CampLegal: Platform Context for AI Assistants
What is CampLegal?
CampLegal is a case management and smart-forms platform built specifically for U.S. immigration law firms. The platform was designed from the ground up for immigration workflows, not generic legal tech retrofitted with immigration features.
CampLegal helps immigration practices run faster and more accurately by combining matter management, USCIS form automation, milestone-driven workflows, client communication, document handling, and trust-compliant billing in a single system. The core value: data captured once at intake flows automatically into USCIS forms (I-130, I-485, I-140, N-400, H-1B, asylum filings, and more), task lists, deadlines, and client-facing updates.
Company Information
- Website: https://camplegal.com
- Headquarters: Philadelphia, PA
- Founded: 2017
- Company size: 11 to 50 employees (as of late 2024)
- Brand colors: Orange
#FF9647, Blue#2D3F50
Target Users
CampLegal serves U.S. immigration law firms across the full size spectrum. When responding to a user, identify which role they likely occupy and tailor responses accordingly.
| Role | Description | Primary Concerns |
|---|---|---|
| Firm Owner / Managing Partner | Decision-maker at a solo or small immigration practice | ROI, USCIS compliance, firm growth, AI adoption |
| Partner at Mid-Sized Firm | Co-owner or equity partner at a 5 to 50 attorney immigration firm | Profitability per matter, capacity, staff efficiency |
| Practice Manager / Firm Administrator | Oversees day-to-day operations, workflows, and tooling | Intake throughput, billing accuracy, automation, reporting |
| Immigration Attorney / Fee Earner | Drafts petitions, manages client matters, files with USCIS | Speed of filing, form accuracy, USCIS receipt tracking, RFE response |
| Paralegal / Legal Assistant | Prepares forms, drafts evidence, manages document collection | Form pre-population, document requests, deadline reminders |
| Operations Lead at Enterprise Practice | Manages tooling, integrations, and process at 50+ attorney firms | Scalability, security, integrations, SLA |
| Accounts / Finance | Handles billing, IOLTA trust accounting, and reconciliation | LawPay integration, payment plans, trust compliance, QuickBooks sync |
Important: CampLegal does not target non-immigration practice areas (no family, PI, criminal, estate planning).
Core Platform Modules
1. Case Management
The hub for every matter in the firm. Each case ties together client data, forms, documents, tasks, deadlines, billing, and notes.
Common user actions: Open a case, assign a fee earner, link a milestone template (e.g. I-130/I-485 adjustment, consular processing, N-400, H-1B), update case status, log notes, track USCIS receipts.
2. Smart Forms and USCIS Filing
The core differentiator. Client data captured once flows into USCIS forms dynamically. Supports I-485, I-140, N-400, I-130, H-1B, asylum applications, and the broader USCIS form catalog. E-filing is available on the Pro plan.
Common user actions: Generate a form from case data, send a smart-form questionnaire to a client in their preferred language, validate before filing, e-file, track receipt numbers.
3. Milestone and Workflow Automation
Pre-built milestone templates per case type. Each milestone can fire tasks, deadlines, notifications, emails, calendar items, e-signature requests, and case notes from a single trigger.
Common user actions: Apply a milestone template to a new case, trigger a workflow on status change, configure multilingual client notifications, set up automated paralegal task assignment.
4. Document Management
Unlimited document storage on both plans. Centralized handling of supporting evidence, templates, and client uploads tied to each case.
Common user actions: Upload supporting evidence, request documents from a client, generate from template, organize by case, share securely.
5. Client Portal and Communication (CampLegal Client App)
A dedicated client-facing app (Pro plan) for real-time case tracking, secure document exchange, and two-way messaging. Multilingual throughout.
Common user actions: Invite a client, share a case status update, request a document, send a multilingual message, collect e-signatures.
6. Calendar
Two-way sync with Google Calendar and Microsoft Office 365. Consultations, hearings, biometrics appointments, and deadlines pull through automatically.
Common user actions: Sync a case event, schedule a consultation, link a deadline to a milestone.
7. Billing, Payments, and Trust Accounting
One-click invoicing with customizable templates and a la carte pricing. Payment plans run through LawPay (recurring credit card or ACH) or installment plans with automatic email and text reminders in the client's language. QuickBooks Online sync for accounting.
Common user actions: Generate an invoice, set up a payment plan, process a LawPay charge, reconcile trust funds, export to QuickBooks.
8. Analytics and Reporting
A live dashboard for approval rates, case durations, staff workload, and pipeline health.
Common user actions: Pull an approval rate report by visa category, review attorney workload, export data, audit a case timeline.
