# CaseEasy Help Center > Help center for CaseEasy ## ✨ Welcome to CaseEasy version 3.0 - [CaseEasy v3.0 \(Unlock Next-Level Efficiency\)🚀](https://support.caseeasy.ca/en/articles/11635974-caseeasy-v3-0-unlock-next-level-efficiency.md): This article outlines the latest features of CaseEasy 360 in version 3.0 ## Admin Portal - [🚨Introduction \(Start Here\)](https://support.caseeasy.ca/en/articles/9617195-introduction-start-here.md) - [Create a New Individual Case Record](https://support.caseeasy.ca/en/articles/9058491-create-a-new-individual-case-record.md) - [Create a New Company Case Record](https://support.caseeasy.ca/en/articles/9084743-create-a-new-company-case-record.md) - [How to convert a Prospect to a Client](https://support.caseeasy.ca/en/articles/9131658-how-to-convert-a-prospect-to-a-client.md) - [Add Another Case to an Existing Client](https://support.caseeasy.ca/en/articles/9175681-add-another-case-to-an-existing-client.md) - [E-Sign Via CRM](https://support.caseeasy.ca/en/articles/9151869-e-sign-via-crm.md): Our E-Signatures feature is powered by CaseEasy Sign which allows you to get documents signed faster than ever. - [Adding Co-Applicants to a Case \(Individual\)](https://support.caseeasy.ca/en/articles/9205883-adding-co-applicants-to-a-case-individual.md) - [Client Portal](https://support.caseeasy.ca/en/articles/9617631-client-portal.md): The Client Portal enables your client to make payment, complete forms, upload documents and more! - [Adding Users to a Company Case](https://support.caseeasy.ca/en/articles/11993749-adding-users-to-a-company-case.md) - [Creating Retainer/Letter Templates](https://support.caseeasy.ca/en/articles/9142602-creating-retainer-letter-templates.md) - [Retainer Schedule and Sending](https://support.caseeasy.ca/en/articles/9148933-retainer-schedule-and-sending.md) - [Sharing your Calendar](https://support.caseeasy.ca/en/articles/9175885-sharing-your-calendar.md): CaseEasy's Shareable Calendars allow your clients to book their appointment. - [Booking an Appointment](https://support.caseeasy.ca/en/articles/9175883-booking-an-appointment.md): Book appointments with your client here. - [Editing an Existing Questionnaire](https://support.caseeasy.ca/en/articles/9151888-editing-an-existing-questionnaire.md) - [Creating a Questionnaire](https://support.caseeasy.ca/en/articles/9158961-creating-a-questionnaire.md): The Questionnaire Builder allows you to create additional questionnaires/assessments that you may use to manage your client’s application. - [Invite the Client to Complete a Questionnaire](https://support.caseeasy.ca/en/articles/9114492-invite-the-client-to-complete-a-questionnaire.md) - [Add Forms to a Case Record & Send the Autofill Request](https://support.caseeasy.ca/en/articles/9099417-add-forms-to-a-case-record-send-the-autofill-request.md) - [IRCC PDF Autofill - Behind The Scenes](https://support.caseeasy.ca/en/articles/12988132-ircc-pdf-autofill-behind-the-scenes.md): This article explains our internal process for mapping forms and highlights how we’ve improved both accuracy and speed. - [Email Templates](https://support.caseeasy.ca/en/articles/9106238-email-templates.md): Send emails with ease using templates. Templates allow you to create emails in seconds, allowing you to send quick emails to your clients. - [Adding images to emails](https://support.caseeasy.ca/en/articles/9057931-adding-images-to-emails.md): ​Adding images to emails allow you to stand out in your client's inboxes. - [Understanding Email Privacy in CaseEasy 360](https://support.caseeasy.ca/en/articles/16750429-understanding-email-privacy-in-caseeasy-360.md): A guide to how email visibility and privacy work in CaseEasy 360, including access to personal