Everything you need. All in one place.
Try it free for 14 days. Switch plans anytime.
Lite
For the solo practitioner
$59
$49
CAD per month (billed Monthly)or $588 Annually
1 license included
$10 per additional license 
10GB secure cloud storage
Manage cases, tasks, emails, documents, and calendars, all in one place
Conduct basic assessments
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Secure client portal that enables your clients to track their case, upload documents, complete forms and make payments from any mobile device
Learn more Real-time notifications to keep you ahead of important deadlines
Lite includes:
Starter
For the startup firm
$149
$124
CAD per month (billed Monthly)or $1,490 Annually
1 license included
$10 per additional license
50GB secure cloud storage
Populate IRCC forms, and generate retainers with ease
Quick templates to construct client emails, chats or letters
Generate reconciliation reports and client account listings to remain compliant with CICC or Law Society
Everything in Lite plus:
Premium
For the professional
$299
$249
CAD per month (billed Monthly)or $2,990 Annually
3 licenses included
$10 per additional license
100GB secure cloud storage
Automatically respond to clients
Build Custom Questionnaires **
Additional security using our multi-factor authentication
Use bulk features to help save time
Conduct PNP assessments **Coming soon
- ** included in annual membership
Everything in Starter plus:
Ultimate
For mid-sized and large firms
$499
$415
CAD per month (billed Monthly)or $4,990 Annually
10 licenses included
$10 per additional license
350GB secure cloud storage
Integrate with 3rd-party platforms such as Zapier, Calendly, Dropbox and Google Drive and fully automate your firm
E-Signatures
Add corporate clients and manage their LMIA and talent relocation needs
Send personalized emails to multiple clients at once
Live internal chat to message your team members Coming soon
Everything in Preimum plus:
Compare features list
| Subscription | Lite | Starter | Premium | Ultimate |
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Annual Subscription
Save by paying annually |
$588 / year Save $120 |
$1,490 / year Save $298 |
$2,990 / year Save $598 |
$4,990 / year Save $998 |
| Monthly Subscription | $59 / month | $149 / month | $299 / month | $499 / month |
Licenses
Add Staff, Managers, Admins and Agents |
1 | 1 | 3 | 10 |
| 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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| Secure Cloud Storage Data stored within Canada |
10GB | 50GB | 100GB | 350GB |
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Client Portal
Secure online portal for your clientsLearn more |
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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) |
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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 | |
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| Website Embed Questionnaires |
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| Express Entry Assessment | |
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| PNP Assessments Coming soon | |
(Flexible Add-On) |
 (Annual Plan Only) |
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| Corporate Cases | |
(Flexible Add-On) |
(Flexible Add-On) |
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| Questionnaire Builder |
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(Flexible Add-On) |
(Annual Plan Only) |
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| Documents Management | |
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| Email, Chat Message, SMS | |
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| International SMS credits | |
25 included free |
50 included free |
100 included free |
| Calendars |
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Online appointment booking
Enable prospective clients to book—and pay—for consultations using CaseEasy's online appointment booking tool |
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| Case Notes | |
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| Retainer and Letter Automation | |
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| Activity Tracker and Time Trackers | |
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| Workflows and Automated Tasks | |
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| 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 | |
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| Personal Branding | |
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| Reporting: Invoices, Trust A/C Reconciliation, Client Listing | |
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| Data Import/Export |
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| Key Performance Indicator Report |
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Live internal chat Coming soon
Communicate with your team members in real-time |
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(Flexible Add-On) |
(Flexible Add-On) |
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Mass Emails
Send personalized emails to multiple clients at once |
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(Flexible Add-On) |
(Flexible Add-On) |
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Bulk Actions
Do actions in bulk to help save you time
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(Flexible Add-On) |
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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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| Autoresponders |
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(Flexible Add-On) |
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| Autofile Client Emails |
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| Email Validations |
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Convert to Prospect/Client| 256-bit SSL encryption | |
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| 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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(Flexible Add-On) |
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| IP Based Restriction |
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(Flexible Add-On) |
(Flexible Add-On) |
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| QuickBooks Coming soon | |
(Flexible Add-On) |
(Flexible Add-On) |
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| Zapier |
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(Flexible Add-On) |
(Flexible Add-On) |
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| Calendly (Appointment Scheduling) |
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(Flexible Add-On) |
(Annual Plan Only) |
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| WhatsApp, Telegram | |
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Dropbox & Google Drive Backups
Automatically backup your client data via your Dropbox or Google Drive account. |
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(Flexible Add-On) |
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Microsoft OneDrive Coming soon
Automatically backup your client data via your Microsoft OneDrive account. |
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(Flexible Add-On) |
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| Email Integrations Office 365, G-Suite, GoDaddy, Zoho, Bluehost and more |
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| Payment Gateway: Stripe, LawPay (Accept client credit card payments) |
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CaseEasy Sign
(e-Sign documents and forms)Learn more |
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(Flexible Add-On)
$39.99/month |
(Flexible Add-On)
$39.99/month |
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| Email Support | 1-3 business days | 1-3 business days | 3-7 hrs | 0-3hrs |
| Help Center | |
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| Live Chat | |
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Phone Support
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Lite
$59
$49
CAD per month (billed Monthly)Starter
$149
$124
CAD per month (billed Monthly)Premium
$299
$249
CAD per month (billed Monthly)Ultimate
$499
$415
CAD per month (billed Monthly)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
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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| 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 Microsoft’s SLAs, Read more about Microsoft Azure’s SLA.
All our plans are backed by our 30 days’ money back guarantee. Our 12-months plan automatically renews your subscription to the CaseEasy CRM 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.
Sure, you may export all your records at any time in an Excel file and download all your files in a Zip folder making it easy for you to access your records offline.
Have an inquiry or need a quote?
Drop us a line or two
