Case One

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The Most Advanced Second Generation Cloud Practice Management System

Case.one is a flexible practice management solution that is easily customized to work the way you do, supports collaboration with your team and clients, incorporates AI-powered tools streamlining workflow, and integrates with leading applications including Outlook, Dropbox, Quickbooks, Gmail, and more.

It is the perfect solution for every area of law. Whether you primarily work with consumers or business clients, transactional, regulatory, or litigation, Case.one is easily adapted to help you practice more efficiently. 

The AI-powered tools incorporated into Case.one help every legal professional save valuable time by streamlining workflows and document automation. Case.one integrates with leading applications including Outlook, Dropbox, QuickBooks, Gmail, Office 365, LawPay, and more to ensure critical case and client information is always available.

FEATURES

  • Workflow & Automation – Case.one includes advanced tools to help process and manage your cases. Workflow allows you to use scenarios and rules to create repetitive events and assigns tasks automatically. Using workflows you can easily set up notifications based on specific triggers that vary by events, practice area, or user activity.
  • Client Portal – Attorney—Client relationships are built on trust. Case.one helps strengthen your relationship with your clients by giving them 24/7 online case access, the ability to share files easily, and pay their bills online. Every tool your client needs can be found in the Case.one Client Portal.
  • Template Library – Case.one provides advanced tools to help streamline and populate new document templates. With document automation, you no longer need to search and manually replace names, addresses, and other information.
  • Intelligent Time Tracking – Stop losing billable time! The Case.one personal time-tracking time assistant helps you record time spent on work and distribute your workload based on the information you enter. Let your exclusive Artificial Intelligence (AI) powered time-tracking assistant organize your time entries based upon your workload, and generate bills quickly.
  • Secure File Storage – Case.one includes advanced tools to help process your cases and manage your practice. Keep all of your documents and files together in a single secure system and access them online, from any device.
  • Case Updates – Case.one delivers advanced tools to help process your cases and manage your entire practice. When you start your day in Case.one, the Feed informs you of all changes, events, approaching deadlines, documents prepared, parties added, emails sent and received, and more! Never miss an important detail or meeting again! 
  • Reports – Use one of Case.one’s standard reports to track billing, productivity, revenue and workload, or use the Case.one report builder to create complex reports.
  • Billing and Invoicing – Time is of the essence and getting paid quickly is important to your success. Case.one’s personal time assistant tracks , records, and adjusts time based on your typical case activities, making it easy for clients to pay on-time. Case.one also has built in features for offering early payment discounts as well as interest calculations for late payments. Case.one also integrates with third party software including QuickBooks and LawPay.
  • Case Participants – Case.one provides advanced tools to help manage your important contact date, process your cases, and manage your entire legal practice. Build your client database step-by-step, developing a complete profile of each client. Manage prospects and long-term clients with minimum effort.
  • Summary – Your case information is easily and securely accessible on your “Summary” page. You can easily organize and customize the information for different types of matters and use it to support intake and workflow processes.
  • Amazon Alexa App – Track time, create notes, & stay on top of tasks with Amazon Alexa

 

PRACTICE AREAS

 

CASE.ONE SECURITY

We care about the security of your data
1  Case.one is designed to offer your data military grade security. We use AES-256 bit encryption and Firewall to make sure that you are HIPAA compliant. All files uploaded or downloaded are safeguarded from any attacks.
 
2  At Case.one, it is our responsibility to keep your data safe and secure. Limit access to your account from any third parties by enabling two-factor authentication, restricting IP addresses and using Microsoft Azure servers.
 
3  Case.one integrates with secure cloud storage solutions and allows you to adjust system roles and settings to make sure that your data is only accessed by users that it is meant for.