Case.one integrates with your favorite services

TEMPLATE LIBRARY

Ready-made Templates

Minimize routine completion of similar fields

Case.one provides advanced tools to help process and manage your cases. We know that client and case data by Practice Areavaries. Use our database forms builder to create custom views to support intake and workflow for any Practice Area. Share data building blocks as you add new areas of Practice.

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CLIENT PORTAL

Easy Communication with Clients

Share Information with your Clients in a Secure Environment

Collaborate with your clients in a centralized and secure environment that provides 24/7 access to any authorized user from anywhere in the world.

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

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Case.one features

2nd Generation Web-Based Legal Practice Management Software

Communicate securely

Secure collaboration and communication from anywhere, anytime.

Document Automation

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.

Management-level reporting

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.

10 Tasks Employees Hate The Most
In a study of 10 000, lawyers, 10 tasks stood out as universally loathed. Thankfully, all of these tasks can be easily
accomplished through the Case.One suite.
45%
45% hate attending meetings
caseone-logo
OUR SOLUTION
Online Tools For Sharing
And Collaboration
Some meetings are essential, but most collaborations be conducted more efficiently online. With Case.one, you can share documents and files securely or even compare one another’s schedules and task lists, all from the comfort of your desk — or, thanks to our mobile app, while on the go.
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33%
33% Hate Reviewing Long Documents
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OUR SOLUTION
Your Rules Your Way
Stop spending your time searching through important papers and start letting smart filters do the work for you. On File.one, you set the parameters for your document search, and Case.one finds the things you’re looking for, reviewing millions of documents in just seconds.
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29%
29% Hate Answering The Same Questions Everyday
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OUR SOLUTION
A Chatbot That Never Loses Its Cool
Even the most unflappable legal team members can get fatigued by the endless questions clients ask every day. With Form.one, build a custom chatbot that can answer the vast majority of those questions for you — in a friendly tone every time.
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46%
46% Hate Speaking To Their Boss
caseone-logo
OUR SOLUTION
Keep Apprised Of Their Work From Your Desk
Don’t take it personally: employees only hate speaking to their bosses because updating you takes valuable time away from their clients. Using Case.one’s newsfeed, you can keep everyone happy while getting realtime information on what each of your employees is working on, has already accomplished, and is planning to tackle in the coming days and weeks.
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83%
83 % Hate Manual Data Entry
caseone-logo
OUR SOLUTION
Automate Your Workflow
Never fill in a blank form again. Case.one allows you to create and duplicate custom forms that help you avoid retyping, committing mistakes, and entering duplicate information during the data entry process.
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67%
67% Hate Time Tracking
caseone-logo
OUR SOLUTION
Let AI Take Care Of It
Our AI time tracking system assesses your habits and can accurately predict how long each activity will take you — and then logs it automatically. When you’d rather do it the old fashioned way or our estimates aren’t spot-on, our intuitive stopwatch feature eliminates the need to keep a record of each task — we do that for you and tally up the totals automatically.
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34%
34% Hate Taking Notes
In Meetings
caseone-logo
OUR SOLUTION
Voice Record
Leave your planners and legal pads at home and let our smart voice recording tools take “notes” for you automatically. If you do need to jot something down, you can do so discreetly in our mobile app.
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caseone-logo
17% Hate Processing Documents
17%
OUR SOLUTION
Smart Document Assembly Tools
Our Doc.one technology asks you a short series of questions and then generates custom documents with the click of a button. You can then store those resulting forms online or export them 
to Microsoft Word.
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58%
58% Hate Reporting
58%
OUR SOLUTION
Better Reports
Our reporting templates generate results. Whether you need daily, weekly, or monthly data, our custom reports deliver the information you need — and none of what you don’t.
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41%
41% Hate requesting Time Off
41%
OUR SOLUTION
Work Anywhere
While we can’t hook you up with the necessary SPF, our massive cloud storage, bank-level data protection, 2-factor authentication and IP address restriction gives your employees the freedom to do great work from anywhere — even the beach.
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How to drive outside counsel nuts
30% of in-house counsel dropped at least one firm in the past year.
21%
outside counsel’s firm was too
expensive
18%
outside counsel’s firm gave bad
advice and lacked expertise
15%
outside counsel’s client service
was poor
11%
outside counsel’s firm lost
a key lawyer
Constantly waiting for updates and sending reminders about a case.
we have a solution
All case updates at your fingertips, whenever you want.
Get all case updates in your feed, where you can filter, sort, and find specific events in just a few clicks. Check the description and other additional information in the pop-up
Excuses, Excuses, Excuses…
I didn’t see it, hear it or receive it. Not my fault.
we have a solution
No more excuses. You can always check the who, what, when and where.
Stay up-to-date on what each outside counsel
is working on, whether or not they've begun a project, and how much time it's taking them to complete
Poor communication leads
to project failure one-third
of the time.
we have a solution
A single environment to collaborate with every team member — associates, outside counsel, and experts.
Make sure each and every team member has access
to the files they need to complete their workload. Easily collaborate on documents directly from Case.one.
You can’t control every word said by outside counsel.
we have a solution
But, you can control every email sent
by outside counsel.
Easily review draft emails and control the communications that your outside counsel sends
while working on one of your cases.
Countless file storages increase the risk for data breaches
and unauthorized access.
we have a solution
Store all files in one secure database.
No need change your daily habits.
Case.one integrates with all of your favorite document storage systems, like Google Drive and Dropbox, so that you have access to all of outside counsel's files.
Every single case, even a simple one, has its own specific, unique process.
we have a solution
Have outside counsel follow your workflows with robotic process automation.
You can use robots to easily answer repetitive questions, automate common forms, and respond
to issues while you're hard at work on other tasks —
or asleep.
Outside counsels regularly exceed case budget.
we have a solution
Budget-control tools to manage in real-time any excess charges.
Our system allows you to set billing rules that ensure there are no surprises once you receive an invoice
for work completed.
Endless cutting
of non-reimbursable expenses.
we have a solution
Forget bill review. Exclude all
non-reimbursable expenses once.
Review all billable hours in one convenient place. You can review expenses and see a description of the type of work completed before you approve or decline
the expense.
Each outside counsel uses
their own unpredictable
rates and rules.
we have a solution
Preset your own billing rates for all outside firms eliminating bill review all together.
Customize the amounts you're willing to pay for each sort of case task so that there are no billing surprises on either end.
Baseless and endless negotiation over hourly, flat, and contingency rates.
we have a solution
Consistent and predictable rates based
on measurable metrics and benchmarks.
Get an overview of how much time each case participant has billed in one convenient place.
Case Status
Human Factor
Lack of Communication
Managing Emails
Knowledge Base
Business Process Automation
Case Budget
Expenses Reviewing
Billing Rules
Perfomance Report

How can Case.one
help you?

Case.one offers everything you
need for your legal practice.

Request a demo

CASE.ONE SECURITY

We care about the security of your data

Security

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.

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

Start free trial