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Casevault
What it is
Casevault is immigration case management software that brings client records, cases, documents, deadlines, billing, and communication into one workspace. Teams can follow case stages, owners, timelines, tasks, deadlines, and case history. Documents are organized around clients and cases, with requests for files and visibility into missing documents. A secure client portal lets clients check case status, respond to document requests, read updates, and view invoices. Casevault can generate invoices and fee agreement PDFs with practice-specific numbering; its feature information also describes WhatsApp-ready updates. The service is designed for immigration consultants, advisers, agencies, and law firms, and does not provide immigration advice or legal representation. Its stated geographic scope includes practices working across the UK, US, Canada, Ireland, and global immigration corridors. Starter costs $39 a month, or $384/year with annual billing, and is limited to one user and up to 25 active cases. Pro costs $89 a month or $888/year, with up to three team members. Agency costs $179 a month or $1,788/year, with unlimited team members and high-volume case management. A free trial is listed.
For and against
For
- Tracks case stages, owners, deadlines, and history
- Client portal supports status checks and document requests
- Generates invoices and fee agreement PDFs
- Free trial is listed
Against
- Starter is limited to one user and 25 active cases
- Pro includes up to three team members
- Does not provide immigration advice or legal representation
The verdict
Casevault combines case tracking, document collection, client communication, and billing for immigration practices. Starter begins at $39 a month, with higher plans offering more team capacity.
Who it suits
Casevault is intended for immigration consultants, advisers, agencies, and law firms managing cases and client documents. Its stated regional scope includes UK, US, Canada, Ireland, and global immigration corridors.
Plans and prices
Starter
Up to 25 active cases · 1 user · client and case management · documents and invoicing
Read 5 Oct 2026 · casvault.com
Pro
Up to 3 team members · task management · shared case visibility · client portal and communication
Read 5 Oct 2026 · casvault.com
Agency
Unlimited team members · high-volume case management · dedicated onboarding · multi-country work
Read 5 Oct 2026 · casvault.com
On the record
- Billing
- Casevault can generate invoices and fee agreement PDFs with practice-specific numbering.casvault.com · read 5 Oct 2026
- Case tracking
- It tracks case stages, owners, timelines, tasks, deadlines and case history.casvault.com · read 5 Oct 2026
- Client portal
- Clients can use a secure portal to check case status, respond to document requests, read updates and view invoices.casvault.com · read 5 Oct 2026
- Communication
- The feature page describes a client portal and WhatsApp-ready updates.casvault.com · read 5 Oct 2026
- Compliance approach
- The privacy policy says the service is built to align with UK GDPR, the UK Data Protection Act 2018, PIPEDA, Nigeria Data Protection Act 2023 and EU GDPR where applicable.casvault.com · read 5 Oct 2026
- Document management
- Documents are organized around clients and cases, with document requests and visibility into missing files.casvault.com · read 5 Oct 2026
- Geographic scope
- The FAQ says it supports practices working across the UK, US, Canada, Ireland and global immigration corridors.casvault.com · read 5 Oct 2026
- Intended users
- The terms say Casevault is designed for immigration consultants, advisers, agencies and law firms, and does not provide immigration advice or legal representation.casvault.com · read 5 Oct 2026
- Maker
- The terms identify Rova Media Digital, Inc., a Delaware corporation, as the owner and operator of Casevault.casvault.com · read 5 Oct 2026
- Notable limit
- Starter is limited to one user and up to 25 active cases; Pro includes up to three team members.casvault.com · read 5 Oct 2026
- Privacy
- The privacy policy says Casevault does not sell account or client data and does not use client immigration data for advertising.casvault.com · read 5 Oct 2026
- Purpose
- Casevault is immigration case management software that brings clients, cases, documents, deadlines, billing and communication into one workspace.casvault.com · read 5 Oct 2026
- Security
- The privacy policy says data is encrypted in transit and at rest and access to client case data is limited to the practice and authorized team members.casvault.com · read 5 Oct 2026
- Support
- The FAQ invites prospective users to book a demo and walk through the workflow with the Casevault team.casvault.com · read 5 Oct 2026