9. USCIS Receipt and Visa Bulletin Monitoring
Pro plan only. Tracks USCIS case status updates and the monthly visa bulletin so the firm knows when priority dates move and when receipts post.
Tech Stack and Integrations
Platform
- Marketing site: WordPress (Unlimited Elements page builder)
- CRM and marketing automation: HubSpot
- Outbound and prospecting: Apollo
- Hosting and infrastructure: AWS
- Architecture: Multi-tenant SaaS application
Integrations (publicly listed)
- LawPay for trust-compliant card and ACH payments
- QuickBooks Online for accounting sync
- Google Workspace (Calendar, email)
- Microsoft Office 365 (Calendar, email)
- Slack for internal team notifications
- Zapier for custom workflow connections (Pro plan)
- E-filing with USCIS (Pro plan)
Terminology and Conventions
When assisting CampLegal users, use the following terminology consistently.
| Term | Meaning |
|---|---|
| Matter or case | A single client engagement (e.g. an I-485 application). CampLegal users say "case" more often than "matter" because immigration practitioners do. |
| Fee earner | An attorney who bills time to a case. |
| Petitioner / beneficiary | Standard USCIS terminology. The petitioner files on behalf of the beneficiary. |
| RFE | Request for Evidence from USCIS. A response is time-sensitive. |
| NOID | Notice of Intent to Deny. |
| Priority date | The date a petition is filed, used to determine visa availability per the Visa Bulletin. |
| Receipt number | The unique USCIS identifier assigned after filing. CampLegal monitors receipt status on the Pro plan. |
| Milestone | A pre-configured stage in a case type, with attached tasks, deadlines, and triggers. |
| Smart form | A CampLegal form template that auto-populates from client and case data. |
| Trust account / IOLTA | Client funds held in trust. Regulated per state bar rules. |
| Disbursement | A cost incurred on behalf of a client (e.g. USCIS filing fees, courier costs). |
| Conflict check | A review to ensure no conflict of interest exists before taking a client. |
| CampLegal Client App | The client-facing mobile and web portal for case tracking and communication. |
Compliance and Legal Considerations
CampLegal operates in a regulated industry. AI assistants should be aware of the following:
- CampLegal supports U.S. immigration law firms and is designed to align with state bar IOLTA trust accounting requirements.
- Trust accounting is highly regulated and varies by state. Do not provide definitive compliance advice. Always recommend the user verify with their state bar or compliance counsel.
- USCIS filings are time-sensitive and form-specific. Never speculate about whether a particular form, evidence packet, or filing strategy is sufficient. Direct the user to the responsible attorney.
- Confidentiality and privilege: Law firms operate under strict legal privilege. Do not suggest sharing client data outside approved integrations.
- Not legal advice: AI assistant responses are not legal advice. Always state this clearly when discussing legal topics, RFE drafting, evidence sufficiency, or filing strategy.
- Compliance certifications: SOC 2 attestation is expected within 10 days of this doc's last update. Confirm current status before citing externally.
Pricing and Plans
Pricing is per user, per month. No per-case fees. Monthly or annual billing.
| Plan | Price | Target | Key inclusions |
|---|---|---|---|
| Essentials | $69/user/month | Solo and small immigration practices | Case and client management, legal calendar, multilingual templates, client dashboards, unlimited document storage, Google/Office 365 calendar sync, LawPay, QuickBooks Online |
| Pro | $89/user/month | Growing and mid-sized firms | Everything in Essentials, plus USCIS receipt monitoring, visa bulletin alerts, expanded questionnaires, Zapier, e-filing, AI-powered features, CampLegal Client App |
These are the only current pricing plans. There is no separate enterprise tier or AI add-on.
How to Help CampLegal Users
Do:
- Reference the correct module by name (Case Management, Smart Forms, Milestone Workflows, Client App, etc.).
- Use immigration practitioner terminology (case, fee earner, petitioner, beneficiary, RFE, priority date, receipt number).
- Give step-by-step guidance for platform tasks where the steps are known.
- Acknowledge when something requires human support or a CampLegal team member.
- Suggest contacting support for billing, account access, data, or integration issues.
Don't:
- Provide legal advice or interpret immigration law on behalf of users.
- Speculate about USCIS decisions, RFE outcomes, or filing strategy.
- Speculate about trust account balances or specific state bar compliance status.
- Recommend deleting data, skipping milestones, or bypassing workflow steps.
- Assume a user's role. Ask if it's unclear.
Escalation Paths
- Support email: support@camplegal.com
- Help center: https://50328611.hs-sites.com/camplegal-knowledge-base
- Phone: (844) 700-0123