Canadian Immigration Practice Management, Simplified
Trusted by 500+ Canadian immigration firms since 2017. Manage cases, automate workflows, and grow your practice — all from one platform.
Every case, every deadline, every client — finally in one place
No more spreadsheets and scattered emails. CaseEasy keeps your whole practice moving, so nothing slips through the cracks
Trusted by 500+ Canadian immigration firms since 2017
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 Client's 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.
– 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.
– 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.
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.
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.
I absolutely love CaseEasy. Whenever I have an issue, it's 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!
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.
Everything your immigration practice needs, in one place
Client & Case Management
Manage clients, cases, and deadlines in one place
IRCC Forms & Document Automation
Autofill IRCC forms and automate workflows
Client Portal & Secure Communication
Securely share docs and communicate with clients
Billing, Trust Accounting & Payments
Manage billing, trust accounts, and payments
Workflow Automation & Deadline Tracking
Automate workflows and never miss deadlines
Reporting, Integrations & Security
Generate reports, connect tools, and protect data
All-in-one Immigration Software
Smart tools built for Canadian immigration consultants and lawyers — so your team spends less time on admin and more time winning cases
Manage clients from assessment through application
Assess prospective clients, streamline intake with dynamic questionnaires, and manage client information throughout their journey. Update client statuses, track case progress, and keep your team informed with a clear, centralized view of every client.
Automate repetitive work and move cases forward faster
Reduce manual work with intelligent automation built for immigration practices. Automate data entry, workflows and routine processes so your team can spend more time on clients and complex casework.
Prepare immigration forms and documents with less manual work
Use information already collected from your clients to automatically populate immigration forms — including barcoded forms. Generate agreements, letters and other case documents while keeping everything organized within the client’s file.
Keep every client conversation connected to their case
Manage client communication from one place with integrated email, secure client access, appointment tools and notifications — helping your team stay responsive without juggling multiple systems.
Simplify billing from invoice to payment
Create invoices, track balances and accept online payments directly through CaseEasy. Keep billing connected to each client and case so your team always has a clear view of what has been billed, paid and outstanding.
Turn practice data into actionable insights
Get a clearer picture of your firm with reporting across cases, clients, revenue, payments and team activity. Track performance, identify trends and make informed decisions using data already captured in CaseEasy.
Your clients' data stays in Canada
Secure
Your client data is protected with 256-bit AES encryption — at rest and in transit — the same standard trusted by financial institutions worldwide
- 256-bit AES encryption
- TLS 1.2+ for all data in transit
- Encrypted database backups
Data Sovereignty
Your CaseEasy data is securely hosted on infrastructure located in Canada, supporting Canadian data residency and privacy requirements.
- Data hosted exclusively in Canada
- Enterprise-grade cloud security
- Supports compliance with Canadian privacy law
Login Safeguards
Multi-factor authentication, CAPTCHA, and automatic session controls block unauthorized access — even when credentials fall into the wrong hands.
- Multi-factor authentication (MFA)
- CAPTCHA & brute-force protection
- Automatic session expiry
Connect the tools
your firm already uses
CaseEasy works with the apps your team relies on — payments, storage, accounting, and more. No manual data entry, no switching tabs
Quickbooks
Sync invoices with QuickBooks
Stripe
Collect online payments with Stripe
Calendly
View appointments in one place
CaseEasy Sign
Sign and manage documents online
LawPay
Accept online payments with LawPay
Google Drive
Securely back up data to Google Drive
Dropbox
Automatically back up data to Dropbox
G-Suite
Access Gmail emails within CaseEasy
Office365
Access Office 365 emails in one place
Zapier
Sync contacts across 5,000+ apps
Answers to Common Questions
Still have questions? Connect with us using our live chat, we are happy to assist
With nearly a decade serving hundreds of Canadian firms, CaseEasy has become the go-to platform for immigration practices seeking efficiency and accuracy which is essential for Canadian Immigration.
Our software uniquely combines powerful workflow automation, intelligent form autofill, and an all-in-one client portal designed specifically for immigration practitioners with a customer-centric design that adapts to your workflow.
Firms that switch to CaseEasy save hours of administrative time every week, reduce manual errors with automated data-driven processes, and gain real-time visibility into deadlines, finances, and case progress, making it the trusted choice for practices of any size.
You're protected by our 30-day money-back guarantee—if CaseEasy isn't the right fit, you'll receive a full refund.
Sure we do! With a single click, you can autofill the supported IRCC forms in under 5 seconds.
As industry experts in automation, autofilling IRCC forms has been one of our core focuses over the years and continues to be an area we consistently improve.
Learn more about how we keep our forms up to date and get behind-the-scenes insight into how we deliver this automation while ensuring IRCC compliance. Learn more
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.
Sure we do. Schedule a training session with us by going to the Help menu and choose Schedule training.
Grow your practice.Automate the busywork.
Join 500+ Canadian immigration firms who manage every case, document, and deadline in one platform.
