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Access Legal brochure
Power beyond legacy systems
Explore this brochure to discover how Access Legal supports law firms with innovative technology, streamlined workflows, and smarter case management.
Technology purpose-built for the legal sector
Law firms don't struggle because of a lack of expertise - they struggle because their systems don't keep pace with the way they need to work.
We understand legal services should be powered by people, not slowed down by admin or disconnected technology. Our purpose goes beyond completing the job; it's about exceeding expectations and helping overcome complex legal challenges with a unified legal technology platform to support every part of your firm. Working together, not in silos.
Our connected suite of solutions helps firms streamline operations, improve client experience, stay compliant and make better decisions. With built-in AI intelligence that connects data, automates workflows and works quietly in the background - like an always-on admin assistant.
More than software, Access Legal is a long-term strategic partner to UK law firms.
Access Legal software solutions
Access Legal helps you with managing clients, cases and matters, staying ahead of regulations, training, looking after your staff and managing your finances all in one accessible view.
Case management
Save time and increase efficiency with our Legal case management software that can be fully customised to your law firm’s requirements.
Practice management
Improve the performance of your practice and generate value with one seamless legal software solution.
Legal compliance
Simplify your law firm’s compliance with our cloud-based legal risk and compliance software.
Legal learning
Access eLearning is an easy way to provide training solutions set out by the Solicitors Regulation Authority (SRA) and The Law Society.
Legal accounts
Take complete control of your finances and remain fully compliant with the SRA’s Solicitors Accounts Rules (SAR) and Making Tax Digital.
Client communication
Give clients secure, anytime access to case files, real-time progress updates, and seamless communication - all in one place, with easy document sharing and eSigning.
Managed IT Services
Simplify your operations with fully managed IT services designed to keep your business running smoothly and securely.
Legal conveyancing
The all-in-one conveyancing platform for solicitors, estate agents and home movers.
Trusted by over 35% of UK law firms
Case management, powered by AI
From the team behind Proclaim, trusted by UK law firms for over 30 years, comes a new generation of case management - purpose-built for the modern legal firm.
CaseMatters Evo is an AI-native, browser-based platform designed specifically for UK law firms. With intelligence embedded at its core, it doesn't just respond - it surfaces what matters and anticipates what you need, before you ask.
By unifying case management, AI-driven automation, compliance monitoring and business intelligence in a single platform, CaseMatters Evo delivers powerful performance without sacrificing flexibility.
Explore how CaseMatters Evo compares to Proclaim
A clear view of how our next‑generation platform builds on the trusted foundations of Proclaim.
CaseMatters Evo - top 5 features
Save hours on routine tasks with privately secure, intelligent software designed to accelerate everyday workload.
Data-driven insight
Gain instant visibility across your firm - every case, every trend. Pre-built reports, custom dashboards and ask Copilot for clear, actionable answers.
Intelligent task management
Real-time visibility of overdue, due today or coming up. Manage tasks, approvals, client intake and financials from a central dashboard.
Advanced Outlook integration
File emails, record time, track tasks and search across matters seamlessly - without leaving Outlook.
Smart productivity tools
Smart time tracking that auto-pauses and resumes. Universal search across cases, clients, documents and emails. Real-time collaboration.
Court-ready bundles
Create tailored documents with smart templates, compile court-ready bundles with automatic indexing and use AI summaries to grasp key details without reading every page.
Find out how Access Legal can transform your firm
Discover the full power of the Access Legal suite.
Legal accounts
Accounting software, designed for legal compliance
Unlike generic "off the shelf" accounting software, Access Legal Accounts has been designed to meet the stringent requirements placed on law firms, including managing client accounts and anti-money laundering procedures.
It can be used as a standalone solution or integrated with your existing case management system. With full transparency and audit trails across every transaction, you can easily keep track of office and client accounts.
We love how Access Legal Accounts integrates with the case management system. We've never had to manually enter any information because the lawyer provides it all when they submit their e-chits via the case management system.
Client communication
Everything you need to provide superior client experience, from onboarding to case-related communications.
Client portals
Branded self-service portal accessible via any device. Clients access all their case files in one place, track real-time progress and securely send, receive and digitally accept documents.
Client communications app, powered by inCase
The first mobile app enabling clear communication between legal providers and clients. Quoting, onboarding, eSignatures and proof of funds - improving efficiency and speed to revenue.
%
more time for lawyers and 80% reduction in client calls
h
for documents to be returned to lawyers
%
of ID checks completed immediately
%
faster to complete cases
Conveyancing software
One connected system. Every stage of the journey.
No more jumping between systems. Our conveyancing software integrates seamlessly with our case management system to create a smooth, digital journey across quotation, onboarding, AML and ID checks, searches, and post-completion tasks.
Case management software
Browser-based, built for high-volume work. Ready-made or custom conveyancing workflows to reduce risk and keep cases moving.
