Casewise Reviews & Product Details

Casewise is an all-in-one CRM and practice management platform built for Australian migration agencies and education consultancies. Manage leads, clients, migration cases, education applications, documents, tasks, agreements, e-signatures, invoices, payments and commissions from one central platform. Casewise helps teams replace scattered spreadsheets, emails and folders with organised workflows and better visibility across their business. Features include secure document management, client communication, education commission tracking, partner agent management, multi-branch support, reporting, roles and permissions, and integrations with tools such as Xero and calendars. With a client portal and mobile app, clients can securely upload documents, access information, and stay connected with their agency. Casewise is built for agencies that want to reduce admin, stay organised and manage their entire client journey in one place.