CaseMatters Evo: AI case management software your firm deserves

Free your fee earners from repetitive admin.

• Smart work hub: See your most critical tasks first and stay focused on what matters. 
• AI-assisted time recording: Automatically capture billable time and record it from any device. 
• Document automation: Summarise, generate, and optimise documents in seconds while keeping everything organised in a secure document management system. 
• Remote access: Access full case information anytime, anywhere. 

Turn compliance from a burden into a competitive advantage. 

• Integrated legal compliance: Monitor risk and stay compliant with built-in tools. 
• Due diligence made easy: Data protection, 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. 

Remove the obstacles that slow your team and frustrate your clients. 

• Connected systems: Stop jumping between systems with everything in one platform for a user experience that flows better. 
• Intuitive workflows: Simplify complex processes for your team. 
• Client portal: Share documents securely and keep clients updated via the client portal. 
• Seamless client journey: From first contact to final billing, all in one place. 
• Secure communications: Share information with speed, confidence, and convenience for your clients. 

Cut costs and complexity with technology that delivers clear ROI.  

• Measurable impact: Recover £846,000 in billable for a  20-fee earner firm through AI automation and intelligent workflows.  
• Reduce overheads: Lower infrastructure costs and eliminate third-party licensing with a flexible, hybrid architecture. 
• A complete solution: All the core functionality you need in one platform. 

Work smarter with intelligent productivity tools.  

• Customisable workflows: Adapt CaseMatters Evo to your firm’s unique way of working. 
• Real-time dashboards: Track performance and compliance at a glance. 
• Instant intelligence: Reports and analytics for confident decision-making. 

The challenge for conveyancers 

Every title register buries its risk in dense text, whether it’s covenants, boundaries, charges, or easements. And every one has to be found, read, and cross-referenced by hand before a single piece of advice can be given. On one file that takes time. On fifteen, it becomes the job itself, and the cost of missing something is not a delay but a client left exposed. 

How CaseMatters Evo changes it 

With CaseMatters Evo, when a client asks "Can I extend into the loft?", you have a plain-English answer ready to send right away. The register has already been read, the risks surfaced, the conclusions drawn. You are reviewing the answer, not assembling it. 

Title review time: 90 min → 10 min 

Across 15 files, that is a full working week returned every week without adding headcount. 

The challenge for fee earners 

Every day starts the same way. Twenty minutes reading overnight email, working out what's urgent, what's routine, what's been missed, while the thing that actually matters sits buried at the bottom. Before a single billable minute, the day is already behind. 

How CaseMatters Evo changes it 

With CaseMatters Evo, the inbox is already sorted before you open it. Every email has a summary, a matter reference, a suggested action, and a draft response ready to be sent. Complaints are already routed to the COLP. You open your inbox and start working, not triaging. 

Morning inbox triage time: 25 min → 5 min 

Across 15 fee earners, that's 5–6 hours of fee-earning time back every single day, capacity your firm didn't have yesterday. 

The challenge for COLPs 

A complaint cannot just be logged. It must be classified, SRA-assessed, assigned, and acknowledged to deadline, then fully investigated: file review, statements, policy check, written report. Unlike some tasks, they can’t be planned for or pushed to tomorrow. 

How CaseMatters Evo changes it 

With CaseMatters Evo, the moment a complaint lands it is already classified, with a draft acknowledgement ready to be sent. Open the investigation workspace and the timeline is already built from the file. Matter history, correspondence, relevant policy, all in one place.  

Complaint triage to investigation open: 2–3 days → An afternoon 

When the SRA asks for evidence, it is already there, in order. "I'm never caught out" beats "it's faster" every time.

The challenge for practice managers 

Manual file checking can’t be scaled At 2,000 completions a month, it’s not a capacity problem, it’s physically impossible. Files go unchecked not because of poor management, but because there are not enough hours in the day to look at all of them. 

How CaseMatters Evo changes it 

With CaseMatters Evo, every file is checked overnight. The morning exception report flags the 30 to 40 files that need attention (out of 2,000) and explains exactly why. With one click, you can reassign the matter to the right person. 

File oversight: impossible → daily 

In a high-volume operation, this is not time saved. It is oversight that simply did not exist before, at any price.

The challenge for managing partners 

Usually, pre-meeting preparation spans four systems and takes 20 to 30 minutes. On a busy day, it often does not happen properly at all, and the partner walks in without the full picture. The billing conversation that needed to happen does not. 

How CaseMatters Evo changes it 

With CaseMatters Evo, you can say "Brief me on the Henderson account" and seconds later you’ll have the full relationship history, open matters, a billing decline of 15%, an invoice at 45 days, and no complaints on record. You walk in prepared, every time. 

Client meeting prep time: 30 min → 60 sec 

The partner raises the billing decline before the client does. That is the relationship that stays. It’s not about the time saved, but about the client they did not lose.

The challenge for finance teams 

Month-end is a two-to-three week process of reconciliation, WIP, profitability reporting, packs, and distributions that consumes a lot of time. By the time it’s done, the numbers are already three weeks old. 

How CaseMatters Evo changes it 

With CaseMatters Evo, the close triggers itself, variance commentary is drafted automatically, every partner receives a personalised pack, and "why is PI below target?" is answered in seconds, not at the end of a manual investigation. 

Month-end close: 2–3 weeks → 3–5 days 

That is 35 to 55 hours returned every month. 20 to 25 weeks of capacity back across the year. Not a faster Finance team, but a Finance team with half a year back to do finance.