Practice Areas
Wills, Trust, and Probate Law
Second-generation web-based practice management for Probate & Estate Planning law you can trust

Case.one helps Probate & Estate Planning legal professionals collaborate with support staff and clients with ease through the secure client portal. The AI-powered tools incorporated into Case.one help Probate & Estate Planning lawyers save valuable time by streamlining workflow 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.

So much more
Case.one’s advanced Wills, Trust, and Probate law includes
Client Portal
Collaborate with your clients in a secure environment.
Template Library
Configure documents, reports, and bills from
standard forms.
Reports
Use built-in reports to review billing status, productivity, revenue, activity status, and attorney workload. The Case.one report builder is always available to meet your custom reporting needs.
Case Updates
Your personal feed helps you stay informed of case changes, approaching deadlines, documents prepared, added parties, and emails.
Workflow Automation
Save time, increase consistency, and eliminate
human errors.
Time Tracking for Billing and Invoicing
Case.one’s AI Powered Time Tracking learns your habits and suggests typical billing increments to automate and simplify billing.
Security
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.