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

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Second generation web-based practice management.

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