Casewise - 2026 Pricing, Features, Reviews & Alternatives

Casewise is a cloud-based CRM and practice management platform built for Australian migration agencies and education consultancies. It brings client management, migration matters, education applications, documents, communication, agreements, invoicing, commissions and team workflows into one central system.

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

Education consultancies can manage student enquiries, applications, institutions and courses, partner agents and provider commissions. Commission tracking helps agencies monitor expected and received payments while keeping application and financial information connected to the relevant student.

Casewise includes secure document management, configurable roles and permissions, audit trails, dashboards and reporting, task management and reminders, calendar integrations and multi-branch functionality.

Clients can use the Casewise client portal and mobile app to securely access information, upload documents and communicate with their agency, reducing reliance on email for routine document collection and communication.

Casewise also supports integrations with business tools such as Xero and calendars, helping agencies connect key workflows without maintaining information across multiple disconnected systems.

Built specifically around Australian migration and international education workflows, Casewise is suited to registered migration agents, education agents, combined migration and education practices, and growing multi-branch agencies.

Casewise helps agencies centralise client and application data, improve visibility across their team, reduce repetitive administration and provide clients with a more organised digital experience.