Plansera AI

Plansera AI is a specialized tool for U.S. immigration attorneys that automates the creation of E-2 visa business plans. It acts as an AI paralegal, conducting a conversational interview with a client in plain language. The system can read and analyze uploaded documents like bank statements, leases, and invoices, automatically extracting key financial figures and details to populate the case file. This process is designed to replace lengthy, manual form-filling. The tool then checks the case against core E-2 eligibility requirements, such as substantial investment and capital at risk, before generating the final output.

What sets Plansera AI apart is its focus on the specific adjudication standards for E-2 visas, moving beyond generic templates. It generates deterministic 5-year revenue projections, cash flow analysis, and break-even points, presenting them as clean tables and charts. The client reviews and confirms the use-of-funds breakdown before the system produces the final plan. The result is a submission-ready package consisting of a professionally designed PDF and an editable Word document, intended for direct submission to a consulate.

This tool is built for immigration law professionals who need to prepare robust E-2 applications efficiently. It is most beneficial for attorneys and paralegals who want to streamline the drafting process, ensure consistency, and reduce the time spent on data entry and initial document preparation. The flat-fee, per-plan pricing model makes it a practical option for law firms that handle these cases regularly but do not want a recurring subscription.