Feature
Unomia (Firm Standard)
BaseNet (Advanced)
Urios (Plus)
Kleos (Advanced)
1–2 Intake & qualification
CRM — lead pipeline & qualification
✓Odoo CRM — predictive scoring + web-form capture
Partialseparate sales module — unclear if bundled in the legal-practice tier
–not found in published materials
–not found in published materials
Website (e.g. WordPress) → CRM integration
✓Odoo CRM web forms + email-to-lead alias — keep your existing site, leads still land in the pipeline
–not found in published materials
–not found in published materials
–not found in published materials
ID verification / AML-KYC
✓Veriff, bundled
–
–
+moduleKleos KyC, paid
3 Case
💬 Communication — threads through every step above, see diagram
Client portal (files & status)
✓
✓
Partialguest login / Cloud Drive — documents only
✓Kleos Connect
Phone / click-to-call
–not found in published materials
–not found in published materials
–not found in published materials
WhatsApp intake & messaging
✓
–
–
–
Internal chat & video calls
✓Odoo Discuss, bundled
–not found in published materials
–not found in published materials
–not found in published materials
📁 Document Management — threads through every step above, see diagram
Central document workspace
✓Odoo Documents — PDF split/merge, file requests, AI auto-sort
Partialper-client dossier, centrally stored — no confirmed PDF tools or AI auto-sort
PartialDocuments module (Plus) + Word/Outlook templates — no confirmed PDF tools or AI auto-sort
Partialfolder-based explorer + custom fields — no confirmed PDF tools or AI auto-sort
eSign (electronic signature)
✓Odoo Sign, bundled — EU/US legally recognised
✓partner add-on ("Ondertekenverzoek"), Advanced+
–
–
4 Tasks & deadlines
Client-visible tasks + auto due-date reminders
✓
Partialtasks can be shown; automatic client reminders not confirmed
–document-only portal
–notifications go to firm staff, not clients
Task management (Gantt / visual planning)
✓Odoo Gantt + recurring tasks, sub-tasks & dependencies, incl. in client-shared view
–to-do list found, no Gantt
–calendar/deadlines only
–
Practice-area workflows (task-plan templates)
✓Odoo project templates + Casey-assisted setup
–
–
–
5 Time & expense registration
Time & expense tracking, invoicing
✓Odoo Timesheets — built-in timer + suggested entries
✓
✓
✓
Local AI timesheet agent
✓runs on your machine, drafts entries for review
–not found in published materials
–not found in published materials
–not found in published materials
6 Invoicing & accounting
Billing
✓Odoo Accounting — bank sync + automated follow-up on overdue invoices
✓
✓
✓
⚙ Platform & infrastructure
Casey / AI coworker (intake → invoice)
✓bundled, every step incl. communication, documents, voice & automation
+€10/u/mo
–
+tierExpert AI from Advanced
Casey Voice Agent (dictation & call transcription)
✓Odoo 19 AI Voice — real-time dictation, meeting & call transcription
–not found in published materials
–not found in published materials
–not found in published materials
Casey AI Automation Rules
✓Odoo 19 Automation Rules, AI-assisted — auto-categorise & update records as they're created
–not found in published materials
–not found in published materials
–not found in published materials
Odoo Enterprise (full ERP underneath)
✓
–
–
–
EU hosting included
✓
✓
+€7,75/mo
✓
Dedicated database (not shared)
✓
–
–
–capped shared storage, 25–150GB
Open platform (extensible)
✓
–
–
–
Setup / migration pricing
Scoped quotenot free — see FAQ
On request
+€795flat, any scope
+add-onprice on request