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CaseEasy

CaseEasy is an all-in-one solution for managing immigration cases, invoicing, and customer relationship management tailored specifically for small to medium Can...

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CaseEasy is an all-in-one solution for managing immigration cases, invoicing, and customer relationship management tailored specifically for small to medium Can...

Watch Demo Get Pricing
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Product Overview

CaseEasy is an all-in-one solution for managing immigration cases, invoicing, and customer relationship management tailored specifically for small to medium Canadian immigration agencies. Although it does not offer a wide range of templates or document checklists, its client portal enhances direct communication and allows for easy document sharing between consultants and their clients.

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Product Details

What Is CaseEasy?

Since its inception in 2017, CaseEasy has been a valuable resource for numerous immigration professionals, enabling them to streamline and grow their practices through effective workflow automation. This comprehensive platform simplifies various operations, offering features such as effortless retainer generation, automated reconciliation reports, and efficient immigration form processing. Aimed at boosting productivity, CaseEasy equips users with all the tools necessary for managing a thriving practice, allowing them to concentrate on their clients' needs while the software takes care of administrative responsibilities.

CaseEasy Pricing

The pricing model for CaseEasy encompasses a wide range of features within a single platform. Users can take advantage of a 7-day free trial and have the option to change their plans at any time. The available plans are:

  • Essentials – $99 CAD/month

  • Core – $149 CAD/month

  • Advanced – $199 CAD/month

  • Enterprise – Contact for pricing

The pricing structure of CaseEasy can be customized to align with specific organizational objectives.

Disclaimer: Pricing is subject to change.

CaseEasy Integrations

CaseEasy is compatible with several third-party applications, including:

  • Office 365

  • G-Suite

  • Google Drive

  • Dropbox

  • Calendly

  • LawPay

  • Stripe

  • Zapier

  • QuickBooks

  • CaseEasy Sign

Users can schedule a demo to discover more about its integration capabilities.

Who Is CaseEasy For?

CaseEasy is designed for both individual immigration practitioners and larger firms seeking to enhance and streamline their immigration case management processes through effective workflow solutions.

Is CaseEasy Right For You?

If you're having difficulty in managing immigration cases efficiently, then CaseEasy 360 may be the ideal answer for both solo practitioners and larger firms. It offers smooth billing processes, document management, form automation, and effective client communication. With the trust of over 500 immigration professionals, it has successfully managed more than 473,000 cases and securely stored upwards of 2 million documents. Boasting a 99.9% server uptime, CaseEasy guarantees dependable access to essential client records, facilitating a more efficient and less stressful immigration practice.

If you still have questions regarding CaseEasy, feel free to reach out to us at info@softwareseekers.com for expert assistance from our team.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✔ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✔ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✔ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✔ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✔ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✔ billing and invoicing
✘ bot design deployment
✘ business intelligence
✔ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✔ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✘ document automationassembly
✘ attendance and time tracking
✘ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✔ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ User-friendly interface that enhances work motivation
  • ✔ The web-based platform allows remote work from anywhere
  • ✔ Provides an effective communication channel between clients and consultants
  • ✔ The client portal enables direct document sharing

Cons

  • ✘ Presents errors in form completion
  • ✘ Lack of sufficient templates and document checklists.

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

CaseEasy supports English and French.

Based on the available information, there is no explicit mention of an API for the CaseEasy.

CaseEasy provides multiple support options, including phone support, email/help desk, live chat, and a comprehensive knowledge base.

CaseEasy empowers solo immigration practitioners and large firms to grow and streamline their immigration practice through efficient workflow management.

CaseEasy does not offer a dedicated mobile application. However, its client portal is designed to be mobile-friendly, allowing clients to track case progress, make payments, and more from any mobile device.

CaseEasy seamlessly integrates with various third-party applications, including Office 365, G-Suite, Google Drive, Dropbox, Calendly, LawPay, Stripe, Zapier, QuickBooks, and CaseEasy Sign, enhancing workflow automation and efficiency for immigration practitioners.

CaseEasy provides a flexible pricing structure with comprehensive features in a single platform, offering a 7-day free trial and the option to switch plans anytime. Available plans include Essentials ($99 CAD/month), Core ($149 CAD/month), Advanced ($199 CAD/month), and Enterprise (custom pricing). Users can request a detailed CaseEasy cost analysis.