Every file,
in order.
Immigration practice management for Canadian consultancies: clients, documents, deadlines and payments in one place.
One place to run your practice.
Casevoya is practice management software for Canadian immigration consultancies. Take in new clients, collect their documents through a secure client portal, track every deadline, send invoices and take payments, and give your team one shared queue of work.
- 1
Bring clients in
A simple intake form turns an enquiry into a client file, with the agreement ready to sign.
- 2
Collect documents
Clients upload from any device. Your team accepts each one or asks for a change, with a reason.
- 3
Stay on top of every file
Deadlines, invoices and payments sit with the file, and every action is recorded.
Your morning, in one queue.
Every matter that needs you today, with deadlines and Vo drafts waiting for your review. Illustrative data.
What changes for your firm.
Fewer chase emails
Clients see exactly what is needed next, so your team stops chasing documents by email and WhatsApp.
No missed deadlines
Every file shows its next date and who owns it, in one queue the whole team shares.
Get paid on time
Send invoices from the file and let clients pay online. You see what is paid and what is due.
A record you can stand behind
Who asked for what, when it arrived and who approved it, kept with the file.
AI drafts. You decide.
Optional AI and automation. It drafts, flags and reminds; your team accepts, edits or rejects. Switch it off and every workflow still works.
- Reminders at 14, 7, 3 and 1 days, with an owner and a stop rule
- Reads documents: type, fields, confidence, source page
- Flags missing fields and mismatched dates
- Drafts summaries and replies. A person accepts, edits or rejects
Any browser. Any device.
Works in any browser, on any device. Nothing to install. Your clients open a link from your email. The portal adapts to a laptop, a tablet or a phone. Clients sign in securely from the link.
- 5stages in one client file, from intake to decision
- 4proposed reminders before every deadline: 14, 7, 3 and 1 days
- 2portal languages, English and French
- 0apps to install, for your team or your clients
Made for the whole practice.
Next step:
a demo.
- 1Pick a time
- 230-minute walkthrough of an illustrative client file
- 3Try a sandbox with sample data