Docvera

A steady workspace for immigration consultants.

Keep every case organized with clear deadlines, secure client accounts, controlled document collection, bilingual workflows, and reliable visibility for your team.

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How it works

Three calm steps from intake to completion.

Create the case

Capture client details and the first deadline in minutes.

Apply a checklist

Use a standard document list or tailor items per case.

Collect and confirm

Invite clients, track uploads, and keep everything aligned.

Features

Built for calm, controlled case work.

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Case overview

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

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Deadline clarity

Overdue, today, and upcoming work is always visible.

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Client portal accounts

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

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Checklist-driven documents

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

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Bilingual workspace

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

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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.