Case.one provides everyone on your team with the advanced tools needed to help manage important cases, contacts, and manage your entire legal practice. Build your client database with ease, developing a complete profile of each client. Manage prospects and long-term clients with minimal effort.
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Convert contacts to clients by adding them to a case.
Simply add a client to a case with a single click. The Participant tab will automatically list all individuals involved in the case including their contact information.
Keep information on clients and opposition in a single system.
Select participants from your database and link parties to a new case. Their contact records will include their history with your firm.
Assign a role to each participant.
Participants include companies and individuals. Choose an appropriate role (i.e. client, insurance company, opposing counsel, expert witness, respondent, trustee, etc.) to keep linked parties organized.
One solution. Endless value.
Second generation web-based practice management.