Run Your Entire Migration & Education Practice From One Platform
Casewise helps Australian migration and education agencies manage clients, visas, documents, communication, billing and compliance in one secure cloud platform.
14 days free trial · Cancel any time
The practical choice for Australian agencies
The problem
Sound familiar?
Running a migration or education agency shouldn't feel like juggling spreadsheets, emails and endless follow-ups.
Scattered information
Client details, student records, visa documents, emails and notes end up spread across different tools, folders and spreadsheets.
Manual follow-ups
Teams spend too much time chasing documents, checking payment status, following up students and updating clients by hand.
Limited visibility
Without one central system, it's hard to know what is pending, who is responsible and which clients or students need attention.
The whole platform
Everything your practice runs on, in one place
Leads, clients, visa cases, documents, billing and client communication in a single secure workspace. Six things your agency does every day, and none of them need a second system.
Leads & client management
Branded lead forms capture enquiries. One click turns an enquiry into a client, and every call, email and meeting after that stays on the record.
- Branded lead capture forms
- Client, student and dependant profiles on one record
- Full contact and activity history
Visa case workflows & lifecycle pipeline
Track every application from first enquiry to lodgement. Cases move through defined stages, every status change is timestamped, and you can see exactly where a matter is stalling.
- Stage-by-stage workflow with a full audit trail
- Every status change timestamped
- Clients follow progress in their own portal
One inbox, with AI drafting
Live chat, SMS, WhatsApp and email all arrive in one place. AI drafting sits wherever you compose, so replies go out faster without reading like they were rushed.
- Chat, SMS, WhatsApp and email together
- AI drafting built into every reply
- Threads attached to the client file
Documents & the client portal
Send a document request and the client uploads it themselves, from the portal or their phone. You stop chasing attachments through email threads.
- Clients upload from the portal or mobile app
- Encrypted storage, organised by case and category
- Secure sharing instead of email attachments
Invoicing & Xero sync
Raise invoices against the right client or matter and sync them to Xero automatically, with payments pulled back. Your books stay reconciled without manual data entry.
- Invoices linked to the right client and matter
- Paid invoices sync to Xero automatically
- Commission records for education agents
Deadlines that chase themselves
Casewise emails the client and the assigned staff member at 90, 60, 30 and 7 days before a visa expires — each reminder once, so nobody is spammed and nothing is missed. The RMA tracker keeps your agency's own dates alongside them.
- Visa expiry alerts at 90, 60, 30 and 7 days
- Calendar sync with Google and Outlook
- Clients emailed on every appointment change
Purpose-built for migration agents
Built to do the work you'd rather not
Reading documents, filling forms, preparing agreements. The dull, error-prone jobs that quietly eat an agency's day are handled for you, and a person still checks every one before it counts.
Read once, fill everywhere
AI document extraction
Upload a passport, visa grant or offer letter. Casewise reads the names, dates, visa details and payment plans, then fills the form and waits for you to check it.
- Passports, visa grants & offer letters
- Multi-page payment-plan tables
- You review before anything saves
Stop re-typing
ImmiAccount auto-fill
The Casewise browser extension fills government ImmiAccount lodgement forms straight from the client file, across pages and across subclasses. The same details stop being typed five times.
- One-click autofill from the client file
- Across pages and visa subclasses
- Built as a browser extension
Paperwork, handled
Forms & agreements, done for you
Generate and e-sign Form 956 and service agreements pre-filled with client and matter data, on your agency's letterhead.
- e-Signed Form 956
- Service agreements on your letterhead
- Pre-filled from the client file
How it works
Up and running in three steps
Casewise gets your agency organised quickly, with no long setup and no technical expertise required.
Add your clients and students
Create profiles for migration clients, education students, dependants and contacts. Import existing records or start fresh.
- Client and student profiles on one record
- Visa history and education records linked
- Leads and enquiries captured from the start
Manage cases, tasks and documents
Track every visa matter and student application through structured workflows. Assign tasks and collect documents through the portal.
- Visa and education case tracking
- Tasks assigned with owners and due dates
- Secure document collection via the portal
Invoice, get paid and sync to Xero
Create invoices linked to the right client and matter, track what has been paid, and let Xero pick it up. Nothing gets keyed twice.
- Invoices linked to the right client or matter
- Track paid, unpaid and overdue at a glance
- Commission records for education agents
Before · After
From scattered admin to a structured system
See what changes when your whole practice runs on one platform.
- Client information stored in multiple places
- Documents collected through email and messaging apps
- Student and visa pipelines tracked manually
- Commission follow-ups managed in spreadsheets
- Staff rely on memory and manual updates
- Business owners have limited visibility
- One central place for clients, students and cases
- Secure document collection through the portal
- Clear status tracking for every matter and application
- Commission records linked to providers, courses and agents
- Tasks, reminders and responsibilities are visible
- Owners and managers can see what is happening instantly
The right-hand column is a fortnight away, not a project. Take a live matter through the trial and see which column your practice finishes in.
Early access
Built with Australian agencies, in the open
Casewise is in early access. These agencies are running real matters on it and shaping what ships next. Every release answers something one of them asked for.
Luma Migration
Birat ThapaGlobal Touch Perth
Kavi Raj DhakalZenith Migration
Tej PrajapatiOAA Study
Rabin PandeyWant to see how it handles your matters? Book a demo and bring a real case.
Why Casewise
Why agencies choose Casewise
Replace scattered spreadsheets, email threads and manual follow-ups with one structured system built for the way Australian agencies work.
See how it works for migration agents or for education consultancies.
Get the admin hours back
Clients, students, documents, invoices and workflows stop living in six systems, which is where most of the repetitive work comes from.
Migration and education together
Agencies that do both run them side by side here, rather than paying for two systems that never quite talk to each other.
Room to grow into
Move off spreadsheets and disconnected tools before they start slowing the business down, and add staff without rebuilding how you work.
Built and hosted in Australia
Designed with MARA-registered agents and hosted in Australia, with the Australian Privacy Principles in mind.
Simple, transparent pricing
Pick the plan that fits your practice
No hidden fees. No lock-in contracts. Start with Solo and scale to Teams or Enterprise as your agency grows.
Solo
AUD $49.00
/monthFor individual migration agents and education consultants who want to manage clients, students, documents and daily work in one organised platform.
- 1 user account
- Leads and enquiries
- Client and student profiles
- Visa case management
- Document management
- Client and student portal
- Invoices and agreements
- Tasks and reminders
- Basic reports
- Email support
Teams
AUD $89.00
/month per userFor migration agencies and education consultancies that need team access, workflows, permissions and stronger visibility.
- Everything in Solo
- Multiple team members
- Roles and permissions
- Team task management
- Sponsor / employer management
- Full education CRM
- Commission tracking
- Shared calendar
- Staff activity visibility
- Advanced reports and dashboard
- Priority support
Enterprise
Custom
For larger agencies needing tailored onboarding, data migration, advanced workflows or dedicated support.
- Everything in Teams
- Custom onboarding
- Staff training
- Data migration support
- Dedicated account support
- Custom workflows
- Multi-branch setup
- Advanced security review
- API / integration discussion
- SLA & support package
All prices in AUD. No lock-in contracts. Talk to us if you have questions.
Works with your tools
Integrations that keep your practice connected
Casewise connects with the tools your agency already pays for: Xero for accounting, in-app email and SMS for client updates, cloud storage and OneDrive for documents, and AI document tools. Online payments and an open API are on the way.
Casewise helps Australian migration agencies and education consultancies manage their practice, clients, students and operations from one secure platform.
