Docvera
Stop managing immigration cases on spreadsheets.
Case management ยท Deadline reminders ยท Client portal ยท WhatsApp notifications ยท Bilingual EN/FR ยท Data hosted in Canada
See Docvera in 20 seconds.
How it works
The whole workflow, start to finish.
Create a case in minutes
Capture client details, pick a case type, and set the first deadline โ no blank spreadsheet, no setup ritual.
Send a guided intake form
Send a bilingual intake form by email, and the client fills in their own details โ no generic contact form. You're notified the moment they submit, and the draft case is ready to convert with one click.
Collect documents, checklist by checklist
Every file lands against the right requirement, encrypted at rest, so nothing gets lost in an inbox or a shared folder.
Give clients real visibility
Clients sign in to their own secure portal to see progress and upload what's missing โ without calling you to ask.
Why consultants switch
Built for immigration practices, not bloated legal suites.
Most practice-management tools are built for every kind of law firm, then priced and packed with features for all of them โ you pay for modules you'll never open.
Docvera does one thing: Canadian immigration casework. Every screen, every checklist, every reminder is built around the actual workflow of an RCIC practice.
Simpler to learn, lighter to run, and priced to grow with your practice โ whether you're an independent consultant or a growing firm.
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
No credit card required.
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
No credit card required.
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
No credit card required.
Questions
Before you sign up.
Is client data stored in Canada?
Yes. All data and documents are hosted in Canadian data centres, and every document is encrypted at rest with a unique key per file.
How does the free trial work?
Create your account at no cost, no card required. We verify your RCIC licence, then you get 14 days of full access before choosing a plan.
Will I be asked for a credit card during the trial?
Not at signup. Once you've started actively using Docvera โ building a real case file โ we'll ask you to add a payment method so you can keep access when the trial ends. You're never charged during the trial itself.
What happens if I don't subscribe after the trial?
Your account is paused until you choose a plan โ nothing is deleted, and you can pick up right where you left off once you subscribe.
Does Docvera work in French?
Yes. Consultants and clients can use the app and client portal fully in English or French Canadian.
Contact
Book a free 14-day trial.
See Docvera with your real workflow. We will help you set up your first cases and document lists.
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