Legal Case Management

Legal case management software

Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management.

Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof.

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Automate the everyday

Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes.

From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service.

Access Legal partners with over 3,800 legal teams to power their solutions, from law firms and solicitors to in-house legal teams and public sector legal departments. Learn more >

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Embrace efficiency with legal case management software

  • Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry.
  • Keep a full electronic file - no printing or paper files. Easily accessible, amendable and shareable.
  • Both you and your clients can sign documents electronically and email or share access via the secure client portal.
  • Full library of forms and letters for all practice areas - which automatically populate using the data in the
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Book a free demonstration of Access Legal case management software to see for yourself 

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Agile, secure & futureproof

Make sure your legal case management system matches your ambitions and enables your firm to thrive.

  • Whether cloud-based (hosted) or on-premise, you can benefit from the latest features and support
  • Our browser-based system gives you the freedom to log-in securely from anywhere, on any device.
  • Gain complete flexibility to manage cases anywhere, anytime.
  • ISO27001 and Cyber Essentials accredited
  • GDPR
  • Delivered through Access Workspace for Legal
  • Make this the last migration you’ll ever need
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It’s time to embrace collaboration, agility and efficiency

Give yourself the freedom to improve the performance of your legal practice and generate value with one seamless software solution.

Access Legal solutions integrate with a wide range of suppliers and services, enabling you to streamline more of your processes straight from your software.  Learn more >

Access Legal case management

Key features of our legal case management system and solutions:

Data Storage

Access Legal case management software contains a powerful central database storing each and every piece of information relevant to your cases and files.

Document Production

It enables fast and effortless document production via a single mouse click. Documents can be generated singly or in thousands and can also be ‘bundled’ into paginated single packs.

Document Management

Access Legal case management software provides a fully searchable, central document library and knowledge / precedent store. Incoming items can be scanned and stored digitally within the law firm software, inside the relevant case(s) / file(s).

CRM and Business Development

CRM should lie at the heart of what you do – it should not be a mysterious, arm’s-length function. Access Legal Case Management contains the tools you need to build CRM into your everyday processes, managing the “prospect to client” journey and beyond. It also enables you to integrate Twitter, LinkedIn, Facebook and YouTube pages to track client and prospect social media activity.

Task Management

A full diary facility is linked with all case activities, and the legal software provides automated reminders to ensure important events are not overlooked.

Costs Budgeting and Management

Seamlessly integrated legal practice management software, providing:

Ongoing alerts and colour-coding for each element of the budget

A quick-view screen presenting all relevant costs information ‘at-a-glance’ for fee earners and management

Reporting and analysis across all budget categories on an individual case or global basis


Access Case Management’s in-built ‘workflow’ can be tailored to ensure that legal case management is consistent and in keeping with your firm’s standards. Any amount of automation can be built into the legal software, enabling you to concentrate on value-added activities rather than administration.

Access Legal have GDPR Individual Rights workflow integrated into its solutions. The workflow will manage requests and automate handling, reducing cost and aiding compliance with ongoing legislation.


Seamless Integrations

Utilising industry-standard methodologies such as XML and Web Services, Access Legal boasts unrivalled integration capabilities for law firms. Access Legal’s ‘Open Systems’ ethos means that we can integrate Proclaim law firm software with a huge range of complementary third-party applications.

Time Recording

For industries where time management is vital, Proclaim can automatically record time against every action (incoming and outgoing) taken.


A user-definable reporting suite allows in-depth interrogation of any element of data contained within Access Legal case management software. Reports can even be scheduled to auto-run at set times / dates and be distributed to pre-defined contacts, all with no manual intervention required.


Text Messaging

Fully integrated SMS text messaging is available at the click of a button, and can be incorporated into workflow to automatically send messages at key file stages.

Cost Drafting

Access Legal Cost Drafting Software assists with bill creation, from layout and calculation to the production of a red line bill, enabling you to extract maximum value from fee earners’ time, with more streamlined daily processes.

Book a free demonstration of Access Legal case management software to see for yourself 

book demo
Legal Case Management

Davies and Partners Solicitors

National Law Firm Davies and Partners Solicitors has carried out a major upgrade of its IT infrastructure with Access Legal. The project has streamlined it's systems onto a digital platform and future proofed its processes to establish a solid foundation to meet its ambitious growth plans.

“This has been a massive investment in the Firm’s infrastructure which has given us the means for unlimited expansion of space and the highest security levels available. This investment has provided future-proofing, safeguarding and business continuity which benefits both clients and our employees.” - Ewan Lockhart, Chief Executive

Read how Davies and Partners have been working with our solicitors case management software.

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Davis and partners

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