Legal Case ManagerFeatures
Everything a UK firm needs to take a client from first enquiry to an onboarded, assigned matter — compliant and auditable by design.
One platform for the whole client-intake lifecycle
Client onboarding wizard
A guided, save-and-resume flow with dynamic questions and document checklists per case type.
Matter-level RBAC
Need-to-know confidentiality with ethical walls — a non-assigned lawyer sees nothing, anywhere.
AML, KYC & conflicts
Risk assessments, eIDV, conflict search and SAR logging mapped to UK obligations.
Documents & e-sign
Secure uploads with virus scanning, versioning, accept/reject and e-signature.
Time, billing & ledger
Time recording, client invoices, payments on account and a compliant matter ledger.
Audit & reporting
An immutable audit trail plus onboarding funnels, SLAs and drop-off analytics.
From the first enquiry to a live, assigned matter
Enquiry & intake
Log the first meeting, capture an intake note and send a secure single-use invite.
Learn moreAssignment & lifecycle
Triage, assign to one fee earner, and progress the matter through its full lifecycle.
Learn moreNotifications
Branded, templated email at every step, with reminders and escalations.
Learn moreUK data residency
Stored in eu-west-2 with encryption at rest and configurable retention.
Learn more“A lawyer who isn’t on the matter sees nothing — that single guarantee is what got our partners to trust the platform.”
Need-to-know access, enforced server-side
Every query is scoped to the matters a user may see. Access is checked on the server for every request — never trusted from the browser — with default-deny and ethical walls to bar specific staff.
Onboard a client in three steps
Log the enquiry & invite
Reception captures an intake note and sends a secure onboarding link.
Client onboards & uploads
The client answers case-specific questions and uploads documents against a checklist.
Assign & go live
The matter is triaged, assigned under strict RBAC, and moves through its lifecycle.