Casey Engage

Leads

Every inquiry in one pipeline.

A public intake form on your website sends new inquiries straight into a pipeline. Move each lead from first contact to a signed engagement, and mark it won or lost.

Public intake form for your website
A board from new lead to won or lost
Notes and next steps on every lead

New 3

Daniel BrooksEB-1A · from website

Ines MoreauO-1A · referral

Raj MehtaEB-2 NIW

Engaged 2

Sofia LindLetter sent

Omar HaddadEligibility done

Won 1

Hana SatoE-2 · opened in Collect

Eligibility and engagement

Qualify fast. Sign faster.

Send a short eligibility questionnaire, review the answers, then send your engagement letter and track it to signature. When the client signs, open the case in Collect without retyping anything.

Eligibility questionnaire per visa
Engagement letters tracked to signature
Convert a won lead into a case in one click

Hana Sato · E-2 Treaty investorWon

Eligibility questionnaire12 questions, completed in 9 minutes

Completed

Engagement letterSent Oct 14 · signed Oct 15

Signed

Retainer$6,500 · paid by card

Paid

Open case in Collect

Billing

Get paid without chasing invoices.

Retainers, flat fees and government filing fees on one invoice, with reminders that go out on their own. Billing is the last piece of Engage we are building, so tell us how your firm bills today.

Retainer and flat-fee invoices
Filing fees tracked per case
Automatic payment reminders

Invoice #2041 · Hana SatoDue in 5 days

Retainer, E-2 petitionFlat fee

$6,500

USCIS filing feeGovernment fee, passed through

$1,015

Premium processingOptional, client approved

$2,805

Reminder goes out automatically on the due date$10,320

Want Engage first?

Tell us how your firm handles leads, engagement letters and billing today, and get early access when it opens.

Talk to us See Collect and Draft