Casevault

Overview

Casevault is immigration case-management software for consultants, advisers, agencies and law firms coordinating client files and casework. It suits practices that want clients involved in status checks and document collection, though Starter’s one-user and 25-active-case limits make it a constrained option for a growing team.

Case tracking, document handling, billing and client communication sit in one workspace. The service supports work across the UK, US, Canada, Ireland and global immigration corridors, but it is not a source of immigration advice or legal representation.

Key features

Case records cover stages, owners, timelines, tasks, deadlines and history. That breadth gives a team a way to keep ownership and next steps attached to each matter; Starter includes case management, but task management is included with Pro, so the more collaborative workflow requires an upgrade.

Documents are organized by client and case, with document requests and visibility into missing files. The client portal lets clients check status, respond to requests, read updates and view invoices, reducing the need to make every routine status check a staff interaction. Casevault also describes WhatsApp-ready updates, but the portal is the more clearly defined client workflow.

Billing includes invoice generation and fee-agreement PDFs with practice-specific numbering. The supported case types include UK Spouse Visa, UK Skilled Worker, Canada Express Entry and Family Sponsorship. Casevault says data is encrypted in transit and at rest, restricts case-data access to the practice and authorized team members, and does not sell account or client data or use immigration data for advertising. Its privacy approach is designed to align with UK GDPR, the UK Data Protection Act 2018, PIPEDA, Nigeria Data Protection Act 2023 and EU GDPR where applicable.

Pricing

Casevault offers three paid plans, with monthly and annual billing. The annual amounts are lower than paying the stated monthly rate for twelve months, but the plans differ substantially in capacity and collaboration.

Starter is the entry point for a solo practice with a small active caseload; its one-seat cap rules out team collaboration, and the 25-case ceiling can become restrictive. Pro raises the team limit to three and adds task management and shared visibility, making it the more credible fit for a small team coordinating active matters. Agency removes the stated team-member cap and targets high-volume, multi-country practices, but its higher price is harder to justify for a small caseload.

Prospective users can book a demo to walk through the workflow with the team.

Platforms

Casevault runs on the web. Practices looking for a listed mobile app should consider whether browser access meets their needs.

Who it's for

Casevault is aimed at immigration consultants, advisers, agencies and law firms managing client matters, documents and deadlines. Its client portal and document collection suit practices that want clients to participate directly in routine case administration. It is not suitable for anyone seeking immigration advice or legal representation from the software provider.

Pros and cons

Pros

• Casework and client administration are connected: stages, deadlines, tasks, documents and client updates are centered on cases rather than split across unrelated workflows.
• Clients can act on their cases: the portal supports status checks, document responses, updates and invoice viewing.
• Capacity tiers are clear: plans define user limits and distinguish small practices from higher-volume teams.
• Privacy commitments are explicit: encryption, restricted access and a no-sale, no-advertising position address sensitive client data concerns.

Cons

• Starter is tightly capped: one user and 25 active cases leave little room for a solo practice to grow before changing plans.
• Team coordination costs more: task management and shared case visibility are Pro features, not part of Starter.
• There is no listed mobile platform: the supported platform is web, which may not suit teams expecting a dedicated phone app.
• The trial has no stated duration: buyers cannot tell how long they have to evaluate it before starting a paid plan.

Alternatives

Immigration Software is the broader category directory for comparing options.

OnBlick is worth considering for teams that need Android or iOS access, or are focused on Form I-9 management; its offer includes three user licenses and ten Form I-9 transaction credits for one month free.

CodioCMS uses a retainer-plus-performance-share model with CodioOps bundled, so it may suit buyers considering that engagement structure.

Envoy Global Platform includes platform access for every client at no additional cost; custom integrations and other technology work are quoted individually.

Fragomen Technology is another paid, web-based option.

Localyze offers HR user licensing and case notifications, so it is an alternative for readers comparing an HR-oriented workflow.

Nomamundi is a web and API option from Visamundi.

INSZoom is another paid, web-based immigration software option.

LollyLaw is a paid web option with a free trial.

Verdict

Casevault is a sensible choice for an immigration practice that wants case tracking, document collection, client communication and billing in one web workspace. Pro is the more practical starting point for a small team because it adds shared visibility and task management. Solo practitioners with more than 25 active cases, teams needing a dedicated mobile app, or buyers seeking legal advice should look elsewhere.