Product overview

The case platform for business immigration.

Casey runs every petition from the first client questionnaire to the filing package, in three modules that share one case, one team and one source of truth.

The Matters list: every client, visa, stage, deadline and client activity
Three modules

One case, from first call to filing.

Each module picks up where the last one ends, so nothing is retyped and nobody works from an old copy.

How it fits together

The life of a case, in one place.

01 · EngageWin the clientA lead arrives from your website, passes the eligibility check, signs the engagement letter and pays.
02 · CollectGather the caseThe client answers the questionnaire and uploads evidence by criterion. Your team reviews each item.
03 · DraftBuild the petitionForms fill from intake, letters and the brief come from your templates, the exhibit index numbers itself.
04 · File and respondClose the loopExport the filing package, track the receipt and status, and answer an RFE in the same matter.
Across every module

Built for how firms actually work.

Your brand

The portal, the emails and the documents carry your firm's name, logo and colors. Clients never see ours.

Your whole team

Attorneys, paralegals and case managers share one case with roles, review steps and workload that balance themselves.

Every business visa

EB-1A, EB-2 NIW, O-1, L-1, E-1, E-2 and more, each with its own questionnaire, criteria and forms.

Secure by design

Sensitive fields are encrypted, access is scoped to the case, and two-factor sign-in is one switch away.

Clients in the loop

Progress, next steps, messages and small wins, so clients stay engaged instead of going quiet.

Always know where things stand

One list of every matter, stage, owner, next deadline and client activity. Nothing lives in someone's inbox.

See every module on one of your cases.

Start a free trial, or take a 30-minute walkthrough of Collect and Draft with someone who knows petitions.