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description: Review of Casewise Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Casewise | Reviews, Pricing & Demos - SoftwareAdvice GB
---

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# Casewise

Canonical: https://www.softwareadvice.co.uk/software/565048/Casewise

> Casewise is an all-in-one CRM and practice management platform designed for Australian migration agencies and education consultancies.

It brings the day-to-day work of managing leads, clients, migration matters and student applications into one central system. Instead of relying on disconnected spreadsheets, emails, folders and multiple software tools, agencies can manage their client journey and internal workflows from a single platform.

For migration agencies, Casewise helps teams manage leads and assessments, client records, visa matters, documents, tasks, service agreements, e-signatures, invoices, payments and client communication.

For education consultancies, Casewise provides tools to manage student enquiries, education applications, institutions and courses, partner agents, documents and provider commissions. Agencies can track commission payments and maintain better visibility over applications and expected revenue.

Casewise also includes a secure client portal and mobile app, giving clients a convenient way to upload documents, access information and communicate with their agency.

Key capabilities include:

\* CRM and lead management
\* Migration case management
\* Education application management
\* Secure document management
\* Client portal and mobile app
\* Agreements and e-signatures
\* Task management and reminders
\* Invoicing and payment tracking
\* Education commission management
\* Partner agent management
\* Team roles and permissions
\* Multi-branch management
\* Reporting and dashboards
\* Calendar and business integrations

Casewise is particularly suited to registered migration agents, migration practices, education agents and combined migration and education consultancies that want to reduce administrative work, improve visibility across their team and provide a more organised client experience.

Built specifically around the workflows of Australian migration and education businesses, Casewise gives agencies one place to manage their operations while allowing their team to spend more time working with clients and less time managing disconnected systems.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Casewise

## Commercial Context

- **Starting Price**: A$49.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia

## Features

- AI Text Generation
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Case Management
- Collaboration Tools
- Commission Management
- Communication Management
- Contact Management
- Content Management
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Segmentation
- Customer Support
- Customer Support Portal
- Customisable Reports
- Customisable Templates

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software)

## Related Categories

- [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software)
- [Task Management Software](https://www.softwareadvice.co.uk/directory/1412/task-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/565048/Casewise)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/565048-Casewise/> |
| en-AU | <https://www.softwareadvice.com.au/software/565048/Casewise> |
| en-GB | <https://www.softwareadvice.co.uk/software/565048/Casewise> |
| en-IE | <https://www.softwareadvice.ie/software/565048/Casewise> |
| en-NZ | <https://www.softwareadvice.co.nz/software/565048/Casewise> |

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