CaseEasy

🚨Introduction (Start Here)

Support Team

Rafael

Isabela

These articles and tutorials are for our latest CRM version.

Admin Portal

Create a New Personal Case Record

Create a New Corporate Case Record

How to convert a Prospect to a Client

Add Another Case to an Existing Client

Our E-Signatures feature is powered by CaseEasy Sign which allows you to get documents signed faster than ever.

E-Sign Via CRM

Adding Users/Co-Applicants to a Case

The Client Portal enables your client to make payment, complete forms, upload documents and more!

Client Portal

01. Case Management

Creating Retainer/Letter Templates

Retainer Schedule and Sending

02. Retainer/Service Agreements

CaseEasy's Shareable Calendars allow your clients to book their appointment.

Sharing your Calendar

Booking an Appointment

03. Calendar

Editing an Existing Questionnaire

The Questionnaire Builder allows you to create additional questionnaires/assessments that you may use to manage your client’s application.

Creating a Questionnaire

Invite the Client to Complete a Questionnaire

04. Questionnaires

Add Forms to a Case Record & Send the Autofill Request

05. Forms

Send emails with ease using templates. Templates allow you to create emails in seconds, allowing you to send quick emails to your clients.

Email Templates

​Adding images to emails allow you to stand out in your client's inboxes.

Adding images to emails

06. Email

Creating and Assigning Workflows

07. Workflows

This feature allows you to manually add a payment record into the list of transactions.

Manual Payments & Receipts

This feature allows you to create a customized invoice for your cases.

Creating an Invoice

08. Billing

Managing and Automating Tasks

09. Tasks

Configure your Calendar

Personal branding allows you to create a customized look for your client portal.

Personal Branding

Creating & Assigning a Document Checklist

Change or Cancel my CaseEasy Plan

10. General Settings

User Roles and Permissions

Add Team Members

11. Team Management

Integrate all your existing email addresses to CaseEasy.

Email Integration

SMTP settings for Microsoft accounts (Microsoft Connector)

Integrate your QuickBooks account to easily sync paid invoices from CaseEasy

QuickBooks Integration

12. Integrations

Find answers to your most frequently asked questions

13. Frequently Asked Questions

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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