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User review of Case.one

Great user interface, comprehensive platform but easy to learn

- by Sarah Johnson

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

I got a lot of value out this platform, most importantly with $ 0.99 per case per month model, it saved us a lot of money right off the bat. We transferred 120 active cases from our legacy program, and it saved us valuable time, and money. Also, a lot of thought is put into this platform especially the "Reference Sheet" section which holds the client's data in one place is amazingly useful, and not only made my staff more productive, but it is linked to every other feature of platform, like intake forms, documents, billing, and time tracking. This feature alone freed my staff from repetitive work and allowed me to assign them to new cases. This platform has native integration with Microsoft Office which I didn't see in any other case management solution.

What aspects are problematic or could work better?

I would like to see a note section for quick note taking.

What features/services would you like to see in future versions of this product?

Although the website is responsible, and I can work with it on my tablet and phone, I would suggest developing dedicated iPhone, and iPad apps too.

What specific problems in your company were solved by this product?

-Multiple Data Entry
-Batch Billing
-Precise Time Tracking (Case.one uses AI-time tracking)
-Client Portal (now our clients upload their documents and fill out their data)
-Built in Email allowed us to speed up our communications

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I advised the company to purchase it

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Legal Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

We have been using rocket matter, and Clio over three years but the pricing model was not expensive compared to the features they offered. Now we have all of those features plus a lot more but paying a very reasonable price.

Why did you decide to change it?

They were slow to implement the changes, and we experienced a lot of bugs after each update. The pricing model compared to their features were not reasonable.

Are you satisfied with the change?

Very much.

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 hour

How many people in your company actively use this product?

most employees

What is the primary use of this product in your company?

both B2B & B2C

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It improved task coordination among our support staff and attorneys.
  • It linked all notes, contacts, tasks, and calendar additions to particular cases and matters.
  • It minimized paper shuffle with efficient and fast searches of digitized files using document management tools.
  • It took care of the business aspects of our law practice enabling us to focus on providing high-quality legal services to our clients.
  • It allowed us to customize the software to fit the specific needs of our law practice.

PRICING & COSTS

What was the cost of implementing this product?

It was Free

What is your total annual cost for using this product?

a lot less than we used to pay

Did you get any discount for this product? How much?

No, because the pricing is the cheapest in the market and it saved us a lot of money quickly.

FEATURE DETAILS

No information provided by the reviewer.