# Plansera AI

> AI paralegal that interviews clients, reads their evidence, checks E-2 eligibility, and produces a submission-ready E-2 treaty-investor business plan as PDF and Word.

Plansera AI is a specialized tool built for U.S. immigration attorneys and paralegals who prepare E-2 treaty-investor visa filings. It conducts an AI-driven intake interview, reads uploaded documents, checks eligibility against adjudication standards, and delivers a professionally designed business plan as both PDF and Word — for a flat per-plan fee with no subscription. The product was built by Daniel Aydın, who leads LegalTech at Plansera AI and holds an LLB with over a year of experience as a LegalTech & Growth Manager at a U.S.-based immigration law firm.

## What It Is

Plansera AI is a document-generation tool purpose-built for E-2 treaty-investor business plans. Unlike generic business-plan generators, every component is designed around the specific questions a consular officer or USCIS adjudicator evaluates: whether the investment is substantial and at risk, whether the source of funds is traceable, whether the enterprise is non-marginal, and whether the applicant will develop and direct it. The output is a submission-ready plan with real 5-year financial projections, charts, and a categorized use-of-funds breakdown.

## How the Workflow Operates

The process runs in three steps:

- **Start a plan** — Enter company and investor basics and pay the flat per-plan fee. No subscription is required.
- **Chat & upload** — An AI paralegal interviews the client in plain language and ingests bank statements, leases, and invoices, extracting figures, source-of-funds, and use-of-funds automatically.
- **Generate & download** — Review the eligibility check, generate the plan, and download the finished PDF and editable Word document.

A sample plan is available in the dashboard before any payment, allowing attorneys to evaluate the output format before committing.

## E-2 Eligibility Checks Built In

Plansera checks five core E-2 adjudication criteria before generating the plan: substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and the applicant's directing role. The product's About page states it is "an E-2 specialist by design" and grounds its eligibility logic in primary sources — the Foreign Affairs Manual (9 FAM 402.9), 8 CFR 214.2(e), and USCIS guidance.

## Output and Document Quality

The generated plan includes:

- Deterministic 5-year revenue projections, cash flow, and break-even analysis rendered as clean tables and graphs
- A categorized investment breakdown reviewed and approved by the client before generation
- A professionally designed PDF suitable for consulate submission
- An editable Word document for attorney review and customization

## Audience and Positioning

Plansera AI targets U.S. immigration attorneys and paralegals, not end applicants directly. The product page describes its intended users as professionals "preparing E-2 treaty-investor filings who want a faster, more defensible drafting process." The site also publishes an E-2 knowledge base of guides grounded in primary legal sources, covering topics such as substantial investment, source of funds, treaty nationality, and marginality — all authored by Daniel Aydın and dated for accuracy.

## Features
- AI paralegal intake interview
- Document reading (bank statements, leases, invoices)
- E-2 eligibility checks (substantial investment, capital at risk, source of funds, non-marginality, directing role)
- 5-year financial projections
- Cash flow and break-even analysis
- Categorized use-of-funds breakdown
- Submission-ready PDF output
- Editable Word document output
- Flat per-plan pricing with no subscription
- Sample plan available in dashboard before purchase

## Integrations
Stripe (payment processing)

## Platforms
WEB, API

## Pricing
Paid

## Links
- Website: https://plansera.ai
- Documentation: https://plansera.ai/guides
- EveryDev.ai: https://www.everydev.ai/tools/plansera-ai