USA
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Brand: Aubyn Innovations
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.
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Brand: Aubyn Innovations
Founded Year: 2017
CaseEasy is a CRM software that automates tasks for RCICs and Immigration Lawyers in Canada.
Client Portal Advanced Billing Document Management Calendar Management Templates Compliance Management Security Multi-factor Authentication 
Watch the demo video to explore key features, real workflows, and how the software fits your business needs.
Ubuntu 
Windows 
MacOS 
Linux 
Desktop 
Cloud-Based 
Small Business
Designed for startups and growing businesses
Medium Business
Built for business growth and flexibility
Enterprises
Designed for complex and large-scale business needs
4.3
Out of 5
Overall Rating
Based on
4 Verified Ratings
Rating Breakdown
85% Recommend this Product
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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.
CaseEasy's client portal allows clients to track their case progress, make payments, and communicate directly with the consultant, all in a secure environment.
CaseEasy includes advanced billing features, such as sending invoices and collecting payments from clients using payment gateway integrations like LawPay and Stripe.
CaseEasy supports Ubuntu, Windows, MacOS, and Linux.
CaseEasy price is available for $99 at techjockey.com.
Yes, CaseEasy provides dedicated customer support and training resources to assist users with implementation, training, and ongoing usage of the software.
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.
Yes, CaseEasy includes a customizable questionnaire builder that allows immigration practitioners to create assessments and data collection forms to meet their unique needs.
Yes, CaseEasy offers customizable templates for questionnaires, forms, and other documents to streamline data collection and case management processes.
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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Terms and Condtions
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
