At a glance
VisaFlo and CaseEasy, at a glance.
Both are all-in-one platforms for Canadian immigration practitioners. Where they split is speed and setup: CaseEasy makes you select forms manually per case and can take up to a day to process them, while VisaFlo picks every required form by case type and generates the package in under a minute — with unlimited storage and no paid add-ons.
<1 min vs up to 24 hrs
VisaFlo generates submission-ready IMM forms in under a minute. CaseEasy's form processing can take up to 24 hours.
Forms picked for you
VisaFlo auto-selects every required form for the case type. No manual picking, no missed forms.
Unlimited storage
Every supporting document auto-renamed, compressed, IRCC-ready — with no storage caps or paid add-ons.
Feature by feature
VisaFlo vs CaseEasy, in detail
Both platforms are built for Canadian immigration work. The gap shows up in speed, automation depth, and what's included without add-ons.
Case Management4 features
Lead CRM & pipeline
Statuses, assignments, full history
CRM included
Tasks & team assignments
Included
Included
E-signature built in
Clients sign inside VisaFlo; certificate of authenticity issued
Retainer signing supported
Storage for case files1
Unlimited
Plan limits & paid add-ons
Autofill & Forms4 features
IMM form generation speed2
Under a minute
Up to 24-hour processing
Automatic form selection by case type
Zero setup — every required form
Manual selection per case
IRCC online portal autofill
One-click Chrome extension
Not available
Forms kept current with IRCC
Live monitored
Daily form sync from IRCC
Client Intake5 features
Intake tailored to case type
Only asks what the case needs
Generic questionnaires, more navigation
Eligibility auto-scoring
Scores with pathway recommendation
Smart Questionnaires
Mobile-friendly client intake
Works on any device
Limited
Multilingual intake
13 languages
Document auto-rename & compression
IRCC submission-ready
Checklists; manual prep remains
Billing & Documents4 features
Retainer & agreement auto-generation
Auto-filled from client data
Retainer agreement automation
Invoicing & payments
Stripe, PDF invoices, milestones & reminders
Stripe & LawPay
QuickBooks-ready exports
CSV export
Trust accounting
Launching in July
Not available
Client Engagement3 features
AI chatbot on your website
Answers visitors, captures leads
Not available
Consultation booking, payments & notes
Included
Client portal
Included
Docs, questionnaires, messaging
Compliance & Updates2 features
IRCC regulatory change alerts
Launching soon
Not available
Data hosted in Canada
Included
Included
Support & Pricing4 features
Support channels
Email, phone & WhatsApp
Standard support hours
Custom features on request
Direct access to the product team
Limited
Onboarding
Personalized onboarding
More setup & configuration
Pricing model3
All included, case-volume based
Per-seat based + paid add-ons
VisaFlo
CaseEasy
Case Management
Lead CRM & pipeline
Statuses, assignments, full history
CRM included
Tasks & team assignments
Included
Included
E-signature built in
Clients sign inside VisaFlo; certificate of authenticity issued
Retainer signing supported
Storage for case files1
Unlimited
Plan limits & paid add-ons
Autofill & Forms
IMM form generation speed2
Under a minute
Up to 24-hour processing
Automatic form selection by case type
Zero setup — every required form
Manual selection per case
IRCC online portal autofill
One-click Chrome extension
Not available
Forms kept current with IRCC
Live monitored
Daily form sync from IRCC
Client Intake
Intake tailored to case type
Only asks what the case needs
Generic questionnaires, more navigation
Eligibility auto-scoring
Scores with pathway recommendation
Smart Questionnaires
Mobile-friendly client intake
Works on any device
Limited
Multilingual intake
13 languages
Document auto-rename & compression
IRCC submission-ready
Checklists; manual prep remains
Billing & Documents
Retainer & agreement auto-generation
Auto-filled from client data
Retainer agreement automation
Invoicing & payments
Stripe, PDF invoices, milestones & reminders
Stripe & LawPay
QuickBooks-ready exports
CSV export
Trust accounting
Launching in July
Not available
Client Engagement
AI chatbot on your website
Answers visitors, captures leads
Not available
Consultation booking, payments & notes
Included
Client portal
Included
Docs, questionnaires, messaging
Compliance & Updates
IRCC regulatory change alerts
Launching soon
Not available
Data hosted in Canada
Included
Included
Support & Pricing
Support channels
Email, phone & WhatsApp
Standard support hours
Custom features on request
Direct access to the product team
Limited
Onboarding
Personalized onboarding
More setup & configuration
Pricing model3
All included, case-volume based
Per-seat based + paid add-ons
1 CaseEasy add-ons start at $9.99/month per its published pricing.
2 Per CaseEasy's published form-processing turnaround; detailed in our blog comparison.
3 CaseEasy lists a CA$79/month starting plan with add-ons from $9.99/month.
Comparison based on each vendor's public product and pricing pages and VisaFlo customer reports, as of July 2026. A dash without a caption means the capability was not publicly verified. Spot something outdated? Email info@vflo.app — we'll verify and fix it fast.
Why firms switch
What changes when you move to VisaFlo
Speed that changes your week
VisaFlo generates all required IMM forms for a case in under a minute — CaseEasy can take up to 24 hours to process them. In a separate customer case study, Idea Immigration reported cutting form-filling from an hour to ~30 minutes per case after moving from Officio, saving roughly 8 hours a week.

No setup, no form-picking, no maintenance
CaseEasy asks you to manually select the forms for each case — time-consuming and easy to get wrong. VisaFlo knows the case type and generates everything required automatically. Updates and customization requests are handled by our team, not yours.
An intake experience clients finish
VisaFlo's intake works on mobile and PC and only asks what the case type actually requires. Documents clients upload are automatically renamed and compressed, ready for IRCC — with unlimited storage, so case files never hit a cap.

Switching is the easy part
From CaseEasy to VisaFlo in a day
We move your data
Our team handles importing your active clients and cases — no CSV wrangling on your side.
Your team is onboarded
Personalized onboarding session included. The interface is light enough that most teams don't need a second one.
IMM package in under a minute
Pick the case type — VisaFlo selects and fills every required form, submission-ready for IRCC.
Idea Immigration made the switch
Idea Immigration moved to VisaFlo from Officio. Per-case form-filling went from an hour to about 30 minutes — roughly 8 hours back every week — and the custom features they requested shipped within days.
Read the full case study“Since we started using VisaFlo, our process has become much more efficient. What used to take us 1 hour now only takes around 30 minutes per case. Over the course of a week, we're saving roughly 8 hours of work time.”
Jyoti
Idea Immigration, BC
Keep comparing
Prefer the long-form version? Read our full VisaFlo vs. CaseEasy breakdown.
