Question 1

What is Casewise?

Accepted Answer

Casewise is an all-in-one practice management platform built for Australian migration agencies and education consultancies. It brings visa cases, clients, documents, invoicing, education commissions and compliance together in one secure workspace.

Question 2

Who is Casewise for?

Accepted Answer

Registered migration agents, education agents and multi-office agencies who want to run casework, client communication and finances from a single system instead of scattered spreadsheets, inboxes and shared drives.

Question 3

Is Casewise only for migration agents?

Accepted Answer

No. Casewise is built for both migration agencies and education consultancies. You can run visa casework, student placements, or both, on the one platform.

Question 4

How long does it take to get started?

Accepted Answer

Most agencies are working in Casewise the same day. Create your workspace, invite your team and either import your existing records or start adding clients directly. There is no installation, no server setup and no technical expertise required.

Question 5

Can I import my existing client records?

Accepted Answer

Yes. You can add records directly or bring existing ones across. Larger or more complex migrations are handled as part of Enterprise onboarding. Tell us what your current system holds and we will map it out with you.

Question 6

Is there a free trial?

Accepted Answer

Yes. Casewise includes a 14 days free trial so you can work through real matters before you commit. Card details are taken at sign-up and nothing is charged for the first 14 days; the trial then continues as a paid subscription unless you cancel. No lock-in contract, and you can cancel at any time.

Question 7

How much does Casewise cost?

Accepted Answer

Solo is AUD $49.00 per month for a single user. Teams is AUD $89.00 per user per month and adds multiple staff, roles and permissions, the full education CRM and commission tracking. Enterprise is priced on enquiry for larger and multi-office agencies. All prices are in Australian dollars.

Question 8

Can I upgrade to a different plan at a later time?

Accepted Answer

Yes. You can move between plans at any time as your team grows. Seat limits adjust automatically and all of your existing data stays intact when you change plans.

Question 9

What's the cost of additional users?

Accepted Answer

Each plan includes a set number of staff seats. On Teams, additional seats are charged at the per-user rate. You can add or remove seats from your billing settings whenever you need them, and your subscription updates automatically.

Question 10

Is there a discount for paying yearly?

Accepted Answer

Yes. Annual billing is charged at ten months of the monthly rate, so you get two months free compared with paying month to month.

Question 11

Is Casewise suitable for growing agencies?

Accepted Answer

Yes. Start on Solo as an individual practitioner and move up to Teams or Enterprise as you add staff. Your data stays intact and seats adjust as you go.

Question 12

What happens when my free trial ends?

Accepted Answer

Your card is charged for the plan you chose, automatically, on day 15, the trial rolls straight into a paid subscription so your work is not interrupted. Cancel any time in the 14 days and you are not charged at all. There are no setup fees and no exit fees, and your data stays exportable either way.

Question 13

Do I need a credit card to start the trial?

Accepted Answer

Yes. Card details are taken when you create your workspace so the account is ready to continue at the end of the trial, but nothing is charged for the first 14 days. Cancel before day 15 and you pay nothing.

Question 14

Am I locked into a contract?

Accepted Answer

No. There are no lock-in contracts, no setup fees and no exit fees. You can cancel at any time, and your subscription ends at the close of the current billing period. Your data remains exportable.

Question 15

Does Casewise help with MARA record-keeping obligations?

Accepted Answer

Casewise is designed to help you keep complete, structured and accessible client records: client profiles, matter records, document history, agreements, fee records and an activity trail. It is a practice management tool, not a compliance guarantee: registered migration agents remain responsible for meeting their own obligations under the Migration Agents Regulations 1998.

Question 16

Can Casewise fill in ImmiAccount forms?

Accepted Answer

Yes. The Casewise browser extension auto-fills government ImmiAccount lodgement forms directly from the client file, across pages and visa subclasses, so your team stops re-typing the same details.

Question 17

Can I generate and e-sign Form 956?

Accepted Answer

Yes. Casewise generates Form 956 and service agreements pre-filled with client and matter data on your agency's letterhead, and supports electronic signing.

Question 18

Does it track visa expiry dates?

Accepted Answer

Yes. Casewise sends automated visa expiry reminders at 90, 60, 30 and 7 days to both the client and the assigned staff member, and tracks which reminders have gone out so none are sent twice.

