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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.
Take a product tour Book a demo

The platform built for modern legal work  

CaseMatters Evo icon representing flexible workflows and customizable case management features

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.  

CaseMatters Evo icon symbolizing AI‑powered assistance and intelligent automation

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. 

CaseMatters Evo icon representing centralized workspaces and unified case management

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:

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

Explore the tools your team will rely on every day.

Take a quick, guided walk‑through of CaseMatters Evo’s most powerful features - from automated task routing to intelligent document handling - and see how everything works together to support smooth, compliant legal workflows.

Trustpilot
Product Tour
Cases task categories
👋
Welcome 👋 to Legal CaseMatters Evo - your comprehensive legal case management platform.
This guided tour will walk you through the key features of our exciting new case management software and how it will help transform the way you and your firm work.

What you'll learn:
- Some of the great features and benefits
- How to navigate the dashboard and manage tasks
- Using the Smart Hub for quick actions
- How to browse and manage your cases
- Explore case details and workflows
- Use search and productivity tools

Estimated time: 3 minutes
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Your personal dashboard
CaseMatters Evo is browser-based, and fully secure.

It allows you to work from your laptop whether at home, at client meetings, in court or out and about, with real-time updates, and your AI assistant always with you.

The Action Desk is your dashboard - AI surfaces your daily tasks and critical actions across your caseload, providing a quick overview of what needs your attention first.
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Cases
The Cases section gives you access to all your legal cases.

You can view, create and manage all your legal cases, including recent, favourites and open matters, so you can quickly find what you need.
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Tasks & Today's critical actions
Tasks gives you a dedicated view for managing all your tasks across your caseload.

Get a dedicated view to filter, sort, and organise tasks across cases to stay on top of your workload.

AI will be helping you to prioritse your tasks so you can be more productive.

You'll also see your high-priority items that need your attention today. Each card shows key details, enabling one-click primary actions with quick access to secondary options.
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Cases filtered by
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Task Categories
Filter your tasks by category using these tabs:

All - View all tasks
Documents - Document-related tasks
Communications - Emails, calls, messages
Compliance - Regulatory requirements
Financial - Billing and payments
Team - Collaboration tasks
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Home 2
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Take action with the help of AI
CaseMatters' AI-Powered prioritisation continuously analyses deadlines, case urgency, client importance, and your workload to automatically surface your most critical tasks first. It proactively flags at-risk deadlines before they become problems so your priorities are always clear at a glance.
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You can easily navigate to your quick actions from your Smart Hub
Perform key case actions, such as take/make phone calls, send letters or emails, and create memos in one click for faster communication.
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AI assisted time recording
Intelligent time tracking with one-click start, automatic case association, and billing integration ensures accurate billing and boosts productivity.
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Easily check for conflicts
Instantly check for conflicts with smart name matching and advanced search filters to maintain ethical compliance.
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Automated ID/AML checks
Integrated identity, AML and sanctions screening simplifies client verification to keep you compliant, and is completed within minutes.
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Easy document bundling
Compile compliant, court-ready bundles with automatic indexing, built-in redaction, and no file limits in just a few clicks.
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Turn compliance from a burden into a competitive advantage
Integrated compliance: Monitor risk and stay compliant with built-in tools.

Due diligence made easy: AML and KYC checks built into your workflows.

Compliance workflows: Automate tasks and reporting at matter level.

Improved audit trails: Keep documentation clear and complete.
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case review
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Quickly see and filter your cases
The case table displays all your cases with key information:

Case reference - Your unique identifier

Client - Associated client name

Status - Current case status

Actions - See what you need to do next
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Find cases faster with smart filters
Quickly prioritise your work using filters designed to keep you focused. Options like urgent or this week show you which cases need your immediate attention, so nothing gets missed.
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Cases tab
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Cases Overview
Your case overview page gives you a detailed summary of a case, as well as helpful timeline views, workflows, accounts ledger, billing, compliance and audit trails all in one easy to view page.
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Home 3
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There's so much more
Including analytics reimagined. Where you can:

- See your entire firms performance instantly. Every case, every trend.

- Custom dashboards and prebuilt reports give you insights without the wait.

- Ask Copilot anything: Case duration, budget status, time loss and get accurate, actionable answers.
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Feature 2
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🎉
🎉 Tour complete!
This is just a short flavour of what CaseMatters Evo can offer your firm and team. There's so much more to see, from AI automating 75% of admin tasks to proactive intelligence built into every step. We'd love to show you a demo and answer any questions you have.

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

Security you can trust

CaseMatters Evo shield icon representing personal data privacy and advanced protection controls

Company secure 

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

Learn more
CaseMatters Evo icon of a user with a settings cog, representing configurable user permissions and role‑based access

Permissions aligned 

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

Book a demo
CaseMatters Evo padlock icon symbolizing secure data protection and enterprise‑grade platform security

Personally private 

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

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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
Two professionals collaborating over a laptop in a modern office, illustrating ease of switching to CaseMatters Evo

Trusted by over 35% of UK law firms

Book a demo for CaseMatters Evo

Book your personalised demo today and see why CaseMatters Evo is a 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.

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