Casevault vs Equifax Immigration Case Management

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.

Equifax Immigration Case Management is a cloud-based system for immigration law firms, nonprofit organizations, and employers. Its Edge version includes a customizable client web portal, and Equifax says the service stores more than 7 million Foreign National Records. Case work uses electronic forms, smart questionnaires, and predefined or customizable workflows, with alerts for tasks needing attention. Reports can cover deadlines, milestones, case metrics, and employee performance. Outlook Integrator uploads emails and attachments into client files, while Word Integrator merges case data into document templates. Both require Windows desktop Microsoft Office and do not support Office web apps. A Chrome E-File extension transfers data to government systems including ETA-9141, DS-160, ETA-9035, H-1B Registration, and ETA-9089. Acuity can exchange appointment information with Edge calendars when API access is included. Pricing is listed in a Service Order and is available on request.