mailboxes, case-related emails, shared mailboxes, and Administrator and Manager permissions. - [Creating and Assigning Workflows](https://support.caseeasy.ca/en/articles/9114619-creating-and-assigning-workflows.md) - [Manual Payments & Receipts](https://support.caseeasy.ca/en/articles/9099506-manual-payments-receipts.md): This feature allows you to manually add a payment record into the list of transactions. - [Creating an Invoice](https://support.caseeasy.ca/en/articles/9107062-creating-an-invoice.md): This feature allows you to create a customized invoice for your cases. - [Managing and Automating Tasks](https://support.caseeasy.ca/en/articles/9131708-managing-and-automating-tasks.md): The Tasks feature organizes and streamlines the actions your team must complete for each client case - [Configure your Calendar](https://support.caseeasy.ca/en/articles/9126279-configure-your-calendar.md) - [Personal Branding](https://support.caseeasy.ca/en/articles/9106886-personal-branding.md): Personal branding allows you to create a customized look for your client portal. - [Creating & Assigning a Document Checklist](https://support.caseeasy.ca/en/articles/9114541-creating-assigning-a-document-checklist.md) - [Change or Cancel my CaseEasy Plan](https://support.caseeasy.ca/en/articles/9105049-change-or-cancel-my-caseeasy-plan.md) - [User Roles and Permissions](https://support.caseeasy.ca/en/articles/9161103-user-roles-and-permissions.md) - [Add Team Members](https://support.caseeasy.ca/en/articles/9138643-add-team-members.md) - [Email Integration](https://support.caseeasy.ca/en/articles/9125847-email-integration.md): Integrate all your existing email addresses to CaseEasy. - [SMTP settings for Microsoft accounts \(Microsoft Connector\)](https://support.caseeasy.ca/en/articles/9232192-smtp-settings-for-microsoft-accounts-microsoft-connector.md) - [QuickBooks Integration](https://support.caseeasy.ca/en/articles/10229109-quickbooks-integration.md): Integrate your QuickBooks account to easily sync paid invoices from CaseEasy - [Zoom Integration](https://support.caseeasy.ca/en/articles/10518739-zoom-integration.md): Integrate your Zoom account and automatically create and share Zoom meeting links with your clients. - [FAQ](https://support.caseeasy.ca/en/articles/9617375-faq.md): Frequently Asked Questions and Answers - [Copilot by CaseEasy \(AI Engine\)](https://support.caseeasy.ca/en/articles/9889216-copilot-by-caseeasy-ai-engine.md): Powering the next-gen immigration firm through Artificial Intelligence ## Client Portal - [Client Portal 2.0 Overview 💎](https://support.caseeasy.ca/en/articles/7247909-client-portal-2-0-overview.md): Learn how to navigate through the new version of the Client Portal \(CaseCloud 2.0\) ## Updates and Fixes - [All 2026 Updates](https://support.caseeasy.ca/en/articles/13514506-all-2026-updates.md) - [All 2025 Updates](https://support.caseeasy.ca/en/articles/10344056-all-2025-updates.md) - [All 2024 Updates](https://support.caseeasy.ca/en/articles/8792665-all-2024-updates.md) - [All 2023 Updates](https://support.caseeasy.ca/en/articles/7054436-all-2023-updates.md): Stay up-to-date on every new Updates to the CaseEasy CRM in 2023 - [All 2022 Updates](https://support.caseeasy.ca/en/articles/6515234-all-2022-updates.md): Stay up-to-date on every new Updates to the CaseEasy CRM in 2022 - [All 2021 Updates](https://support.caseeasy.ca/en/articles/6515251-all-2021-updates.md): See every new features of the CaseEasy CRM released in 2021. - [How to Clear Your Browser Session and Hard Refresh](https://support.caseeasy.ca/en/articles/8823780-how-to-clear-your-browser-session-and-hard-refresh.md): This article describes the process on how to clear browser cache and cookies.