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CaseEasy Dashboard
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CaseEasy CRM

CaseEasy

Brand : Aubyn Innovations

Starting at $ 99

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CaseEasy is an all-in-one immigration case management, client invoicing, and client relationship management (CRM) software designed to automate small to medium-sized Canadian immigration firms....Read more

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CaseEasy Software Pricing, Features & Reviews

What is CaseEasy?

CaseEasy is an immigration CRM software solution designed for immigration consultants and lawyers to streamline their case management processes. It offers features like FormSync for auto-completing immigration forms, a browser-based interface for easy practice management, and ICCRC compliance tools for reconciliation reports.

It also integrates with LawPay to facilitate secure online payments, allowing clients to pay bills with credit cards globally. This software simplifies client data storage, making day-to-day business operations more efficient. Additionally, CaseEasy helps Canadian Immigration Law Practitioners automate tasks and grow their practice by providing tools to manage cases effectively.

Why Choose CaseEasy Software?

  • Case Management: It offers an all-in-one solution for immigration consultants and lawyers, covering case management, client invoicing, and client relationship management (CRM).
  • Streamlined Immigration Process: It provides tools to automate and streamline the immigration process, such as the FormSync feature for auto-completing immigration forms.
  • Improved Efficiency: It helps immigration firms get more done in their day by automating tasks and providing a user-friendly, browser-based interface.
  • ICCRC Compliance: It includes tools to help Canadian Immigration Law Practitioners maintain compliance with ICCRC regulations, such as generating reconciliation reports.
  • Secure Online Payments: It also integrates with LawPay, enabling clients to securely pay bills with credit cards globally.
  • Remote Work Capabilities: As a cloud-based solution, CaseEasy allows immigration firm staff to work from anywhere, providing flexibility and accessibility.

Benefits of CaseEasy Platform

  • Secure Client Portal: Provides a secure portal for direct client communication and document sharing.
  • Remote Work Capabilities: Cloud-based solution enables staff to work remotely for increased flexibility.
  • Improved Client Experience: The client portal and communication tools enhance client satisfaction and engagement.
  • Responsive Customer Support: Known for helpful and responsive customer service team.
  • Compliance with Industry Standards: Tools to maintain compliance with regulatory standards.
  • Automated Workflows: Streamlines immigration processes by automating tasks.
  • Comprehensive Case Management: All-in-one solution covering case management, invoicing, and CRM.
  • Real-Time Updates: Provides real-time updates on case status and key performance indicators.

Pricing of CaseEast

CaseEasy price is available for $99 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

CaseEasy Pricing & Plans

Starter
  • Calendar Scheduler
  • Client Portal
  • Advanced Billing
  • Document Management
    • Licenses
    • Monthly
Starting at $ 99
Premium
  • Calendar Scheduler
  • Client Portal
  • Advanced Billing
  • Document Management
    • Licenses
    • Monthly
Starting at $ 199
Ultimate
  • Calendar Scheduler
  • Client Portal
  • Advanced Billing
  • Document Management
    • Licenses
    • Monthly
Starting at $ 299

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CaseEasy Features

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Client Portal

Offers a secure portal for communication and document sharing.

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Advanced Billing

Provides tools for invoicing and payment collection through integrated gateways.

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Document Management

Facilitates document collection and collaboration through electronic checklists.

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Calendar Management

Manages appointments and important dates related to client cases.

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Templates

Offers customizable templates for streamlined data collection and case management.

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Compliance Management

Ensures compliance with industry regulations through secure record-keeping.

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Security

Utilizes bank-grade encryption and advanced bot detection to secure client data.

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Multi-factor Authentication

Enhances security with multi-factor authentication for secure platform access.

CaseEasy Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

CaseEasy Reviews and Ratings

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Aubyn Innovations Company Details

Brand Name Aubyn Innovations
Information CaseEasy is a CRM software that automates tasks for RCICs and Immigration Lawyers in Canada.
Founded Year 2017
Director/Founders Orane Cole
Company Size 1-100 Employees

CaseEasy FAQ

A CaseEasy provides tools to automate and streamline the immigration process, such as the FormSync feature for auto-completing immigration forms, and a user-friendly interface to manage cases effectively.
A CaseEasy's client portal allows clients to track their case progress, make payments, and communicate directly with the consultant, all in a secure environment.
A CaseEasy includes advanced billing features, such as sending invoices and collecting payments from clients using payment gateway integrations like LawPay and Stripe.
A CaseEasy supports Ubuntu, Windows, MacOS, and Linux.
A CaseEasy price is available for $99 at techjockey.com.
A Yes, CaseEasy provides dedicated customer support and training resources to assist users with implementation, training, and ongoing usage of the software.
A CaseEasy includes features for managing appointments, deadlines, and important dates related to client cases, helping immigration practitioners stay organized and on top of their schedules.
A Yes, CaseEasy includes a customizable questionnaire builder that allows immigration practitioners to create assessments and data collection forms to meet their unique needs.
A Yes, CaseEasy offers customizable templates for questionnaires, forms, and other documents to streamline data collection and case management processes.
A CaseEasy software works by providing an all-in-one solution for immigration case management, client invoicing, and client relationship management, designed to automate small to medium-sized Canadian immigration firms.

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