Casevault vs CodioCMS

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.

CodioCMS is web-based immigration case-management software covering work from intake through filing and closure. GlobalCodio provides 10 specialized AI agents operating natively in the platform and five portals for attorneys and case managers, applicants, HR and employers, service providers, and administrators. CodioForms supplies authority-synced forms for the United States, Canada, Netherlands, and India, with additional countries available on demand. Access controls include 27 permission modules, seven action types, and full data-scope isolation. Native integrations cover email, calendars, e-signature, and accounting; managed operations connect with Workday, SAP SuccessFactors, BambooHR, ADP, Rippling, and other HR systems. AI agents follow human role-based permissions and their actions enter an immutable audit log. Security measures include AES-256 encryption at rest, TLS 1.3 in transit, and end-to-end encryption for sensitive document workflows. GlobalCodio has completed a SOC 2 Type II examination; ISO 27001 belongs to Medicodio Inc., while GDPR and CCPA/CPRA readiness programs are in progress. Pricing is by request, with engagement billed as retainer plus performance share.