Legal Case ManagerFrequently asked questions
Answers on getting started, pricing, security and how Legal Case Manager fits your firm. Can't find what you need? Just ask.
Getting started
Is there a free trial?
Yes — every plan starts with a 14-day free trial. No card required to explore the product, and you can invite your team during the trial.
How long does setup take?
Most firms are live in a day. You configure each case type once — dynamic questions, document checklist and engagement terms — then every onboarding after that runs the same way.
Do you migrate our existing data?
For Pro and Enterprise plans we help import your existing clients and matters. Talk to us about your current setup and we'll scope it with you.
Pricing & plans
How does per-seat pricing work?
You pay per active fee earner or staff seat per month. Clients never count as seats — the client portal is always included. Starter is £39/seat, Pro is £69/seat and Enterprise is custom.
Can I change plans later?
Absolutely. Upgrade, downgrade or add seats at any time; changes are prorated automatically on your next invoice.
Is there a discount for paying yearly?
Yes — paying annually saves 20% compared with monthly billing on every plan.
Security & compliance
Where is our data stored?
All data is stored in the UK (AWS eu-west-2, London) with encryption at rest and in transit, plus configurable retention and GDPR erasure.
How does matter confidentiality work?
Access is need-to-know at the matter level. A lawyer who isn't assigned sees nothing — not in lists, search or by direct URL. Ethical walls are enforced by the platform.
Do you support AML and eIDV?
Yes. Risk assessments, conflict checks and SAR logging are built in, with optional electronic ID verification on the Pro and Enterprise plans.
Can we get an audit trail for the SRA?
Every access, change and export is logged immutably. You can export the full trail in minutes when the SRA asks.
Product & support
Does it work for our practice area?
Legal Case Manager is used across conveyancing, family, immigration, wills & probate, personal injury, employment, commercial and litigation. Case types are fully configurable.
Is there a client portal?
Yes — clients get a secure portal to answer questions, upload documents against a checklist, accept engagement terms and track progress. It's included on every plan.
How do we get help?
Every plan includes support, and Pro and Enterprise add priority response and onboarding assistance. You can always reach us via the contact page.