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CaseMatters Evo: Your new era of case management

CaseMatters Evo isn’t just software. It’s a strategic leap in how law firms work

  • Future-proof your practice with technology that evolves for your firm, not the other way round. 
  • Secure, compliant and everything you need to manage the business of law in one platform. 
  • Grow without growing with AI and automations acting as your personal assistant, reclaiming up to five billable hours per fee earner each week.
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Power beyond your biggest challenges with CaseMatters Evo

CaseMatters Evo builds on the power of Access Legal Proclaim and reimagines it for how law firms work today and in the future:  

Power beyond the hype  

%

LESS admin time thanks to purposeful AI and automations

HOURS saved per fee earner each week

£

EXTRA billable time per fee earner/per year

CaseMatters Evo key features that change the game

01 05

Analytics reimagined  

From blind spots to crystal clarity. 

  • See your entire firm’s performance instantly - every case, every trend. 
  • Custom dashboards and pre-built reports give you insights without the wait. 
  • Ask Copilot anything: case duration, budget status, time loss - and get accurate, actionable answers. 
02 05

Productivity without the overload 

Cut the clutter and get more done.

  • Start your day with critical actions front and center - no more hunting.
  • One universal search across Outlook, Teams, SharePoint, and case files.
  • Summarise documents or draft responses in seconds with AI.
03 05

Work anywhere, anytime 

Freedom from the desk.

  • Full case access on any device, anywhere - right from your browser.
  • Review and annotate documents in court with real-time updates.
  • Your AI assistant travels with you - ask anything, get instant answers.
04 05

Document Bundling Made Simple

From risk to ready.

  • Create compliant, court-ready bundles without leaving your case.
  • Handle every file, every format, every practice area - fast and stress-free.
  • Built-in redaction and security features keep you covered.
05 05

Outlook Integration That Works for You

From fragmented to fully connected.

  • Sync emails, tasks, and updates seamlessly.
  • File emails, record time, and search cases - all without leaving Outlook.
  • Fewer clicks, smarter responses, total control.

Security you can trust

Company secure 

Your data stays in a private, secure environment and is never shared with external AI systems. 

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Permissions aligned 

CaseMaters Evo honours your firm’s user permissions, so colleagues only see what they are authorised to view. 

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Personally private 

Every user can work with confidence knowing their information remains confidential. 

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Why 3,500+ firms trust Access Legal 

  • One trusted partner: All your legal technology needs in one place for a seamless experience.  
  • Support you can rely on: From seamless implementation and onboarding to continuous post-sales support, we’re here to help you get the most out of your software.  
  • Expertise that delivers: Proven guidance to help your firm work smarter and achieve more.  
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Ready to power beyond the limits holding you back?

Book your personalised demo today and see how CaseMatters Evo helps you reclaim time, reduce risk and unlock new revenue opportunities.

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FAQ: CaseMatters Evo 

1. What is CaseMatters Evo?

CaseMatters Evo is a next-generation, browser-native, AI-powered case management solution, built to give your firm the speed, intelligence, and seamless connectivity to thrive in this new era of legal work. CaseMatters Evo is the result of 30 years of proven expertise, reimagined with purposeful AI, modern architecture, and the flexibility your teams need today.  

2. How is CaseMatters Evo different from Proclaim?

CaseMatters Evo builds on Proclaim’s strengths but adds web-based access, integrated case management, and AI-driven tools for smarter, faster workflows. Your investment in Proclaim isn’t lost - it’s evolved. CaseMatters Evo preserves your workflows, customisations, and data while adding AI-native architecture, web-based flexibility, and integrated compliance tools. It’s everything you know, and everything you’ve been asking for.

3. Is CaseMatters Evo a cloud-based case management software?

CaseMatters Evo is a cloud-based application that surfaces case information from Proclaim, allowing fee earners to access and work on their cases from any device, in any location, without needing installed software. 

4. How secure is my firm's and client data in CaseMatters Evo?

We have designed and built CaseMatters 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.  

5. Does CaseMatters Evo include compliance tools?

Yes. CaseMatters Evo automates compliance checks and provides proactive alerts to help you stay ahead of regulatory requirements.

6. How do I get started?

Book a demo with our team to see how CaseMatters Evo can transform your firm’s operations.