Legal case management
This is your go-to place to see what's almost ready for release, what's coming next, and what plans we have for the future. Clear, transparent, and always up to date.
Written by Clare Bonsall, Head of Product at Access Legal.
Posted 19/08/2026 | Updated 20/08/2026
Use the tabs below to learn more about what we're working on:
CaseMatters Evo's Action Desk is a task management dashboard that gives fee earners and practice managers a prioritised view of everything that needs attention - ordered by deadline, with compliance obligations and overdue matters flagged automatically.
Live today.
CaseMatters Evo Quick Actions gives every user instant access to six of the most common legal tasks: call, letter, email, memo, create task, and upload file - from anywhere in the platform, without navigating away from the current screen. Designed to reduce the number of clicks between decisions and actions.
Live today.
CaseMatters Evo Tasks brings your own tasks and your team's tasks into a single, unified list - making it easy to see what's outstanding, action items directly, create new tasks, reassign work to colleagues, and reschedule deadlines without switching between screens.
Live today.
CaseMatters Evo Cases brings together everything a fee earner needs to run a matter in one place: a case summary, full timeline of activity, accounts ledger, and work in progress. Eliminates the need to move between separate screens to understand where a case stands.
Live today.
CaseMatters Evo AI Co-Pilot is built directly into the platform, giving fee earners instant document summaries and legal data search without leaving the case. Reduces the time spent reading lengthy documents and searching external sources, allowing lawyers to focus on advice and client service.
Live today.
All compatible Proclaim workflows are carried over and running in CaseMatters Evo, meaning firms migrating from Proclaim can continue using their existing processes from day one - without rebuilding workflows from scratch.
Live today.
CaseMatters Evo Smart Timer records time against the specific case and activity automatically, with bulk posting available for fee earners who need to record multiple time entries at once. Reduces the risk of unbilled time and supports accurate WIP reporting.
Live today.
CaseMatters Evo Conflict Checker runs a party search across your database, returning results with probability scoring so your team can quickly assess the risk of a conflict of interest before taking on a new client or matter.
Live today.
CaseMatters Evo's Outlook Add-In lets fee earners file emails directly to the right case in one click. Designed to reduce the risk of important correspondence being missed or filed incorrectly.
Live today.
CaseMatters Evo maintains a full, read-only audit trail of every change made across the platform. Gives practice managers and compliance officers complete visibility over system activity, supporting regulatory obligations and providing a reliable record in the event of a dispute or investigation.
Live today.
Find any case, task, or note across your entire practice in seconds using a single search bar. Access Evo global search eliminates the need to navigate between separate screens, saving fee earners time on every matter.
Live: August 2026
Build precise, criteria-based searches to pull exactly the cases you need. The same flexible querying your team relies on today, carried straight into CaseMatters Evo. Ideal for firms that need to filter large caseloads by specific matter attributes.
Live: August 2026
See compliance status at a glance, with decisions recorded directly on the case. CaseMatters Evo embedded compliance keeps your firm audit-ready at all times, reducing admin overhead and the risk of missed obligations.
Live: August 2026
Search across your cases and tasks quickly and reliably with CaseMatters Evo basic case search - the everyday foundation that all other search and workflow features build on. Designed for speed and simplicity across all matter types.
Live: August 2026
Link a Microsoft Word document directly to the right matter in CaseMatters Evo and file it back to the case automatically, with time captured at the point of saving. Reduces manual document filing and ensures accurate time recording for fee earners working in Word.
Live: August 2026
Configure what happens automatically after an action is completed in CaseMatters Evo, including confirmation dates, follow-up screens, and reminders. Gives practice managers full control over post-action workflows without developer involvement.
Live: August 2026
Set up checks and pre-filled details that run before an action goes ahead in CaseMatters Evo. Ensures the right information is captured and validated at the point of action, reducing errors and rework across your practice.
Live: August 2026
Tailor your CaseMatters Evo screens to match exactly how your firm works, without waiting for a software release. Practice managers can customise layouts, fields, and views independently, giving firms the flexibility to adapt the platform to their processes.
Live: August 2026
Bring your existing firm data into CaseMatters Evo with significantly less manual re-entry during onboarding. The common data mapper maps your current data structures to CaseMatters Evo fields, reducing migration time and the risk of data errors when getting started.
Live: August 2026
Set up automatic follow-on actions that trigger when something happens on a case in CaseMatters Evo, so nothing gets missed. Linked actions reduce reliance on manual checklists and ensure consistent process execution across your team.
Live: August 2026
Take client payments directly within CaseMatters Evo using Access Paysuite, set up in a few guided steps. No separate payment systems or manual reconciliation needed. Payments are recorded against the matter automatically, keeping billing accurate and compliant.
