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October
2025-10-17
🚀 Given Name and Family Name validation checks
You can now open notes on Cases, Documents, and Tasks directly from your email notifications. Click "View Details" to see the note instantly in CaseEasy. Please ensure you’re signed in for this to work.
2025-10-14
🚀 Launch Notes from Email Notifications
You can now open notes on Cases, Documents, and Tasks directly from your email notifications. Click "View Details" to see the note instantly in CaseEasy. Please ensure you’re signed in for this to work.
2025-10-08
🚀 Exportable Custom Fields
You can now export your case details, including custom fields, and review them directly in Excel via the Cases page.
September
2025-09-22
🚀 Notes @ Mentions
Try the new mentions feature when adding notes to bring items to a team member’s attention. Simply type the @ symbol anywhere you normally add notes, and a list of all team members will appear for you to choose from. Happy collaborating! 😊
See @ mentions in action →
2025-09-18
🚀 Questionnaire Updates
We’ve updated the questionnaires by removing non-mandatory fields. If there are any sections that don’t apply to a specific immigration pathway, please reach out to us via live chat.
2025-09-011
🚀 Name Changes
We’ve updated First Name to Given Name(s) and Last Name to Family Name across all our questionnaires to align with IRCC naming conventions.
2025-09-01
🚀 Latest Tutorials
Discover the latest tutorial videos today and take your skills to the next level.
August
2025-08-21
🚀 Custom Fields Upgrades
Use the upgraded custom fields feature to capture firm-specific information that is not already supported. These fields will be displayed under the Case Information section in your client’s case.
2025-08-21
🚀 Document Checklist Status
We’ve added a new status called “Waived” that lets you flag documents as optional for your clients. You can try it by updating the Status on a checklist under the Client Documents folder.
2025-08-19
🚨Spouse Information
When creating a contact, Spouse details will no longer be required at that stage. Instead, you must first create the principal applicant and their case, then enter the Spouse details within the case.
2025-08-19
🚀Trust Account Entries Report
Use the new Trust Account Entries Report for a complete listing of all transactions recorded in your trust account(s).
2025-08-16
🚀E-Signature Portal Updates
CaseEasy Sign has been updated to improve the mobile experience, and a new feature now allows you to resend requests to clients who may not have received the original. To resend a request, sign in to CaseEasy Sign, click the Actions menu, and select Resend Request. If the Resend Request option is not available, the item is not yet eligible to be resent.
2025-08-09
🚀 Sponsor Placeholder Variables
You can now include the Sponsor's first name, last name, and UCI as template placeholders in your Agreement templates. To update your templates, go to Settings > Templates, then select Agreements and Letters.
2025-08-06
✨ CaseEasy v3 is Live!
We're excited to announce that Version 3 is now live! You can find full details in the linked article.
July
No updates
June
2025-06-27
🚀 Document Checklist
The document checklist has been updated and is now available.
2025-06-10
🚀 Enhanced Security – Share Requests
Share requests now automatically include a passcode in the email sent to your clients, which is required to access shared resources such as Agreements, Questionnaires, Invoices, and Receipts.
May
2025-05-08
🚀 E-Sign Requests now in Client Portal
E-signature requests now appear as new messages in the Client Portal and are prioritized at the top of your client's message queue. This ensures they are easy to find, especially if the client did not receive the request by email.
April
No Updates
March
2025-03-28
🚀 Home Care Worker Immigration Pilots
The newest forms for the Home Care Worker Immigration Pilots have been added.
2025-03-24
🚀 Invoice Reports
The Invoice report now separates taxable amounts, tax-exempt amounts (e.g., Government Fees), taxes, and net totals into individual columns for improved accounting clarity.
2025-03-03
🚀 Zoom Meeting Integration
Connect your Zoom account to our Calendars feature to have your online meetings automatically scheduled in Zoom. Meetings booked through your public calendar by clients will also be seamlessly scheduled in Zoom. Happy meetings!
February
2025-02-28
🚀 Service Agreement – Applying Discounts
You can now include discounts in your service agreements using the new discount placeholder variable.
2025-02-13
🚀 Trust Account Reconciliations
We have recently updated our reconciliation module to account for the varying opening and closing dates of different bank accounts. This update ensures the system observes the dates and amounts entered for the Closing and Opening balances in the Trust Account Reconciliation report. Please note that without these dates, the results may be inaccurate.
January
2025-01-25
🚀 Quicken File Format
Trust account reconciliation now includes support for the Quicken file format uploads.
2025-01-25
🚀 E-Signature Report
Keep track of all your e-signature requests with the new E-Signature report on the Reporting page.
2025-01-20
🚀 Settings menu revamp
The Settings menu has been redesigned for easier access to what matters most.
2025-01-15
🐞 Server Upgrades Completed
We recently implemented upgrades to address server latency. Our log review indicated the need to enable caching to reduce server workload and manage bandwidth constraints. The necessary changes have been made, and we will continue to monitor the situation.
2025-01-15
🐞 Planned Server Upgrades
We will perform a server update at 7 PM EST, resulting in a brief downtime of less than 10 minutes. This update is essential for optimizing server performance.
2025-01-15
🚀 Calendar Groups
You can now display all your calendars on your website, allowing clients to easily make their selection. Enable calendar fees and clients will be prompted for payment before confirming their booking, streamlining the process and saving you time. Feature is free in all plans.
2025-01-06
🚀 Customizable Case Numbers
Effortlessly personalize your Case Numbers with the new Case Number Formatter available in Settings.