CaseEasy

RATING:

3.7

(3)
Overview

About CaseEasy

CaseEasy provides an all-in-one suite of tools for Immigration Practitioners. Our key features are: * Smart Questionnaires : Use our smart questionnaires to automatically assess clients and collect data for immigration forms; * Retainer Agreement Automation: Generate retainer agreements with a few clicks to save hours each day; * Automated Forms Filling: Populate your Government Forms with data collected in the Smart Questionnaires * Invoice/Billing: Collect Credit Card Payments from clients and track invoices with ease; * Document Checklists: Send clients the e-checklist so they may upload the right documents and to help you keep your files organized. CaseEasy helps you automate more and get back to practicing immigration law;

CaseEasy Pricing

Pricing quoted in CAD

Starting price: 

CA$79.00 per month

Free trial: 

Not Available

Free version: 

Available

CaseEasy CRM Cloud
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CaseEasy Reviews

Overall Rating

3.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

3.5

Customer Support

3.5

Value for money

3.5

Functionality

3.5

Most Helpful Reviews for CaseEasy

3 Reviews

Angela

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2020

CaseEasy allows you to provide exceptional service no matter the size of your law office.

PROS

With CaseEasy, you need no other Client Management software to manage a successful law practice. From assessment questionnaires to client intake to accounting and billing: CaseEasy encompasses every aspect of client interaction. Each feature is fully integrated so that you can keep organized and efficient. The platform is very attractive and user-friendly as well; which adds an element of fun to work that is so very motivating. What's more, it is a web-based service so staff can work from home or anywhere in the world! Before we purchased CaseEasy for our office, we used their biggest competitor. Therefore, I can say with confidence that CaseEasy is superior in so many ways.

CONS

I have yet to encounter a more responsive team of service providers. So, they actually canvas their clients on for improvement ideas. Everything we have brought to their attention to add or improve has been addressed. And, as such, I am confident that future ideas will be treated the same way.

Hossein

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2020

All you need to practice Immigration in Canada

This system helps me to manage client cases better and have a very effective communication channel with them.

PROS

Clients have their portal and they can communicate with the consultant directly. Documents can be shared over the portal by both clients and consultants.

CONS

There are no APIs available so far to connect this system with other platforms.

Reason for choosing CaseEasy

Other systems looked outdated, but CaseEasy looks advanced and presentable.

Ali

Consumer Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed August 2023

Frustrating and Waste of Money and time

Case Easy's immigration software has been a complete disappointment. Despite the high cost, their team consistently fills out forms with errors, jeopardizing my application. The lack of templates further complicates matters, and their slow, unhelpful customer service adds to the frustration. Avoid this service – it's a waste of money and utterly useless.

PROS

Not liking any features at the moment. I thought it would make the process easy but not really.

CONS

Accuracy of form completion, Response Time, Lack of enough templates, document checklists, Mistakes in Client questionnaires, Not appropriate or helpful response

Reason for choosing CaseEasy

Because of it's raving reviews, which i feel are not true now.