Casevault vs INSZoom

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.

INSZoom has no write-up on Specifiction yet; its figures are above.