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Legal app for clients, powered by inCase

Deliver the smooth, digital experience clients now expect with our law firm mobile app. Access Legal app for clients brings onboarding, messaging, and real-time updates together in one secure, branded legal mobile app, powered by inCase.  

From ID checks and eSignatures to real-time progress tracking and client messaging, our legal app for clients removes friction at every stage of the legal journey.  

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Product Tour
🚀

Get to know the platform

This tour will show you the key features and how to get the most out of them.

Dashboard
1
See your organisation's activity at a glance
The Dashboard is the first screen you see after logging in. It provides an at-a-glance overview of your organisation’s activity over the last seven days, including your average client rating and the number of identity check credits remaining.
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2
Track trends across sessions, users, emails, and ratings
Below these summary cards, four activity charts display trends for sessions, new users, emails received, and ratings submitted.
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Details
3
View and manage your organisation's core information
This screen displays your organisation’s core information, including the company name, telephone number, email address, SRA reference, and registered address.
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4
Update your organisation's details instantly
You can edit the general information or address sections directly by selecting the Edit button on the relevant card.
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information pages
5
Control what clients see on key legal pages
Information Pages lets you manage the content your clients see for key legal and organisational pages: Terms & Conditions, Privacy Policy, About Us, and Contact Us.
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6
Customise content for each information page
Select a tab to view and edit the content for that page.
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7
Publish or revert your page changes
Use Save Changes to publish or Reset to revert.
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users
8
Manage everyone associated with your organisation
The Users screen lists all individuals associated with your organisation, split across two tabs: Employees (internal staff) and Users (client portal users).
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Find, filter, and act on any user record
The table shows each person’s name, email, role, verification status, and when their account was created or last modified. You can search, filter, view, or delete users from this screen.
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create user
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Invite a new user to set up their account
Selecting ‘+ Create User’ from the Users screen opens this dialog. You enter the new user’s name, email address, and role, with the organisation pre-filled. Once submitted, the user will receive an invitation to set up their account.
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cases
11
Manage all your organisation's matters in one place
The Cases screen is the central hub for managing all matters within your organisation. Each row displays a case’s ID, title, owner, reply-to contact, case reference, and key dates.
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Quickly locate the right case
You can search for a specific case or use the Filters button to narrow the list.
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Open a case instantly
Selecting the view icon on any row opens that case’s detail page.
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case users
14
See who's involved in the case
When you open an individual case, you see a header bar with the case name, reference, owner, and reply-to contact, followed by a visual Case Process stepper showing progress through the transaction stages.
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Manage case participants with ease
The Users tab lists all individuals associated with the case, with options to view or remove them.
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Track progress at a glance
The right-hand panel shows the case’s To Do checklist and completion progress.
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cases documents
17
Access all case documents in one place
The Documents tab within a case lists all uploaded files, showing each document’s name, creation date, last update, and a Download action.
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Upload documents quickly
You can upload new documents using the ‘+ Create Document’ button.
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Stay oriented throughout the process
The case process stepper and To Do panel remain visible for context.
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Case questionnaires
20
Track all case questionnaires at a glance
The Questionnaires tab shows all questionnaires linked to a particular case, including their name, number of attachments, signatures remaining, status, and key dates.
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Access questionnaire responses instantly
You can view a questionnaire’s responses by selecting the View action.
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Never miss a questionnaire task
The To Do panel reflects questionnaire-related tasks.
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case ID checks
23
Monitor all identity verifications in one place
The ID Checks tab lists all identity verification checks for the case, each showing its name, creation date, current status (such as Awaiting Evidence or In Review), and a View action.
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Start a new identity check with one click
You can initiate a new check using ‘+ Create ID Check’.
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Find checks by status quickly
A status filter allows you to narrow the list by check progress.
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case messages
26
Stay on top of every client conversation
The Messages tab provides a threaded conversation view for each case, showing who sent each message, when it was sent, and whether it has been read.
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Send messages and share documents in one step
You can compose and send new messages using the text input at the bottom of the screen, with an option to attach files.
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case view ID checks
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See the full picture of any identity check at a glance
Drilling into a specific identity check shows its current status, the linked case reference, and creation date.
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Track how far through verification a client has got
A progress bar and summary cards display how many of the verification questions have been completed.
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Review every question, answer, and status in one place
This table lists each question, the client’s response, and its individual status. An Attachments tab is available for supporting documents.
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questionnaires
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Find and manage questionnaires across all cases
The organisation-wide Questionnaires screen lists every questionnaire across all cases, showing its name, linked case and To Do item, number of attachments, signatures remaining, dates, and completion status.
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Quickly locate the questionnaire you need
You can search by name or use filters to find specific questionnaires. Each row links through to the detailed questionnaire view.
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view questionnaire
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Understand exactly where a questionnaire stands
This screen shows the full detail of an individual questionnaire, including its completion progress, case reference, external reference, and timestamps. A summary displays total questions, how many are completed, and how many remain incomplete.
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Drill into responses and download what you need
Each question is listed with the client’s response and status, and you can filter by completion state or download the questionnaire.
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questionnaire templates
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Build and manage reusable questionnaire templates
The Templates screen under Questionnaire Templates lists all available templates for your organisation, showing the template name, number of questions, version, and key dates.

