Conversational intake with document reading
The product interviews the client in plain language instead of relying on a long manual form, then uses uploaded evidence to populate the case file.
Plansera AI
Plansera AI drafts E-2 business plans for U.S. immigration filings by combining client intake, evidence reading, eligibility checks, and plan generation. It is aimed at immigration attorneys and paralegals who need a submission-ready PDF and editable Word output.
Overview
Plansera AI is a web product for drafting E-2 business plans for U.S. immigration filings. It combines client intake, evidence reading, eligibility checks, and document generation in one workflow.
According to the site, an AI paralegal interviews the client, ingests supporting documents such as bank statements, leases, and invoices, and then produces a professionally designed plan with financial tables, charts, and an editable Word version. The stated purpose is to give attorneys and paralegals a faster drafting process that stays anchored to E-2 adjudication standards.
Core capabilities
Built-in E-2 eligibility checks
The site says the system checks core E-2 adjudication standards before delivery, including substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and directing role.
Financial modeling and charts
It generates deterministic 5-year projections, cash flow, and break-even figures, then presents them as tables and graphs.
Confirmed use-of-funds breakdown
The plan includes a categorized investment breakdown that the client reviews and approves before generation.
Submission-ready PDF and Word output
Output is delivered as a designed PDF and an editable Word document, intended for consulate filing and later editing.
Typical use cases
E-2 filing preparation
An immigration attorney needs to prepare an E-2 treaty-investor plan and wants the draft to follow adjudication standards rather than a generic template.
Evidence-driven intake
A paralegal has supporting documents from a client and wants the intake process to extract financial details and populate the case file automatically.
Financially structured plan drafting
A practitioner wants a draft that includes projections, charts, and a use-of-funds breakdown that can be reviewed before filing.
Dual-format delivery
A firm needs an editable Word document for internal review while also producing a polished PDF for submission.
Pros and Cons
Pros
- Combines intake, evidence review, eligibility checks, and plan generation in one workflow.
- Uses E-2-specific criteria rather than a generic business-plan template.
- Produces both a designed PDF and an editable Word document.
- Uses a flat per-plan price with no subscription stated on the site.
- Lets the client review the use-of-funds breakdown before generation.
Cons
- The pricing page link currently resolves to a 404, so some purchasing details are only visible on the home page.
- The public site provides limited detail about integrations, security, team structure, and support.
- Coverage of workflow limits is partial, so edge cases and document restrictions are not clearly documented.
FAQ
How much does Plansera cost?
Plansera charges a flat $100 per business plan. The site says there is no subscription and that you pay when you start a plan.
What files does Plansera generate?
Yes. The site describes the output as a submission-ready plan and says it is rendered as a designed PDF with financial tables and charts, plus an editable Word document.
How does the intake process work?
Plansera uses an AI paralegal to interview the client in plain language and read uploaded documents such as bank statements, leases, and invoices to populate the case file.
Who is Plansera for?
The product is aimed at U.S. immigration attorneys and paralegals preparing E-2 treaty-investor filings.
Quick Facts
- Category
- AI document drafting
- Primary use
- E-2 business plans for immigration filings
- Main users
- U.S. immigration attorneys and paralegals
- Input sources
- Client answers plus uploaded evidence such as bank statements, leases, and invoices
- Output formats
- Designed PDF and editable Word document
- Pricing
- Flat $100 per plan; no subscription stated
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