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Casevault

casvault.com

From $39/mo Free trial Web
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Spec score 8.1 #4 of 24 in Immigration Software

What it is

Casevault is immigration case management software for organizing clients, cases, documents, deadlines, billing and communication in one workspace. Teams can track stages, owners, timelines, tasks, deadlines and case history. Documents are organized by client and case, with requests and visibility into missing files. A secure client portal lets clients check case status, respond to document requests, read updates and view invoices. Casevault generates invoices and fee agreement PDFs with practice-specific numbering; its feature information also describes WhatsApp-ready updates. It is designed for immigration consultants, advisers, agencies and law firms, and does not provide immigration advice or legal representation. The stated geographic scope includes practices working across the UK, US, Canada, Ireland and global immigration corridors. The privacy policy says data is encrypted in transit and at rest and access to case data is limited to the practice and authorized team members. Starter costs $39 a month or $384 a year with annual billing, and is limited to one user and 25 active cases. Pro is $89 a month or $888 a year; Agency is $179 a month or $1,788 a year.

Spec sheet

Purpose
Casevault is immigration case management software that brings clients, cases, documents, deadlines, billing and communication into one workspace.Read 5 Oct 2026 · casvault.com
Intended users
The terms say Casevault is designed for immigration consultants, advisers, agencies and law firms, and does not provide immigration advice or legal representation.Read 5 Oct 2026 · casvault.com
Security
The privacy policy says data is encrypted in transit and at rest and access to client case data is limited to the practice and authorized team members.Read 5 Oct 2026 · casvault.com
Privacy
The privacy policy says Casevault does not sell account or client data and does not use client immigration data for advertising.Read 5 Oct 2026 · casvault.com
Support
The FAQ invites prospective users to book a demo and walk through the workflow with the Casevault team.Read 5 Oct 2026 · casvault.com
Maker
The terms identify Rova Media Digital, Inc., a Delaware corporation, as the owner and operator of Casevault.Read 5 Oct 2026 · casvault.com
Billing
Casevault can generate invoices and fee agreement PDFs with practice-specific numbering.Read 5 Oct 2026 · casvault.com
Case tracking
It tracks case stages, owners, timelines, tasks, deadlines and case history.Read 5 Oct 2026 · casvault.com
Client portal
Clients can use a secure portal to check case status, respond to document requests, read updates and view invoices.Read 5 Oct 2026 · casvault.com
Communication
The feature page describes a client portal and WhatsApp-ready updates.Read 5 Oct 2026 · casvault.com
Compliance approach
The privacy policy says the service is built to align with UK GDPR, the UK Data Protection Act 2018, PIPEDA, Nigeria Data Protection Act 2023 and EU GDPR where applicable.Read 5 Oct 2026 · casvault.com
Document management
Documents are organized around clients and cases, with document requests and visibility into missing files.Read 5 Oct 2026 · casvault.com
Geographic scope
The FAQ says it supports practices working across the UK, US, Canada, Ireland and global immigration corridors.Read 5 Oct 2026 · casvault.com
Notable limit
Starter is limited to one user and up to 25 active cases; Pro includes up to three team members.Read 5 Oct 2026 · casvault.com

Plans and prices

Starter $39 a month $39/month; annual billing $384/year Up to 25 active cases · 1 user · client and case management · documents and invoicing Read 5 Oct 2026 · casvault.com
Pro $89 a month $89/month; annual billing $888/year Up to 3 team members · task management · shared case visibility · client portal and communication Read 5 Oct 2026 · casvault.com
Agency $179 a month $179/month; annual billing $1,788/year Unlimited team members · high-volume case management · dedicated onboarding · multi-country work Read 5 Oct 2026 · casvault.com

Every Casevault plan and price →

Strong points and limits

Strong points

  • Tracks case stages, tasks, deadlines and history.
  • Client portal shows status, requests, updates and invoices.
  • Documents organized by client and case.
  • Data encrypted in transit and at rest.
  • Free trial available.

Limits

  • Starter is limited to one user and 25 active cases.
  • Pro includes up to three team members.
  • Starter costs $39 a month.
  • Does not provide immigration advice or legal representation.

Who it suits

Casevault is designed for immigration consultants, advisers, agencies and law firms managing client cases. Its portal and document requests may suit practices that want clients to check status and provide files.

Verdict

Casevault combines case tracking, document collection, client communication and billing for immigration practices. Starter’s user and case caps, and the higher-tier prices, are important constraints to weigh.

Where Specifiction places it

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