Legal Case ManagerHow it works
From first enquiry to a fully onboarded, assigned matter — a guided, compliant, auditable workflow you configure once per case type.
Onboard a client in three steps
Log the enquiry & invite
Reception captures an intake note after the first meeting and sends a secure, single-use onboarding link.
Client onboards & uploads
The client answers case-specific questions, uploads documents against a checklist and accepts engagement terms.
Assign & go live
The matter is triaged, assigned to one fee earner under strict RBAC, and progresses through its lifecycle.
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 moreCompliant and confidential at every step
The workflow doesn't just move a client along — it captures the evidence the SRA expects and enforces need-to-know access the whole way through.