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The Basic plan equips solo practitioners and small teams with the essential operational backbone of theCaseWork. Clients and contacts stay organized and accessible, while structured Case Management gives every engagement a clear home. The Engagement layer keeps scope, expectations, and deliverables aligned from the start. Integrated Tasks and Events ensure nothing slips through the cracks, anchoring daily execution to each case. Within that same workspace, Notes capture insights and updates as they happen, and Documents keep every file in context with the right client and case. Together, these core features create a streamlined, dependable workflow that supports clarity, accountability, and consistent client service.
Features:
Up to 5 user licenses
Case Management
Clients / Contacts
Dashboard
Engagement Agreement
Tasks
Events
Notes
Documents (up to 200GB of storage)
Contact accounts@thecasework.com to add seats or storage.
The Basic plan equips solo practitioners and small teams with the essential operational backbone of theCaseWork. Clients and contacts stay organized and accessible, while structured Case Management gives every engagement a clear home. The Engagement layer keeps scope, expectations, and deliverables aligned from the start. Integrated Tasks and Events ensure nothing slips through the cracks, anchoring daily execution to each case. Within that same workspace, Notes capture insights and updates as they happen, and Documents keep every file in context with the right client and case. Together, these core features create a streamlined, dependable workflow that supports clarity, accountability, and consistent client service.
Features:
Up to 5 user licenses
Case Management
Clients / Contacts
Dashboard
Engagement Agreement
Tasks
Events
Notes
Documents (up to 200GB of storage)
Contact accounts@thecasework.com to add seats or storage.