Everything an immigration firm needs — under one roof.
Ten modules, deeply integrated. Designed by immigration attorneys, built by engineers who care about audit trails.
Client Management
Centralized client profiles with encrypted SSN and passport storage. Portal toggle per client. Full audit trail.
- Nationality, language, timezone
- A-Number + status expiry
- Encrypted at rest
- Audit trail of every change
Case Management
Track unlimited cases per client across H-1B, L-1, O-1, EB-1/2/3, asylum, and naturalization.
- 8-stage workflow
- Priority levels
- Team assignments
- Activity log per case
Visa Templates & Milestones
Pre-built templates for every USCIS pathway, plus custom firm templates with named steps.
- Days-remaining countdowns
- USCIS receipt tracking
- Client-visible toggle
- Reusable step library
Document Management
Required document checklists per case. Direct upload to Azure Blob via SAS URLs. Clients are notified by email the moment a document is requested, verified, or rejected.
- 6-state document workflow
- Allowed file-type enforcement
- Email alert to client on request, verification, or rejection
- Time-limited download links
- Resubmission with reason
Branded Client Portal
Each firm gets its own portal — your logo, your firm name, your colors on the login screen, the sidebar, and every notification email. Your clients see your practice; GentleCase stays behind the scenes.
- Firm logo + firm name across login, sidebar, and notification emails
- Plain-English case status, document checklists, and milestone progress
- Per-firm isolation — separate logins, separate sessions, separate records
- Automatic email alerts on document requests, milestones, and new messages
Immigration Questionnaire
Guided 5-section intake. Auto-saves. Detects high-risk responses and flags them for attorney review.
- Status, travel, employment, family, legal
- Auto-save drafts
- Legal flag detection
- Syncs to client profile
Secure Messaging
In-platform threads tied to each case. Searchable, exportable, audit-ready.
- Read receipts + typing
- Attach from case files
- Per-case threading
- Audit log integration
Team & Permissions
Roles for partners, associates, paralegals, and admin. Assign cases. Limit access.
- Role-based access
- Per-case assignments
- Activity by user
- Granular permissions
Dashboard & Deadlines
Firm-wide visibility the moment you log in. The activity feed tracks every case event in real time; the deadline tracker surfaces expiring statuses, filing windows, and RFE response dates before they become emergencies.
- Real-time activity feed across all cases and clients
- Deadline heatmap: due this week, this month, overdue
- At-risk case flags for approaching expiry dates
- Filter by attorney, case type, or priority
AI Case Analysis
Every document read and cross-checked by AI. A strength score, ranked fixes, and mismatch detection — before USCIS ever sees the file.
- 0–100 case strength score
- Per-criterion legal breakdown
- Missing-document + mismatch detection
- One-click client requests
Your second pair of eyes. On every case.
The AI reads the full file — petitions, letters, evidence, forms — and scores it against the actual legal criteria for that pathway. Weak spots surface as ranked actions, each with its impact on the score.
- Criteria-aware: knows EB-1A needs 3 of 10, and which 3 are strongest.
- Catches what officers catch: date conflicts, name variations, count mismatches.
- Every finding becomes a task — request, resolve, or dismiss with an audit trail.
Legal criteria · EB-1A
3 of 3 required metPriority actions
Ranked by impactEvery finding shows its point impact on the score. Request it from the client, resolve it, or dismiss it — the score updates live as the file improves.
Documents · 47 analyzed
2 missingThe AI verifies what's in the file, flags what has issues, and lists what's still missing — connected to the document checklists your firm already uses.
Built for the way immigration practice actually runs.
Each pathway has its own deadlines, evidence patterns, and pitfalls. GentleCase tracks them as first-class case types — not generic matters. Deep-dives on the most common categories:
Ready to see it live?
30-minute walkthrough with our team. We'll import your matters and have your portal live in under a week.