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CaseMatters Evo
Product Tour

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.

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: 5-7 minutes
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💻
Work anytime, anywhere
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.
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Your personal dashboard
The Action Desk is your home base - 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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Main navigation
The navigation bar at the top allows you to quickly switch between different sections of the application.

You can access your Action Desk, Cases, and Tasks from here.
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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
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.
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Today's critical actions
Displays 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.

These are sorted by priority level:

Critical - Highest priority
Urgent - Time-sensitive
High - Important tasks
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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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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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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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🎉
🎉 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.

Why CaseMatters Evo

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.  

Learn more

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. 

Learn more

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. 

Learn more

Ready to Power Beyond the Limits Holding You Back?

You’ve seen a glimpse of what CaseMatters Evo can do. Now experience the full picture.
Discover how to reclaim time, reduce risk, and unlock new revenue opportunities with a personalised demo tailored to your firm.

Why book a personalised demo?

  • See AI and automation in action - saving up to 5 hours per fee earner every week.
  • Explore features that simplify complexity: document bundling, analytics, and Outlook integration.
  • Get answers to your questions from our legal tech experts.

Your next era of case management starts here.

Book your demo