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Casey Collect

Collect everything.
Chase nothing.

A portal under your firm's name where clients answer, upload and finish, and a review flow that lets your team accept every item with confidence.

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HHartwell Immigration Law72%
What we need from you
Confirm Prof. Lindqvist's detailsDue in 3 days
Upload peer review invitationsIn progress
Personal informationAccepted
Continue my case
Guided questionnaires

Questions written for each case type.

Every case type comes with its own intake, from personal details to each criterion. Clients see what is required, fill in structured answers, and never wonder what to do next.

  • Sections per case type, with clear required fields
  • Structured answers that later fill your forms
  • Sensitive fields masked and encrypted
The client portal asking for an award certificate
Evidence by criterion

Every document says what it proves.

Clients upload evidence under the criterion it supports and describe the fact it establishes. Your team accepts it, asks for changes or declines it, one item at a time.

  • Uploads filed under each criterion
  • A document description and the fact it establishes
  • Accept, request changes or decline, with comments
Nationally recognized awards2 of 3 accepted
2024 Award for Excellence, certificateEstablishes: national award, 1 of 340 nominees
Accepted
Press release, award recipientsEstablishes: public announcement of the award
Accepted
Early Career Fellowship letterEstablishes: competitive fellowship, 2023
Changes requested
Recommendation letters

Every letter, from first ask to signature.

Track each recommender, the draft, the client's feedback and the signed copy. Final letters flow straight into the exhibit index.

  • Recommender details collected from the client
  • Status for every letter at a glance
  • Signed copies feed the exhibit index
Recommendation letters3 recommenders
Prof. Erik LindqvistKTH Royal Institute of Technology
Signed
Dr. Maya ChenStanford University
Draft shared
Dr. Samuel AdeyemiUniversity of Lagos
Details requested
Signed letters feed the exhibit index automatically.
Follow-ups

Quiet clients get a nudge. Automatically.

When a client goes silent, Casey sends a friendly reminder in your firm's name, then a check-in, then a gentle "is everything OK?". You can edit every message or switch it off per case.

  • Timed to how long a client has been quiet
  • Your wording, your branding
  • Weekly recaps with what is needed next
InboxHartwell Immigration Law
A quick reminder about your EB-1A caseDay 3 · "You're 2 sections away from finishing"
Sent
Checking in on your EB-1A caseDay 7 · "Need a hand with the recommenders?"
Scheduled
We haven't heard from youDay 14 · "Is everything OK?"
If still quiet

Stop chasing documents.

See how Casey Collect would run on one of your own matters.

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