Copilot Insights is our AI-powered engine designed to help you move cases forward faster and unlock deeper insights, so you can deliver exceptional service to your clients with ease.
With Copilot, you can instantly assess client eligibility across multiple immigration pathways, removing the need for manual evaluations and saving you time and effort.
At launch, Copilot will support evaluations for Express Entry, Federal Skilled Worker, and Provincial Nominee Programs. You'll get detailed breakdowns and a beautifully designed dashboard you can share with clients during consultations to review their pathways and scores together.
With CaseEasy Copilot, immigration case management just got easier.
AI-Powered Tools
CaseEasy offers two(2) AI-powered tools:
Copilot Evaluations evaluates client assessment responses against Express Entry, FSW, and PNP criteria to determine eligibility using the latest scoring metrics. Your client only needs to complete one assessment — our AI agent will evaluate them across all supported immigration pathways, saving you time and creating a seamless experience. The PNP Evaluations require an add-on if not included in your plan.
Copilot Insights delivers actionable insights on how clients can improve their scores.
AI and Data Privacy
Our AI Engine never processes any Personally Identifiable Information (PII), ensuring full client confidentiality and compliance with privacy regulations.
Before CaseEasy Copilot analyzes any data, it undergoes a strict de-identification process. All identifiable attributes are removed or transformed—for example, a client’s Date of Birth is converted into Age, and sensitive fields like names, passport numbers, and addresses (except for country) are fully redacted. This ensures our AI delivers insights without ever accessing personal client details.
Here is a comprehensive list of data that we DO NOT share with any AI systems we engage with:
Apartment Unit
UCI (Unique Client Identifier) - IRCC
Application Number - IRCC
CRA Number
Date of Birth
Document Numbers e.g. Passports etc.
Email
Employer
First Name
Last Name
Full Name
Holder Name
Legal Name
Notes
Parent's Full Address
Phone Number
Postal Code
School
Street Name
Street Number
Title
Website
This list may be updated as we introduce additional features.
What's next for CaseEasy Copilot?
At CaseEasy, we are constantly pushing the limits of what's possible, always focused on making your job easier so you can deliver greater value to both your clients and your business. As we reimagine the immigration landscape and work closely with you to understand your pain points, we'll continue to roll out new AI-powered features that give you a competitive edge in a crowded market.
Thank you for choosing CaseEasy as your trusted case management software. Stay tuned for more updates!