Docvera

A steady workspace for immigration consultants.

Docvera keeps cases organized with clear deadlines, controlled document collection, and reliable visibility across your team.

See how it works
Deadline confidenceChecklist-driven uploadsConsultant-first workflow

Dashboard snapshot

Overdue

2

Due today

1

Due soon

4

Active cases

18

Snapshot shown for illustration only.

Workflow

How it works

Three steps from intake to collected documents.

1

Create a case

Capture the client, case type, and first deadline.

2

Apply a checklist

Use Canada-focused templates or add items as needed.

3

Collect documents

Invite clients and track uploads in one place.

Why Docvera

Built for safety, deadlines, and document control.

Keep teams aligned without overwhelming clients or piling on email follow-ups.

Safety-first case access

Clear ownership, consistent intake, and tenant-scoped access keep each case secure.

Deadlines you can trust

Risk flags surface urgent work so nothing slips past key dates.

Documents without confusion

Checklist-driven uploads keep every file tied to the right case.

Case workspace

A clear view of every case.

Client details, missing documents, notes, and invitations stay in one calm workspace.

Case

Amira Hassan

Study Permit · In progress

Active

Missing documents

  • Letter of Acceptance (LOA)
  • Proof of funds

Notes

Awaiting tuition receipt. Client traveling next week.

Last updated today

Checklist

  • Passport (bio page)Uploaded
  • Digital photoUploaded
  • Study planMissing

Plans

Clear tiers for growing teams.

Plans are shown for planning only. Pricing will be published with launch.

All plans include full case safety and control. Higher plans add convenience and team support — not core functionality.

Solo

For independent immigration consultants

Everything you need to manage cases safely — without Excel, email chains, or memory.

  • 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

Pro

Recommended

For busy consultants or small teams

Built for growing workloads — without losing control.

  • Everything in Solo
  • Up to 3 consultant accounts
  • Easier workload sharing
  • Better coverage for busy periods

Firm

For small immigration firms

Firm-level confidence and visibility, without micromanagement.

  • Everything in Pro
  • Up to 5 consultant accounts
  • Firm-wide visibility and shared awareness

Comparison

High-level feature comparison.

Designed to show scope at a glance. No feature gating logic is enforced here.

Feature
Solo
Pro
Firm
Case management
Complete
Complete
Complete
Deadlines & reminders
Included
Included
Included
Documents & client uploads
Included
Included
Included
Collaboration (consultant accounts)
1 account
Up to 3
Up to 5
Convenience & firm awareness
Solo workflow
Shared workload
Firm-wide visibility

Contact

Contact Docvera

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