Legal Case ManagerAbout us
We build the client-onboarding and matter-intake platform that UK law firms trust with their most confidential work.
Onboarding that firms can finally trust
Legal Case Manager started with a simple observation: client intake at most UK firms still runs on email and spreadsheets — slow, inconsistent, and hard to audit. We set out to replace that with a guided, compliant, confidential workflow.
Today, firms across property, family, immigration and probate use the platform to take a client from first enquiry to a fully onboarded, assigned matter — with AML, conflict checks and need-to-know access baked in from day one.
“Every firm deserves onboarding that is fast for clients and airtight for compliance — without choosing between the two.”
Principles that shape the product
Confidentiality first
Need-to-know access isn't a setting — it's the core of the product, enforced on every request.
Compliance by design
AML, conflicts, cooling-off and audit are built into the workflow, not bolted on afterwards.
UK-native
Built for SRA-regulated firms, with UK data residency and retention obligations in mind.
Make compliant client onboarding effortless for every UK firm
For the whole firm
Reception, fee earners, supervisors, compliance and admins each get exactly the access they need.
Fast to value
Most firms are live within a day — configure once per case type, then run every onboarding the same way.
Secure by default
Default-deny access, encryption, virus scanning and a full audit trail come as standard.