CaseEasy is a comprehensive immigration case management, invoicing, and CRM software designed to automate operations for small to medium-sized Canadian immigration firms. While it lacks sufficient templates and document checklists, its client portal facilitates direct communication and seamless document sharing between consultants and clients.
CaseEasy Specifications
Case management
Document management
Client management (CRM)
Billing and Invoicing
What Is CaseEasy?
Since 2017, CaseEasy software has helped hundreds of immigration practitioners automate and expand their practices with powerful workflow automation. This all-in-one platform simplifies operations, offering seamless retainer generation, automated reconciliation reports, and immigration form processing. Designed to enhance efficiency, CaseEasy provides everything needed to manage a successful practice effortlessly, allowing professionals to focus on client success while the software easily handles administrative tasks.
CaseEasy Pricing
The CaseEasy pricing structure offers comprehensive features in a single platform. Users can use the 7-day free trial and the flexibility to switch plans anytime. Plans include:
- Essentials – $99 CAD/month
- Core – $149 CAD/month
- Advanced – $199 CAD/month
- Enterprise – Contact for pricing
Disclaimer: The pricing is subject to change.
CaseEasy Integrations
CaseEasy supports integrations with multiple third-party applications, including:
- Office 365
- G-Suite
- Google Drive
- Dropbox
- Calendly
- LawPay
- Stripe
- Zapier
- QuickBooks
- CaseEasy Sign
Who Is CaseEasy For?
CaseEasy enables solo immigration practitioners and large firms to expand and optimize their immigration practices with seamless workflow management.
Is CaseEasy Right For You?
Struggling to streamline immigration case management? CaseEasy 360 is the ultimate solution for solo practitioners and large firms, offering seamless billing, document handling, form automation, and client communication. Trusted by over 500 immigration professionals, it has processed 473,000+ cases and securely stored over 2 million documents. With a 99.9% server uptime, CaseEasy ensures reliable, uninterrupted access to critical client records, making immigration practice more efficient and stress-free.
Are you still unsure about CaseEasy? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
CaseEasy Features
The agreements automation feature streamlines the creation of letters and retainer agreements using predefined templates. It ensures consistency and accuracy in document generation. Automated templates reduce manual drafting time, while Integrated features enhance efficiency and maintain compliance across legal documentation.
See How It WorksCaseEasy enables clients to monitor their immigration progress, upload required documents, and complete payments securely. It provides real-time updates on case status. Its integrated features streamline communication, ensuring efficient document submission and payment processing within a centralized platform.
See How It WorksCaseEasy integrates existing emails and synchronizes client communications directly with their cases. It ensures seamless tracking of correspondence. Automated syncing enhances organization and reduces manual data entry. It offers centralized email access, improves efficiency, and maintains a comprehensive communication history.
See How It WorksDocument Management centralizes all client documents under one platform for easy access and organization. It ensures secure storage and quick retrieval. Advanced search and categorization features streamline workflow. Automated tools enhance efficiency by reducing manual handling of legal documents.
See How It WorksSmart Questionnaires evaluate clients for different immigration programs while gathering essential data for form completion. Its automated assessments streamline the intake process. Barcoded forms are supported, ensuring accuracy and efficiency. The integrated data collection reduces manual entry and minimizes errors.
See How It Works