CaseVisit lets your clients book a visit, securely upload their documents, and pay online — all in a single, beautiful flow. Virtual meeting links and reminders included.
Built for notaries, clinics, advisors & every visit-based service
Stop stitching together a scheduler, a file inbox, and a payment link. CaseVisit handles the entire client visit, start to finish.
Clients see real-time open slots and book in seconds. No phone tag, no double-bookings — availability updates the instant a spot is taken.
Collect IDs and documents up front with encrypted uploads tied to each appointment — so you walk in fully prepared.
Get paid at booking through Stripe checkout. Charges are calculated from your services and line items automatically.
Every appointment can include a Google Meet link and calendar invite, delivered automatically to you and your client.
Automated confirmations, calendar invites, and SMS/WhatsApp reminders keep no-shows down without lifting a finger.
Clients sign in with a one-time email code — no passwords to forget, and the right person always sees their records.
Share one link. CaseVisit guides your client through the rest — and hands you everything you need to deliver.
Clients choose a service and grab an open slot from your live availability — down to the minute.
They securely upload required documents and pay online in the same checkout — no follow-up emails.
You get the booking, files, payment, and a meeting link — all organized in your business portal.
Clean, fast, and clear at every step. Here's what your clients experience.
Clients see exactly which days have openings and how many. They filter by morning or afternoon and lock in a time — with the full cost shown before they commit.
One tap confirms the appointment. Then clients drag in exactly the documents you need — each with clear file-type and size guidance — and everything stays tied to their booking.
Set your availability, then manage clients, appointments, files, and history in a workspace built for service teams.
Define recurring and dated hours so clients only book when you're free.
Every client's appointments, documents, and history in one place.
Uploaded documents stay attached to the right appointment, always.
Review past and upcoming appointments with detailed records.
Launch your CaseVisit booking page today and turn scheduling, paperwork, and payments into one effortless step.