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.

Case.one Highlights

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:

Case.one law practice management estate planning case template


You can also create your own case and billing templates.

Workflows. You can automate some workflows by defining triggering conditions and results.

Pricing

Case.one has recently updated its pricing model, so you will need to reach out for more information and to get a quote.

Features

 Case.one
Websitecase.one
Starting Price
 
Free
InstallationCloud
Apps
 
 
 
Web app
Email Client
Calendar
Client/Contact Mgmt
Case/Matter Mgmt
Task Management
Secure Portal
Conflict Checking
Document Mgmt
Document Assembly
Timekeeping
Billing & Invoicing
Online Payments
Trust Accounting
Basic Bookkeeping
Full Accounting

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.

law practice management software comparison chart

Feature Comparison Chart

See all the key features for all the law practice management software options in our directory.

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Case.one Rating:
3.5/5

Features

  • 8/10
    Customer Experience & Support - 8/10
  • 8.5/10
    Pricing & Value - 8.5/10
  • 9/10
    Security - 9/10
  • 9/10
    Innovation & Future-Proofing - 9/10
Comments Rating 3 (1 review)

Rating Breakdown

Our Rating: 4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 3/5 (based on 1 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 3.5/5

The composite rating is a weighted average of our rating and the community ratings below.

1 Community Review

  1. Justin Manning says:

    Price Change

    Requested a demo and they were very slow to contact. Had to call and leave a voicemail for them to reach out to me. Additionally, their pricing model is no longer $1.00/active case, it’s around $1,700/year. But the tools that come alongside their software, if utilized properly, seem well above others that I’ve seen offered by other softwares. I was most interested in the Doc.one software.

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