Think of cases like folders on your computer. With Case.one you begin by selecting a Practice Area then giving the case (legal matter) a name. The case becomes the place where all items related to that case are stored, including:
- Data collected about specifics (Reference Sheet)
- Contacts (called Participants)
- Emails related to the case
- Documents
- Tasks (to-dos viewed on Calendar)
- Events (scheduled activities viewed on Calendar)
- Time sheet
- Expenses
- Invoices
- Others working on the case (can be internal or external)
There is no limit to the number of cases you can have in the system