Office Setup
Build a cleaner intake workspace from day one.
Create your CaseVia office account to organize client intake, documents, review workflows, and bilingual intake preferences in one secure workspace.
Office profile
Authorized users
Client-ready intake
Built for immigration offices that need professional intake, document collection, and review workflows before form preparation begins.
Create Workspace
Create your account
Set up your office workspace and owner profile.
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Secure setup for authorized office users only.