Lawyer dashboard
Cases
Open matters at a glance
62%Progress62%
Garcia — Marriage GC
62%
Chen — AOS
Docs pending
Nguyen — N-400
Biometrics
For small immigration practices
PractDesk
Replace email chaos with one case portal
Cases, document requests, and secure messages — so your clients stop hunting through email threads for the next step.
Open the sample client case — works on your phone
90-day free trial · clients $0 · Start your free trial →
I'm a client / applicantDesigned for small immigration practices. Clients join free via an invite link or code you copy and share.
Built for immigration workflows — marriage GC, family, AOS, naturalization, employment, and USCIS document prep. · English & Spanish
PractDesk is not a lawyer — organizational and educational help only.
app.practdesk.com
Product glimpse · silent loop · sample data
Designed for solo immigration practices
·Beta — honest about what we ship today
Fewer status emails
Less document chasing — checklists and uploads live on the case, not in your inbox.
A clear next step
Every client sees what’s pending and what to do next — without another “any update?” loop.
Docs + messages in one case
One portal per matter: files, requests, and the secure thread stay together.
Sound familiar?
Stop Chasing Documents and Client Updates
The legal work isn’t what drains you — it’s the coordination. Missing PDFs. Status questions. Evenings renaming attachments.
Asking three times for the same document
Passport scan “sent” — then buried in a thread. You ask again. Then again.
Five email threads for one case
Intake in one inbox, biometrics in another, RFE reply somewhere else. Nothing is the source of truth.
The same status question every week
“Any update?” — because clients can’t see what’s pending or what’s next.
Evenings organizing PDFs
Renaming attachments, hunting shared folders, rebuilding the checklist from memory.
PractDesk connects the case, the document checklist, and secure messages in one portal — so you stop chasing, and clients always know the next step.
Before vs after
From Email Chaos to Organized Cases
Same immigration work. A clearer way to run it — without forcing a firm-wide software overhaul.
Before — email & folders
- Documents scattered across email, WhatsApp, and shared folders
- No single place that shows what’s still missing
- Clients ask “any update?” because they can’t see progress
- You rebuild the checklist from memory every week
- Sensitive files forwarded with too little control
After — PractDesk
- Every file sits on the case checklist
- Open gaps visible to you and the client
- Clients see status and next action without another email
- One secure thread per matter — not five inboxes
- Access scoped to the lawyer and invited client on that case
Immigration workflows
Built for Immigration Workflows
Not a generic legal CMS. PractDesk is shaped around the case types and USCIS prep small immigration practices already run — far beyond marriage-only.
- Marriage-based green cards
- Family-based petitions
- Adjustment of status (AOS)
- Naturalization
- Employment immigration
- USCIS document prep
- Client intake & checklists
- Deadline tracking
How it works
From invite to organized case — in six steps
No complicated setup. Start with one active matter and grow from there.
- 1
Create a case
Open a matter and set the case type.
- 2
Invite your client
Copy a link or code — they join free.
- 3
Request documents
Send a clear checklist tied to the case.
- 4
Client uploads
Files land on the case, not in your inbox.
- 5
Secure communicate
One thread per case — no email chase.
- 6
Track progress
See status, gaps, and deadlines at a glance.
Two sides, one portal
For your firm — and for your clients
The same case, shown the way each side needs it. No new features invented — just the workflows already in PractDesk.
Inside PractDesk
See the portal — not a slide deck
Lawyer dashboard, case overview, client portal, document requests, messaging, and progress — the screens you’ll live in day to day.
Case overview
Matter
Status, deadlines, next action
62%Progress62%
- Next: Prepare biometrics packet
- Deadline: RFE response · 12 days
- Docs: 8 of 11 complete
Client portal
My case
Always know the next step
- 1Upload marriage certificate
- 2Confirm address
- 3Review biometrics letter
Document requests
Checklist
Request once. Track uploads.
- ✓Passport bio page · Received
- ·I-94 · Waiting
- ✓Joint lease · Received
Messaging
Secure thread
One conversation per case
- Client: Is my birth certificate clear enough?
- You: Yes — marked complete.
- Client: What’s next?
Progress tracking
Timeline
Where this case stands
62%Progress62%
- Intake complete
- Docs 8/11 · 3 waiting
- Biometrics packet next
See PractDesk two ways
Watch a short overview — or click through the live product
Prefer a video? Watch the short overview below. Prefer hands-on? Open the sample firm and click around — sample data only, nothing you do affects real accounts.
- How a lawyer opens a matter and invites a client
- How document requests replace chase emails
- How the client portal shows next steps and progress
- How messaging stays on the case — not in five inboxes
Sample walkthrough
See how PractDesk runs an immigration case
A short walkthrough of the real product: cases, invites, documents, and messages — narrated and timed to what you see on screen.
Low-risk start
Try PractDesk with one active case first
No complicated setup. No full migration. You’re live in minutes — test the portal on a single matter before you change how the whole firm works.
- One active case is enough to evaluate
- Up and running in minutes
- Keep historical files where they are
- Expand only after it works for you and your client
Who it’s for
Designed for Small Immigration Practices
Solo attorneys and small firms with limited staff — intentionally simple, without enterprise complexity.
Solo immigration attorneys
One person wearing every hat — intake, docs, and client updates.
Small firms with limited staff
Enough structure to stay organized without hiring someone to run the software.
