Client portal

Share Information with Clients in a Secure and Friendly Environment

Eliminate the security risk of emailing sensitive documents by using Case.one.

  • 1

    Make communication with your clients easy with the Case.one Client Portal.

    Safely share documents with your clients using the Case.one portal, the convenient and secure way to collaborate and share information online.

  • 2

    Have your clients upload their documents directly using the client portal.

    Give your clients the ability to upload documents and complete forms from any device.

  • 3

    Share Invoices.





    Get paid faster, deliver invoices to your clients via the Client Portal.

Client portal

Secure file upload

Eliminate risks by using the Case.one portal with SSL encryption and military-grade security.

Securely share files with your clients, staff and partners

TRANSPARENT PRICING

Unlimited users

Your success is our success so that’s why there are no fees for installation, data migration, or training. Everything is included in the price!

FREE

UNLIMITED USERS

$0.00

for teams waiting
to try out Case.one

The plan includes

  • Up to 10 active cases
  • 5GB of total file storage for the team

No credit card required. Request a Demo

MOST POPULAR

PRE-PAID

UNLIMITED USERS

$35

per month

$14,50 per month cheaper,
than the «Pay As you go» plan

50 active cases

Monthly Annually

PAY AS YOU GO

UNLIMITED USERS

$0.99

per active case, per month
billed monthly

The plan includes

  • Unlimited cases
  • 1GB file storage per case
If you are interested in plans for more than 2,000 cases, please call us at 844-622-7366 or email us at info@case.one for custom pricing.

One solution. Endless value.
Second generation web-based practice management.

Start free trial