CasePilot AI
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Product roadmap

Where CasePilot AI is going next

A transparent view of what is shipping now, what is coming soon, and the long-term product vision.

Available today Coming soon Future vision

Artificial Intelligence

  • Form intelligence & document validation
  • AI case briefs with citations
  • AI-drafted client updates & LOEs
  • AI eligibility strategy engine

Workflow Automation

  • Case-type workflow templates
  • Deadline & task automation
  • Conditional workflow branches
  • Cross-firm workflow marketplace

Professional Collaboration

  • Threaded per-case collaboration
  • Roles & delegated permissions
  • External counsel workspace
  • Partner firm network

Knowledge Intelligence

  • Knowledge center & News hub
  • IRCC policy change tracker
  • AI research assistant with citations

Analytics

  • Revenue, retainer, and workload analytics
  • Case cycle time by program
  • Predictive workload & staffing
  • Benchmarking across firms

Client Experience

  • White-labeled client portal
  • Secure messaging & document upload
  • In-portal signatures & payments
  • Multi-language client experience

Mobile Experience

  • Responsive mobile web
  • Native mobile client app
  • Native RCIC field app

Integrations

  • Email, calendar, and payments
  • Accounting & bookkeeping
  • Public API & webhooks marketplace

Enterprise Administration

  • Multi-tenant admin console
  • SSO-ready role model
  • SAML SSO & SCIM provisioning
  • Multi-region residency controls

Roadmap items reflect current intent and may change based on customer input and regulatory context.

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