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Meet CaseMatters Evo

Your Proclaim investment, reimagined for the browser. Give fee earners a powerful web experience with secure access to case data from anywhere.

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.

Express 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.

Mobile 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.
  • Summarise documents or draft responses in seconds with AI.
03 05

Work anywhere, anytime 

Freedom from the desk.

  • Full case access on any device, anywhere - 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.

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. 

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Your next evolution starts here.

Proclaim has been the backbone of legal case management for decades. CaseMatters Evo takes everything you value and elevates it with browser-native flexibility, AI-driven automation, and integrated compliance tools. 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

Articles & Insights  

AI is changing how law firms operate - fast. Tasks that once took hours now take seconds. From smarter compliance to sharper client service, AI frees you to focus on strategy and stronger outcomes. 

Curious but not ready to dive in? Explore what AI could mean for your firm.

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