
Full E-2 case preparation.
Less admin. More cases.
Portunus generates your business plan, financials, cover letter, and evidence binder for both new and renewal E-2 cases — formatted for the specific consulate. You review, edit, and file.

What the platform builds for each case
Every deliverable is generated from your client's data. Delivered as Word + PDF. Fully editable.
Strategic Business Narrative
A business plan built for adjudication. We organize the company's vision, investment, and goals into a clear narrative that aligns with Matter of Ho standards, creating a solid foundation for your legal petition. Automatically adapted for consulate-specific requirements — including a condensed 5-page format for Frankfurt.
Structured Document Uploads
Client evidence is collected through a guided, case-specific upload flow and automatically organized into a clean, chronological evidence set.
Financial Strategy
Detailed 5-year Pro Forma including P&L, Balance Sheet, and Cash Flow. We trace the Source of Funds clearly and map the investment schedule to prove irrevocable commitment.
Job Creation Matrix
A granular hiring timeline generated from your client's staffing inputs. Details exactly when and who the business will hire — referencing specific wages and roles — to definitively prove the enterprise is not marginal.
Draft Cover Letter
A structured first-pass E-2 cover letter that organizes case facts against the statutory criteria — ready for attorney review, refinement, and filing. Available as PDF or Word.
Professional Evidence Binder
Organize and upload all supporting evidence in one secure platform. Our system automatically structures your documents into a professional, indexed PDF binder with table of contents and consulate-specific tab organization. Automatically formatted for the destination consulate — each post's required tab structure, page limits, and submission format are built in, including tabbed ZIP folders for Japan.

Handle more E-2 cases without more staff
Portunus generates complete case materials from client intake. You review, refine, and file — cutting hours of prep per case.
Take on more E-2 cases
- Business plan generation built in — no outsourcing or waiting on third parties
- Full case materials generated per case, improving your overall client offering
- Supports both new applications and renewals
Hours back per case
- Business plan, financials, and cover letter generated from client inputs
- Guided document intake replaces email back-and-forth
- Binder assembled automatically — no manual formatting
Consistent, consulate-ready output
- Every case produces the same structured deliverable set
- Binder formatted for the destination consulate (e.g., 5-page plan for Frankfurt, tabbed ZIP for Tokyo)
- Built-in checks for common RFE triggers
A simple, low-friction workflow
Invite the client
Send a secure invite link from your attorney portal. Add your firm logo so clients see your brand. The client creates an account and completes intake on their own.
Client completes intake
Your client enters their business details and uploads documents through a guided flow — no back-and-forth needed. Portunus generates the full case package from their inputs.
Review and submit
You review the completed materials, make edits as needed, and download the final binder in PDF or Word for filing under your own process.
Simple, Predictable Pricing
Subscriptions for firms. Flat pricing for occasional cases.
Your first case is complimentary — no credit card required.
Portunus is a technology platform. Your subscription or per-case fee is a software cost — separate from your legal fees. You set your own client billing independently.
Lite Subscription
As low as $150/case
Predictable monthly cost for small firms with steady E-2 volume.
- Up to 2 E-2 cases per month
- Business plan, financials, cover letter & binder generated
- Attorney-ready, editable materials
- Faster turnaround, less admin
Complimentary first case
Pro Subscription
As low as $130/case
Consistent, repeatable output for high-volume E-2 practices.
- Up to 5 E-2 cases per month
- Designed for firms running E-2s at scale
- Reduce paralegal workload
- Flat software cost — set your own legal fees independently
Complimentary first case
Pay-Per-Case
No subscription commitment. Full case materials generated per case.
- No subscription commitment
- Full case materials generated per case
- Ideal for one-off or first E-2 matters
- Upgrade to a subscription anytime
Complimentary first case
Designed to work alongside your legal practice — not replace it. Portunus provides technology that assists with case preparation. Attorneys maintain full control of the legal strategy, representation, and client relationship.
Portunus is a technology platform, not a law firm. All materials are generated for attorney review. You retain full legal judgment, client billing, and filing control.
Attorney Safeguards
Portunus is designed to support attorneys — not replace them.
No Fee Splitting
Attorneys retain 100% of their legal fees. Portunus charges a flat software fee for use of the platform.
Attorney-Led Representation
All legal advice, strategy, and client representation remain solely with the attorney. Portunus provides document preparation tools only.
You Control the Client Relationship
Clients remain your clients. You set communication, engagement terms, and legal fees.
Designed for use by licensed immigration attorneys.
No lock-in.
Full control.
Use Portunus as needed. You remain attorney of record at all times.
Instant Access.
Create an attorney account to explore the platform, view sample deliverables, and start your first case.
Frequently asked questions
Do you provide legal advice?
No. Portunus generates and organizes E-2 case materials for attorney review. All legal analysis, strategy, and filing decisions remain with the attorney of record.
Who submits the application?
The attorney submits the application as part of their own legal process. Portunus does not file applications or interact with USCIS or consular posts.
Can I edit the materials before submission?
Yes. All materials are delivered in fully editable formats, so you can revise narratives, financials, and exhibits as needed.
Is the attorney program exclusive?
No. Participation is non-exclusive and there is no minimum case volume.
What types of cases is the platform designed for?
The platform is designed for E-2 Treaty Investor cases.
Is Portunus the attorney of record?
No. Portunus is a technology and document-preparation platform. The attorney remains attorney of record at all times.
Does Portunus involve fee-splitting or revenue sharing?
No. Portunus is a software platform. You pay a flat subscription or per-case software fee. There is no fee-splitting, referral arrangement, or revenue sharing. Your legal fees are entirely your own.
How do attorneys typically charge clients when using Portunus?
That is entirely up to you. Most attorneys include case preparation costs as part of their overall legal fee. Portunus does not dictate, suggest, or participate in your client billing. You set your own fees independently.
How is client data handled?
Portunus is designed to support attorney confidentiality obligations. Client information and documents are securely stored with role-based access. Data is not sold, reused for marketing, or shared with third parties outside the preparation process.
