#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.
Starter
For the Startup company
$79
$59
Per month (billed Monthly )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 moreReal-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
Premium
For the Professional
$129
$99
Per month (billed Monthly )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.
Ultimate
For mid-sized and large firms
$199
$179
Per month (billed Monthly )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 |
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400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee, English/Français |
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Autocomplete Immigration Forms (Includes barcoded forms) |
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Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Online Payments, Reminders, 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 | ![]() |
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Corporate Cases | ![]() |
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Questionnaire Builder ![]() |
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Documents Management | ![]() |
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Email, Chat Message, SMS | ![]() |
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International SMS credits | ![]() |
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Calendar Scheduler | ![]() |
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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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Templates: Emails, Chats, Letters | ![]() |
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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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Mass Emails
Send personalized emails to multiple clients at once |
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Bulk Actions
Do actions in bulk to help save you time
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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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Autofile Client Emails ![]() |
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Email Validations ![]() |
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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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IP Based Restriction![]() |
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QuickBooks Coming soon | ![]() |
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Zapier ![]() |
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Calendly ![]() (Appointment Scheduling) |
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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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Microsoft OneDrive Coming soon
Automatically backup your client data via your Microsoft OneDrive account. |
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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)Learn more |
ADD-ON |
ADD-ON |
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Email Support | 24-48hrs | 3hrs | 3hrs |
Help Center | ![]() |
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Live Chat | ![]() |
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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
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 & 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 ![]() |
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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 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