Simple, transparent pricing
for every immigration practice
Whether you're an independent RCIC or a multi-office immigration firm, CasePilot AI scales with your business. No long-term contracts. Secure cloud platform. AI-powered productivity.
3-Month Free Launch Offer
Zero subscription fees for your first three months as an early customer.
No Long-Term Contracts
Month-to-month billing. Cancel or change plans at any time.
Free Onboarding & Training
Live setup and training sessions included with every plan.
Secure Canadian Cloud Platform
Encrypted infrastructure hosted in Canada with role-based access.
Starter
For Independent RCICs
What's included
- 1 Consultant
- Up to 100 Active Cases
- Client Portal
- AI Form Assistant
- Document Management
- Appointment Booking
- Email Notifications
- Secure Cloud Hosting
One-Time Setup
CA$499
Includes
- Brand Configuration
- Staff Account
- AI Configuration
- Initial Training
Professional
For Growing Immigration Firms
What's included
- Everything in Starter
- Up to 5 Staff
- Unlimited Cases
- AI Document Review
- Workflow Automation
- Internal Messaging
- Role Permissions
- Analytics Dashboard
One-Time Setup
CA$999
Includes
- Brand Configuration
- Staff Accounts
- AI Configuration
- Initial Training
- Basic Data Migration
Enterprise
For Multi-Office Practices
What's included
- Unlimited Users
- Multi-office Support
- SSO / SAML
- White-label Branding
- API Access
- Dedicated Infrastructure
- Priority Support
- Custom Integrations
Implementation
Custom Quote
Includes
- Dedicated Implementation Lead
- Advanced Data Migration
- SSO / SAML Setup
- White-label Configuration
- Custom Training Program
ROI Estimator
See what CasePilot AI could return
A quick estimate of the time and value CasePilot AI can unlock for your firm.
Interactive Estimate
Estimate your firm's productivity gain
Adjust the sliders to model how CasePilot AI could reduce administrative time across your caseload. These are estimates only and not a guarantee of financial return.
Estimated Results
Hours Saved / Month
288hrs
Productivity Gain
~30%
Estimated Annual Value
$293,760
Estimates assume a ~30% reduction in per-case administrative time and an illustrative CA$85/hour blended cost. Actual results vary by firm.
3 months free at launch
Join as an early customer and receive 3 months of CasePilot AI at no monthly subscription cost. Your one-time implementation fee still applies.
This allows us to configure your practice, migrate your data, train your staff, and ensure a successful launch.
- 3 Months Free
- No Long-Term Contract
- Cancel Anytime
- Full Onboarding Included
Implementation Timeline
From setup to go-live in about 4 weeks
Estimated implementation time for Starter and Professional plans. Enterprise deployments follow a custom schedule.
Week 1
Platform Setup
Brand, offices, staff accounts, and AI configured for your firm.
Step 1 of 4Week 2
Data Migration
Existing clients, cases, and documents imported securely.
Step 2 of 4Week 3
Staff Training
Live sessions for consultants, admins, and support staff.
Step 3 of 4Week 4
Go Live
Client portal opens and your first cases launch on CasePilot AI.
Step 4 of 4
What's Included
One-Time Setup Includes
Everything your firm needs to launch on CasePilot AI — configured, tested, and ready for your first case.
Brand Configuration
Logo, colors, and firm identity applied across the platform.
Office Profile Setup
Business address, hours, jurisdictions, and RCIC credentials.
Email Configuration
Transactional email domain, sender identity, and DNS setup.
Staff Accounts
User provisioning, roles, and permission structure.
Client Portal Configuration
Branded intake, forms, and secure document sharing.
AI Configuration
AI copilot tuned to your firm's workflow and program mix.
Initial Training
Live onboarding sessions for you and your staff.
Basic Data Migration
Import existing clients, cases, and documents.
