Plansera AI

Plansera AI is a structured AI drafting service built exclusively for E-2 treaty investor business plans. The workflow runs in three steps: an attorney or paralegal enters company and investor basics, the AI paralegal conducts a conversational intake with the client and reads uploaded documents — bank statements, leases, invoices — to populate the case file automatically, and the system then generates a professionally designed PDF alongside an editable Word document. There is no subscription; the fee is charged per plan at the start.

The differentiating feature is the built-in eligibility layer. Before anything generates, the tool checks the five core adjudication standards — substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and the investor’s directing role. The vendor describes this as checked against actual adjudication standards rather than a generic business plan template. The financial projections — five-year revenue, cash flow, and break-even — are produced as deterministic tables and charts, not narrative estimates, and the use-of-funds breakdown is presented to the client for review and approval before generation runs.

The tool fits immigration attorneys and paralegals who handle volume E-2 filings and need a defensible, structured draft fast. It breaks down at the edges: cases with multi-source capital stacks, unconventional investment vehicles, or fact patterns that require nuanced narrative judgment will exceed what a structured intake chat can resolve. The tool has no API, no self-hosted deployment, and no integration with case management systems — which means every plan is a standalone transaction, and nothing connects to a firm’s existing workflow automation.