Question 19

Can education consultancies use Casewise without migration services?

Accepted Answer

Yes. Education agents can use Casewise purely for student enquiries, provider and course management, applications and commission tracking. The migration side simply stays out of your way.

Question 20

How does commission tracking work?

Accepted Answer

You record the commission agreement against the provider, agent or sub-agent, then link it to a student placement so the expected commission is calculated per tuition instalment. Payment verification is required before commission is unlocked, and outstanding amounts appear on your dashboard so you know exactly what is owed.

Question 21

Does Casewise have the CRICOS course list built in?

Accepted Answer

Yes. Casewise carries the official CRICOS national register of courses and providers, and it is synced every night, so your team is searching current course and provider data rather than a stale spreadsheet.

Question 22

Can it read offer letters automatically?

Accepted Answer

Yes. Upload an offer letter and Casewise reads the dates, fees, conditions and the printed payment plan, including multi-page payment tables. It then builds the tuition instalment schedule from those exact rows and waits for you to check it before anything saves.

Question 23

Can I manage sub-agents and referral partners?

Accepted Answer

Yes. Upstream partner agents who pay you and downstream sub-agents you pay are modelled separately, so incoming commission and outgoing referral obligations are tracked without being confused with one another.

Question 24

Is my data secure and compliant?

Accepted Answer

Casewise keeps every agency's data strictly isolated, with role-based access, full audit trails and controls aligned to the Australian Privacy Principles, so client records stay private and your practice stays inspection-ready.

Question 25

Where is my data hosted?

Accepted Answer

Casewise runs on Amazon Web Services with your agency's data hosted in Australia. Documents are stored in secure cloud storage, and data is encrypted both in transit and at rest.

Question 26

Can I export my data if I leave?

Accepted Answer

Yes. You own your data and can export it whenever you like. There are no lock-in contracts and no exit fees. After cancellation we retain your data for a reasonable period so you have time to export it.

Question 27

Who in my team can see what?

Accepted Answer

Access is controlled per role, with permissions checked on every request and money-related actions gated separately. Multi-office agencies can scope visibility by branch while head office retains oversight. Two-factor authentication is available for staff accounts.

Question 28

How does Casewise handle AI and my clients' documents?

Accepted Answer

AI is used to read documents such as passports, visa grants and offer letters and turn them into structured data. Keys stay server-side, extraction results are always presented for your review before anything saves, and each agency can control its own AI disclosure setting.

Question 29

Does Casewise integrate with Xero?

Accepted Answer

Yes. Invoices and payments sync two ways with Xero. Casewise pushes new invoices out and pulls payment updates back automatically, A reconciliation sweep keeps the two ledgers aligned, so nothing is keyed twice.

Question 30

Which other tools does Casewise connect to?

Accepted Answer

Alongside Xero, Casewise connects to Outlook and Google for mail and calendar, OneDrive for document storage, and includes in-app email and SMS notifications plus AI document tools. Client-facing online card payments and an open API are on the roadmap and are not available yet.

Question 31

Can my clients pay invoices online by card?

Accepted Answer

Not yet. You can raise invoices, track payment status and sync to Xero today. Letting your clients pay an invoice online by card is still on the roadmap. We will announce it when it ships rather than list it before then.

Question 32

Do I need technical skills to connect an integration?

Accepted Answer

No. Connecting a service is a one-time authorisation from your settings with a guided approval. There is nothing to install, nothing to configure and no code required. Every integration is optional and can be disconnected at any time.

Question 33

Does Casewise include a client portal?

Accepted Answer

Yes. Every plan includes a secure client and student portal where clients upload documents, view case progress and message your team, so you stop chasing attachments over email. There is also a native iOS and Android app with a biometric app lock.

Question 34

Can my team use Casewise?

Accepted Answer

Yes. The Teams and Enterprise plans add multiple users, roles and permissions, team task assignment and shared visibility across every active matter.

Question 35

What support is included?

Accepted Answer

Solo includes email support. Teams adds priority support. Enterprise adds dedicated account support, staff training, guided onboarding and data migration assistance. You can reach us any time at support@casewise.com.au.

Question 36

Can I see Casewise before I sign up?

Accepted Answer

Yes. Book a 30-minute demo and we will walk your team through Casewise mapped to how your agency actually works. Bring a real matter and your real questions. There is no obligation.

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