CasePilot

Updates

Changelog

CasePilot is constantly updated. Here are all the latest features.

Newv2.4Jun 22, 2026

AI Review + Case Health Score

  • AI analysis of each case: automatic problems, warnings, and recommendations
  • Case health score from 0–100 with breakdown by category
  • Bulk review panel to analyze all clients at once
Newv2.3Jun 22, 2026

Packet Builder + Mail Tracking

  • Document checklist required per USCIS form (I-130, I-485, I-765, etc.)
  • Completion percentage per packet before submission
  • Shipment tracking with USPS, FedEx, UPS, and DHL
Newv2.2Jun 21, 2026

Ask CasePilot — AI Assistant

  • AI chat specialized in immigration, with context per client
  • General mode for questions without a specific client
  • Conversation history and suggested questions in ES/EN
Improvementv2.1Jun 20, 2026

Document Translation Center

  • AI translation of immigration documents ES↔EN
  • Download translated document as PDF
  • Translation history per firm
Newv2.0Jun 18, 2026

Custom Branding

  • Customize colors, logos, and firm name throughout the platform
  • Preview the portal, invoices, and emails with your brand
  • Upload your own logo and favicon
Improvementv1.9Jun 15, 2026

Notification Center

  • Automatic alerts for overdue tasks, due today and tomorrow
  • New clients and recent case events
  • Priority filters: urgent, attention, info
Improvementv1.8Jun 10, 2026

Workload Manager + Productivity

  • Kanban view of all open tasks by case and priority
  • Productivity metrics: completion rate, daily activity, cases by status
  • Period filters: 7, 14, and 30 days
Newv1.5Jun 1, 2026

USCIS Status Tracker

  • Track receipt numbers and follow USCIS case status
  • Status change history with date
  • Direct link to USCIS.gov with number copied
Launchv1.0May 15, 2026

CasePilot Launch

  • Bilingual ES/EN client intake portal
  • USCIS form library: I-130, I-485, I-765, N-400, and more
  • Case panel, document management, contracts and billing
  • Team, calendar, global search, and contract signing

Have suggestions for new features?

hola@casepilot.app