Access Legal Case Management

Access your case files securely from any device with our browser-based case management 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. 

• 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.  

Ensure 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.  

• 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 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. 

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. 

Data to shape your firm’s future. Power the understanding of your firm’s performance through a comprehensive suite of dashboards, reports and business intelligence. 

• The reporting suite allows in-depth interrogation of any element of data that sits in Access Legal Case Management software suite 
• Reports can be scheduled to auto-run at set times and dates, and be automatically distributed to pre-defined contacts. 

Access Legal Searches, part of Access Legal, 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