CasePilot AI
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Product tour

Walk through the full platform

Every module, every workflow, every screen — designed together as one integrated system for immigration practice.

Interactive walkthrough

Video tour coming soon

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Interactive tour

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A solutions engineer will tailor the tour to your firm's workflow and case mix.

Platform architecture

Twelve integrated modules

Every module shares one data model, one identity system, and one audit log.

Dashboard

Firm-wide health at a glance — active cases, upcoming deadlines, revenue, and staff workload.

Case Timeline

A single chronological view of every submission, decision, and document per case.

Client CRM

Leads, consultations, contracts, and retention in one pipeline built for immigration.

Client Portal

Branded intake, checklists, eSign, messaging, and status updates for every client.

AI Workspace

Drafting, summarization, form intelligence, and case research — always with a human in the loop.

Document Center

Templates, versions, redlining, and AI validation for every case file and government form.

Workflow Builder

Configure your firm's SOPs into reusable, automated case processes.

Calendar

Consultations, deadlines, biometrics, medicals — with automated reminders.

Knowledge Base

Internal SOPs, program notes, and precedents kept close to the case.

Messaging Center

Unified staff and client conversations, threaded to the case they belong to.

Reports

Revenue, conversion, workload, and outcomes — live, exportable, board-ready.

Billing

Trust accounting, retainers, invoices, and payments integrated with the case.
Typical RCIC workflow

From first inquiry to final decision

    • 01

      Lead captured

      Prospect submits an inquiry from your website or a partner form.
    • 02

      Assessment sent

      AI-assisted assessment generates a personalized pathway summary.
    • 03

      Consultation booked

      Calendar auto-schedules a call with the right practitioner.
    • 04

      Retainer signed

      eSign contract, deposit invoice, portal invite — one flow.
    • 05

      Case opened

      Workflow template creates the checklist, deadlines, and portal tasks.
    • 06

      Application submitted

      AI drafts forms from case data; RCIC reviews and files.
    • 07

      Decision & follow-up

      Portal delivers the decision, and next-step case options are queued.
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30 minutes with a solutions engineer who knows immigration practice.

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