Docvera

Docvera

Stop managing immigration cases on spreadsheets.

Case management · Deadline reminders · Client portal · WhatsApp notifications · Bilingual EN/FR · Data hosted in Canada

Meet Docvera in 90 seconds.

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No credit card required.

Data stored in Canada
256-bit encryption
Tenant-isolated

How it works

Three calm steps from intake to completion.

01

Create the case

Capture client details and the first deadline in minutes.

02

Apply a checklist

Use a standard document list or tailor items per case.

03

Collect and confirm

Invite clients, track uploads, and keep everything aligned.

Features

Built for calm, controlled case work.

Case overview

Client, status, documents, and notes in one steady view.

Deadline clarity

Overdue, today, and upcoming work is always visible.

Client portal accounts

Clients sign in with their own password, reset access when needed, and work from one secure portal.

Checklist-driven documents

Every file is tied to the right case, requirement, and client-facing visibility setting.

Encrypted document storage

Every document uploaded to Docvera is encrypted at rest with a unique key generated for that file — the same AES-256 standard used by banks and governments. No unencrypted copy of your documents ever sits in storage.

Bilingual workspace

Consultants and clients can work in English or French Canadian across the app and portal.

Email and WhatsApp delivery

Send document requests, client updates, and reminders through outbound email and premium WhatsApp delivery.

Document sharing

One click to share with clients.

Mark a document as visible to the client and let them sign in through their own secure portal account. Notifications can go by email or WhatsApp, without exposing sensitive content.

Passport copyShared
Employment letterShared
Bank statementShared

See the full platform in action. Complete walkthrough — 3 minutes.

Pricing

Clear tiers for growing teams.

Solo

$29.99 CAD/month

For independent immigration consultants

  • 1 consultant account
  • Unlimited cases & clients
  • Case workspace (overview, deadlines, documents, notes)
  • Deadline tracking & reminders
  • Document checklist & uploads
  • Client portal (uploads only)
  • Secure document downloads
  • Archive completed cases
Start your free 30-day trial

Professional

Recommended

$59.99 CAD/month

For growing practices

  • Everything in Solo
  • Up to 3 consultant accounts
  • WhatsApp delivery (outbound only)
  • Delivery logging (email + WhatsApp)
  • Priority support
Start your free 30-day trial

Firm

$99.99 CAD/month

For small immigration firms

  • Everything in Professional
  • Up to 10 consultant accounts
  • Full activity visibility across consultants
  • Firm-level dashboard clarity
Start your free 30-day trial

Contact

Book a free 30 day trial.

See Docvera with your real workflow. We will help you set up your first cases and document lists.

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