---
description: Review of CaseEasy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CaseEasy | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/4516/legal/software) > [CaseEasy](/software/243594/caseasy)

# CaseEasy

Canonical: https://www.softwareadvice.co.nz/software/243594/caseasy

> CaseEasy provides an all-in-one suite of tools for Immigration Practitioners.&#10;&#10;Our key features are:&#10;\* Smart Questionnaires : Use our smart questionnaires to automatically assess clients and collect data for immigration forms;&#10;\* Retainer Agreement Automation: Generate retainer agreements with a few clicks to save hours each day;&#10;\* Automated Forms Filling: Populate your Government Forms with data collected in the Smart Questionnaires&#10;\* Invoice/Billing: Collect Credit Card Payments from clients and track invoices with ease;&#10;\* Document Checklists: Send clients the e-checklist so they may upload the right documents and to help you keep your files organized.&#10;&#10;CaseEasy helps you automate more and get back to practicing immigration law;
> 
> Verdict: Rated **3.7/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.7/5** | 3 Reviews |
| Ease of Use | 3.7/5 | Based on overall reviews |
| Customer Support | 3.7/5 | Based on overall reviews |
| Value for Money | 3.7/5 | Based on overall reviews |
| Features | 3.7/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: CaseEasy
- **Location**: Toronto, Canada
- **Founded**: 2017

## Commercial Context

- **Starting Price**: CA$79.00
- **Pricing model**: Per User (Free version available)
- **Pricing Details**: Pricing quoted in CAD
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: Canada

## Features

- Access Controls/Permissions
- Alerts/Notifications
- Billing & Invoicing
- Calendar Management
- Case Notes
- Client Management
- Client Portal
- Communication Management
- Data Import/Export
- Document Management
- SSL Security
- Task Management
- Third-Party Integrations
- Trust Accounting
- Workflow Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Legal Case Management Software](https://www.softwareadvice.co.nz/directory/4516/legal/software)

## Alternatives

1. [LEAP](https://www.softwareadvice.co.nz/software/20175/leap) — 4.2/5 (529 reviews)
2. [Neos](https://www.softwareadvice.co.nz/software/61621/needles) — 4.4/5 (200 reviews)
3. [8am MyCase](https://www.softwareadvice.co.nz/software/3719/mycase) — 4.6/5 (784 reviews)
4. [8am CasePeer](https://www.softwareadvice.co.nz/software/47885/casepeer) — 4.8/5 (203 reviews)
5. [Clio](https://www.softwareadvice.co.nz/software/449970/Clio) — 4.7/5 (1691 reviews)

## Reviews

### "CaseEasy allows you to provide exceptional service no matter the size of your law office." — 5.0/5

> **Angela** | *27 April 2020* | Law Practice | Recommendation rating: 10.0/10
> 
> **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.  &#10;&#10;Each feature is fully integrated so that you can keep organized and efficient.  &#10;&#10;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.

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### "All you need to practice Immigration in Canada" — 5.0/5

> **Hossein** | *22 April 2020* | Legal Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> This system helps me to manage client cases better and have a very effective communication channel with them.

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### "Frustrating and Waste of Money and time" — 1.0/5

> **Ali** | *24 August 2023* | Consumer Services | Recommendation rating: 0.0/10
> 
> **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
> 
> 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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/243594/caseasy)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/legal/caseasy-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/243594/caseasy> |
| en-GB | <https://www.softwareadvice.co.uk/software/243594/caseasy> |
| en-IE | <https://www.softwareadvice.ie/software/243594/caseasy> |
| en-NZ | <https://www.softwareadvice.co.nz/software/243594/caseasy> |

-----

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