THE #1 SOLUTION FOR IMMIGRATION PRACTITIONERS
Canadian immigration case management made easy
CaseEasy helps solo practitioners and large firms grow and streamline their entire immigration business — effortlessly manage billing, documents, forms, communications, and compliance.
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OUR CLIENTS
#1 choice for RCICs & Immigration Lawyers
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 CRM features. The best part is that I can generate case reports, create invoices, manage pending payments etc.
– all in all an excellent CRM for legal professionals.
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.
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, 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!
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
Integrate tools you love
Stripe
Processing payments have never been easier. Simply integrate with Stripe, and start collecting online payments from your clients.
CaseEasy Sign
Our e-signature and document workflow software helps Canadian firms get important documents signed online with ease.
Calendly
Integrate your Calendly account and access your appointments right from within the CRM.
Office365
Integrate your Office365 account and access your emails right from within the CRM.
G-Suite
Integrate your G-Suite account and access your emails right from within the CRM.
FEATURES
All-in-one Immigration CRM Software
Smart Questionnaires
Our Smart Questionnaires assesses clients for various immigration programs and also collects data needed to populate Immigration Forms (including barcoded forms).
Agreements Automation
Generate your Letters and Retainer Agreements using our templates.
Client Portal
Allow your clients to track their immigration process, submit documents and make payments using our Client Portal.
Email Management
Integrate your existing emails and sync client communication to their cases automatically.
Document Management
Manage all your client documents all in one place with our robust document management feature.
SECURITY
Trusted, Reliable And Secure
Secure
256-bit enterprise grade encryption and an isolated database instance for your company ensures maximum security to protect your client records.
Data Sovereignty
We store your data across our servers in Canada.
Login Safeguards
Use multi-factor authentication along with our CAPTCHA controls to protect your clients' data and prevent automated attacks.
Ready to get started?
Our all-in-one suite is all you'll need to run a world-class firm.
