Casevault
Casevault is web-based immigration case management software that organizes clients, cases, documents, deadlines, billing, and communication in one workspace.
What Casevault is
Casevault is web-based immigration case management software that organizes clients, cases, documents, deadlines, billing, and communication in one workspace. Teams can follow case stages, owners, timelines, tasks, deadlines, and case history. Document tools organize files by client and case, support requests, and show which items are missing. A secure client portal lets clients check status, respond to document requests, read updates, and view invoices. Casevault can generate invoices and fee agreement PDFs with practice-specific numbering, and its feature information describes WhatsApp-ready updates. The service is designed for immigration consultants, advisers, agencies, and law firms; it does not provide immigration advice or legal representation. Its stated geographic scope includes the UK, US, Canada, Ireland, and global immigration corridors. Starter costs $39 a month or $384/year with annual billing, and allows one user and up to 25 active cases. Pro costs $89 a month or $888/year annually, with up to three team members. Agency costs $179 a month or $1,788/year annually, with unlimited team members.
Good
- Tracks case stages, tasks, and deadlines
- Shows missing documents and supports document requests
- Client portal includes status and invoice access
- Generates invoices and fee agreement PDFs
- Free trial is available
Watch out
- Starter allows one user and up to 25 active cases
- Pro includes up to three team members
- Casevault does not provide immigration advice or representation
Who it suits
Casevault suits immigration consultants, advisers, agencies, and law firms that want to coordinate casework and client communication. Its plans range from a single-user limit to unlimited team members.
Verdict
Casevault centralizes immigration case tracking, documents, billing, and client updates. Check the plan limits against your team's size and active caseload before choosing a tier.
Plans and prices
From Casevault's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $39 a month | Up to 25 active cases · 1 user · client and case management · documents and invoicing · $39/month; annual billing $384/year |
| Pro | $89 a month | Up to 3 team members · task management · shared case visibility · client portal and communication · $89/month; annual billing $888/year |
| Agency | $179 a month | Unlimited team members · high-volume case management · dedicated onboarding · multi-country work · $179/month; annual billing $1,788/year |
The facts
Each one read from Casevault's own pages, with the date it was checked.
Money
- Billing
- Casevault can generate invoices and fee agreement PDFs with practice-specific numbering.checked 5 Oct 2026
What it does
- Case tracking
- It tracks case stages, owners, timelines, tasks, deadlines and case history.checked 5 Oct 2026
- Client portal
- Clients can use a secure portal to check case status, respond to document requests, read updates and view invoices.checked 5 Oct 2026
- Communication
- The feature page describes a client portal and WhatsApp-ready updates.checked 5 Oct 2026
- Document management
- Documents are organized around clients and cases, with document requests and visibility into missing files.checked 5 Oct 2026
- Geographic scope
- The FAQ says it supports practices working across the UK, US, Canada, Ireland and global immigration corridors.checked 5 Oct 2026
- Intended users
- The terms say Casevault is designed for immigration consultants, advisers, agencies and law firms, and does not provide immigration advice or legal representation.checked 5 Oct 2026
- Notable limit
- Starter is limited to one user and up to 25 active cases; Pro includes up to three team members.checked 5 Oct 2026
- Privacy
- The privacy policy says Casevault does not sell account or client data and does not use client immigration data for advertising.checked 5 Oct 2026
- Purpose
- Casevault is immigration case management software that brings clients, cases, documents, deadlines, billing and communication into one workspace.checked 5 Oct 2026
- Security
- The privacy policy says data is encrypted in transit and at rest and access to client case data is limited to the practice and authorized team members.checked 5 Oct 2026
- Support
- The FAQ invites prospective users to book a demo and walk through the workflow with the Casevault team.checked 5 Oct 2026
Where it runs
- Compliance approach
- The privacy policy says the service is built to align with UK GDPR, the UK Data Protection Act 2018, PIPEDA, Nigeria Data Protection Act 2023 and EU GDPR where applicable.checked 5 Oct 2026
The company
- Maker
- The terms identify Rova Media Digital, Inc., a Delaware corporation, as the owner and operator of Casevault.checked 5 Oct 2026