You can edit or delete existing templates, or create a new one using ‘+ Create Questionnaire Template’.
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create questionnaire
36
Build and configure questionnaire templates
The Builder is where you create and configure questionnaire templates question by question.

When adding a new question, you can set the question text, a help tooltip for clients, the question type (such as Text, Single Choice, or Yes/No), whether it is mandatory, and optional tags for referencing answers.

Tabs for Rules and Preview allow you to configure conditional logic and review the questionnaire as clients will see it.
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reports sessions
37
Track user session activity across your organisation
The Reports section opens on the Sessions tab by default, showing a detailed log of user session activity across your organisation.
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Filter and export session data
Each row displays the user’s email, case reference, assigned fee earner, and session date. You can filter by date range and export the data as a CSV file.
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reports new users
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Monitor new account creation activity
The New Users tab within Reports lists all recently registered users, providing visibility into account creation activity. The same date filtering and CSV export options are available as on the Sessions tab.
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reports emails
40
Track all email communication activity
The Emails tab shows a log of all emails sent through the platform, allowing you to track communication activity across your organisation. Date range filtering and CSV export are available.
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reports ratings
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Monitor client satisfaction and feedback trends
The Ratings tab displays client-submitted ratings and feedback. This report helps you monitor client satisfaction trends. As with the other report tabs, you can filter by date and export the data.
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email templates
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Monitor client satisfaction and feedback trends
The Email Templates screen lets you customise the content of system-generated emails sent to your clients, organised by type: Forgotten Password, Verify Email, and Signup Email. Select a tab to edit the template body, then use Save Changes to apply your updates or Reset to revert to the default.
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email subject
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Control exactly how your automated emails appear in inboxes
Email Subjects provides granular control over the subject lines used in automated emails.
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See at a glance what each email subject covers
Each row shows the trigger type, email type, custom tag, linked document or questionnaire name, and whether the datetime is included.
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Create or update email subjects in seconds
You can edit existing subjects or create new ones using ‘+ Create Email Subject’.
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encryption add key
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Protect sensitive files with your own encryption key
This screen allows you to generate an encryption key pair for securing files within your organisation. The platform stores one key and provides you with the other.
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Keep your key safe
This warning reminds you that the key can only be generated once and must be kept safe, as losing it means encrypted files cannot be recovered.
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encryption view files
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See all encrypted files
The View Files screen under Encryption lists all encrypted files held for your organisation, showing each file’s type, filename, external case reference, and dates.
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Find and securely download identity evidence by case reference
You can search by case reference and download individual files using the lock icon. This is primarily used for securely storing identity check evidence.
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🎉
🎉 Tour Complete!
You've seen what the platform can do. Now it's your turn.

Results that speak for themselves  

For legal practices that are looking to radically improve client communication, engagement and customer satisfaction, inCase provides the most innovative way to communicate with your clients efficiently and securely, through quoting and onboarding to eSignatures, and proof of funds.​​

50% more time for lawyers and 80% reduction in client calls

Icon representing document handling

Documents returned to lawyers within 24 hours* 

Icon illustrating identity verification and showing immediate ID checks completed through Incase

92% of ID checks completed immediately​

Icon showing improved efficiency and representing faster case completion

42% faster to complete cases*

Making legal services personal, efficient & stress-free

Your clients want clarity, simplicity and speed. Your team wants less admin, fewer interruptions and a smoother workflow.  

Our legal app for clients delivers all of this through one secure, branded mobile app for law firms that integrates seamlessly with your case management software. 

Stay in control with the Admin Portal 

The Admin Portal gives your firm complete control over the content and performance of your legal app for clients. Easily manage clientfacing information, build bespoke questionnaires, and view analytics that help you understand engagement across every matter. 

What you can do:

  • Manage app content: Update pages such as About Us, Privacy Policy, contact details and more. 
  • Create bespoke questionnaires: Design, edit and send custom questionnaires directly to the inCase app for clients to complete and sign. 
  • Access powerful analytics: Track key insights including created users, client ratings, login activity, email trails, sent messages and created cases. 
Laptop screen displaying the Incase Admin Portal and showing analytics charts and menu options for managing a legal app for clients

Introducing inCase ID – Fast, Secure, Standalone ID Checks

inCase ID is our new standalone product designed to simplify identity verification for law firms. Whether you're working in conveyancing, litigation, or private client services, it offers a fast, compliant, and cost-effective solution—without the need for full platform onboarding.

  • No dev work needed – Trigger checks via email templates
  • Fully compliant – Biometric, AML, PEPs & sanctions checks
  • Client-friendly – Seamless experience via the inCase app
  • Flexible packages – Choose Full ID or Lite options.
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The tangible benefits law firms can experience with inCase

Andrew Stevens, General Manager at Access Legal, reveals the tangible impact inCase is having on law firms today:

“Our customers see far fewer emails, a marked reduction in the number of calls they receive, and significantly faster transaction times. These benefits are reflected in the excellent feedback and Trustpilot scores their clients are giving.”

