#1 CHOICE FOR đ CANADIAN IMMIGRATION PRACTITIONERS
Everything You Need to Run a Successful Practice
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Starting at just $7 per day, you can start growing a thriving firm!
All-in-one solution
Ready to grow a thriving immigration practice?
Unlimited Cases 
Client Intake Questionnaires
Autofill IRCC PDF forms
Autofill Online Express Entry and PR Portals Coming soon
Manage corporate cases
One-click advanced reports
Use bulk features to help save time
Build Custom Questionnaires
Conduct PNP assessments Coming soon
Quick templates to construct client emails, chats or letters
Client portal for your clients to track case progress, communicate, and make payments
Automatically follow up clients
Send personalized emails to multiple clients at once
Bill and Invoice clients
Process credit card payments
Client trust reconciliation and client account listings to remain compliant with CICC or Law Society
Schedule appointments
Embed calendars on your website so clients can book and pay for appointments directly
- 350GB secure cloud storage
Use Secure Share to request and share confidential documents and forms with clients
Automatically track expiring documents
Merge and compress PDFs
E-Signatures
One-click Service Agreement generation
Multi-factor authentication
IP-based restrictions
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Conduct client assessments and receive AI-powered insights to help improve their scores
Integrate with 3rd-party platforms such as QuickBooks, Zapier, Calendly, Dropbox, Google Drive and more
- Free Data Migration
Free 1-on-1 Onboarding
Live Chat Support (Mon-Fri 10am-6pm EST)
OUR CLIENTS
Best Immigration Management Software
I love CaseEasy and have absolutely no issue with this software. Sometimes, I think that this software is designed for me because the way I want to keep my Clientâs files, documents, and other information about them, I can put it here safely. Whenever I get any issue, the staff helps me the right way within no time, which I like the most about this software.
â Thank you so much, CaseEasy, and keep up the good work for all of us.
CaseEasy makes it very easy for me to monitor all my active and submitted cases. The team is very quick in responding to any concerns/issues and is also very receptive in making changes to the software features. The best part is that I can generate case reports, create invoices, manage pending payments etc.
â all in all an excellent software for legal professionals.
I tried numerous software before finding CaseEasy 360 and I was so thrilled once I found it. It is exactly what I was looking for and felt like I had designed it myself. The customer service is amazing. Any ideas or suggestions I have are responded to and implemented quickly. It is user friendly and provides a great portal for the client to be able to track their application.
Managing Director at Canada Abroad
The service is easy to use and helps me to automate almost every area of my practice. It is a great tool to assist with keeping track of my agents, employees, clients and everyone associated with my firm all in one place. It also helps with reporting, managing client accounts as well.
Founder & CEO at Savannah Canadian Immigration and Relocation Services
The workflow is excellent on this software. It helps eliminate a lot of tasks that are repetitive and time consuming and helps automate a lot of my work which is important to me as a single owner and single user. I need the extra time to complete other tasks of my business.
Senior Manager at Tern Immigration
I absolutely love CaseEasy. Whenever I have an issue, itâs resolved very quickly. If I have an idea that helps my company, they implement it immediately. I could not be happier with this product. Thank you for what you do for me so I can focus on what I do for my clients. Keep up the good work!
Founder at Warwick Immigration Canada
I have been using CaseEasy for almost a year. I was a client of their number one competitor in the past. So, I am well acquainted with both platforms. CaseEasy is superior.
