Legal Case Management
Access Legal Case Management Evo, powered by AI
A case management system that helps you to work smarter, not harder.
Ideal for firms and in-house legal teams seeking a quick implementation and freedom to securely work from anywhere on any device.
- Boost productivity by reducing admin tasks
- Save time with streamlined processes
- Enhance accuracy across your firm
- Get more done, in the moment, with AI
Who we work with
How AI powers our Access Legal Case Management Evo platform
An intuitive, secure and future-proof legal case management system, delivered to match your ambitions and enable your law firm to thrive. Give your legal team the AI tools to empower them to do what they do best and drive better case outcomes.
Your intelligent partner
Find answers instantly by asking natural language questions related to specific cases. Access Legal Case Management Evo helps you cut down on hours of searching and digging through materials, providing real-time answers.
Accelerate everyday tasks
Summarise documents, review reports, and access case details - like milestones, status, and communications - all within seconds using Copilot.
Spot issues before they escalate
Sentiment Analysis helps detect early signs of client dissatisfaction, allowing you to address issues promptly before they escalate.
Never miss a deadline
Feed keeps you on top of your workload by automatically prioritising tasks and curating to-do lists. It also alerts you when immediate attention is needed, so you never miss important deadlines or communications.
Summarise recordings instantly
Convert recorded client consultations and court hearings into text for document summarisation. Save hours with automated transcriptions for faster insights.
Smarter cost management
Stay on top of WIP, time, and costs with smart notifications in Feed. Improve cost control with accurate estimates and keep clients informed to avoid billing surprises.
Key features of Access Legal Case Management Evo
Learn more about the top legal case management software features to help your law firm achieve its goals.
Work from anywhere
Access your case files securely from any device with our browser-based system, allowing you to work seamlessly from anywhere.
Enjoy automatic updates with no need to schedule - new features, functionality, and updates are available instantly during your next session, ensuring minimal downtime.
Book a Demo
Achieve more with Generative AI
- Copilot: Your digital assistant to help quickly summarise documents, reports, or media files, and extract key insights to review client cases efficiently.
- Feed: Stay on top of your workload with automated task reminders delivered straight to your system, ensuring you never miss a critical deadline.
- Mobile App: Access real-time updates, manage tasks, and respond quickly - all with Copilot and Feed at your fingertips.
Data that drives decisions.
Evo Analytics, fully integrated within Access Legal Case Management Evo, empowers your firm to visualise, analyse, and act on data with confidence. Its comprehensive suite of dashboards, reports, and business intelligence tools helps you uncover insights, tailor visualisations to your needs, and share findings easily.
Task and matter management
- Reduce inefficiencies by entering critical information once only. Automated files and workflows mean that client with substandard debt profiles can be integrated into the case management system
- Stay on top of your cases - Track a range of complex, essential matters, engage with clients and manage day to day activities in one simple to use system for all case types, including conveyancing, personal injury, debt recovery, power of attorney, probate, employment, family and crime amongst others
- Drive performance by creating and accessing all essential, relevant documents in a fully indexed and searchable central digital library as well as electing and amalgamating any number of case documents into one single paginated PDF pack
- Maintain essential client focus with complete communication and diary management, case activity monitoring and automated reminders
- Data Security - Manage all elements of case and practice management within a secure, reliable environment. Have the option for customisable user security profiles for additional security.
Cost budgeting and drafting
Keep on top of commercial performance by building budgets, recording against time spent and preparing the right bills and appropriate court forms.
- Commercial Control - Measure, understand and control every element of your costs and revenue streams through integrated reporting and analysis tools
- Cost Management - Ensure commercial performance by configuring & adjusting cost rates for the user(s), recording against time spent and preparing the right bills and appropriate court forms.
Pre-built and customisable workflows
- Claims Workflow Management - Manage claims more efficiently by reducing processing time on each case and deliver a better client experience, while driving down cost as an outcome.
- Client & Workflow Management - Manage GDPR workflows, integrated within Access Legal Case Management software can be pre-defined or customised to ensure cost reduction and ongoing compliance, including sharing documents and case progress with through an online portal
- All areas of law - Our workflows support all areas of law including conveyancing, personal injury, debt recovery, lasting power of attorney, probate, employment, family, mediation, crime, costs drafting and financial claims.
Client onboarding and management
Client experience is enhanced with a suite of onboarding tools including Biometric checks, AML & PEPS searches.
- Track your prospects - With our Opportunities module, you can provide prospective clients with an online quotation form, allowing them to receive an instant online quotation for your services. This data is then stored in your legal case management system in real-time, allowing you to keep track of conversions and simply convert prospects to clients.
- Effectively manage cases - Improve your case handling by reducing the time spent processing each case, increasing the quality of service your clients receive and improving your bottom line.
- Client focused engagement - Drive practice performance by building client focused engagement integrating social media, direct contact and referrals.
Seamless integrations
Access Legal solutions offer unrivalled integration capabilities with both our own toolkit and 3rd party providers.
- Anti-Money Laundering (AML) checks – Conduct checks effortlessly using a variety of trusted providers, fully integrated within our solution, including Legal Bricks and SmartSearch.
- Payments – Process client payments quickly and securely with our fully integrated legal accounting software, ensuring efficiency and peace of mind.
- Advanced outlook integration - File emails directly from Outlook into Access Legal Case Management with ease. You can also log time for emails and attachments, streamlining your workflow.
Our list of integrations is ever growing ensuring our customers can continue to bring all their digital tools together in the most efficient manner.
