CaseEasy: Case Management software
Canadian Immigration Practice Management, Simplified
CaseEasy (CaseEasy 360) is a case management software platform for Canadian immigration practices. It covers client and case records, deadlines, IRCC form autofill, client communication, billing and reporting in one system. It is aimed at immigration consultants and lawyers in Canada, with the vendor stating it is used by more than 500 Canadian immigration firms.
Product
CaseEasy
Use cases
Founded
2017
Headquarters
Canada
Last updated
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What CaseEasy does
CaseEasy organises client records, cases and deadlines in one place, with dynamic intake questionnaires and a centralised view of each client's progress. Forms can be autofilled from information already collected, including barcoded IRCC forms, and the vendor states that supported forms are updated daily from the government website. Built-in workflow automation handles triggers, autoresponders, expiry and milestone notifications. A client portal supports secure document sharing and messaging, and billing covers invoices, balances, trust accounting and online payments. The vendor states that client data is hosted in Canada, encrypted at rest and in transit, and protected by multi-factor authentication. Integrations are offered with tools such as Stripe, LawPay, QuickBooks, Gmail, Office 365, Google Drive, Dropbox and OneDrive. The vendor describes itself as a Canadian company, offers a 14-day free trial, and provides a 30-day money-back guarantee and one-on-one training on request.
What it does
CaseEasy core capabilities
Client & Case Management
Manage clients, cases and deadlines in one place.
IRCC Forms & Document Automation
Autofill IRCC forms and automate related workflows.
Client Portal & Secure Communication
Share documents and communicate with clients securely.
Billing, Trust Accounting & Payments
Manage billing, trust accounts and online payments.
Workflow Automation & Deadline Tracking
Automate workflows and track deadlines.
Reporting, Integrations & Security
Generate reports, connect tools and protect data.
Technical specifications
- Client data hosted exclusively in Canada
- TLS 1.2+ for data in transit
- Integrations: QuickBooks, Stripe, LawPay, Gmail, Office 365
- Storage backup: Google Drive, Dropbox, OneDrive
- Syncs contacts across 5,000+ apps
Who it is for
Who CaseEasy is built for
Target audience
- Mid-Sized Law Firm
- Chambers & Individual Lawyers
Case studies
No case studies yet
CaseEasy doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
CaseEasy security at a glance
Security certifications
Named enterprise customers
Pricing details
CaseEasy pricing
Starting price
Pricing model
Free version
14-day free trial with no credit card needed. A 30-day money-back guarantee applies. No plan prices or pricing model are stated on CaseEasy's website.
Product videos & screenshots
See CaseEasy in action
Product interface
CaseEasy Interface
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Transparency
CaseEasy sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about CaseEasy
CaseEasy offers a 14-day free trial with no credit card needed. A 30-day money-back guarantee applies if the software is not the right fit.
Yes. According to the vendor, supported IRCC forms can be autofilled with a single click in under 5 seconds. Forms are updated daily from the Government's website, and barcoded forms are supported.
The vendor states it is a Canadian company and stores all records in data centres across Canada. Data is encrypted with 256-bit AES at rest and in transit, and TLS 1.2+ is used for data in transit.
Yes. The vendor says existing client data from another immigration software provider can be migrated into CaseEasy, and details are available by asking the vendor about its migration services.
CaseEasy's website lists integrations with Stripe and LawPay for online payments, and QuickBooks for invoice sync. It also lists Gmail, Office 365, Google Drive, Dropbox and OneDrive for email and backups.
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