August

The Case.one team has added some great new features to your practice management system:

One Drive Integration – If you’re using Office 365, now you can add, access, and manage your documents and files through Case.one.

AI Assistant -  You’re likely already using the Billing Assistant features, now Case.one has been enhanced to learn from your daily activities. A new dashboard offers suggestions of next tasks or events based on the tasks and events previously logged. Your new personal assistant will save you time and prevent oversights. 

Billing Expenses - Add expense receipts to your billing files (all file formats are supported). When your invoice is uploaded to the client portal, your client can click on the expense and view the document.

Calculations & Formulas – Case.one now supports formulas for calculating liens, medical expenses, settlement amount. The formula is also used to calculate percentages and apply discounts.

Add Tasks Without Deadlines – If you want to use Case.one to track tasks without specific deadlines, you’ll appreciate this new capability to set tasks without a specific due date.
AI Assistant -  You’re likely already using the Billing Assistant features, now Case.one has been enhanced to learn from your daily activities. A new dashboard offers suggestions of next tasks or events based on the tasks and events previously logged. Your new personal assistant will save you time and prevent oversights.


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