✦ Tailored Services
Save Time.
Save Work.
Save Money.
We take care of the details behind the scenes, so you can focus on your clients.
Manage Every Case With
Clarity & Confidence
- Say goodbye to spreadsheets and disconnected tools
- Centralize clients, documents, and communication
- Track case progress from start to finish
- Keep everyone informed—automatically
💳 Try for free - no credit card required.
Built on a foundation of world-class, secure, and reliable technology
Built for Control and Efficiency.
Case & Client Management
Centralize clients, cases, contacts, and key details in one workspace built for clarity, speed, and complete operational control.
Client Portal
Give clients secure access to case updates, documents, and messages while reducing back-and-forth and improving transparency.
Stage Tracking
Track every case through customizable stages, deadlines, and milestones so nothing stalls, slips, or gets overlooked.
Messaging & Support Tickets
Communicate internally and with clients in one place using organized conversations, support tickets, and full interaction history.
Document Management
Store, organize, version, and retrieve documents securely with fast search and easy attachment to cases and clients.
FAQ & Knowledge Base
Create a self-service knowledge hub for clients and staff to answer questions quickly and reduce repetitive support requests.
✦ All in One Place
Powerful features to keep your cases, team, and clients aligned
✦ Full Visibility
Keep every client and dependent organized in one place 🗂️
Stay organized with centralized client and case management
Get a complete, unified view of every client and every related case. Keep client details, dependents, documents, messages, and timelines together—so nothing ever gets lost.
With CaseTrakr you can:
- Manage clients and dependents from one centralized dashboard
- Track every case and sub-case with full visibility.
- Quickly access notes, documents, and communication history
- Keep your team aligned with organized and structured case files
✦ Own the Process
Know exactly where every case stands at all times 🔁
Streamline your workflow with process and stage management
From onboarding to final approval, track each step of your workflows using customizable case stages. Know exactly where every case stands at any moment.
With CaseTrakr you can:
- Create stage pipelines tailored to your agency’s processes
- Move cases through each step with clarity and consistency
- Track progress for clients, dependents, and related workflows
- Identify bottlenecks and ensure nothing falls behind
✦ All in One Place
Collect the right documents without chasing clients 📑
Centralize your document requests and storage
Collect, review, and store documents securely—without chasing emails or losing attachments. Clients upload everything directly through their portal, and your team stays fully organized.
With CaseTrakr you can:
- Request documents directly from clients and dependents
- Track completed and pending uploads at a glance
- Store files securely in the cloud for quick access
- Share documents with clients through their portal
✦ Own the Process
Keep your team and clients informed automatically 🔔
Never miss an update with smart notifications
Keep clients and staff informed with automated in-app and email alerts. Reduce back-and-forth communication and ensure everyone stays up to date.
With CaseTrakr you get:
- In-app notifications for new messages, requests, or updates
- Automatic email alerts for pending documents and case changes
- Internal chat between clients and your team—fully centralized
- Faster responses and better client engagement
All the above
...and much more ✨
CLIENT PORTAL
A secure portal where clients can track case status, upload documents, and receive real-time updates—all in one place.
CENTRALIZED SUPPORT COMMUNICATION
All messages, notes, and updates linked directly to each case, so nothing gets lost and everyone stays aligned.
INTERNAL CHANGELOG
Automatically record every case update with full visibility into who changed what and when.
CALENDARING
Manage deadlines, appointments, and key milestones directly within each case timeline.
FAQs FOR YOUR CLIENTS
Answer common questions in one shared knowledge base and reduce repetitive client inquiries.
ENTERPRISE-GRADE SECURITY
Sensitive data protected with encrypted storage, access controls, and role-based permissions.
Easy Onboarding
Getting started with CaseTrakr is smooth and easy. Whether you're moving from spreadsheets or another system, you can import your data, configure your stages, and begin managing cases in minutes.
Our intuitive design makes it easy for teams and clients to adapt quickly—so you can hit the ground running without disruptions.
Secure and Reliable
Your agency handles sensitive information—we help you keep it safe.
CaseTrakr is built on trusted, secure cloud infrastructure with encryption, role-based access, and ongoing system monitoring.
You can be confident your data is safeguarded every step of the way, ensuring stability for your team and peace of mind for your clients.
A Better Client Experience
Give your clients a modern, transparent way to stay connected. Through their personal portal, they can track case progress, upload documents, receive updates, access FAQs, and communicate with your team—all in one place.
With fewer questions and clearer expectations, clients feel informed, supported, and engaged throughout the entire process.
Simple pricing foreveryone.
Use customer data to build great and solid product experiences that convert.
Have a question?
You’re covered.
Casetrakr is a cloud-based case management platform designed to help organizations manage immigration, study abroad, and similar case-based workflows efficiently and securely.
Casetrakr is built for immigration consultants, law firms, education agencies, and organizations that manage multiple client cases and documents.
Yes. Casetrakr includes a secure client portal where clients can track case progress, upload documents, and receive updates in real time.
Yes. Casetrakr uses encrypted data storage, secure access controls, and role-based permissions to protect sensitive client and case information.
Yes. You can invite team members, assign roles, and control access levels to ensure everyone sees only what they need.
Yes. Casetrakr is flexible and allows you to adapt workflows, statuses, and data fields to match your specific process.
Casetrakr is designed with global customers in mind and follows industry-standard security and privacy practices, including GDPR-friendly data handling.
Yes. Casetrakr is a subscription-based service, and you can cancel at any time according to your plan’s terms.
We offer demos and early access options. Contact us to see how Casetrakr fits your organization’s needs.