Our 30 day promise Don't like our platform or customer support, get a full refund within your first 30 days.
| Features | Basic | Standard | Professional | Enterprise |
| Subscription | ||||
| Users | 1 | 3 | 5 | Unlimited |
| Annual Plan | $69 / month billed annually |
$139 / month billed annually |
$199 / month billed annually |
Get Quote |
| Monthly Plan | $79 / month | $169 / month | $249 / month | Get Quote |
| Core features | ||||
| Unlimited Clients | ||||
| Client Portal | ||||
| 400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee, English/Français | ||||
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Secure Cloud Storage Data stored within Canada |
25GB | 50GB | 125GB | Unlimited |
| Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Online Payments, Reminders, Multi-currency | ||||
| Accept credit card payments | ||||
| Website Embedded Questionnaires | ||||
| Sharable Questionnaires | ||||
| Express Entry Assessment | ||||
| PNP Assessments | (Annual Plan only) |
Coming soon | Coming soon | Coming soon |
| Questionnaire Builder | (Annual Plan only) |
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| Documents Management | ||||
| Email, Chat Message, SMS | ||||
| Autofile Client Emails | ||||
| International SMS credits | 25 included free |
50 included free |
100 included free |
Send unlimited SMS |
| Calendar Scheduler | ||||
| Case Notes | ||||
| Retainer and Letter Automation | ||||
| Activity Tracker and Time Trackers | ||||
| Case Workflows and Automated Tasks | ||||
| Custom Case Types | ||||
| Custom document templates | ||||
| Autoresponders | (Annual Plan only) |
(Annual Plan only) |
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| Templates: Emails, Chats, Letters | ||||
| Co-Counsel™ Network | ||||
| Affiliate Tracking Links | ||||
| Personal Branding | ||||
| Reporting: Invoices, Trust A/C Reconciliation, Client Listing | ||||
| Integrations | ||||
| WhatsApp, Telergam | ||||
| Dropbox | (Annual Plan only) |
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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 (Electronically Sign documents) |
Coming soon
Learn more |
Coming soon
Learn more |
Coming soon
Learn more |
Coming soon
Learn more |
| Support | ||||
| Email support | 24-48hrs | 3hrs | 3hrs | < 1hr |
| Help Center access | ||||
| Live chat | ||||
| Screenshare support | ||||
| Phone support | ||||
| Support hours | Mon-Fri 10am-6pm EST |
Mon-Fri 10am-6pm EST |
Mon-Fri 10am-6pm EST |
As needed |
| Add-Ons | ||||
| Additional Users | Per additonal user: $39/month (Billed annually) or $49/month (Billed monthly) | |||
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
Angela Scarlett, Barrister, Solicitor and Notary Public
Senior Counsel at Business Visa Canada
How often are Immigration forms updated?
We connect directly with the Government's website to get the latest immigration forms daily.
Where is my data stored?
We are a Canadian Company and store all your records in our Data Centers across Canada.
Can my data be migrated from another Immigration Software provider?
Yes. We can migrate all your existing client data into our platform, ask us about our migration services for details.
Can I switch plans when I am ready?
Absolutely. Once your team starts to grow, simply upgrade your subscription to match your new team size.
Will my case files be made private from my Agents?
Yes. Agents will only have access to the cases they have been assigned, or cases they have created on their own.
How can I add people to my team?
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.
Do you offer 1-on-1 training?
Sure we do. Schedule a training session with us by going to the Help menu and choose Schedule training.
What is the guaranteed uptime?
We are backed by Microsoft Azure and guarantee 99.99% uptime as per Microsoft’s SLAs, Read more about Microsoft Azure’s SLA.
What is the cancellation policy?
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.