Practices drowning in documents
Missing attachments, repeat questions, and status buried in threads.
No enterprise complexity
You don’t need a six-month rollout or Clio-scale overhead — you need a clear case portal clients can actually use.
Time back every week
Spend Less Time Managing Cases
Save hours every week on follow-ups, document chasing, and status replies — so more of your day goes to the legal work only you can do.
Hours back each week
Less time chasing “did you get my file?” and rebuilding checklists from email.
Faster document collection
Clients upload against a clear checklist — fewer incomplete packets.
Fewer status loops
Progress and next steps live on the case, so you answer once — not every Monday.
More time practicing law
Reclaim evenings spent organizing PDFs for the work that matters.
Email & shared folders
Why Email and Shared Folders Break Down
Email and Dropbox are fine alone — together they’re where case info goes to die. Here’s why firms outgrow them, and how PractDesk fits.
Great for conversation — terrible as a filing system. Attachments bury, threads fork, and nobody knows which version is current.
Dropbox / shared folders
Files have a home, but no checklist, no next step, and no client-facing progress. You still chase updates by email.
PractDesk
The case, the checklist, the uploads, and the messages stay connected — so the portal is the source of truth.
| Workflow | Email + Dropbox + WhatsApp | PractDesk |
|---|---|---|
| Finding the latest document | Search threads, attachments, and shared folders | Files live on the case checklist |
| Knowing what’s still missing | Mental notes or a spreadsheet you maintain | Open gaps visible to you and the client |
| “Any update?” questions | You re-explain status every week | Client sees progress and next action |
| Requesting documents | Another email — easy to miss or ignore | Structured requests tied to the matter |
| Client communication | Scattered across inbox, texts, and chats | One secure thread per case |
| Who can see what | Forwarded links and shared folders leak context | Access scoped to the lawyer and invited client |
Trust
Built for client privacy — without the marketing wall
What firms ask before inviting a client. Straight answers — details on the security page.
Encrypted in transit
TLS to PractDesk and storage
Case-bound access
Lawyer + invited client on that matter
Clients pay $0
Invited applicants never billed by us
AI doesn’t train on client data
Optional assist via standard API terms
SOC 2 certification is on our roadmap — we don’t claim it today.
Read the full security pageWhy we built PractDesk
Why we built PractDesk
We watched small immigration firms drown in email chaos — missing PDFs, five threads per matter, and evenings spent renaming attachments. Existing practice tools were either too expensive, too complex, or built for general litigation — not the intake-to-USCIS rhythm of immigration work. PractDesk’s mission is simple: give solo and small firms one portal that clients can actually use, without enterprise setup. We’re in beta: cases, invites, document requests, secure messages, and deadlines are live. No fake logos. No invented named firms. Just honest product for practices still running on inbox and spreadsheets.
Honest beta — workflows tested; certifications and scale still growing.
Early feedback
What early users tell us they’re trying to fix
We’re in beta — no named firms, no star ratings, no invented customer counts. These are honest mini-stories from the pain we hear most. Real quotes replace them as they arrive.
Beta
Live with real firm demos
EN + ES
Built for bilingual clients
$0
Clients never pay PractDesk
Situation
Solo attorney running marriage GC and AOS on email + shared folders.
What they tried
Tried tighter email templates and a spreadsheet checklist — clients still sent the wrong file version.
Where they’re headed
They’re testing one active case in PractDesk so the checklist, uploads, and status live in one place.
Situation
Small firm spending evenings answering “any update?” and chasing missing PDFs.
What they tried
Tried WhatsApp reminders and Dropbox links — progress stayed invisible to clients.
Where they’re headed
They want clients to see the next step and open gaps without another status call — that’s the portal bet.
FAQ
Questions firms ask before switching
How long does setup take?+
Minutes, not weeks. Create a case, copy an invite link, and send it to your client. No firm-wide migration required.
Can I start with just one case?+
Yes — that’s the recommended path. Try PractDesk with one active case first, see if your client prefers the portal, then expand.
Do I need to migrate all my files?+
No. Keep historical files where they are. Use PractDesk for active matters going forward — upload what you need for the current case.
Will my clients need training?+
No. They open a simple portal: see the next step, upload documents, and message you. Most need a link — not a tutorial.
Do clients need paid accounts?+
No. Invited clients use PractDesk at $0. The firm covers the portal.
Can we still use email?+
Yes. PractDesk doesn’t ban email — it stops email from being your only case system. Use mail when you want; keep the case file in one place.
Is this only for immigration?+
Yes — that’s the point. We’re focused on immigration workflows (marriage GC, family, AOS, naturalization, employment, USCIS doc prep), not a general-purpose legal suite.
What if I have hundreds of cases?+
Start with one or a handful. Pro supports growing caseloads; you don’t have to import everything on day one.
Pricing
Simple firm pricing
Start with one active case on the trial. No full migration required — test the workflow before you commit.
Free trial
90 days
Full Pro access for 90 days free — try one case first, no card required. Then $149/mo, or stay on Starter (3 open cases).
Pro
$149/mo
After your trial — the paid firm plan. Clients still pay $0.
- · Unlimited cases and client invite links you copy and share
- · Checklists, document requests, and secure case messages
- · AI assist for letters and organization — we do not train models on your client data
Clients
$0
Invited applicants never pay PractDesk — the firm covers the portal.