1) Case Management
Closing your office door and burying yourself in a day of work isn’t just a lonely experience — it’s also a surefire way to miss crucial case updates. With Case.one, if others work on your cases, add documents, or complete tasks, all the activity appears in your custom Feed in real-time. You can easily share case files securely, intuitively drag and drop files, and filter your notifications based on what’s most useful to you and your practice.
With Case.one, you’ll stop wasting time searching for information related to your cases — everything is easily searchable and intuitively organized.
With Clio, cases become perpetual to-do lists instead of collaborative projects. Case tasks are listed as “matters” waiting to be resolved, rather than being seamlessly integrated with the rest of the system.
2) Summary Page
With Case.one, you can get a handle on your day while sipping your morning coffee — even one-handed. The custom summary page contains all of the information you need to evaluate your caseload, deadlines, collaborations, and workflow, now in one convenient place.
Case.one’s custom summary instantly gives you a view of your caseload.
Clio’s interface has over a dozen main sections, making it hard to get a sense of your workload without switching between endless tabs. If Case.one’s summary is a symphony, Clio is just a bunch of people wearing headphones singing different songs to themselves.
3) Event & Timing
Every lawyer loathes time tracking. Thankfully, we’ve perfected the process, using AI to make it faster and easier. Rather than manually inputting the amount of time spent on each task, you can start and stop tracking on each one like a stopwatch — and let your personal Artificial Intelligence (AI) powered time-tracking assistant organize your time entries based upon your workload, allowing you to generate bills quickly. You can also plan resources, manage team schedules and track deadlines with built-in reporting tools.
In Case.one, you can start and stop time tracking on tasks with the click of a button.
In Clio, you must manually log the amount of time you spend on each task.
4) Dashboard
Case.one’s dashboard delivers a personalized daily digest of the most important things happening in your firm’s universe. You’ll see the most important cases, clients, tasks, and events for everyone in your company, as well as a detailed chronology of who is working on which tasks — in real-time.
Case.one’s dashboard gives you an enlightened pilot’s view from 5,000 feet.
Entering Clio’s dashboard is like getting into an airplane’s cockpit — without knowing how to fly a plane. The amount of information is overwhelming rather than enlightening.
5) Client Portal
Relationships with clients can be complicated — but they don’t have to be. We make it easy for your clients to feel like a part of the process at every step of the way, with live updates on their cases’ progress and the ability to make requests directly through the system. You can also easily create custom or AI-generated invoices, and your clients can in turn easily pay you without ever leaving Case.one.
Case.one makes your clients a part of the team, seamlessly integrating them into the system.
Clio’s interface leaves your clients in the dark. The only time they’ll know what you’re up to is when they get a bill.
6) Reports
You can’t improve if you don’t know where you stand. Our reports integrate advanced analytics to help grow your practice and increase your efficiency. We help you track crucial financial and performance data that will assist you in making profitable decisions for your legal operations.
Use one of Case.one’s standard reports to track billing, productivity, revenue, and workload, or use the Case.one report builder to generate complex reports.
There’s nothing terribly helpful about Clio’s reports — they’re just a printed list of the tasks or outstanding invoices you already have listed elsewhere on the site.
