Our ProductCasewise: Practice Management for Migration and Education Agencies
Practice management software for Australian migration agencies and education consultancies.
Casewise is a cloud platform we designed, built and run for Australian migration agencies and education consultancies.
It brings leads, clients, visa cases, student applications, documents, client communication, invoicing and compliance into one secure workspace, so agencies stop juggling spreadsheets, inboxes and folders.
Because Casewise is our own product, we host, support and improve it every day. That is the same work we do when we build and look after custom platforms for our clients.
- Hosted in Australia
- 14-day free trial
- Export your data any time
Everything an agency runs on, in one place
Six things a migration or education agency does every day, without a second system.
Leads and client management
Branded lead forms capture enquiries, and one click turns an enquiry into a client with a full contact and activity history.
Visa case workflows
Every application moves through defined stages with a timestamped audit trail, and clients follow progress in their own portal.
One inbox for every channel
Live chat, SMS, WhatsApp and email arrive in one place, attached to the client file, with AI drafting built into every reply.
Documents and client portal
Clients upload requested documents from the portal or their phone into encrypted storage organised by case.
Invoicing and Xero sync
Invoices are linked to the right client or matter and sync to Xero automatically, with commission records for education agents.
Deadline reminders
Visa expiry alerts go to the client and the assigned staff member at 90, 60, 30 and 7 days, with Google and Outlook calendar sync.
Automation that does the dull work
Reading documents, filling forms and preparing agreements, with a person checking every result before it counts.
AI document extraction
Reads passports, visa grants and offer letters, fills in the details, and waits for a person to check them before anything is saved.
ImmiAccount auto-fill
A browser extension fills government lodgement forms straight from the client file, across pages and visa subclasses.
Forms and agreements
Form 956 and service agreements are generated on the agency's letterhead, pre-filled from the client file and signed electronically.
Built and run by Code Venture
Casewise is the kind of platform we build for clients. Designing, hosting and supporting our own product means the same team brings that experience to your project.
- Cloud platform hosted in Australia on AWS
- Client portal with mobile document upload
- Xero, Google Calendar and Outlook integrations
- SMS, WhatsApp, live chat and email in one inbox
- AI features with a person reviewing every result
- Browser extension and electronic signing
Need a platform like this for your business?
We design, build and support custom platforms for businesses with processes off-the-shelf software doesn't fit.
Book a Consultation