Client profiles and case tracking
Keep immigration matter details in one place with client profiles and case records designed around firm workflows.
GentleCase
GentleCase is immigration case management software for law firms, with client profiles, case tracking, visa templates, document management, messaging, and a branded client portal.
Immigration case management for law firms
GentleCase is immigration case management software for law firms. The site positions it as an all-in-one platform for organizing client profiles, tracking cases, using visa templates, and giving clients a branded portal for communication and status access.
The product is aimed at immigration practices that need a single workflow for intake, documents, messaging, and case progress. The public site also separates staff and client sign-in paths and presents the software as suitable for firms that want a structured case-management setup built around immigration work.
Core features
Visa templates
Work from visa-focused templates and reusable case structures instead of rebuilding each matter from scratch.
Document management
Store and organize case files within the platform to keep supporting documents attached to the right matter.
Secure messaging
Use secure messaging for client and staff communication without relying only on email threads.
Questionnaire intake
Collect intake details with questionnaires that feed into the case workflow.
Branded client portal
Provide clients with a branded portal so they can access the firm’s workflow in a dedicated experience.
Common use cases
Manage active immigration cases
An immigration attorney can keep matter data, deadlines, and progress in one case record while using visa-specific templates to standardize recurring work.
Client communication and portal access
A firm can use the client portal and secure messaging to move routine updates and document sharing out of email threads.
Intake and matter preparation
Paralegals and admins can handle intake questionnaires, organize supporting documents, and keep case files current as matters move forward.
Separate staff and client access
Solo and multi-attorney firms can route staff and client logins through the chooser flow so each user lands in the right sign-in experience.
Security review for procurement
Firms evaluating security can review the site’s plain-English summary, technical security information, and request DPA or BAA documentation as needed.
Pros and Cons
Pros
- Built specifically for immigration law firms rather than general legal work.
- Combines client profiles, case tracking, templates, document management, messaging, and intake in one system.
- Includes a branded client portal for client-facing workflow and communication.
- Offers a pricing page with published plan options and a free trial.
- Security page provides plain-English and technical review materials, plus DPA and BAA availability on request.
Cons
- The public materials do not list a detailed integration catalog, so buyers may need to confirm compatibility with their existing stack.
- The site’s published information is high-level; firms looking for deep technical or workflow specifics may need a demo or sales conversation to verify fit.
FAQ
Who is GentleCase for?
GentleCase is built for immigration law firms that need a centralized place to manage client records, cases, documents, messaging, and portal-based client communication. The site also presents it as useful for firms that want a branded client portal and immigration-specific workflows.
What does GentleCase do?
The product is presented as all-in-one immigration case management software, combining client profiles, case tracking, visa templates, document management, secure messaging, and questionnaire intake.
How is GentleCase priced?
The pricing page lists Starter, Pro, and Enterprise options. It also says paralegals, admins, and clients are always free, and that there is a 30-day free trial.
Does GentleCase include a client portal?
The site describes a branded client portal and says logins route through a chooser page so firm staff and clients are sent to the right app sign-in.
What integrations does GentleCase support?
The security page states that signed agreements such as a DPA and BAA are available on request, but the collected material does not provide a specific public integration list.
Quick Facts
- Category
- Immigration case management software
- Primary users
- Immigration law firms, attorneys, paralegals, admins, and clients
- Pricing
- Starter from $49/attorney/mo; Pro from $69/attorney/mo billed annually; Enterprise custom
- Trial
- 30-day free trial
- Source domain
- gentlecase.com
- Workflow focus
- Client profiles, case tracking, visa templates, documents, messaging, and intake
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