Case.one is cloud-based law practice management software that is priced by the case instead of by the user.
Cloud or local. You can use it on Case.one’s cloud servers, but you can also install it on your own server—although this option is promoted to “enterprise”-level firms on the website.
Granular permissions. You can grant or restrict access to each case, which means you can wall lawyers off from cases or limit access by your staff.
Case and billing templates. Case.one comes pre-loaded with case templates for popular types of cases. Here’s the estate planning template, for example:
You can also create your own case templates, billing templates, and upload your own document templates.
Workflows. You can automate some workflows by defining triggering conditions and results.
Here’s the official overview of Case.one:
Case.one is free to use for up to 10 cases. For more cases, Case.one is priced according to the number of active cases you have, not according to the number of users.
You can either pay as you go for 99¢/case/month, or you can buy a package of 50 or more cases, which starts at $35/month. Basically, you’ll want to buy a package if you have more than 35 active cases. After 35, the more cases you have, the more you’ll save over the pay-as-you-go plan.
Here’s how that compares to more traditional per-user pricing. Let’s say your firm has 10 lawyers each managing 20 files (200 active files, total). If you were paying $40/user/month, that would be $400/month. With Case.one, on the other hand, you’d pay just $119/month. So, depending on your ratio of users to cases, Case.one might be a lot cheaper.
|Billing & Invoicing||✓|
Things You Might Want to Know
Development roadmap. Since it is fairly new, there are more features to come. Planned upgrades include Office 365 (including Outlook) and QuickBooks integrations, and trust accounting.
Current integrations. Right now Case.one integrates only with Gmail and Dropbox.
Mobile apps. There are no mobile apps yet, but the web app is mobile responsive so you can use it in the browser on your phone or tablet.
New tabs. Many actions in Case.one open a new tab/window in your browser, which is different than what you might be used to in other browser-based software.
User interface quirks. Some UI elements might take some getting used to if you are accustomed to common cloud software UI conventions. For example, each case has “participants” (i.e., in the case) and “users” (i.e., people who have access to the file in Case.one). And when a form field is blocked, it’s not always clear why.
Who Should Consider Case.one?
If you would save money under Case.one’s pricing structure, you probably owe it to yourself to give it a look. If you like the pricing and the software as-is, it might be worth sticking around while Case.one executes on its development roadmap.