Open a case workspace.

Generate a secure workspace where your client can upload documents (auto-categorized by AI) and message you back-and-forth. Everything saved in one thread.

Open new case workspace

Your name

Your email

Firm name

Client name

Client email

Visa type

Matter / case label

✓ Case workspace created

An invitation email was sent to your client (if Resend is configured). You can also share these links manually:

🔗 Client link (share with client)

🔒 Your link (bookmark — attorney access only)

Each link contains an access token — anyone with the link can read/write the case. Don't share the attorney link with anyone else.

What happens: A unique workspace is created in our database. Your client gets a private link to upload docs (auto-categorized by AI) and message you. You get an attorney link to view/respond. Both see the same thread, in real-time.