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Meet CaseMatters Evo

Your Proclaim investment, reimagined without compromise.
CaseMatters Evo delivers revolutionary performance and AI-powered intelligence with a seamless transition. Everything you rely on stays intact - your workflows, integrations and data move across without disruption. No rebuilding, no risk, just immediate improvement from day one.

CaseMatters Evo is more than an upgrade. It’s a strategic leap forward.

  • 10x faster than Proclaim
  • Smarter workflows and automation to cut admin
  • AI-powered intelligence for better decisions

Your Proclaim system now delivers more power, speed and flexibility than ever. See how CaseMatters Evo compares.

Take a product tourExpress your interest

Capabilities that power beyond complexity 

Connected systems

Stop jumping between platforms with everything in one place for a seamless experience.

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.

Remote access

Access full case information anytime, anywhere.

Integrated compliance

Monitor risk and stay compliant with built-in tools.

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 a quick, interactive walkthrough showing the key features that make CaseMatters Evo streamline tasks, boosts productivity, and brings all your case information together in one central hub. 

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
1/19
💻
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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1
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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2
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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3
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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4
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.
6/19
5
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
7/19
Cases filtered by
8
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
8/19
Home 2
9
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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10
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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11
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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12
Easily check for conflicts
Instantly check for conflicts with smart name matching and advanced search filters to maintain ethical compliance.
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13
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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14
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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15
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.
15/19
case review
16
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
16/19
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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.
18/19
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.
19/19
🎉
🎉 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 we reimagined case management for you

The way you work has changed. Clients demand speed, teams need flexibility, and integration is essential.  Discover how we’re shaping the future of legal tech together. 

Express your interest

Your next evolution starts here.

Proclaim has been the backbone of legal case management for decades. CaseMatters Evo builds on that strength, bringing browser-native flexibility, intelligent automation, and integrated compliance tools - all without disrupting what works. See how they compare:

Features:
CaseMatters Evo
Proclaim
Work anywhere
Works with your existing Proclaim system to give fee earners browser-based access to case data from anywhere
Smart AI tools
AI summarises documents, finds information instantly, and keeps tasks organised
Access Evo platform tools
Includes Copilot for instant insights, Feeds for real-time updates, Spaces for team collaboration, and full mobile access
Integration with other Access products
Simple, seamless set-up through the Access Evo Platform
API integrations with Access and third-party software
Analytics & Reporting
Create dashboards and customised reports for clear, actionable insights
Custom reporting via Power BI
Work without distractions
Everything you need is on one screen, so you can work without switching between different systems
Navigation can feel complex and disrupt workflow
Microsoft Teams and Outlook
Full Teams integration and enhanced Outlook functionality
Limited Outlook functionality, no Teams integration
Multiple user access
Teams can work on the same case at the same time
Document bundling
Create court-ready bundles with automatic indexing, page numbering, and section management in just a few clicks
Manual process with limited functionality and file size restrictions
Single Sign-On (SSO)
Quick and secure with SSO through Access Evo

How the switching process works 

Your firm is unique. Transition to CaseMatters Evo and keep everything you’ve built in Proclaim - workflows preserved, no messy data migration.

Get in touch with your Account Manager to jump the queue and switch to this game-changing solution sooner.

Express your interest
Trustpilot

Discover the Future of Case Management

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