Live: August 2026
Open a new matter quickly in CaseMatters Evo with a simple, guided setup. Reduces onboarding time for new fee earners and ensures matters are created consistently and completely from day one.
Available: September 2026
Build a complete client record in CaseMatters Evo in one place - covering identity verification, compliance checks, financials, and documents. Eliminates the need to switch between systems when onboarding a new client, keeping your firm compliant and efficient.
Available: September 2026
Add and manage all third parties connected to a case, including opposing solicitors, experts, and courts - linked directly to the matter in CaseMatters Evo. Gives your team a single, accurate view of every party involved, reducing miscommunication and manual cross-referencing.
Available: September 2026
Get a clear, connected view of every financial transaction on a matter in CaseMatters Evo, so your team always knows exactly where a case stands financially. Supports accurate billing, reduces reconciliation errors, and keeps financial records audit-ready.
Available: September 2026
Turn recorded time and expenses into a bill in a few clicks, without leaving the matter in CaseMatters Evo. Streamlines the billing process for fee earners, reduces the time between work done and invoice raised, and minimises the risk of unbilled time slipping through.
Available: September 2026
In-product guidance that helps your team bill with confidence from day one in CaseMatters Evo. Particularly valuable for new staff or firms migrating from another system - reducing training time and billing errors during the transition.
Available: September 2026
Verify a client's identity and run Anti-Money Laundering (AML) checks directly within CaseMatters Evo, keeping your firm compliant without switching to a separate system. Decisions and outcomes are recorded against the client record automatically, supporting your audit trail.
Available: September 2026
Get a clear view of time recorded across all your matters in one place, so billing stays accurate and workload stays manageable. Fee earners and practice managers will be able to review, adjust, and approve time entries without leaving the platform, reducing the risk of unbilled time.
Available: October 2026
Get the reporting and insight you need on your matters and billing, without leaving CaseMatters Evo or building reports by hand. Practice managers will be able to track performance, identify bottlenecks, and make data-driven decisions, all from within the platform.
Available: October 2026
CaseMatters Evo will automatically flag matters that have fallen overdue, alerting the right people before deadlines are missed. Designed to give practice managers proactive visibility over caseload health, so nothing slips through the cracks and client service standards are maintained.
Available: October 2026
Provides one-click email filing with AI matter suggestions, in-Outlook case cards, follow-up task creation, file-as-task and richer auto-filing configuration. This helps fee earners cut email-filing time and stops correspondence going unfiled or actions being missed - all without leaving Outlook.
Available: October 2026
This roadmap is for informational purposes only and does not constitute a commitment, promise or legal obligation to deliver any material, code or functionality. The Access Group reserves the right to modify, delay or discontinue any features at any time without notice. Development priorities are subject to change based on customer feedback, market conditions and business requirements.
Productivity without the overload
Cut the clutter and get more done.
Work anywhere, anytime
Freedom from the desk.
Document bundling made simple
From risk to ready.
Outlook integration that works for you
From fragmented to fully connected.
CaseMatters Evo developed by Access Legal (part of The Access Group) is the AI-native case management platform built for UK law firms. It removes the burden of admin, so your team can focus on what matters most. Firms that make the switch unlock over £42,300 per fee earner annually. Secure, compliant, and cloud-native, it gives you the clarity and control to deliver better outcomes for your clients.
The CaseMatters Evo roadmap is a publicly available, regularly updated overview of what the Access Legal product team is currently building, what's coming next, and what's planned for the future. It is divided into three stages: Now (in development), Next (coming soon), and Later (future planning). The roadmap is updated monthly and reflects the team's current priorities based on customer feedback, market conditions, and business requirements.
Feature prioritisation for CaseMatters Evo is driven by a combination of customer feedback, usage data, regulatory changes affecting UK law firms, and the broader Access Legal product strategy. Customers can share feedback directly with their account manager.
Yes. CaseMatters Evo includes embedded compliance tracking on every matter and built-in ID and Anti-Money Laundering (AML) verification, allowing firms to meet their regulatory obligations without switching to a separate system. Compliance decisions are recorded directly against the client record, supporting your audit trail.
Yes. You can book a call with the Access Legal team to see CaseMatters Evo live, including features currently available and those in development.
CaseMatters Evo is built for UK law firms of varying sizes, from smaller practices to larger multi-office firms. The platform is designed to scale with your firm, with features like the admin screen designer allowing you to tailor the system to your workflows without waiting for a software release.
Book a call with our team and see the features on this roadmap in action.
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