PDF. Ollon built that questionnaire system in ReactJS and TypeScript, with conditional logic that changed which questions appeared based on a client's previous answers, plus save and resume functionality so clients could complete a long form over multiple sessions. Specific features kept extending that foundation, including showing uploaded document names directly in the questionnaire and showing which reviewer had commented on a submission. That ongoing feature work meant the application kept adapting to real usage instead of staying frozen at its initial launch scope.

Automated testing

Shipping regular updates to a platform handling sensitive immigration case data meant Green and Spiegel's portal needed real test coverage, not just manual spot checks before each release. Ollon built out a Cypress based end to end test suite covering the platform's core flows, then added a dedicated CI/CD pipeline that ran those tests automatically instead of relying on someone remembering to run them by hand. The team also wrote structured test cases in Testmo and ran end to end smoke tests directly against production after each release to catch anything the automated suite might have missed. That layered testing approach meant bugs surfaced before clients encountered them, not after a support ticket came in.

Identity and Access Management (IAM)

Every client submission on Green and Spiegel's new portal needed to become a real record inside MatterSphere, the legal database the firm's case analysts and lawyers already used, not a separate system running in parallel. Ollon built that integration using direct SQL connections and middleware tables, automatically creating contacts in MatterSphere as clients completed intake and provisioning user access tied to both client level and matter level permissions. That automated sync meant staff working inside MatterSphere saw new client data appear without anyone manually retyping what had already been submitted. The integration let the portal function as a real front door into the firm's legal systems, not a separate silo.

Digital transformation of paper workflows

Before this project, Green and Spiegel's clients filled out immigration intake forms by hand, a process that was slow and error prone, particularly for clients without reliable computer access, and each submission still had to be reviewed and entered into the firm's systems manually. Ollon replaced that paper trail end to end, from the intake questionnaire to document uploads and status notifications, so a submission moved from client to case file without anyone entering it twice. Clients now complete and track their intake entirely on their own phone, and staff no longer spend time transcribing paper submissions into the firm's systems.