Find the weak spots before an officer does
Review Mode turns checking a file into a structured pass: approve what’s right, lock it, and send precise change requests for what isn’t. Validations and an AI document reviewer surface gaps, overlaps and poor scans while the client can still fix them.
- Approve section by section
- History gap and overlap checks
- Your firm’s own document rules
REVIEW MODE · APPROVALS
Review Mode for client answers
The problem
Feedback on a client’s answers travels back and forth by email, so it’s never clear which version is current or what still needs fixing.
How it works
- Approve a whole section, or a single question, once it’s correct.
- Approved answers lock, so they can’t change without your team knowing.
- Request a change on one specific question instead of sending the whole form back.
- Reviewer notes appear to the client right next to the question they’re about.
Review · Personal history
- Approved
Full name and other names used
- Approved
Previous marriages
- Change requested
Address history, last 10 years
Reviewer note: please add your Guadalajara address for 2021.
- With client
Travel history
SMART VALIDATIONS
Validations that read a timeline like a reviewer
The problem
A three-month gap in an address history or two overlapping jobs is easy to miss on page six, and exactly the kind of thing that prompts a request for explanation.
How it works
- Detects unexplained gaps in personal and address history.
- Flags overlapping periods across work, study and addresses.
- Sorts history entries by date automatically, whatever order the client used.
- Checks answers against the field length limits of the target IMM form.
- Stops a section from being approved while mandatory fields are empty.
Address history · Ana Lucía Torres
Ciudad de México, MX
Jan 2016 – Dec 2020
- 3-month gap
No address given
Jan – Mar 2021
Guadalajara, MX
Apr 2021 – Aug 2023
- Overlaps 3 months
Toronto, ON
Jun 2023 – present
- Entries sorted by dateDone
- Street line: 43 / 40 charactersToo long
AI DOCUMENT REVIEW
A second pair of eyes on every upload
The problem
Wrong documents, expired results and unreadable scans are often only noticed during final assembly, just when the client has gone quiet.
How it works
- Spots documents that are still missing from the checklist.
- Notices when an upload is the wrong kind, such as a balance letter where statements were required.
- Flags blurry, dark or cropped scans so the client can retake them.
- Warns when a passport, test result or certificate expires too soon.
- Applies your firm’s own rules, such as requiring certified translations.
Document review
- Wrong type
Bank statements
Looks like a balance letter; 6 months of statements expected
- Unreadable
Relationship photos
Several images too dark to make out
- Expiring
Sponsor’s passport
Expires in 5 months
- Firm rule
Birth certificate
Firm rule: Spanish originals need a certified translation
PRE-SUBMISSION
Pre-submission review agent
The problem
The final check before filing still means one person reading the entire package from the first page to the last.
How it works
- Reads the assembled package end to end before it reaches the representative.
- Cross-checks names, dates and numbers between forms and supporting documents.
- Compares the package with the current checklist for the program.
- Produces a short findings report for the practitioner to work through.
Pre-submission report
- Pass
Names consistent across 5 forms
- Check
Marriage date differs: IMM 5532 vs certificate
- Pass
Every checklist item present
- Pass
Photo meets specifications
Before and after
What changes for your team
How the work covered by Case Review typically runs today, and how it runs with VisaNest.
| Before | With VisaNest |
|---|---|
| Feedback emailed against an old copy of the answers | Answers approved, locked or queried one question at a time |
| Gaps and overlaps found by reading every page | Gaps, overlaps and length limits flagged automatically |
| Poor scans discovered during final assembly | Each upload checked the moment it arrives |
| One person re-reading the whole package before filing | Findings gathered for the practitioner in one place |
Explore the rest of the platform
- Practice CRMPipeline, intake forms, retainers, e-signature and invoicing
- Client IntakeQuestionnaires, document checklists and data extraction
- Form AutofillIMM PDF packages, portal prefill and Express Entry
- Website AssistantA chat assistant that answers visitors and books consultations
- SoonRegulatory MonitorRule changes, processing times and client briefings
See Case Review in the demo
Open a fictional sponsorship file with flagged documents and history checks waiting for review.
