Risk-free 30 days guarantee

If you‘re not 100% satisfied, let us know in the first 30-days for a full refund.

Pay as You Go

Pay by Case

$0

$0

No monthly or annual fees
Pay $69 per Case

$19 per additional license

  • 1 License included
  • Unmetered Storage
  • Client Portal

Starter

For the startup firm

$79

$59

Per month (billed MonthlyAnnually)

$19 per additional license

  • 1 License included
  • 25GB Storage
  • Client Portal
Most Popular

Premium

For the Professional

$99

$79

Per month (billed MonthlyAnnually)

$19 per additional license

  • 1 License included
  • 75GB Storage
  • Client Portal

Ultimate

For mid-sized and large firms

$199

$179

Per month (billed MonthlyAnnually)

$19 per additional license

  • 1 License included
  • 250GB Storage
  • Client Portal
  • E-Signatures

Compare features list

Subscription Pay as You Go Starter Premium Ultimate

Annual Subscription N/A $59 / month
billed annually
$79 / month
billed annually
$179 / month
billed annually
Monthly Subscription N/A $79 / month $99 / month $199 / month
Additional Licenses

Add Staff, Admins and Agents

$19 per user
per month
$19 per user
per month
$19 per user
per month
$19 per user
per month
Usage Fee

Pay for Retained Clients onlyLearn more

$50 one-time setup
$69 per client case
N/A N/A N/A
Secure Cloud Storage

Data stored within Canada

Unmetered 25GB 75GB 250GB

Client Portal

400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee, English/Français

Autocomplete Immigration Forms

(Includes barcoded forms)

Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Online Payments, Reminders, Multi-currency

Accept credit card payments
Website Embed Questionnaires
Express Entry Assessment
PNP Assessments Coming soon
Questionnaire Builder (Annual Plan Only)
Documents Management
Email, Chat Message, SMS
Autofile Client Emails
International SMS credits 25 included free 25 included free 50 included free 100 included free
Calendar Scheduler
Case Notes
Retainer and Letter Automation
Activity Tracker and Time Trackers
Workflows and Automated Tasks
Custom Case Types
Custom document templates
Autoresponders (Annual Plan Only)
Templates: Emails, Chats, Letters
Affiliate Tracking Links
Personal Branding
Reporting: Invoices, Trust A/C Reconciliation, Client Listing
Data Import/Export

QuickBooks Coming soon
Calendly

(Appointment Scheduling)

(Annual Plan Only)
WhatsApp, Telegram
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

(e-Sign documents)Learn more

ADD-ON

See pricing

ADD-ON

See pricing

ADD-ON

See pricing

(100 requests/mo)

Email Support 3hrs 24-48hrs 3hrs 3hrs
Help Center
Live Chat
Setup and Onboarding Assistance

(Get up to 180 minutes with one of our specialist to get started faster.)

ADD-ON

($249 one-time)

ADD-ON

($249 one-time)

ADD-ON

($249 one-time)

ADD-ON

($249 one-time)

Phone Support

ADD-ON

($10/mo)

ADD-ON

($10/mo)

ADD-ON

($10/mo)

Data migration assistance

ADD-ON

($99 one-time)

ADD-ON

($99 one-time)

ADD-ON

($99 one-time)

ADD-ON

($99 one-time)

Support hours Mon-Fri
10am-6pm EST
Mon-Fri
10am-6pm EST
Mon-Fri
10am-6pm EST
Mon-Fri
10am-6pm EST

Pay as You Go

$0

No monthly or annual fees
Pay $69 per Case

Starter

$79

$59

Per month (billed MonthlyAnnually)

Premium

$99

$79

Per month (billed MonthlyAnnually)

Ultimate

$199

$179

Per month (billed MonthlyAnnually)

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

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 Senior Manager at Tern Immigration

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 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:

  1. 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.
  2. 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.
  3. 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 successful practice. Also, the client portal can be customized and branded which adds an important touch of professionalism.
It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett Senior Counsel at Business Visa Canada

All plans includes

World-class tools and customer service at your fingertips

Support

Live Chat Support
Email Support
Screen Share Assistance
Technical Support

Security & Complience

256-bit SSL Secure Connection
99.9% Uptime Guarantee SLA
PCI-DSS Compliance
ICCRC 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

You only pay for Clients, not Leads/Prospects.
A Client 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. 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 Client 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.

Note: You will still be billed for pro-bono clients once you use any of the features above.

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.

Have an inquiry or need a quote?

Drop us a line or two