Last updated: 9 May 2026
Operated by Code Venture Pty Ltd · ABN: 98 664 769 797
1. Introduction
Casewise is a practice management platform designed for Australian migration agencies and migration professionals. Our platform provides software services including client management, visa case management, document management, communication tools, billing, reporting, AI-assisted features, and client portal functionality across web and mobile applications.
We are committed to protecting your privacy and handling personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you use the Casewise website, the Casewise SaaS platform, the Casewise mobile applications, client portals, and related services and communications.
2. Information We Collect
We collect personal information that is reasonably necessary to provide our services.
Account & Business Information: name, business name, email address, phone number, billing information, user account credentials, and tenant/workspace information.
Client & Migration Information: full names, date of birth, gender, nationality, address and contact history, passport and identity information, visa and immigration history, employment and education history, travel history, skill assessment and English test information, dependent and family information, financial information, and supporting migration documents.
Uploaded Files: passports, bank statements, employment letters, visa grant notices, certificates, contracts, images, PDFs, and other supporting documents.
Communications: messages sent through the platform, chat interactions, AI-assisted conversation content, support requests, and notification preferences.
3. Sensitive Information
Casewise may process sensitive and confidential information, including identity documents and immigration-related records.
We only collect and process sensitive information with your consent, where reasonably necessary to provide our services, or where required or authorised by law.
Users of Casewise are responsible for ensuring they have lawful authority and consent to upload and manage the personal information of their clients within the platform.
4. How We Collect Information
We collect information directly from users during registration or use of the platform, when documents are uploaded, through forms and communications, via client portals, through mobile applications, through cookies and analytics tools, and automatically through system logs and usage tracking.
5. How We Use Personal Information
We use personal information to provide and operate the Casewise platform, manage user accounts and tenants, process payments and subscriptions, enable migration practice workflows, store and organise client records, provide customer support, improve platform functionality, analyse platform usage, secure the platform and detect fraud or misuse, send service notifications and updates, and provide AI-assisted features and automation tools.
6. AI-Assisted Features
Casewise may use artificial intelligence (AI) services to support chat functionality, workflow assistance, surveys and questionnaires, document assistance, and productivity features.
Information submitted through AI-assisted features may be processed by trusted third-party AI service providers. We take reasonable steps to ensure these providers maintain appropriate security and privacy protections.
Users should avoid submitting unnecessary sensitive information into AI chat or prompt fields where possible.
7. Third-Party Services
We use trusted third-party providers to operate the platform, including Stripe for payments and billing, Amazon Web Services (AWS) for hosting, storage, security, and SMS services, Google Analytics for analytics and website usage tracking, and AI service providers supporting platform functionality.
These providers may process data on our behalf under contractual obligations relating to privacy and security.
8. Cookies & Analytics
Casewise uses cookies and similar technologies to maintain user sessions, improve functionality, understand usage patterns, monitor performance, and enhance user experience.
Google Analytics may collect information such as IP address, browser type, device information, pages visited, and interaction data. Users can control cookies through their browser settings.
9. Data Hosting & Security
Casewise infrastructure and data are hosted in Australia using AWS cloud infrastructure.
We implement reasonable technical and organisational safeguards designed to protect personal information, including encryption, secure authentication, role-based access controls, audit logging, tenant isolation, secure cloud hosting, and access restrictions.
However, no system can guarantee absolute security. We encourage users to take appropriate steps to protect their account credentials.
10. Multi-Tenant Platform
Casewise operates as a multi-tenant SaaS platform. Each migration agency or organisation using Casewise operates within its own isolated tenant environment and is responsible for managing its users, controlling access permissions, ensuring the lawful collection and use of client data, and complying with applicable privacy obligations.
11. Disclosure of Information
We may disclose personal information to service providers assisting us in operating the platform, where required by law, to comply with legal obligations, to protect rights, security, or property, during business restructuring or acquisition, or with your consent.
We do not sell personal information.
12. International Data Processing
While primary hosting is located in Australia, some third-party providers or AI services may process limited information outside Australia. Where overseas disclosure occurs, we take reasonable steps to ensure appropriate safeguards are in place consistent with the requirements of the Australian Privacy Principles.
13. Data Retention
We retain personal information for as long as reasonably necessary to provide our services, comply with legal obligations, resolve disputes, maintain records, and enforce our agreements.
Users may request deletion of their information, subject to any legal, contractual, or operational requirements that may apply.
14. Access & Correction
Individuals may request access to personal information held about them and request corrections where appropriate. We may require verification of identity before responding to such requests.
Requests can be submitted to: support@casewise.com.au
15. Marketing Communications
We may send service announcements, product updates, and platform-related communications. Users may opt out of marketing communications using the unsubscribe options provided in those communications.
16. Children's Privacy
Casewise is not intended for direct use by children. However, migration agencies may upload information relating to minors as part of lawful immigration and visa processing activities, in accordance with applicable privacy laws.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Updated versions will be published at www.casewise.com.au.
Continued use of the platform after any updates constitutes acceptance of the revised Privacy Policy.
18. Contact Us
For privacy-related enquiries, requests, or complaints, please contact:
Casewise — Operated by Code Venture Pty Ltd · ABN: 98 664 769 797. Email: support@casewise.com.au · Website: www.casewise.com.au
Casewise helps Australian migration agencies and education consultancies manage their practice, clients, students and operations from one secure platform.
