Case.one is HIPAA-compliant, cloud-based law practice management software with an alternative pricing model based on the number of active cases, not the number of users.
File.one cloud file storage. File.one syncs up documents from computers and file servers, cloud storage services, and email so that you can go to one place to find anything.
Doc.one document assembly. Doc.one is a document assembly tool that is a bit more powerful the the competition because you can use some basic document logic. For example, you can trigger a contract provision based on the answer to a question. You can use Doc.one in your browser, or in Word with the Doc.one plugin.
Form.one chat bot builder. You can turn a decision tree into a chat bot for your clients (or potential clients) with the intuitive Form.one tool, then add it to your website or plug it into messenger apps like Telegram and Facebook Messenger. Form.one can also assemble documents using the information it collects.
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 and billing templates.
Workflows. You can automate some workflows by defining triggering conditions and results.
Case.one has recently updated its pricing model, so you will need to reach out for more information and to get a quote.
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Things You Might Want to Know
In active development. As of March 2018, Case.one is barely a year old. So while it is “missing” features you might expect from law practice management software, many of those features are on the development road map.
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.
User interface quirks. You can choose to have many actions in Case.one open a new tab/window in your browser (or, at your option, keep the same window). The new tab/window option is different than what you might be used to in other browser-based software, which you may appreciate. 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.
Security. On its website, Case.one says it uses 256-bit encryption, but it’s not clear whether this is just for data in transit, or for data stored on Case.one’s servers, or both. It also says it uses a firewall, presumably on its servers. Two-factor authentication is optional, and you can restrict access to your account by IP address.
HIPAA compliant. If your firm needs to be HIPAA compliant, Case.one should fit the bill.
Who Case.one is For
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 continues to execute on its development road map.
Feature Comparison Chart
See all the key features for all the law practice management software options in our directory.