#1 Case Management Solution
for RCICs and Lawyers

If you‘re not 100% satisfied, let us know in the first 30-days for a full refund.


For the Startup company



Per month (billed MonthlyAnnually)

1 License included, add more for $29/mo

  • Starter includes:
  • 25GB storage

  • Manage cases, tasks, emails, documents, and calendars, all in one place

  • Conduct basic assessments, populate IRCC forms, and generate retainers with ease

  • 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

  • Quick templates to construct client emails, chats or letters

  • Generate reconciliation reports and client account listings to remain compliant with CICC or Law Society

  • Ensure high-quality email accounts using automated email verification

Most Popular


For the Professional



Per month (billed MonthlyAnnually)

1 License included, add more for $29/mo

  • Everything in Starter plus:
  • 75GB 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

  • ** features are only included in annual plan.


For mid-sized and large firms



Per month (billed MonthlyAnnually)

1 License included, add more for $29/mo

  • Everything in Premium plus:
  • 250GB 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

  • Live internal chat to message your team members Coming soon

  • Send personalized emails to multiple clients at once

**Prices are in CAD. GST/HST is charged on Canadian purchases.
Flexible add-ons also available

Compare features list

Subscription Starter Premium Ultimate

Annual Subscription
Save by paying annually
$708 / year
Save $240
$1,188 / year
Save $360
$2,148 / year
Save $240
Monthly Subscription $79 / month $129 / month $199 / month
Additional Licenses

Add Staff, Managers, Admins and Agents

$29 per user
per month
$29 per user
per month
$29 per user
per month
Secure Cloud storage

Data stored within Canada

25GB 75GB 250GB

Client Portal

Secure online portal for your clientsLearn more

400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee, English/Français

Autocomplete Immigration Forms

(Includes barcoded forms)

Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Online Payments, Reminders, Multi-currency

Accept credit card payments
Website Embed Questionnaires
Express Entry Assessment
PNP Assessments Coming soon (Flexible Add-On) (Annual Plan Only)
Corporate Cases (Flexible Add-On) (Flexible Add-On)
Questionnaire Builder (Flexible Add-On) (Annual Plan Only)
Documents Management
Email, Chat Message, SMS
International SMS credits 25 included free 50 included free 100 included free
Calendar Scheduler
Case Notes
Retainer and Letter Automation
Activity Tracker and Time Trackers
Workflows and Automated Tasks
Custom Case Types
Custom document templates
Templates: Emails, Chats, Letters
Affiliate Tracking Links
Personal Branding
Reporting: Invoices, Trust A/C Reconciliation, Client Listing
Data Import/Export

Key Performance Indicator Report
Live internal chat Coming soon

Communicate with your team members in real-time

(Flexible Add-On) (Flexible Add-On)
Mass Emails

Send personalized emails to multiple clients at once

(Flexible Add-On) (Flexible Add-On)
Bulk Actions

Do actions in bulk to help save you time

  • Convert to Prospect/Client
  • Assign Office Locations
  • Change Case Status
  • Assign Team Members
  • Copy Documents between Cases
  • Copy Questionnaires between Cases
(Flexible Add-On)
Latest Form Version Sync
Auto Task Sorting
Auto Document Sorting
Autoresponders (Flexible Add-On) (Annual Plan Only)
Autofile Client Emails
Email Validations

256-bit SSL encryption
Daily and Incremental Backups
Isolated Database Instance
Canadian Jurisdiction
Multi-factor authentication (Flexible Add-On)
IP Based Restriction (Flexible Add-On) (Flexible Add-On) (Flexible Add-On)

QuickBooks Coming soon (Flexible Add-On) (Flexible Add-On)
Zapier (Flexible Add-On) (Flexible Add-On)

(Appointment Scheduling)

(Flexible Add-On) (Annual Plan Only)
WhatsApp, Telegram
Dropbox & Google Drive Backups

Automatically backup your client data via your Dropbox or Google Drive account.

(Flexible Add-On)
Microsoft OneDrive Coming soon

Automatically backup your client data via your Microsoft OneDrive account.

(Flexible Add-On)
Email Integrations

Office 365, G-Suite, GoDaddy, Zoho, Bluehost and more

Payment Gateway: Stripe, LawPay

(Accept client credit card payments)

CaseEasy Sign

(e-Sign documents)Learn more


See pricing


See pricing

(100 requests/mo)

Email Support 24-48hrs 3hrs 3hrs
Help Center
Live Chat




Per month (billed MonthlyAnnually)




Per month (billed MonthlyAnnually)




Per month (billed MonthlyAnnually)

E-signatures made easy

Our e-signature platform signs the Retainer Agreement, Use of a Representative and other Government Immigration Forms right within the browser or any mobile device.

Learn more

#1 choice for RCICs and Immigration Lawyers

Hear what our clients have to say

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.

Mandeep Kaur Bambrah Director at Manuleaf Immigration

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.

Mr. Harit Kapahi Director at Indicate Immigration Consultancy Inc.

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 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!

Catharine Baier 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:

  1. 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.
  2. 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.
  3. 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 successful practice. Also, the client portal can be customized and branded which adds an important touch of professionalism.
It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett Senior Counsel at Business Visa Canada

All plans includes

World-class tools and customer service at your fingertips


Live Chat Support
Email Support
Screen Share Assistance
Technical Support

Security & Complience

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
Planned and Unplanned Absences
Data Retention (6+ years)

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 licences, 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.

As per IRCC guidelines, file sizes must be 4MB or less to be uploaded to their servers which is the only reason this limit is imposed.

Have an inquiry or need a quote?

Drop us a line or two