2023-12-22
🚀 Workflow updates

Workflows may now be accessed under the Case Options section, watch this short demo video for details.

Watch Short Demo

2023-12-15
🚀 Share - Password Protect

Now you can add a password to secure Questionnaires, Retainers, Invoices and Receipts to add an extra-layer of security when sharing with clients.

2023-12-07
🚀 Invoice service charge

Now you can add your service charge to invoices using our new Service Charge feature. Add charges either by a percentage or a dollar amount to invoice balances.

2023-12-02

🚀 Cases Exports

Now you may export cases with the assessment scores using the new Scores column.

2023-12-02

🚀 Tasks optimizations

The Tasks page has been further optimized to load the most relevant tasks. Once there are additional tasks available, there will be a Load More button that you may use to see any additional tasks.

2023-12-02
🚀 Email Signatures

Email signatures from your settings will autoload to your emails when composing.

2023-11-18

🚀 Preview IRCC Forms in web browser

You and your clients may now preview IRCC forms in the browser from any mobile device without the need to download them to your desktop in Adobe Acrobat Reader. This is a read-only preview and edits will still require you to download the form in the usual way to Adobe Acrobat Reader.

See example

2023-11-17

🚀 Invoice Payments History

Your invoices will now display all payments and refunds made for a quick audit trail.

See sample invoice

2023-11-10

🚀 Passport and UCI Placeholders

Add the passport and UCI to your letters/agreements and communication templates using our new template placeholder variables e.g. {{uci_primary}} or {{passport_primary}} can now be used as variable to get dynamic content in your templates.

2023-11-05

🚀 Corporate Placeholders

You may now add corporate placeholder variables to your Communication Templates and Service Agreements.

2023-11-01
​🚀 Chinese and Japanese characters 日本語
Receipts and Invoices sent to clients will now support special characters such as 日本語.

2023-10-22
​🐞 Task and Workflow Automation
Upon creation of a Case, the Tasks and Workflows you configured to be auto-assigned will now be assigned as expected in version 2.0.

2023-10-21

🚀 Version 2.0 Launched!
We are happy to invite you to try our new CaseEasy version 2.0. We have a number of improvements and brand new features included!

Version 2.0

2023-10-21

🚀 Client Portal Animated Background
We now support GIF images so you can add animated backgrounds to your Client Portal to further enhance your clients' experience. You may add this in version 2.0 under Settings > Personalization page. GIF must be less than 2MB!

View Example

2023-08-31

📢 CaseEasy CRM 1.0 being retired

We are happy to let you know we are upgrading our entire platform to version 2.0 and the current legacy version 1.0 will no longer be available in Q4. All your data and client files will be accessible in the new version and we are sure you'll be as excited as we are for the upgrades.

2023-08-16

🚀 Shareable Scorecard

You may share assessment scores directly with clients using our new shareable link feature found in the assessment. Simply copy the link and send to the client. Links expire within 90 days.
​

View the screenshot below:

No updates this month!

2023-06-11
​💡 Document Checklist - Upgrade
Document checklists has been updated to the latest version.
​

2023-06-09
🚀 Calendly Sync Upgrade

Calendly appointments will now automatically sync as a prospect contact in your account.

No updates this month!

2023-04-26

🚀 Client Portal 2.0 (CaseCloud)
Our new Client Portal 2.0 is now live. Your clients will get a better user experience with this new version. Feel free to give us your feedback on this upgrade and stay tuned for more upgrades coming soon.

Review Updates

2023-03-05

💡 Questionnaire Upgrade

Questionnaires by default will display the Quick Navigation pane to allow for easy access to client data.

💡 Questionnaire Upgrade

2023-03-06

Now you can easily check the status of each section in the questionnaire in Edit mode to see what is pending or complete.

No updates this month!

No updates this month!