Integration Partners
Speed up the conveyancing process
Access Legal Searches offers law firms a customised online property search platform that simplifies and speeds up the conveyancing process. Access Legal Searches is integrated with our case management software so you can perform all the relevant searches and checks within the system itself and the results are returned directly to the matter. Access Legal also integrates with other search and identity providers.
Access Legal Searches products include:
- Conveyancing searches
- AML checks
- Biometric ID checks
- Client portals
- Quotation and referral system
Hear what our customers say
We wanted a system which our staff can use anywhere and on any device which [Access Legal Case Management] certainly allows us to do as its browser-based but the key thing for me was the ability to change and adapt the workflows and templates to suit our business. We are now able to develop the system how we want to use it. We’ve seen roughly a 30% reduction in printing and postage usage and the system helps us maintain this ‘paper-less’ approach.
ALCM - and this is no understatement - has revolutionised our operations. The ability to customise workflows and having a fully integrated legal accounts system was a key factor in our decision.
We also wanted a system that would work well across the whole of our business and not just in one department.
The browser-based case management system supports the wider business objectives of implementing a hybrid way of working with the legal team able to access the case management system securely anytime and anywhere. The new case management system will allow us to better review and manage spend within the team.
It’s quite difficult to recruit solicitors to work in the public sector. Being able to say you don’t have to be in the office everyday is a big plus for us. It gives us an advantage over some private sector firms and also means we aren’t restricted to hiring locally.
Worksflows supporting all areas of law
Streamline the creation, approval and management of legal work or matters
Why Access Legal?
One technology solution provider
Unlike other managed service providers, our unparalleled expertise in the legal sector extends to supporting both your IT infrastructure and Access Legal ALCM software, optimising performance through our tailored hosting environment.
With over 15 years' of experience in the legal field, our specialist team consolidates all IT solutions under one provider, freeing you to focus on your priorities.
Expertise when you need it
At Access Legal, we’re more than just a software provider; we're here to help you achieve your firm’s goals through technology. From empowering you to deliver exceptional client experiences to streamlining processes through automation and keeping you informed on the latest compliance news - we are committed to helping you get the most out of technology.
Dedicated support
We’re here to help you get the most out of your software. From seamless implementation and onboarding to continuous post-sales support, we’re committed to working closely with you to ensure your team adapt quickly and unlocks the full value of your software.
Compare our case management software solutions & pricing
Start anywhere, go everywhere
No matter your goals, our suite of solutions empowers your firm to work your way—with one software package, one contract, and limitless possibilities.
Join the third of UK law firms already partnering with us. We’re more than just a tech provider—we’re your strategic partner in elevating your firm to the next level.
Connecting every aspect of your law firm
Our comprehensive suite of legal solutions unifies all your firm's software needs into a single, seamless platform.
Whether you're a managing partner, fee earner, practice manager, compliance officer, or IT manager, our tailored solutions are designed to empower every role within your practice.
Access Legal Case Management FAQs
What is Access Evo?
Access Evo is an integrated AI experience embedded across Access products. It combines sector knowhow, multiple data sources, and your firm’s own data with intelligent alerts and generative capabilities, allowing you to complete work at a truly remarkable speed. Access Evo automates the day-to-day, and new generative AI features help you take on new and bigger challenges, creating opportunities for your firm, and for your people.
How quickly can I switch to Access Legal?
We aim to get new customers live with the system as soon as possible – generally around one month into their time with us. We then use the remaining two months of onboarding as a Q&A period to make sure that everyone has a chance to ask questions and get the most out of the product.
What support do you offer?
All customers have access to our Knowledge Base where they can find answers to any questions. Our Customer Success Managers are also available to support you and your users as they navigate and embrace the new AI functionality, and to make sure you are using all the tools available, so you get maximum value from Evo.
How secure is my data?
We have designed and built Evo with your security at the forefront. We use a private instance of Microsoft Copilot, so your data remains secure to your firm, your users, and your clients. Any information uploaded to the system is subject to our well-established data security and data protection protocols so you can implement AI across your firm with confidence that your data will remain safe.
Will Evo keep my information confidential, and what happens to the information I upload?
Yes. Our 3-Tier Security model ensures that your data is kept within a private, secure environment and is never used in or made available to public, open AI solutions.
User-based and role-based permissions and controls ensure that no one in your firm can see anything they shouldn’t have access to. Finally, Access Evo is personally private, which means everyone can use Access Evo with the assurance that their confidentiality will be respected.
Is there training available for new users?
We offer a tailored approach to training that works the way you want it to. From self-directed learning at your own pace, to dedicated hands on training sessions to “train the trainer” or individual users. Our Customer Success Managers can advise on the best approach for your specific needs.
Blog Spotlight: Legal Sector
Read our latest blogs on all things case and matter management covering key industry questions and trends.
See all Access Legal news
Choosing AI case management software? Here’s how Access Legal Case Management Evo delivers from day one
Access Legal launches AI case management to streamline admin and free up lawyers’ time
AI adoption among law firms outpaces readiness – Access Legal shares plan to close the gap
Best legal case management software for lawyers in the UK in 2025
Legal Compliance Update
Why now is the perfect time to prepare for another SDLT deadline with conveyancing technology
How law firm apps can improve your client’s experience and boost firm productivity
Enhancing efficiency and elevating client satisfaction: Fosters ‘revolutionises’ its operations with Access Legal Case Management
Cloud Hosting for Law Firms: Public, Private, or Hybrid?
What are the 5 biggest challenges facing the legal profession in 2025?