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The Professional plan gives growing firms the full power of structured execution. You get everything in Basic—Clients/Contacts, Case Management, Engagements, Tasks, Events, Notes, and Documents—plus advanced tools that bring discipline and visibility to every engagement. Milestones keep delivery on track, while Case and Engagement Templates standardize your process. Time Tracking, Expense Management, and Invoices ensure billing is accurate and effortless. Account Insights, Case Insights, and Performance Insights reveal how your team is operating, and Notifications keep everyone aligned in real time. It’s the complete operating layer for predictable, profitable client work.
Features:
All features of Basic
Up to 10 user licenses
Milestones
Case Templates
Engagement Templates
Time Tracking
Expense Management
Invoices
Account Insights
Case Insights
Performance Insights
Notifications
Documents (up to 200GB of storage)
Contact accounts@thecasework.com to add seats or storage.
The Professional plan gives growing firms the full power of structured execution. You get everything in Basic—Clients/Contacts, Case Management, Engagements, Tasks, Events, Notes, and Documents—plus advanced tools that bring discipline and visibility to every engagement. Milestones keep delivery on track, while Case and Engagement Templates standardize your process. Time Tracking, Expense Management, and Invoices ensure billing is accurate and effortless. Account Insights, Case Insights, and Performance Insights reveal how your team is operating, and Notifications keep everyone aligned in real time. It’s the complete operating layer for predictable, profitable client work.
Features:
All features of Basic
Up to 10 user licenses
Milestones
Case Templates
Engagement Templates
Time Tracking
Expense Management
Invoices
Account Insights
Case Insights
Performance Insights
Notifications
Documents (up to 200GB of storage)
Contact accounts@thecasework.com to add seats or storage.