The practical choice for Australian agencies
How Casewise protects your data
Security designed for sensitive client information
Migration and education agencies manage passports, financial records, identity documents and other sensitive information. Casewise uses layered technical and operational controls to help protect that data.
Hosted in Australia
Casewise is hosted on Amazon Web Services infrastructure located in Australia.
Encryption in transit and at rest
Data is encrypted while moving between users and Casewise and while stored within supported platform services.
Secure document storage
Documents are stored in protected cloud storage or, where enabled, within your agency’s connected OneDrive environment.
Role-based access
Control which users can view, create, update or manage information based on their assigned roles and permissions.
Activity records
Important platform activity is recorded to support accountability, operational review and investigation.
Agency-level data separation
Each agency’s records are logically separated from other organisations using the platform.
Privacy-conscious design
Casewise is designed to support secure handling of personal and sensitive client information.
Data portability
Your agency can request or access exports of its data in accordance with the platform’s export and retention processes.
Platform controls
Security controls built into the platform
Casewise combines access controls, data separation, secure document handling and activity records across the platform.
Data separation
- Agency identifiers are applied throughout the application’s data-access controls
- Branch-level access rules support organisations operating across multiple offices
- Connected-service credentials are stored separately for each agency
Access and authentication
- Permissions are checked against the user’s assigned role and authorised actions
- Two-factor authentication can be used to strengthen account access
- Sessions can be revoked when access should no longer continue
Documents and uploads
- Upload controls can validate supported file types and file-size limits
- Private documents are delivered using time-limited access links rather than permanent public URLs
- Upload endpoints are protected with controls intended to reduce misuse and excessive requests
Accountability and application security
- Important record changes and financial actions can be logged for review
- Sensitive personal information is restricted from routine application logging where practicable
- Integration and AI credentials are retained on the server rather than exposed to browser clients
Transparency
Service providers involved in delivering Casewise
Casewise uses selected service providers to host and operate parts of the platform. Their involvement depends on the services and integrations your agency enables. Further details are available in our Privacy Policy.
| Provider | Purpose | Processing location |
|---|---|---|
| Amazon Web Services | Application hosting, database infrastructure, document storage and supporting cloud services | Australia, subject to configured services |
| Stripe | Subscription billing and payment processing | International processing may apply |
| Google Analytics | Marketing website analytics | International processing may apply |
| Configured AI providers | Optional document extraction, drafting and AI-assisted functions | Depends on the selected provider and service configuration |
How your data is handled
Your agency retains control
Your agency remains responsible for and retains control of the client and business information entered into Casewise.
Export and portability
Data exports are available in accordance with the platform’s supported export processes and your service arrangement.
Retention after cancellation
Data may be retained for a limited period after cancellation to support export, recovery and legal or operational requirements before deletion.
Agency responsibilities
Your agency remains responsible for obtaining appropriate authority, consent and lawful grounds to collect and process client information.
Understand how Casewise protects your agency
Review the platform’s hosting, access controls, data separation, document security and privacy approach before bringing your agency onboard.
Questions
Security questions, answered
The things agencies ask before trusting us with client records. If yours is not here, ask us. A real person will 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.
Casewise helps Australian migration agencies and education consultancies manage their practice, clients, students and operations from one secure platform.