Feature Matrix
Compare Plans
A side-by-side view of what each plan includes.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Users | 1 Consultant | Up to 5 Staff | Unlimited |
| Active Cases | 100 | Unlimited | Unlimited |
| Client Portal | |||
| AI Form Assistant | |||
| AI Document Review | — | ||
| Workflow Automation | — | ||
| Appointments | |||
| Billing | |||
| Analytics | — | Advanced | |
| Role-Based Permissions | Basic | Advanced | |
| API Access | — | — | |
| White Label | — | — | |
| Priority Support | — | 24/7 | |
| SSO / SAML | — | — | |
| Training | Guided | Team | Custom Program |
| Data Migration | Basic | Basic | Advanced |
The Difference
Why firms choose CasePilot AI
Purpose-built for immigration practice — not adapted from a generic tool.
| Capability | Traditional Practice Management | Generic CRM | CasePilot AI |
|---|---|---|---|
| Immigration-specific workflow | |||
| AI copilot & document review | |||
| Branded client portal | |||
| Workflow automation | |||
| Security & audit logging | |||
| Multi-user collaboration |
Your Journey
A simple path to launch
Four guided steps from your first demo to opening cases on CasePilot AI.
Book Demo
See CasePilot AI matched to your firm's workflow.
Setup
Configure your brand, staff, offices, and AI copilot.
Training
Live onboarding for your entire team.
Launch
Open your branded client portal and start intake.
Migration
Switch with confidence
Migration is handled together with your team. We don't hand you a manual — a dedicated implementation lead works alongside your staff from setup to launch.
Migration assistance
We map and import your existing data with you.
Staff onboarding
Role-based training for every seat on your plan.
Configuration support
Brand, offices, forms, and workflows tailored to your firm.
Secure data import
Encrypted transfer with tenant-isolated storage.
Dedicated implementation guidance
A named point of contact throughout your launch.
Optional Website Package
Need a professional immigration website? Our team can design and deploy a modern, SEO-ready website fully integrated with CasePilot AI.
Includes
- Responsive Website
- SEO Setup
- Service Pages
- Blog
- Contact Forms
- Consultation Booking
- Client Portal Integration
Trust & Security
Enterprise-grade by default
Every plan runs on the same secure Canadian infrastructure trusted by immigration professionals.
Security & Privacy
Enterprise-grade security, hosted in Canada
Encrypted storage, role-based access, and full audit logging protect every client file. CasePilot AI runs on a secure Canadian cloud platform with daily backups.
- Enterprise Security
- Encrypted Storage
- Role-Based Access
- Audit Logging
- Daily Backup
- Hosted in Canada
FAQ
Frequently asked questions
Answers to the questions immigration firms ask us most.
- Yes. There are no long-term contracts. You can cancel your subscription at any time from your billing settings.
- No. CasePilot AI is billed monthly with no minimum commitment. Annual billing is available if you prefer a single invoice.
- No. Client portal users are free and unlimited on every plan. Pricing is based on your subscription tier and staff seats only.
- Yes. You can move from Starter to Professional to Enterprise at any time. Changes prorate on your next invoice.
- Yes. Upgrades take effect immediately and downgrades apply at the next billing cycle. There's no penalty for changing plans as your firm evolves.
- At the end of your 3-Month Free Launch Offer, your subscription continues on the plan you selected. There's no auto-charge surprise — we send a reminder before the first billing cycle begins.
- No. Website design and deployment are optional professional services and are not included in the standard setup fee unless specified in your proposal.
- Yes. Basic data migration is included in every setup — clients, active cases, and core documents. Complex migrations can be scoped as a professional service.
- Most firms complete data migration within 3–5 business days. Migration runs in parallel with your setup and training, so it doesn't extend your go-live timeline.
- Yes. We support imports from spreadsheets, common practice-management tools, and structured exports. Our implementation team helps map your fields to CasePilot AI.
- Yes. Every plan includes live onboarding for your entire team — separate tracks for consultants, admins, and support staff. Recorded sessions are provided for future hires.
- Yes. Onboarding is included in your one-time setup fee and covers brand configuration, staff accounts, AI configuration, and initial training.
- Most Starter and Professional firms are live within 2–3 weeks. Enterprise deployments typically take 4–8 weeks depending on scope.
- Yes. CasePilot AI runs on encrypted Canadian infrastructure with row-level tenant isolation, audit logging, and SOC 2-aligned controls.
Ready to transform your immigration practice?
Book a live demo, start your free trial, or talk directly with our team — we're ready when you are.
3-Month Free Launch Offer · No credit card required · Cancel anytime