Legal Case Manager
17Feb
10k+
Clients onboarded
WCRPSB500+ firms fully onboarded
Client onboardingdone right.
The multi-tenant platform UK law firms use to take a client from first enquiry to a fully onboarded, assigned matter — with AML, compliance and need-to-know confidentiality built in.
Why firms switch
“A lawyer who isn’t on the matter sees nothing — that single guarantee is what got our partners to trust the platform.”
6–15 yr
retention, handled
Built for UK law firms
From first enquiry to onboarded matter — in one system
Legal Case Manager replaces the email-and-spreadsheet intake scramble with a guided, compliant, auditable workflow. Configure it once per case type; run every onboarding the same way.
Need-to-know RBAC & ethical walls
AML, KYC & conflict checks by design
UK data residency (eu-west-2) & full audit log
500+
UK firms onboarded
40k
matters intake-managed
98%
faster document chase
Everything you need
One platform for the whole client-intake lifecycle
Client onboarding
A guided wizard takes clients from invite to submitted matter — dynamic questions, document checklists and save-and-resume.
Learn moreMatter RBAC
Need-to-know confidentiality. A non-assigned lawyer sees nothing — not in lists, search or by direct URL. Ethical walls built in.
Learn moreAML & compliance
Risk assessments, eIDV checks, conflict search and SAR logging — SRA and Money Laundering Regs mapped to the workflow.
Learn moreBilling & payments
Time recording, client invoices, matter ledger and payment-on-account with Stripe — plus SaaS subscription plans.
Learn moreReach out to book a free 20-minute demo for your firm today.
Book a demoPricing plans
Simple per-seat pricing that scales with your firm
Starter
For small teams onboarding their first matters online.
£39/seat / mo
- Up to 5 seats
- 2 case-type templates
- Client onboarding wizard
- Document uploads & checklist
- Email notifications
ProMost popular
For growing firms that need full RBAC and compliance.
£69/seat / mo
- Unlimited seats & case types
- Matter RBAC & ethical walls
- AML, eIDV & conflict checks
- Info-request loop & messaging
- Time, invoices & matter ledger
- Full audit log & reporting
Enterprise
For multi-office practices with bespoke compliance needs.
Custom
- Everything in Pro
- SSO & advanced MFA
- Dedicated UK data residency
- Custom retention & GDPR erasure
- Priority support & onboarding
- SLA & security review
How it works
Onboard a client in three steps
Step 01
Log the enquiry & invite
Reception captures an intake note after the first meeting and sends a secure, single-use onboarding link.
Step 02
Client onboards & uploads
The client answers case-specific questions, uploads documents against a checklist and accepts engagement terms.
Step 03
Assign & go live
The matter is triaged, assigned to one fee earner under strict RBAC, and progresses through its lifecycle.
Proven results
Turning client intake into real, defensible outcomes
Firms of every size run a faster, cleaner, fully auditable onboarding — without ever compromising confidentiality.
Confidential by design
Matter-level access, proven
Non-assigned lawyers see nothing — in lists, search or by URL. The single guarantee that gets partners to trust the platform.
Audit & compliance
Every action, recorded
AML, conflict checks and a full immutable audit trail mean SRA-ready evidence is a click away, not a week of digging.
Let's connect
Reviews that inspire confidence — let's talk
Tell us about your firm and how you onboard clients today. We'll show you a tailored walkthrough and answer any compliance questions — no obligation.
20 min
Guided demo
1 day
Typical setup
UK
Data residency
62%faster intake
“Onboarding that took a week of back-and-forth now closes in a day. The missing-items panel alone paid for itself.”
EW
Eleanor Whitfield
Managing Partner
100%audit coverage
“Every access and change is logged. When the SRA asked, we exported the trail in minutes instead of days.”
PS
Priya Sharma
COLP / MLRO
3.5×more matters
“The confidentiality model means partners finally trust the system with sensitive files. We onboarded three offices.”
DO
Daniel Okafor
Head of Immigration
