CaseFlows
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Case operations,

CaseFlows gives your team one place to manage clients, track documents, and close cases — without the chaos.

CaseFlows
Dashboard
Accounts
Cases
Categories
Team
All Cases
+ New Case
CaseStatusAssigneeDocs
Santos, M. — Golden VisaActiveAna L.8 / 12
Ferreira, J. — ResidencyReviewCarlos R.5 / 9
Chen, W. — Work PermitIntakeAna L.2 / 14
Müller, K. — Family VisaClosedCarlos R.11 / 11

Features

Everything your team needs

Case Management

Track every case from intake to close. Filter by status, category, assignee, or account — always know what's in flight.

Document Collection

Request documents from clients and track exactly what's been submitted, reviewed, or needs reupload. No more email chains.

Client Portal

Give each client a secure, private link to upload their documents directly. No login required on their end.

Team & Roles

Invite staff, assign admin or member roles, and keep the whole team working in one shared workspace.

Timeline & Notes

Every action, status change, and note is logged automatically so nothing gets lost in translation.

Reports & Export

Get a real-time snapshot of your pipeline. Export filtered case lists to CSV anytime.

Know if your client qualifies before you start.

Run a 4-question UAE Golden Visa eligibility check in under 60 seconds. Get an instant score, matched route, and criteria breakdown — before you open a single case.

✓Property, savings & professional pathways
✓Instant score with eligibility breakdown
✓Saves hours on pre-screening unqualified leads
UAE Golden Visa Eligibility AssessmentNew
90/100
Strong Match
✓Likely Eligible

Eligibility Breakdown

✓
Property ValueAED 2M+ — meets the minimum threshold
✓
Route MatchProperty Owner route identified
✓
Residency StatusUAE resident — simplified application process
Indicated routeProperty Owner

Clients upload directly. You review instantly.

Share a unique portal link with your client. They upload their documents from any device — no account needed. Your team gets notified and can approve or flag for reupload right away.

✓No login required for clients
✓Works from any device
CaseFlows

Your document upload portal

Hi Mariana 👋

Please upload the following documents for your Golden Visa application.

Bank statements (6 months)
Upload
Attested degree
Upload
Passport copy✓ Received

One workspace per case. Everything in one place.

Open a case and find everything: documents, notes, timeline, status, and client portal link — all in one focused view. No tabs, no switching tools.

✓Documents, notes & timeline in one view
✓Status changes tracked automatically
✓Client portal link always one click away
Santos, M. — Golden VisaOpened Apr 12 · Ana Lima
Active
Documents
Passport copyReceived
Passport photoReceived
Bank statements (6 months)Pending
Attested degreePending
Timeline
May 3 — Status → Active
Apr 28 — Docs requested
Apr 12 — Case created

Ready to run a tighter operation?

Join the waitlist and be among the first teams to get access.