Client profiles
Keep passports, visa history, addresses, English tests and other important client information in one record.
The practical choice for Australian agencies
Built with Australian migration agentsHosted in Australia on AWSEncrypted & privacy focusedNo lock-in · Export your data anytime
Explore the platform
7 connected modules. One workspace.
Manage your clients, cases, applications, documents, communication, billing, and team from one organised platform built for migration and education agencies.
Explore each module below or book a personalised demo to see how Casewise fits your practice.
Core capabilities
Everything your team needs to manage work in one place
One subscription replaces the spreadsheets, inboxes and disconnected tools your agency juggles today.
Lead & enquiry management
Client & student profiles
Visa case management
Education CRM
Offer letter OCR
Commission tracking
Document management
Client & student portal
AI document extraction
ImmiAccount auto-fill
Form 956 & agreements
E-signatures
Invoicing
Xero sync
Trust-safe records
Tasks & reminders
Automated visa expiry alerts
In-app email & SMS
Calendar sync
Roles & permissions
Audit trail
Reports & dashboards
Client mobile app
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
01 · Clients & Visa Cases
Manage every matter from enquiry to lodgement
Keep leads, client details, visa cases, documents, appointments and deadlines connected in one organised workflow.
Visa case management
Track case stages, progress, documents, conversations, responsibilities and deadlines.
AI-assisted data entry
Extract information from passports and visa documents for staff to review before saving.
Lead management
Capture enquiries through branded forms and convert qualified leads into client records.
Appointments
Schedule appointments, invite attendees and synchronise events with connected calendars.
Sponsors and Form 956
Manage sponsor organisations and prepare Form 956 records from existing client information.
Visa expiry reminders
Send scheduled reminders to clients and assigned staff before important visa expiry dates.
ImmiAccount form assistance
Reuse verified client information when preparing supported government application forms.
02 · Education CRM
Run your education services alongside migration work
Manage institutions, courses, student applications, offer letters, tuition schedules and commissions without relying on separate spreadsheets.
Institution and course catalogue
Maintain institution, campus, course, contact and pathway information in one searchable catalogue.
CRICOS course information
Access synchronised CRICOS course and provider information within the education workflow.
Student applications
Track applications, institutions, courses, branches, statuses and key dates from one record.
Offer letter extraction
Extract dates, fees, conditions and payment schedules from uploaded offer letters for review.
Tuition payment schedules
Create instalment schedules using the payment information recorded in the offer letter.
Payment verification
Record receipts or supporting evidence before marking tuition payments as verified.
Commission calculations
Calculate commissions by instalment using recorded rates, GST settings and payment information.
Partner and sub-agent management
Track partner agents, referral relationships, assigned institutions and payable commissions.
03 · Finance & Billing
Keep agency revenue and commissions organised
Create invoices, record payments, manage commission billing and keep financial information connected with your accounting workflow.
Client invoicing
Create invoices with line items, payment records, branded PDFs and client portal access.
Xero integration
Synchronise supported invoices, contacts and payment information between Casewise and Xero.
Commission invoicing
Prepare commission invoices for institutions and partner agents with configurable GST treatment.
Tuition payment reminders
Send reminders for upcoming or overdue student tuition instalments.
Subscription management
Manage plans, seats, billing information and account limits through Stripe.
Storage management
Track organisation storage usage and apply upload limits based on the selected plan.
04 · Client Portal & Mobile App
Keep clients informed without constant follow-up
Give clients and students a secure place to view progress, upload documents, sign agreements, check invoices and communicate with your team.
Client dashboard
Let clients view visa matters, education applications, progress updates and important information.
Document upload
Allow clients to respond to document requests and upload files against the correct matter.
Tuition payment evidence
Let students upload receipts or payment evidence against individual instalments.
Invoices and agreements
Give clients access to invoices, service agreements and electronic signing.
Profile management
Allow clients to review and update supported personal and immigration information.
Mobile app
Provide iOS and Android access to cases, documents, notifications and conversations.
05 · Communications
Communicate without losing the context
Bring client conversations, email, messaging, notifications and appointments closer to the records your team is already working on.
Real-time chat
Support staff-to-client and internal conversations with attachments and read status.
Outlook email
Read and send supported Outlook emails from within the Casewise workspace.
Calendar synchronisation
Connect supported Google and Outlook calendars for appointments and reminders.
Branded email templates
Use reusable templates with your organisation's branding for invitations, reminders and updates.
SMS and WhatsApp
Send supported SMS and WhatsApp communications through connected messaging services.
Notifications
Deliver in-app notifications to staff and clients when important activity occurs.
06 · Documents & AI
Turn documents into structured, usable information
Manage documents across clients and matters, request missing files and use AI-assisted extraction to reduce repetitive data entry.
Document management
Organise documents by client, case, category and request status.
Secure uploads
Apply file validation, size limits, access controls and organisation storage limits.
Document requests
Request specific files and automatically match client uploads to the relevant request.
Document generation
Generate supported service agreements and Form 956 documents using recorded information.
AI document extraction
Extract structured information from passports, visa grants and offer letters for staff review.
AI privacy controls
Control access to AI-assisted features and provide relevant disclosure information to each organisation.
07 · Security & Operations
Built to protect client information and agency operations
Manage access, branch visibility, authentication, activity records and privacy settings across your organisation.
Organisation data separation
Keep each organisation's records separated through tenant-based access controls.
Branch management
Configure branch visibility while retaining appropriate head-office governance and reporting.
Roles and permissions
Control which users can view or perform specific actions across the platform.
Secure authentication
Support multi-factor authentication, session controls and secure account access.
Audit trail
Record important user and financial activities to support accountability and internal review.
Privacy controls
Apply privacy-focused logging, access and data-retention controls across the platform.
Why switch
Casewise vs the old way
See what changes when your whole practice runs on one platform instead of spreadsheets, email and disconnected tools.
| What your day looks like | The old waySpreadsheets, email & disconnected tools | CasewiseOne connected platformThe new way |
|---|---|---|
| Clients, students & cases on one system | ||
| Documents collected via a secure portal | ||
| AI reads documents & fills forms | ||
| ImmiAccount lodgement auto-fill | ||
| Automated visa-expiry & deadline reminders | ||
| Commission tracking linked to providers | ||
| Invoicing with Xero sync | ||
| Roles, permissions & full audit trail | ||
| Client self-service portal & mobile app | ||
| Hosted in Australia on AWS |
Live integrations
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.
