CaseVia features for immigration offices
Everything an immigration office needs to collect, validate, and organize client information before form preparation — in one bilingual workspace.
Bilingual intake
Clients answer in English or Spanish while your team reviews a consistent workflow.
Review-ready data
Information, documents, and missing items are organized before form preparation.
Cleaner packets
Your team works from a more complete and orderly administrative case file.
Workflow
From intake to a review-ready packet.
01
Collect
Send a secure link and guide the client through the information you need.
02
Validate
Catch missing items, inconsistencies, and pending documents before review.
03
Prepare
Use the organized information in administrative preparation workflows.
Key content
How CaseVia helps
Bilingual client intake
Send a secure intake link and let clients answer guided questions in English or Spanish. CaseVia captures complete, structured information so your team is not chasing details by phone or email.
Document collection and missing-item tracking
CaseVia requests the documents each case needs and tracks what is still missing. Your team sees, at a glance, which items are received and which are outstanding — no more spreadsheets.
Data validations
Built-in validations flag incomplete dates, inconsistent addresses, and gaps in the client's information before review, so packets reach your team already cleaned up.
USCIS form-preparation workflows
Validated intake data and organized documents feed directly into form-preparation workflows, helping your team move from intake to review-ready packets with less manual re-entry.
Administrative agreements and e-signature
Create administrative service agreements and collect signatures online, keeping client engagement documents organized alongside the rest of the case.
Organized client profile
Every client has a single profile that brings together intake answers, documents, validations, and agreements — a clear, review-ready view of the case for your whole team.
Next step
Build a cleaner intake experience for your office.
Request beta access and review whether CaseVia fits your administrative workflow.