Evernorth case platform · Spousal sponsorship first

A guided path for every sponsorship file

One website for the office and its clients. Clients always know what to do next. Case managers step in only when a person is really needed.

Built working in the first version Planned coming next

At a glance

The problem
Managers spend their day chasing documents, answering the same questions and reminding clients.
The idea
The platform does the routine work. Managers handle only what needs judgment.
The result
Fewer emails and calls, fewer stalled files, more cases per manager.
One place
Questionnaires, documents, questions, reminders and tracking, all on the platform. No Monday, email threads or WhatsApp.

What changes

Today

  • Questionnaires go out by email or WhatsApp.
  • Clients don't understand a question, so they write or call.
  • Managers track what's missing by hand.
  • Managers remind each client, again and again.
  • A file can sit for weeks before anyone notices.

With the platform

  • One private link with every question and document.
  • Each question explains itself, with an example.
  • The platform knows what's missing in every case.
  • Reminder emails go out on their own.
  • Stalled files show up in the manager's inbox.

Example: a police certificate that takes weeks

Today

  1. ManagerNotices the certificate is missing.
  2. ManagerEmails the client to ask for it.
  3. ClientReplies that it was requested and takes 6 weeks.
  4. ManagerWrites a note to follow up later.
  5. ManagerFollows up, sometimes several times.
  6. ClientSends it by email or WhatsApp.
  7. ManagerSaves it to the file and checks it.

5 manager actions

With the platform

  1. PlatformShows it on the client's to-do list.
  2. ClientTaps "I've requested it" and enters the expected date.
  3. PlatformStops reminding, then asks again on that date.
  4. ClientUploads it on the Documents page.
  5. ManagerApproves it in one click.

1 manager action

How a case moves

StartFill inCheckSubmitAfter
Clients—Answer questions, upload documentsFix flagged items, confirm answers—Biometrics, medical exam
PlatformSends private linksExplains, saves, sends remindersFinds gaps and mismatchesBuilds the packageTracks steps, reminds clients
Case managerOpens the caseAnswers "I'm not sure" notesApproves documentsFinal review, submitsHandles IRCC requests
Who does what. The manager's row is short tasks that need judgment; the reminding, chasing and checking move to the platform's row.

Every case is always in one of these stages:

  1. InvitedLinks sent
  2. CollectingClients filling in
  3. Ready for reviewConsultant checks
  4. Ready to submitNothing missing
  5. SubmittedWith IRCC
  6. ClosedDecision received

For clients Built

Client home page with a What to do next list One question per screen on a phone
The client's home page, and a question on a phone.
Scan to fill: details read from a passport, offered as answers
Scan to fill: details read from the uploaded passport, offered as answers.

  • What to do next

    A short list of next steps, each linking straight to it. No passwords: just a private link.

  • Clear questions

    Each one says why it's asked, with an example. One per screen on a phone.

  • "I'm not sure"

    Leave a note on any question. The manager answers right next to it.

  • AI help with wording

    Turns rough notes into a clear draft the client edits. No legal advice.

  • Mistakes caught early

    Gaps in address or work history and wrong dates are flagged on the spot.

  • Scan to fill

    Upload a passport or marriage certificate and the answers fill themselves in.

  • Clear document status

    Uploaded, approved or needs a new file, with the reason. "I've requested it" pauses reminders.

  • Relationship evidence

    Photos, chats and bills with a caption and date. Shows what kinds are still needed.

  • Check your answers

    Each partner reviews everything on one page and confirms it.

  • After submission

    See where the application is and what to do next, like biometrics.

For case managers Built

Needs me inbox
The "Needs me" inbox: only what needs a person.
Document review with details read from the passport
Document review: preview, details read from the document, approve or ask for a new file.
Consistency check: partners gave different dates for when they met
A consistency check: the partners gave different dates for when they first met.

  • "Needs me" inbox

    Only what needs a person, plus every case with its stage and progress.

  • Start a case in a minute

    Pick the program, enter two emails. Invitations go out on their own.

  • Answers by IRCC form

    Grouped the way the official forms ask, with copy buttons.

  • Fast document review

    Large preview and one-click rejection reasons. The client is emailed a direct link.

  • Consistency checks

    Compares both partners' answers, and answers against scanned documents.

  • Suggested replies

    AI drafts a reply to a client question. Good answers go into a shared FAQ.

  • Nothing incomplete is submitted

    "Ready to submit" stays locked until nothing is missing, with the list of what blocks it.

  • One-click package

    All approved documents and an answer summary in one download.

  • After submission

    Record IRCC steps. New IRCC requests go to the client with reminders.

  • Timeline and access log

    What happened and when, and who opened the case or its documents.

Behind the scenes Built

  • Reminders and stall alerts

    Emails list what's missing. Ignored reminders send the case to the manager.

  • Automatic stages

    Cases move forward as soon as the clients finish their part.

  • Secure sign-in

    No passwords. Staff and clients sign in with a code sent to their email.

  • The office controls the content

    Questions, documents, forms and reminder timing are edited in the platform. No developer needed.

Planned Planned

  • The firm's own content

    A licensed consultant replaces the sample questions and documents.

  • Help from real experience

    Common client questions become help notes; common stall reasons become checks.

  • More programs

    Work permits, parents and grandparents and others, added in the same editor.

  • First real cases

    Go live on a few new cases and improve wherever clients get stuck.