Case Information on a Single Page
Customize the summary yourself
The Summary is your database. Organize and customize your fields to support your intake and workflow processes.Learn more
WORKFLOW & AUTOMATIONS
Automation in a Common Workspace
Increase productivity across your firm with adaptive workflows
Case.one provides advanced tools to help process and manage your cases. A common News Feed will alert you to changes in cases, including new tasks, emails sent and received, documents created, and more. Receive online notifications.Learn more
2nd Generation Web-Based Legal Practice Management Software
Secure collaboration and communication from anywhere, anytime.
Manage document assembly with sophisticated yet easy-to-use templates.
Stay in touch with your clients
Make communication with your clients easy with the Case.one Client Portal.
Create easy-to-understand reports for firm management, your staff and your clients.
Automate workflows and processes
Use scenarios and rules that vary by practice area, or user activity to create repetitive events and assigns tasks automatically.
Templates for any Practice Area
Create a case template, for any Practice Area and work with data fields related to that area of law.
Time entry and billing
Create professional invoices and get paid faster. Use QuickBooks and LawPay integration.
Stay up to date with your cases
Keep track of all important events, tasks and any changes made to matters in a single online feed.
Case.one was my first choice when I went out on my own to practice Personal Injury. The program is easy-to-use even if you aren’t tech-savvy and is completely customizable. Case.one keeps me organized and helps me process my cases consistently without worry about missing deadlines. I feel much more connected to my clients as well. Case.one has added useful integrations, like Dropbox and Office 365 and continues to ask for feedback and listens to my ideas and needs. I am very thankful to have Case.one on my side and would recommend it to any lawyer or firm that wants to upgrade their practice!
Principal Attorney, Razavi Law Group
We really love Case.one. We have tried other case management systems and by far Case.one is the best one we have tried. Not only is it easy to use and intuitive, it is constantly being improved upon, and is very affordable. Their customer support is honestly the best around and we absolutely love that the program can be tailored to meet our very specific needs. Migration was made very easy using their Dropbox integration. We also love that we can access the program from virtually anywhere and do not worry about security. Case.one has helped us rethink how we work and become more efficient. We are excited about using Case.one, and recommend Case.one to other lawyers and firms.
Selogie & Brett, LLP
We are a small firm, and we are real thankful we chose Case.one for our practice management system. The service and support have been amazing. The program has helped us get organized and keep important documents together with all case information. With Case.one we were able to configure it to our Elder Law and Estate Planning practice areas. The program is very easy to set up and easy to use. We have added new staff with very little training and no user fees. The cost by open case really makes it affordable for us! We recommend Case.one without reservation. . . it’s a great program!
California Elder Law Center
Easy-to-use legal cloud service
Solo & Small Firms
Second-generation web-based practice management for Solo and Small Firms you can trust.
Painless second-generation web-based practice management for Law Firms.
Second-generation web-based practice management for Legal Departments you can trust.
We care about the security of your data
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.
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.
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.