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GentleCase

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What GentleCase is

GentleCase is web-based case management software for U.S. immigration law firms and their clients. It tracks unlimited cases per client across immigration pathways, with an eight-stage workflow, priorities, team assignments, and activity logs. Firms can use pre-built USCIS pathway templates or create their own, track milestones, and share client-visible journey roadmaps. A branded client portal lets clients check case status, document lists, and milestone progress. The guided five-section intake questionnaire saves responses automatically and flags high-risk answers for attorney review. AI Case Analysis scores cases from 0 to 100 and points out missing documents, weak evidence, and mismatches across documents. Secure messages are organized by case and searchable, exportable, and recorded in the audit log. GentleCase supports EB-1, EB-2, EB-3, H-1B, L-1, and O-1 matters. Starter costs $49 a month billed annually; Pro costs $69 a month billed annually. Both include a 30-day trial with no credit card required.

Who it suits

GentleCase suits U.S. immigration law firms managing client cases and sharing progress through a branded portal. It may fit teams that want structured intake, document tracking, and case-based messaging.

What it does well

  • Tracks unlimited cases per client
  • Includes USCIS and custom templates
  • Clients can view case milestones and checklists
  • AI analysis flags document gaps and mismatches
  • Trial includes help importing existing matters

What to know first

  • No free plan
  • Available on web only
  • SOC 2 Type II audit is in progress, not certified
  • Starter limits uploads to 50 MB per file

Limits

Starter includes 10 GB document storage per attorney and a 50 MB file upload limit. Pro includes unlimited storage subject to fair use up to 1 TB per attorney and a 250 MB file upload limit.

Plans

PlanBilled and limitsPrice
StarterBilled annually · 10 GB document storage per attorney · 50 MB file upload · email support, 24h response$49 a month
ProBilled annually · Unlimited storage (fair use up to 1 TB per attorney) · 250 MB file upload · 2 priority feature requests per quarter · priority support, 4h response$69 a month
EnterpriseAnnual contract · Custom storage and U.S. hosting region · 1 GB file upload · audit log retention up to 7 years · 99.95% uptime guaranteeOn request

As gentlecase.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the GentleCase website.
  2. Start the 30-day trial; no credit card is required.
  3. Use GentleCase's trial assistance to import existing matters.
  4. Choose Starter or Pro, billed annually, or contact GentleCase about Enterprise.

Verdict

GentleCase combines case tracking, intake, client visibility, and document analysis for immigration practices. Its trial has no credit card requirement, but firms should note the listed upload limit on Starter and that the SOC 2 Type II audit is not yet complete.

Questions

Does GentleCase offer a free plan or trial?

There is no free plan. A 30-day trial is available without a credit card, and GentleCase says it will help import existing matters during the trial.

Which platforms does it support?

GentleCase is available on the web.

Which immigration case types does it support?

Supported case types include EB-1, EB-2, EB-3, H-1B, L-1 and O-1.

What security and compliance details does GentleCase provide?

It describes AES-256 encryption at rest, field-level encryption for sensitive fields, and TLS 1.3 with HSTS for connections. Its SOC 2 Type II third-party audit is in progress, and it is not yet certified.

What do the paid plans include?

Starter includes 10 GB storage per attorney and a 50 MB file upload limit. Pro includes storage subject to fair use up to 1 TB per attorney, a 250 MB upload limit and priority support; Enterprise offers custom storage and a U.S. hosting region.

Facts from GentleCase's own pages

Access controls
The product offers partner, associate, paralegal, and admin roles with granular per-case access; optional firm-wide MFA enforcement is available. · gentlecase.com, 7 Oct 2026
AI analysis
AI Case Analysis scores cases from 0 to 100 and identifies missing documents, weak evidence, and cross-document mismatches. · gentlecase.com, 7 Oct 2026
Case management
The product tracks unlimited cases per client across immigration pathways and includes an eight-stage workflow, priorities, team assignments, and case activity logs. · gentlecase.com, 7 Oct 2026
Client portal
Each firm can brand its portal with its logo, name, and colors, and clients can see case status, document checklists, and milestone progress. · gentlecase.com, 7 Oct 2026
Compliance
GentleCase states that its SOC 2 Type II third-party audit is in progress and that it is not yet certified. · gentlecase.com, 7 Oct 2026
Encryption
The security page states that data is encrypted at rest with AES-256, sensitive fields receive field-level encryption, and connections use TLS 1.3 with HSTS. · gentlecase.com, 7 Oct 2026
Intake
The guided five-section immigration questionnaire auto-saves and flags high-risk responses for attorney review. · gentlecase.com, 7 Oct 2026
Integrations
The features page says document uploads go directly to Azure Blob using SAS URLs and describes email alerts for document events; no other named third-party integrations are stated on the opened pages. · gentlecase.com, 7 Oct 2026
Maker
GentleCase says it was built by an immigration attorney and a software engineer. · gentlecase.com, 7 Oct 2026
Messaging
In-platform secure messages are threaded by case, searchable, exportable, and integrated with the audit log. · gentlecase.com, 7 Oct 2026
Purpose
GentleCase is case management software built for U.S. immigration law firms and their clients. · gentlecase.com, 7 Oct 2026
Support
Starter includes email support with a 24-hour response, Pro includes priority support with a four-hour response, and Enterprise includes a dedicated success manager. · gentlecase.com, 7 Oct 2026
Templates
It offers pre-built USCIS pathway templates, custom firm templates, milestone tracking, and client-visible journey roadmaps. · gentlecase.com, 7 Oct 2026
Trial
The pricing page offers a 30-day trial with no credit card required and says GentleCase will help import existing matters during the trial. · gentlecase.com, 7 Oct 2026

Where GentleCase stands on Freedom251

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