#1 Case Management Solution for RCICs and Lawyers

Try it free for 14 days. Cancel anytime.

Lite

For the solo practitioner

$59

$49

CAD per month (billed MonthlyAnnually)
or $588 Annually

1 license included
$10 per additional license

    Lite includes:

  • 10GB secure cloud storage

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

  • Conduct basic assessments

  • 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

Starter

For the startup firm

$149

$124

CAD per month (billed MonthlyAnnually)
or $1,490 Annually

1 license included
$10 per additional license

    Everything in Lite plus:

  • 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

Most Popular

Premium

For the professional

$299

$249

CAD per month (billed MonthlyAnnually)
or $2,990 Annually

3 licenses included
$10 per additional license

    Everything in Starter plus:

  • 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

Ultimate

For mid-sized and large firms

$499

$415

CAD per month (billed MonthlyAnnually)
or $4,990 Annually

10 licenses included
$10 per additional license

    Everything in Preimum plus:

  • 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

Compare features list

Subscription Lite Starter Premium Ultimate

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

Secure Cloud Storage

Data stored within Canada

10GB 50GB 100GB 350GB

Client Portal

Secure online portal for your clientsLearn more

400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee

English and Français supported

Autocomplete Immigration Forms

(Includes barcoded forms)

Advanced Billing

Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, 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
Calendars
Online appointment booking

Enable prospective clients to book—and pay—for consultations using CaseEasy's online appointment booking tool

Case Notes
Retainer and Letter Automation
Activity Tracker and Time Trackers
Workflows and Automated Tasks
Custom Case Types
Custom document templates
Communication Templates

Compose your messages using templates with one-click

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)
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)

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

(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 and forms)Learn more

(Flexible Add-On)

$39.99/month

(Flexible Add-On)

$39.99/month

Email Support 1-3 business days 1-3 business days 3-7 hrs 0-3hrs
Help Center
Live Chat
Phone Support

Lite

$59

$49

CAD per month (billed MonthlyAnnually)

Starter

$149

$124

CAD per month (billed MonthlyAnnually)

Premium

$299

$249

CAD per month (billed MonthlyAnnually)

Ultimate

$499

$415

CAD per month (billed MonthlyAnnually)

OUR CLIENTS

#1 choice for RCICs & Immigration Lawyers

All plans includes

World-class tools and customer service at your fingertips

Support

Live Chat Support
Email Support
Screen Share Assistance
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
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 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