CaseEasy v3.0 (Unlock Next-Level Efficiency)🚀

Universal Assessment
Easily assess your client across multiple immigration pathways—such as Express Entry, FSW, and PNPs—using the universal assessment tool—a single assessment that scores them all.

Automated Expiration Tracking
Key documents like passports, permits, biometrics, and language test results are now automatically tracked for expiry dates directly from questionnaires and assessments.

Automated Reminders
Send automated reminders to clients at a set frequency—daily, weekly, or monthly—for Outstanding Invoices, Documents, Forms, Agreements, and Incomplete Questionnaires, helping to accelerate case progress like never before.

For example, your document checklists will have due dates assigned based on your Settings. If you’d like to give clients more time, you can extend the deadlines using the Bulk Select option or the Options menu, as shown.

Note: Once due dates are reached, clients who haven’t completed the required task will start receiving reminders based on the template and frequency you’ve set, continuing until the task is completed.

Automated Forms and Document Checklist Assignment
After selecting the application type through the updated Questionnaire system, the platform will automatically assign the correct forms and required document checklists.

Faster Forms Autofill ⚡
Our Universal Questionnaires now support faster auto-fill of immigration forms, helping you process applications more efficiently.

Copilot Evaluations (AI-Powered Scorecards for Assessments)
AI-powered scorecards are now part of assessments, delivering more robust evaluations. While our Rules Engine validates scores to minimize AI errors, we recommend reviewing scores before sharing them with clients. Please use the built-in feedback tool in the scorecard to report any issues or suggest improvements.

Copilot Insights (AI-Powered Recommendations)
Use Copilot to get AI-driven suggestions on how your client can improve their scores across immigration pathways.

Here’s an example of an AI-driven suggestion generated upon completing an assessment.

E-Signatures Client Portal Message
E-signature requests now appear directly in the Client Portal, making it easier for clients to find and complete e-signature requests.

Applicants/Users Redefined

Questionnaire role assignment

Quickly determine the appropriate respondent with the new role indicator displayed at the top of the questionnaire.

Simplified Questionnaire Workflow
Questionnaire selection has been streamlined and is now categorized by immigration pathway. For multi-applicant cases, like Spousal Sponsorship, each person will receive their personalized questionnaire.

Upgraded Questionnaires
We’ve replaced all our questionnaires with a single dynamic, universal version that adapts based on the selected immigration pathway and user responses. Key features include:

Data Sharing
Information entered by clients in questionnaires is automatically carried over to future questionnaires, minimizing repetitive data entry and streamlining the data collection process. For example, if a client provides demographic details, that information will automatically populate in future questionnaires.

Automated Sort and Travel Duration Calculation
Our questionnaire now auto-calculates durations in days and automatically sorts your client’s data in descending chronological order, making it easier to align with immigration form requirements.

Personal Profile Details – Revamp
Client profile pages now organize data into clearer, pathway-specific sections to better reflect immigration requirements.

Corporate Profile Details – Revamp
The corporate profile layout has been redesigned to match the improved interface and structure of the personal profiles.

Secure Data Sharing
Documents, Invoices, Receipts, and Questionnaires shared with clients now require a secure access code for enhanced data protection.

Alerts
Receive real-time alerts if critical issues are detected in a client's file, such as missing periods in personal history, expiring documents etc.

CICC Report (Filter by Team Member)
For firms with multiple RCICs, you can now generate the CICC Annual Report for each individual RCIC.

Weekly Alerts for Expiring Documents
All team members assigned to the case will receive a weekly email to help keep everyone aligned on expiring documents. The email will be grouped by document type and client to make tracking easier.

Document Search
Easily find any document in a client’s file using the new search feature under the Documents tab.

Download Application
Download all client case details needed for submission with a single click.

Usage Limits Tracking
Monitor daily usage of features with enforced limits, like AI tools or form fills. Usage tiers can be expanded with plan upgrades or add-ons.

Reminders Report (Expiration Tracker)
Easily track all reminders for expiring documents in the new Reminders report.

Payment Requests
If you don’t want to issue a formal invoice, send a payment request instead to have clients fund their trust account.

Tax Adjustments and Inclusive/Exclusive Tax Settings
Make minor tax adjustments to fine-tune invoice totals. Specify whether invoice items include or exclude tax right from the creation screen.

GST/HST Number
You can now display your GST/HST Number at the top of invoices by entering it in the HST Number field located under the Payment Terms section in Settings.

Designated Fee Source

To support more advanced reconciliations, we’ve added a new feature that lets you designate a deposit as the source for covering processing fees. For instance, if you billed a client $100 via Stripe and a $3 fee is deducted, only $97 is deposited into your bank account. This can create reconciliation challenges, especially if the client’s Service Agreement reflects a $100 payment for the milestone. To address this, you can deposit funds into the Trust Account specifically to cover such fees. By marking this deposit as a fee source in CaseEasy, the system will automatically apply the $3 fee from that deposit, restoring the client’s balance to the full $100.

Ask us today how you can switch to the new CaseEasy Pay Gateway!

We’re constantly building new features to help you grow a successful immigration practice 🥳—stay tuned for more updates coming soon!