Canadian immigration case management made easy

Our case management software helps Canadian Immigration Practitioners automate and grow their practice. Let us show you how.

Immigration Forms Automation Points Calculator Client File Management Retainer & Letter Automation Task Management Billing & Invoicing Emails E-Signatures

All-in-one suite Easy setup Live chat support

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Automate more and do less

Automate more and spend less time on repeatable tasks by using our productivity tools.

Work remotely

Work anywhere using our secure cloud-based platform.

Compliance

Stay compliant through our enterprise level security and industry client file management best practices.

Immigration case management, made easy!

Our software helps you grow and automate your immigration business.
Watch these short demo videos to see how

Client File Management

Manage your clients using our easy to use Client File Management features.

Immigration Forms Automation

Access the latest immigration forms and populate them with ease.

Billing & Invoicing

Collect payments faster with our built-in credit card payments processing.

Documents Management

Manage all your clients documents in one place and add notes and feedback for them.

Retainer & Letter Automation

Create your templates once, then have them automated for all clients.

Client Portal

Your clients can access their invoices, make payments, submit documents and more using any mobile device.

Assessment/Intake Questionnaires

Use our advanced assessment and intake questionnaire to collect the right information needed from your clients.

Client/Trust Account Reconciliation

Reconcile your Client Accounts with a few clicks using our advanced reconciliation module.

Appointment Booking

Schedule appointments with ease using our built-in calendaring system.

Embed-enabled Assessments

Embed our assessment questionnaire into your website to provide your clients with a seamless experience.
See Sample Embedded Website

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Canada's Premier Immigration Software

Hear what our clients have to say

I tried numerous software before finding CaseEasy.ca 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.

Deanne Acres-Lans

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.

Jodi McDonald

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.

Achuth Kesavan, MBA

Senior Manager at Tern Immigration

CaseEasy.ca has enhanced the management of my case files and work load. I am able to keep track of client files, their progress, and also keep the client informed on the status of their file. The customer service I receive from CaseEasy has been stellar. They are extremely responsive and they work to meet the needs of an immigration practitioner by continually improving the platform.

Daniel Graham

Founder & CEO at Higher Ground Immigration Services

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!

Catharine Baier, RCIC, CAPIC

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 in key ways:

The platform itself is much more user-friendly. It does not require weeks of getting used to. About an hour of training and consistent use will have you and/or your staff proficient very quickly.
The customer service in terms of responsiveness and willingness to resolve any queries is absolutely superior. They have live chat, e-mail and telephone help when you need it the most. Plus, the manner in which things are explained is clear and effective, particularly when the shared screen capability is utilized.
The features are the best part, from their design to their functionality. To provide a few examples, because the platform is so attractive it feels fun to use and therefore the mundane tasks become less … mundane and the workday becomes more pleasant. Functions such as workflow setting help manage client expectations; which is essential to build a succesful practice. Also, the client portal can be customized and branded which adds an important touch of professionlism.

It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett, Barrister, Solicitor and Notary Public

Senior Counsel at Business Visa Canada

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Let's get you on the journey to fully automating and managing your immigration practice.

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Discover a seamless experience in Immigration Case Management

Autocomplete Immigration Forms

Use our Forms Processing Network to complete all types of immigration forms saving you hours each day.

One-Click Retainers

Generate your personalized Retainer Agreement and send to client in a single click saving you hours each month.

Workflows

Simply create workflows and have tasks, document checklists and case trackers automatically assigned to cases.

Accept Payments

Accept payments using our integrated payments processor.

Learn more

Real-time client updates 2

Your clients gets notified on the progress of their case in real-time which gives you more time to focus on their case rather than handling calls and emails from them.

Work anywhere, anytime. 3

With our secure cloud-based platform, you can track all your cases from any internet enabled device from anywhere in the world.

Team collaboration 4

Collaborate with team members to help move cases along faster. Simply assign them to the case and allow them to work on aspects you require their expertise.

Stay mobile 5

Our client portal supports any mobile device which makes it easier for your clients to submit their information quickly.

That's not all !

Discover more Features

Compliance Reports

Meet compliance audits by generating our ready-made ICCRC compliant reconciliation and client reports.

WhatsApp Integration

We have integrated with some of your favourite communication tools to make connecting with your clients easier.

Email Integration

Connect multiple email accounts and we will streamline all client communications in one simple view and even automatically assign emails to the corresponding client files.

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