All-in-one CRM Suite to grow your immigration firm

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Basic

For the startup firm Single User
$69 Per month (billed annually)
Price in CAD

Standard

For the growth minded 3 Users
$139 Per month (billed annually)
Price in CAD
MOST POPULAR

Professional

For the Professional 5 Users
$199 Per month (billed annually)
Price in CAD

Enterprise

For mid-sized and large firms Unlimited Plan
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Compare pricing plans

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
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)
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)
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)
Email Integrations: Office 365, G-Suite, GoDaddy, Zoho, Bluehost and more
Payment Gateway: Stripe, LawPay
(Accept client credit card payments)
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)

Canada's Premier Immigration Software

Hear what our clients have to say

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

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:
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.
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.
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 succesful practice. Also, the client portal can be customized and branded which adds an important touch of professionlism.

It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett, Barrister, Solicitor and Notary Public

Senior Counsel at Business Visa Canada

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All plans include:

World-class tools and customer service at your fingertips

SUPPORT
  • Live Chat Support
  • Email Support
  • Screen Share Assistance
  • Technical Support
  • Online Training
  • Assisted Data Migrations
SECURITY & COMPLIANCE
  • 256-bit SSL Secure Connection
  • 99.9% Uptime Guarantee SLA
  • PCI-DSS Compliance
  • ICCRC Compliance
  • Auto Signout
  • ISO/IEC 27001 Standards
  • Isolated Data Storage
  • Planned and Unplanned Absences
  • Data Retention (6+ years)
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Additional Features

Add features whenever you need them

ADD-ONS
  • SMS Text Messages
  • Office365 OneDrive Sync
  • Dropbox Sync
  • BC PNP SIRS Scorecard
  • Letter Merge
  • Custom Fields
  • CaseEasy Sign Coming Soon
INTEGRATIONS
  • Stripe Integration
  • LawPay Integration
  • WhatsApp Connect
  • Telegram Connect
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Frequently asked questions

Still have questions, connect with us using our live chat, we are happy to assist

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.
There are no refunds after your first 30 days on any of our plans.