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Legal Case Management

What is a case management system?

A legal case management system is a digital platform that helps law firms manage cases, clients, and documents efficiently. It streamlines workflows, automates administrative tasks, and provides real-time access to case data, improving productivity and compliance. 

There are two types of case management software: 

No matter which type you choose, a robust case management system integrates essential tools for all areas of law, including conveyancing, family law, criminal defence, personal injury, and more. 

What does legal case management software do?

Imagine a more efficient, productive, and profitable way to run your firm, providing your fee earners with everything they need at their fingertips! This is where legal case management software comes in.  

Simply put, it's a digital tool that enables law firms to manage and organise all their cases and clients. In addition, a good case management software will offer a wide variety of integrations and allow for a more streamlined workflow and a level of automation, allowing fee earners to focus on chargeable work. 

No matter the size of your firm, if you’re looking to become paper-lite,  grow, increase revenue, or work more hybrid, case management software provides the tools you need.  

How can case management software help your law firm?

When it comes to winning and retaining clients, it’s important to look at how to set your firm apart and deliver something your competitors can’t. Having a case management system that enables your teams to be more efficient and productive, and helps you to communicate in real-time with your clients, positions your firm as a true partner. With legal case management software, you can provide an end-to-end enhanced experience. 

The key benefits of a case management system come from having a centralised source of truth that can be accessed securely from any device, anywhere, at any time. This helps your team stay on top of matters and cases effectively. Case management software also includes automated workflows to reduce the burden of admin, empowering your team to drive efficiencies and be more proactive with clients. 

Data and information are power, and gaining access to this quickly and easily allows your fee earners to get on with their jobs effectively and be confident that what they see is up to date and accurate. On the flip side, you can keep clients informed and able to access documents via a secure client portal or client communications app.  

How can case management software help your law firm?

Find out how Neves Solicitors have benefited from case management software

What should you look for in a legal case management system?

When looking for a new case management system for your law firm, it’s important to consider your needs and what tools and capabilities your business requires to be successful in the long term. Your decision to search for new case management software can be based on a wide variety of reasons, but the common thread is striving to make your firm more efficient.  

While case management features are important and should be at the top of your list, there are other factors to consider in order to make the right decision for your law firm. Here are five of the most important: 

  • Futureproof: It’s important to consider where you are now and where you aim to be in the longer term. Your case management system needs to grow and develop with you. 
  • Browser vs. Cloud Based: With ‘hybrid’ working now the new norm, many law firms are moving to cloud hosting services as they offer many benefits, including improved cyber security for law firms. Consider if your firm would benefit more from a web-based case management solution like ALCM or a cloud-hosted case management solution such as Proclaim. Both have unique advantages - it all comes down to your firm's needs and budget. 
  • Integrations: You shouldn’t have to compromise on the apps and services you already use in your firm, and the right legal case management system can work seamlessly with other popular programs, such as practice management tools and legal accounts
  • Adaptability: ‘Off the shelf’ or ‘Turnkey’ solutions are tempting and viable options, but not every firm is the same. Your case management should have the ability to tailor to your firm and how you work. Also, once implemented, how easy is it to add new users, and do you have control over this aspect? 
  • Security: With cyberattacks constantly on the rise it’s of paramount importance to ensure your firm and client information is confidential and secure. You’ll need to find out if your software has measures in place for protecting and encrypting data. Find out where the data is stored and if there are secure backups included. It's also important to ensure the provider is ISO accredited and audited. 

Discover our case management software trusted by 35% of UK law firms

If you’re looking to improve your efficiency, productivity, and profitability, our case management solutions provide all of this and much more. 

With two agile, secure, and future-proof case management solutions to choose from you have the freedom to work securely from anywhere on any device.  

A true end-to-end system that manages the case management lifecycle to empower your team with the tools to let them get on with what they do best and drive better case outcomes. 

Explore our web-based case management Access Legal Case Management or our cloud-hosted case management system Proclaim to find the solution that best fits your firm's needs. 

Access (UK) Ltd. is an approved partner of The Law Society offering case and practice management software to Solicitors. 

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*Access Legal was awarded the LegalEx Practice Efficiency Award in 2021 for being one of the leading providers of business management software to UK, Ireland, and Asia Pacific mid-market organisations. This award recognises the supplier that offers the best product or service to streamline workflows in a law firm, allowing them to improve efficiencies for their clients. Read press release.