You only pay for Qualified Cases.
A Qualified Case is considered to be any case record with any of the following:

1. Invoice
2. Retainer Agreement
3. Forms (except the Use of a Representative)
4. Documents
5. Prospect converted to a Client
6. Intake Questionnaire (Used for Immigration Forms)

Once you create a case and have used any of the above features on a case, that case will be counted as a Qualified Case.

You will be invoiced on the 1st of the following month and will be charged within 5 days of the invoice. You will have 10 business days to ensure payments are settled to avoid any restrictions to your account.

What features are free on the Pay as Go Plan?

1. Assessments
2. Communications Management
3. Automated Use of a Representative Form
4. Case Notes
5. Custom Questionnaires
6. Appointment Management
7. Case Workflows
8. Upload Logo and Branding

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.

Sure we do. Schedule a training session with us by going to the Help menu and choose Schedule training.

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.