CaseBlink's Individual Portal allows you to collaborate with your client on their case. They can have access to uploading documents, completing the case strategy intake, filling out the expert letter or forms intake, and reviewing drafts.
Default view: The default view of the individual portal will mirror the law firm account except the "Generate" features are disabled for drafting letters, forms, and packet. The individual can see any generated drafts for review and edit purposes.
Customization & white-labeling: You can customize the view of the individual account. To discuss customization options, contact your account manager or reach out via email at [email protected]
Law Firm Account:
1. Login to your Law Firm account at app.caseblink.com
2. Add "New Case". The email address you enter for your client will be the same one they use to access their account.
3. Now your client is able to login!
🚀 Individual Quick Start
1. Client can go to app.caseblink.com
2. Select “Individual”
3. Click “Forgot your password?”
4. Enter your email address → check your inbox for a reset link → set your password
You’re now ready to log in!
📂 Step 1: Upload Documents
Upload all your immigration and supporting evidence in Document AI, including resumes or profiles for any expert letters, if needed. Upload your documents in one of two ways:
AI Sorting: Upload multiple files at once for AI sorting (drag & drop or click to Upload with AI)
By Category: Select the correct category and upload manually
🧭 Step 2: Case Strategy
1. Go to the Case Strategy tab
2. Review and complete the answers to the case strategy questions.
3. Want to use a specific document to pre-fill the answers first? → Click “Complete with AI” and choose any document(s) you previously uploaded to auto-complete the answers before making edits.
4. Review & edit answers.
✍️ Step 3: Expert Letters Intake
1. Upload expert’s resumes in Document AI. Make sure they are labeled as “Expert Resume”. If the resume is mis-labeled, select edit and change to "Expert Resume"
2. Go to Drafts → Letters → “Add Expert”
3. Select “Complete with AI” and choose the expert's resume and any other relevant expert document (bio, questionnaire, etc.)
4. Review & edit details, complete intake questions
5. Select "Save"
💡 Tips: Add as many experts as you like. Upload finalized, signed expert letters into Document AI tab.
💬 Support
Need help? We’re here for you.
📧 Email: [email protected]
💬 Live Chat: Available Mon–Fri, 9 AM – 8 PM EST