Casevault vs Prima.Law

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.

Prima.Law is legal case management software for attorneys and law-firm employees, delivered through the web and a Chrome extension. Its case tools include client portals, notes, tasks, call logs, document storage, package assembly, form autofill, templates, texting, questionnaires, checklists, time tracking, billing, trust accounting, and online payments. PrimaPay supports card and ACH or e-check payments, payment plans, client payment portals, reconciliation, and trust-account-compliant processing without a monthly fee. Case Review AI can summarize, organize, analyze, and review case material, but its output is not legal advice or guaranteed accurate. Add-ons cover U.S. immigration, California forms, and Michigan forms. The Core License costs $54 a month per user and includes case management, PrimaPay, trust accounting, and texting. Each listed add-on costs $25 a month per user and requires a Core License. A 15-day trial is available, with no free plan.