Digital conveyancing hub
Quoting, searches and post-completion, fully connected to CaseMatters Evo. No re-keying or manual uploads.
Digital onboarding tools
ID checks, AML and questionnaires sync straight into CaseMatters Evo. Clients complete tasks anytime, anywhere.
CQS accreditation & training
One of three authorised providers outside the Law Society. Trusted by 1,000+ firms with webinars, policies and templates.
Legal learning
Easily maintain the competence of your teams with content that is engaging, timely, and relevant to them.
Covering AML, SRA Standards and Regulations, Financial Crime, Corporate & Social Responsibility and Practice Management. All regularly reviewed by our team of legal experts.
- Access learning from your PC or mobile
- Record training done outside the system
- Comply with competency requirements
- Report on training completed
- Create your own courses and pathways
It helps us as managers because you can see who has done what. When we had the AML audit, we were able to go in and show the SRA that everyone had done their training. It’s the same for Lexcel audits.
I also think in terms of our people, the fact that they can access the training whenever they want is really beneficial, rather trying to do something internally that means downtime for our staff, where people have to travel from other offices.
Compliance software and services
Compliance is complicated. We make it simple.
Centralise compliance records in a single system. Get expert support with AML, outsource audits, and stay on top of SRA, data protection and Lexcel requirements - all at the click of a button.
We’ve found terrific value in having somebody outside of the firm identifying areas of improvement. This provides us with a better understanding of how we should record and store data. There’s a bit of a bedding in period around that but it does provide a practical roadmap for improvement.
Managed IT services
Access Managed Services provides fully managed IT solutions for law firms of any size.
Our team are able to host al of your 3 party software and ensure you do so securely, implementing al thenecessary measures to protect you against cyber threats.
Managed IT services
Day-to-day running of your solutions, so you focus on your business.
Managed devices
Full life-cycle device management that's flexible and scalable.
Managed IT support
Single point of contact for all IT queries. A true extension of your team.
Virtual desktops
Access apps, data and email from any authorised device, anywhere.
Managed security
Cyber risk reduction, compliance strengthening and 24/7 monitoring.
Operational teams across the firm
CaseMatters Evo supports operational teams with the insight and visibility they need to work effectively - connecting client, matter and operational data in a single platform.
Business development - opportunity view
Understand client service types, key contacts and matter history to identify growth opportunities.
Marketing - campaign insight
Client experience data, engagement trends and firm data to tailor campaigns and demonstrate impact.
HR - team overview
Performance insights, workload visibility and engagement trends to support resourcing decisions.
Reception - live availability
Real-time availability, efficient call transfer and follow-up logging for fee earners.
How we support your tech journey
Our Customer Success team works closely with you from day one to help you get value from your Access Legal solutions as quickly and effectively as possible.
From onboarding and adoption through to optimisation and growth, our tailored Value Pathways provide structured, ongoing support at a pace that suits your firm.
Beyond go-live, our partnership continues through regular product webinars, customer advisory boards, user groups and online customer portals.
Consultancy and training
We know law firms. And the one thing that's for sure is that every firm works in different ways.
That's why our professional services team works with you to shape your case management solution to work the way you do. From helping you choose the right modules for your practice areas, to developing the workflows, automations, and reporting insights that you need to help keep your firm moving forward.
And once we've tailored your case management solution to work just as you want it to, we'll make sure your users are trained by our experts so they can take advantage of the developments quickly.
We're here to make sure you maximise the return on your investment in the quickest time possible.
Access Legal FAQ
What legal software solutions does Access Legal offer?
Access Legal provides a comprehensive suite including AI-powered case management (CaseMatters Evo), legal accounting, compliance monitoring, eLearning, client portals and onboarding tools, digital conveyancing, cloud hosting and managed IT services — all connected through the Access Evo platform.
How does CaseMatters Evo differ from Proclaim?
CaseMatters Evo is browser-based, AI-native and built on the Access Evo platform, offering built-in AI assistance, advanced Outlook and Teams integration, court-ready document bundling and single sign-on - capabilities not available in Proclaim.
How does Access Legal support firms during onboarding?
Our professional services team handles module selection, workflow configuration, data migration and training. Our Customer Success team then provides ongoing support through tailored Value Pathways, product webinars, user groups and customer advisory boards.
Is Access Legal suitable for small law firms?
Absolutely. Solutions scale from boutique practices to large multi-office firms. Start with what you need and add modules as you grow. Over 35% of UK law firms already trust Access Legal.
What compliance tools are included?
Built-in SRA compliance, AML/KYC checks, data protection workflows, audit trail management, plus CQS and Lexcel accreditation support. You can also access expert compliance consultants for audits and ongoing guidance.
See Access Legal in action
Book a demo today and experience the freedom to do more.