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Case Management

Manage Every Matter from Intake to Completion

Organise, track, and collaborate on cases with a purpose-built system designed for how solicitors actually work. From initial client intake through to case closure, every detail is captured in one secure place.

All-in-One Platform

This feature is included in every Firm Chambers plan — no add-ons required.

Key Capabilities

Centralised Case Files

All case information — notes, documents, correspondence, and deadlines — lives in a single, searchable case record accessible to authorised team members.

Milestone Tracking

Break cases into milestones that map to your workflow. Track progress at a glance and ensure nothing falls through the cracks.

Party Management

Record all parties involved in a matter — opposing counsel, witnesses, experts, and co-defendants — with contact details and roles.

Automated Reminders

Set deadline reminders for limitation dates, court hearings, and follow-up tasks. Notifications are sent automatically so you never miss a critical date.

How It Works

1

Create a Case

Enter the case details, link it to a client, and set the practice area. The case record is created instantly and ready for collaboration.

2

Add Milestones and Deadlines

Define the key stages of the matter and set deadlines. Automated reminders keep everyone on track.

3

Collaborate and Track Progress

Add notes, upload documents, and record time entries against the case. The dashboard shows real-time progress across all active matters.

Benefits

Never Miss a Deadline

Automated reminders and milestone tracking ensure critical dates are always visible and acted upon.

Complete Visibility

Every team member sees the same up-to-date case information, eliminating version confusion and duplicated effort.

Faster Case Resolution

Structured workflows and centralised information reduce administrative overhead, letting solicitors focus on the legal work.

Ready to Get Started?

Try Case Management and every other feature — free, no credit card required.