Don't take our word for it - what our customers say

From reduced transaction times, less phone calls to faster client onboarding and improved satisfaction and feedback -  hear the benefits law firms have experienced with inCase:

“42% Faster Timelines, 80% Fewer Calls, and 95% Client App Adoption”

Set your firm apart with exceptional client feedback

Great Solicitors Wonderful App

Efficient process, kept me up to date on progress, well structured and great App to use.

Richard Smith

Efficient, reliable and fast service, would highly recommend

From start to finish, the process has been clear. Their mobile APP is fantastic, smooth and easy to use. You can clearly view all documents and anything outstanding clearly.

Krishen Vaya

Great customer service

The APP system work’s very well and it made it easy to keep track of all the paperwork and everything I needed to complete.

Hayley

Loved the APP

Loved the APP, you can see your progress, fill in your paperwork online and message through it. Very efficient service, messages or emails answered straight away.

Angie Carrolk

Everything was completed quickly and…

Everything was completed quickly and APP provided made everything easy to send, receive and see.

Martin Jones

+3,300 legal professionals have realised the value of inCase​

Our app allows our clients to view the progress of their case in real time 24/7 and never miss an update.  inCase has reduced our transaction times on a purchase by a staggering 42% and on a re-mortgage transaction by 19%.

Andrew Taylor - Group CTO​ O’Neill Patient
Testimonial section showing a photo of Andrew Taylor from O’Neill Patien

We understand moving house can be unnerving, so we take every step to ensure our clients are happy and informed throughout the process. inCase is the perfect solution taking our customer service to the next level.

Paul Miller - Founder & Managing Partner Sweeny Miller
Testimonial section showing a photo of Paul Miller from Sweeny Miller

inCase has given us a real USP and tangible and measurable benefits, including improved efficiency internally and streamlined communication, but by far the biggest benefit is the enhancement to our customer service.

Rachel Stow - Managing Director​ Thorneycroft
Testimonial section showing a photo of Rachel Stow from Thorneycroft

Our firm has a glowing track record of achieving fast results whilst never sacrificing client satisfaction. The firm’s very foundation is built from a desire to create a positive experience for each client. This is why it is immensely important to us that we offer the best and most contemporary solutions available that meet the needs and growing expectations of our client base. Our proposition value is much more than winning cases quickly and a professional approach, it is also the actual experience each client has with us. I have found that inCase amplifies this.

Paschal O’Hare Solicitors brought inCase into Northern Ireland. A benefit of being an early adopter was that inCase complemented the firm’s reputation as being both progressive and technologically ahead of our competitors.

Internally, the app has freed up the solicitors’ time without reducing the standards of work. This means the clients that cannot use the app do not have to wait as long for an appointment with us. Essentially, inCase has benefited all clients, not just those who own a smartphone.

Patrick O’Hare - Managing Partner Paschal O’Hare Solicitors

Legal apps for clients FAQs 

What is the inCase legal mobile app?

The inCase legal mobile app, acquired by Access Legal in 2024, is a secure, branded app that lets law firms share updates, documents, forms and progress milestones with clients instantly. It provides digital onboarding, eSignatures, ID checks, secure messaging and process tracking - all integrated with your case management system. 

What is a law firm onboarding app?

A law firm onboarding app is designed to streamline the integration process for new clients of a law firm, automating tasks like training and document signing for improved efficiency. This legal onboarding app brings messaging, document sharing, and onboarding workflows together in one secure, easy-to-use platform.

How do legal apps for clients integrate with my existing case management system?  

Access legal’s app for clients, powered by inCase, connects directly to your case management system (CMS), so documents, messages, forms and updates flow automatically between your CMS and the client’s app. This means lawyers do not need to perform extra steps - actions in the CMS trigger updates in the app in real time.  

How do digital ID, AML and KYC checks work in a legal apps for clients?

Clients can verify their identity using NFC passport chip reading on both Apple and Android devices, along with advanced facial recognition to match their live image to their ID. The app also supports Proof of Funds checks directly with the client’s bank via secure openbanking connections. 

How secure are apps for law firms?  

Access Legal’s apps for law firms use TLS encryption - the same standard used in banking - to protect all messages and documents. The app also supports biometric login (fingerprint or facial recognition) for added security. Secure twoway messaging replaces email, post or unencrypted channels. 

Can we have our own branded version of a law firm mobile app?  

Yes. Access Legal’s law firm mobile app offers a fully branded app option, designed with your firm’s logo, colours and identity. This gives clients a consistent, professional experience while providing all the core features of our law firm mobile app.  

Like what you see? Get in touch to see inCase in action and set your firm apart

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If you’re looking to streamline more than case management, Access Legal offers a connected suite of software designed to help your law firm operate faster and with complete confidence.

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