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CaseEasy

CaseEasy

Last Updated Apr 22, 2025

Overview

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.

Overall Rating

Based on 3 users reviews

3.7

Rating Distribution

Positive

67%

Neutral

0%

Negative

33%

Starting Price
Custom

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
The CaseEasy price model can be tailored to match specific organizational targets.

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
Users can schedule a CaseEasy demo/a> to learn more about its integration.

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.

Pros And Cons of CaseEasy

Pros

  • User-friendly interface that enhances work motivation

  • The web-based platform allows remote work from anywhere

  • Provides an effective communication channel between clients and consultants

  • The client portal enables direct document sharing

Cons

  • Presents errors in form completion

  • Lack of sufficient templates and document checklists.

Frequently Asked Questions

CaseEasy supports English and French.

Based on the available information, there is no explicit mention of an API for the CaseEasy.

CaseEasy provides multiple support options, including phone support, email/help desk, live chat, and a comprehensive knowledge base.

CaseEasy empowers solo immigration practitioners and large firms to grow and streamline their immigration practice through efficient workflow management.

CaseEasy does not offer a dedicated mobile application. However, its client portal is designed to be mobile-friendly, allowing clients to track case progress, make payments, and more from any mobile device.

CaseEasy seamlessly integrates with various third-party applications, including Office 365, G-Suite, Google Drive, Dropbox, Calendly, LawPay, Stripe, Zapier, QuickBooks, and CaseEasy Sign, enhancing workflow automation and efficiency for immigration practitioners.

CaseEasy provides a flexible pricing structure with comprehensive features in a single platform, offering a 7-day free trial and the option to switch plans anytime. Available plans include Essentials ($99 CAD/month), Core ($149 CAD/month), Advanced ($199 CAD/month), and Enterprise (custom pricing). Users can request a detailed CaseEasy cost analysis.