Senior Counsel at Business Visa Canada
Full-suite of features
See why CaseEasy 360 is the only platform you'll need to grow your firm
| 30 Days Money Back Guarantee Try risk-free for 30 days. If it's not right for you, get a full refund on your subscription |
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Client Portal
Online portal for your clients to track case progress, communicate, and make payments Learn more |
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Secure Share
Use Secure Share to request and share confidential documents and forms with clients |
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| 400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee English and Français supported |
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| Autocomplete Immigration Forms (Includes barcoded forms) |
50 requests/day |
| IRCC Processing Time Tracker Track application processing times to better manage client expectations. |
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| Advanced Billing Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Multi-currency |
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| Accept credit card payments | |
| Website Embed Questionnaires |
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| Corporate Cases | |
| Questionnaire Builder |
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| Documents Management | |
| Email, Chat Message, SMS | |
| International SMS credits | 100 included free |
| Calendars |
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Online appointment booking
Enable prospective clients to bookâand payâfor consultations using CaseEasy's online appointment booking tool |
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| Case Notes | |
| Retainer and Letter Automation | |
| Activity Tracker and Time Trackers | |
| Workflows and Automated Tasks | |
| Custom Case Types |
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| Custom document templates |
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| Communication Templates Compose your messages using templates with one-click |
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| Affiliate Tracking Links | |
| Personal Branding | |
| Reporting: Invoices, Trust A/C Reconciliation, Client Listing | |
| Data Import/Export |
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| Key Performance Indicator Report |
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Document Expiration Tracking
Expiring documents are automatically tracked, and a weekly email is sent to your inbox. You can also run an Expiring Documents report to view all upcoming reminders. |
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Automatic Follow-Up Emails
Automatically send reminders to clients about outstanding items such as agreements, invoices, documents, questionnaires, and forms. |
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PDF Merger and Compression
Combine multiple files, including PDFs and images, into a single PDF effortlessly. Your files are automatically compressed to reduce file sizes. |
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Mass Emails
Send personalized emails to multiple clients at once |
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Bulk Actions
Do actions in bulk to help save you time
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| Latest Form Version Sync |
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| Auto Task Sorting |
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| Auto Document Sorting |
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| Autofile Client Emails |
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| Email Validations |
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Convert to Prospect/Client| CaseEasy Pay Lowest Fees |
2.85% plus 25 cents per transaction
Process payments with the lowest fees, fully compliant with trust accounting. Fees are charged from an expense account, not client transactions, simplifying reconciliation. |
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| Stripe | 2.90% plus 30 cents per transaction | |
| LawPay | 2.99% plus 30 cents per transaction + $20 per month service fee | |
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Copilot Evaluations
Perform Express Entry and FSW Assessments |
50 requests/day |
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Provincial Nominee Program (PNP) Assessments
Perform PNP Assessments |
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Copilot Insights
Help clients improve their scores with AI-generated insights on their Express Entry and FSW Scorecards |
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| đ¨ Please note that we are not affiliated with any third-party providers, and you are still responsible for covering their subscription fees separately. | |||
| QuickBooks | |
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| Zapier |
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| Calendly (Appointment Scheduling) |
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| WhatsApp, Telegram | |
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| Zoom Meetings |
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Dropbox & Google Drive Backups
Automatically backup your client data via your Dropbox or Google Drive account. |
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Microsoft OneDrive Coming soon
Automatically backup your client data via your Microsoft OneDrive account. |
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| Email Integrations Office 365, G-Suite, GoDaddy, Zoho, Bluehost and more |
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CaseEasy Sign
(e-Sign documents and forms)Learn more |
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| 256-bit SSL encryption | |
| Daily and Incremental Backups |
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| Isolated Database Instance |
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| Canadian Jurisdiction |
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| Multi-factor authentication |
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| IP Based Restriction |
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| Email Support | 0-3hrs |
| Help Center | |
| Live Chat | |
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Phone Support
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All plans includes
World-class tools and customer service at your fingertips
Support
| Live Chat Support | |
| Email Support | |
| Screen Share Assistance |
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| Technical Support | |
Security & Compliance
| 256-bit SSL Secure Connection | |
| 99.99% Uptime Guarantee SLA | |
| PCI-DSS Compliance | |
| ICCRC/CICC Compliance | |
| Auto Signout | |
| ISO/IEC 27001 Standards | |
| PIPEDA Compliance | |
| Isolated Data storage |
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| Canadian Jurisdiction |
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| Planned and Unplanned Absences | |
| Data Retention (6+ years) |
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Frequently asked questions
Still have questions? Connect with us using our live chat, we are happy to assist
Flexible Add-Ons allows you to purchase additional features not included in your plan. Flexible Add-Ons starts as low as $9.99/month. Not all Flexible Add-Ons are created equal, some may cost a bit more, so let us know which feature(s) you are interested in and we'll give you a quote.
We connect directly with the Government's website to get the latest immigration forms daily.
We are a Canadian Company and store all your records in our Data Centers across Canada.
Yes. We can migrate all your existing client data into our platform, ask us about our migration services for details.
Absolutely. Once your team starts to grow, simply upgrade your subscription to match your new team size.
Yes. Agents will only have access to the cases they have been assigned, or cases they have created on their own.
To add more team members, first ensure your plan has sufficient user licenses. If not, simply upgrade your plan then proceed to add team member under the Users section.
We are backed by Microsoft Azure and guarantee 99.99% uptime as per Microsoftâs SLAs, Read more about Microsoft Azureâs SLA.
All our plans are backed by our 30 daysâ money back guarantee. Our 12-months plan automatically renews your subscription to the CaseEasy 360 at the end of your term.
To discontinue the service at the end of the ongoing subscription period, contact us any time 60 days prior to the renewal date.
There are no refunds after your first 30 days on any of our plans.
Certainly! You can export all your records anytime as an Excel file. Once backups are enabled, client files like Documents, Invoices, Agreements, and more will be saved to your backup drive.
Have an inquiry or need a quote?
Drop us a line or two
