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.