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Legal Case Management

CaseMatters Evo: A new era of AI case management software

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

  • Future-proof your practice with AI case management software 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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Trusted by over 35% of UK law firms

The platform built for modern legal work  

Work your way  

Configurability without compromise. Tailor workflows to fit your practice and keep everything running smoothly, with deep customisation surfaced in a modern, intuitive browser interface that looks great and works effortlessly.  

Your built-in assistant

Proactive intelligence built into every step. CaseMatters Evo uses AI to surface key actions, summarise documents and automatically tracks time. It works like a personal assistant, anticipating what you need before you ask. 

Everything in one place  

One practice management platform with zero friction. Manage cases, compliance, payroll and learning in a single browser, with AI connecting it all seamlessly. No system switching, just seamless work across your firm. 

Power beyond your biggest challenges with CaseMatters Evo

CaseMatters Evo brings the next evolution of AI case management software, building on the power of  Access Legal Proclaim and reimagining it for how law firms work today and in the future:

Power beyond the hype  

See what these results could mean for your firm with our ROI Calculator.

%

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.
  • End your day in one click with automatic time recording. 
03 05

Work anywhere, anytime 

Freedom from the desk.

  • Full case access anywhere, anytime - 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.

See CaseMatters Evo in action

Take a guided product tour of our next-generation AI case management software and discover how it transforms the way your firm works.

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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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Switching doesn’t have to be difficult

Whether you're switching suppliers or migrating to our new platform, we've helped hundreds of firms transition from legacy systems to smarter, more powerful case management. Explore our step‑by‑step switching resources designed to make the move smooth, efficient, and low‑risk.

Explore switching resources
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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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Book a demo for CaseMatters Evo

Book your personalised demo today and see why CaseMatters Evo is the UK’s leading AI case management software.

CaseMatters Evo FAQs

General

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.  It’s purpose-built as AI case management software for modern legal teams.

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.

Is CaseMatters Evo a cloud-based case management software?

Yes, 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. 

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 within 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.  

Does CaseMatters Evo include compliance tools?

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

Support and training

How do I get started?

Book a demo with our team to see how CaseMatters Evo can transform your firm’s operations and workflow efficiency. During the demo, our experts will walk you through key features and show you how AI can streamline routine tasks. We’ll also discuss training options, onboarding plans, and best practices to ensure your team can get up and running quickly and confidently.

 

What support is available?

Access Legal provides comprehensive support throughout your onboarding to ongoing use, ensuring your firm gets the most out of the platform. Our team guides you through setup, helps migrate existing case data, integrates with your current systems, and configures workflows to match your firm’s unique processes.

We offer a variety of training options to ensure your staff are confident using all features. If you need any assistance, contact us, or visit the customer support portal for help with your current Access software to solve problems faster.