CaseEasy

CaseEasy CRM is a case management software designed specifically for Registered Canadian Immigration Consultants (RCICs) and Immigration Lawyers. According to the vendor, this software aims to streamline and automate the immigration case management process, allowing professionals to handle their clients' immigration cases efficiently. CaseEasy CRM is suitable for both small and large immigration firms, accommodating the needs of individual practitioners as well as larger organizations. It is commonly used by RCICs, Immigration Lawyers, Immigration Firms, Law Firms, and other legal professionals.

Key Features

Client file management: According to the vendor, CaseEasy CRM provides a centralized system for RCICs and Immigration Lawyers to securely store and organize all client-related information, including personal details, immigration history, and supporting documents. This feature aims to ensure easy access and efficient management of client files.

Autocomplete Forms: The vendor states that CaseEasy CRM offers a time-saving feature that automatically populates immigration forms, including barcoded forms, with data collected from clients during the intake process. This feature aims to improve accuracy and efficiency in completing immigration forms, reducing the risk of errors.

Analytics dashboard: According to the vendor, CaseEasy CRM provides an analytics dashboard that offers insights and data visualization on cases and client information. Users can track case progress, monitor key performance indicators, and generate reports for analysis. This feature aims to support data-driven decision-making and identify areas for improvement.

Cloud-based: CaseEasy CRM is a cloud-based solution, according to the vendor, eliminating the need for installation and allowing users to access the platform from any internet-enabled device. This flexibility enables users to work remotely and collaborate seamlessly with team members.

Improved security: The vendor emphasizes that CaseEasy CRM prioritizes the security of client records by employing 256-bit enterprise-grade encryption and storing data across servers in Canada to ensure data sovereignty and compliance with privacy regulations. Additional security measures, such as login safeguards and CAPTCHA controls, are in place to prevent unauthorized access.

Client portal: According to the vendor, CaseEasy CRM offers a user-friendly client portal that allows clients to track the progress of their immigration process, submit documents, make payments, and communicate with their RCIC or Immigration Lawyer. This feature aims to enhance client satisfaction and engagement by providing transparency and easy access to case information.

Assessment/Intake Questionnaires: CaseEasy CRM provides smart questionnaires, according to the vendor, to assess clients for various immigration programs and collect necessary data to populate immigration forms. Clients can complete these questionnaires online, streamlining the intake process and facilitating accurate information gathering.

Client/Trust Account Reconciliation security: The vendor states that CaseEasy CRM helps users meet compliance requirements for maintaining clients' unearned funds by offering client/trust account reconciliation security. It has partnered with LawPay, a secure payment processing platform, to ensure compliance and provide a secure payment solution for clients.

Calendar Management: CaseEasy CRM includes a SmartCalendar™ feature that allows users to schedule client meetings and appointments with ease, according to the vendor. The system automatically notifies clients about upcoming meetings through the client portal, ensuring effective communication and reducing scheduling conflicts.

Document Management: According to the vendor, CaseEasy CRM offers a comprehensive document management system, enabling users to store, organize, and manage all client documents in one place. This feature aims to streamline document management, improving efficiency and productivity in handling client cases.