AI-assisted case management for visa & immigration agencies
Start managing visa cases in one workspace today. Collect documents, validate applications with an AI copilot, and keep your team in full control of every submission.
Free for up to 2 active clients. Upgrade only when you grow.
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Here's what's happening with your cases today
Active Cases
12
+3 vs last month
In Progress
8
+2 vs last month
Completed
24
+8 vs last month
Recent Cases
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Recent Activity
Case created via invitation
2h ago
The problem
Visa teams are buried in admin and email chains
Most visa and immigration agencies rely on a patchwork of spreadsheets, email threads, and shared drives. It's hard to see true status, easy to miss requirements, and stressful when deadlines approach.
Scattered information
Cases are tracked across spreadsheets, email, and shared drives, making it difficult to see what's really happening across your pipeline.
Document chaos
Teams chase clients for missing documents, deal with expired files, and waste time matching uploads to the right requirements.
Risk of errors
Manual checklists and copy-paste workflows increase the risk of missing a key requirement or deadline on high-stakes cases.
No single source of truth
Partners and internal teams can't easily see who is waiting on what, leading to constant status checks and last-minute scrambles.
The solution
One workspace for every case, client, and document
Replace scattered tools with a single system built for visa and immigration work. Track every application from intake to decision, collect documents through a secure client portal, and use AI to flag potential issues — with your team approving every submission.
Centralized case management
Track every application from intake to decision in a single pipeline, with clear ownership and next steps for each case.
Client document portal
Invite clients to a secure portal with a clear document checklist, automatic reminders, and real-time status updates.
AI-assisted validation
Automatically flag missing, expired, or mismatched documents so your team can focus on judgment calls, not file checks.
Your team approves every application — the AI only assists. Create your workspace, invite your team, and start tracking cases in under 10 minutes.
Workflow
Designed around the immigration case lifecycle
Map your real-world visa process into a single, repeatable workflow so every case feels predictable, even when requirements change.
1 · Intake & eligibility
Create new cases with client details and visa type, using pre-configured checklists per visa category.
2 · Document collection
Send clients a secure portal link with an auto-generated checklist and automated reminders for missing documents.
3 · AI validation & review
AI checks for missing, expired, and wrong-type documents, then routes flags into a review queue for your case officers.
4 · Preparation & quality control
Generate structured summaries and draft cover letters, build internal review workflows, and get final checks done on time.
5 · Submission & tracking
Log submission details, deadlines, and outcomes, with status dashboards for team leads and partners.
AI, explained
An AI copilot, never an autopilot
The AI analyzes documents and case data to suggest issues and generate drafts. It never submits applications on its own — humans always approve final submissions and communications.
Human approval
Every submission, email, and key decision requires explicit approval from a team member. The AI surfaces options; your team decides.
Transparent reasoning
See why documents were flagged — expiry dates, mismatches with the checklist, or missing pages — with clear explanations your team can audit.
Configurable to your practice
Customize templates, checklists, and rules per visa category and jurisdiction so the AI assists within your standards.
Outcomes
Handle more cases with fewer errors
More cases per caseworker
Reduce time spent chasing documents and checking formats so your team can focus on advising clients.
Fewer last-minute scrambles
Get real-time visibility into what's missing in each case, long before deadlines hit.
Better client experience
Give clients a clear portal instead of email chains, reducing confusion and back-and-forth.
Audit-ready records
Keep every decision, document, and change in one place for easy internal or external review.
Product tour
See the workspace your team will live in
High-level snapshots of the core views your case managers and coordinators will use every day.
Case pipeline
At-a-glance status across all open cases, grouped by stage and owner.
Case detail
Timelines, tasks, AI flags, and approvals in a single view per application.
Client portal
Clear document checklists and statuses for clients, without extra logins to remember.
Who it's for
Built for modern visa & immigration teams
Small agencies (2–10 staff)
Get out of spreadsheets and email with a shared pipeline and simple, repeatable workflows.
Mid-size practices (10–50 staff)
Standardize processes across caseworkers and locations with templates and approvals.
Specialized verticals
Configure templates by visa type — student, work, family — while keeping everything in one system.
Trust
Security and compliance by design
Visa and immigration data is sensitive. The platform is built with security, access controls, and auditability at the core.
Data protection
Encryption in transit and at rest, with data residency options planned for key regions.
Access controls
Role-based permissions and detailed activity logs so you can see who did what, and when.
Reliability
Designed for high uptime with regular backups and recovery procedures.
Compliance posture
Built with GDPR alignment in mind and a roadmap toward SOC 2 readiness as the platform matures.
Pricing
Simple, usage-based pricing for growing agencies
Only pay based on how many active clients you're managing at a time. Start free and upgrade when your caseload grows.
Starter
Up to 2 active clients
Ideal for solo practitioners or testing the platform with your first clients.
- • Core case management & client portal
- • AI document validation (standard usage limits)
- • Get started in minutes, no credit card
Growing
Up to 5 active clients
For agencies with a steady caseload that want more scale and higher AI usage.
- • Everything in Starter
- • Higher AI usage limits
- • Priority email support
Upgrade directly from your workspace whenever you're ready.
Team
Up to 10 active clients
For growing teams that need more seats, standardized workflows, and shared templates.
- • Everything in Growing
- • More team members and roles
- • Shared templates and workflows
Upgrade directly from your workspace whenever you're ready.
No long-term contracts. Cancel anytime.
FAQ
Frequently asked questions
How does the AI handle different visa types and jurisdictions?
The AI is configured around templates and checklists for common visa categories. You can adjust requirements and rules to match your practice and the jurisdictions you work in.
Will the AI ever submit an application without my approval?
No. The AI never has the ability to submit applications or send client communications on its own. A human review and approval step is always required.
How long does it take to get our team onboarded?
You can create an account and start using the workspace in minutes. Many teams start with a small group of cases, then roll out templates and workflows over a few weeks.
Can we migrate data from our current system or spreadsheets?
Yes. You'll be able to import data from spreadsheets or legacy tools. For more complex migrations, we can guide you through the process.
Where is our data stored?
Data is stored in secure cloud infrastructure, with encryption in transit and at rest. Regional data residency options will be available as the platform expands.
What if the AI flags something incorrectly?
Your team can override any AI suggestion and provide feedback. Over time, this helps tune how the system assists for your specific workflows.
What is an "active client"?
An active client is any client with at least one in-progress visa or immigration case in your workspace. Closed or archived clients do not count toward your limit.
Do I have to talk to sales to get started?
No. You can create an account and start free with up to 2 active clients. You can book a quick walkthrough anytime if you want guidance.
Ready to modernize your visa workflows?
Create your account in minutes, start free with up to 2 active clients, and invite your team when you're ready.