Legal Case Management

Case management software solutions, powered by AI

In legal practice, every minute counts, yet too many are lost to admin, delays, and distractions. Our AI-powered legal case management solution changes that.

Meet Access CaseMatters Evo.

Save hours on routine tasks with privately secure, intelligent software designed to accelerate everyday workload. From prioritising critical actions to summarising complex documents in seconds, our legal technology helps you stay responsive and in control.

More time for clients. Less time on admin. Every day.

Legalex

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The trusted partner of over 35% of all UK law firms

CaseMatters Evo

Your next-generation case management solution

Designed for UK law firms and in-house legal teams that need customisable, AI-powered case management software that delivers a browser-based interface your team will love.

All-in-one platform combining case and practice management, legal accounts, compliance, and everything you need to run your practice
Power meets simplicity with deep customisation and an intuitive browser-based interface
Work anywhere, anytime with secure, cloud-based access
Save up to 5 hours per fee earner, per week, with purposeful AI that anticipates your needs and intelligent automation

Ready to power beyond the limits holding you back? Get more done, faster. Resolve cases sooner, deliver better client experiences, and keep on top of compliance.

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Looking for Proclaim?

Proclaim has been reimagined. Introducing CaseMatters Evo, our next-generation, browser-based, AI-powered case management solution. Designed to be 10x faster than Proclaim across hundreds of daily interactions, it frees your team to focus on higher-value work.

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Key features of our legal case management software

Learn more about the top AI-powered legal case management software features to help your law firm achieve it's goals.

Task and matter management

Streamlined case management - Enter critical information once and automate files, reducing inefficiencies and simplifying the management of diverse case types like conveyancing, personal injury, and debt recovery.
Enhanced productivity & collaboration - Create, access, and organise essential documents in a fully searchable digital library. Easily compile case documents into a single, paginated PDF pack for better case preparation.
Secure, client-focused operations - Stay on top of client communications, schedules, and case activities with automated reminders—all within a secure, reliable environment protected by cutting-edge security.

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AI capabilities

Let Access Evo handle the time-consuming tasks so you can focus on delivering client excellence through well-informed decisions. Explore Access Evo’s features below to see how they can help you power through your workload.

Copilot: Your smart digital assistant. Whether it’s summarising documents, reports, or media files, Copilot delivers key insights instantly. Efficiently review client cases by pulling relevant information, saving you from sifting through every file.
Feed: Stay organised with automated task reminders sent straight to your case management system, ensuring nothing slips through the cracks as you manage your busy caseload.
Mobile App: Stay connected and in control, wherever you are. With the Proclaim Evo mobile app, access real-time updates, manage tasks, and respond quickly - all with Copilot and Feed at your fingertips.

Cost budgeting and drafting

Commercial control: Track and manage costs and revenue with integrated reporting and analysis.
Cost Management: Ensure commercial performance by building budgets, recording against time spent and preparing the right bills and appropriate court forms

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Pre-built and customisable workflows

Claims workflow management: Reduce case processing time, cut costs, and improve client experiences.
Client & compliance management: Automate GDPR-compliant workflows and share case updates via an online portal.
All areas of law: Support for conveyancing, personal injury, debt recovery, wills & probate, family law, and more.

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Client onboarding and management

Seamless client onboarding: Use biometric checks, AML, and PEPS searches for a smoother client experience.
Track prospects & convert clients: Provide instant online quotes and track prospects in real-time, easily converting them into clients with our optional Opportunities module.
Engage clients effectively: Build stronger client relationships through social media, direct contact, and referrals.

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Seamless integration with 100+ tools

Access Legal solutions offer unparalleled integration capabilities, connecting seamlessly with both our own tools and over 100 best-in-class third-party providers.

Our ever-growing list of integrations allows you to create a complete suite of solutions, streamlining your firm’s operations and bringing all your digital tools together efficiently.

Partners

Reporting and BI

Gain insights to shape your firm’s future with powerful dashboards and detailed reports. Schedule reports to run automatically and share them with key contacts effortlessly.

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Speed up the conveyancing process

Access Legal Searches simplifies conveyancing with a custom online search platform integrated into our case management system. Perform searches and checks smoothly, with results returned directly to the case.

Key Products:

Conveyancing searches
AML & biometric ID checks
Client portals
Quotation & referral system

Conveyancing

See How CaseMatters Evo Works

Take a guided product tour of our next-generation case management software and discover how it transforms the way your firm works.

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Hear what our customers say

I trialed six different case management systems while exploring the market and Access Legal Case Management looked the easiest to use and simple to understand whereas others seemed to have several steps involved when working through functions and workflows. The legal accounts side of Access Legal Case Management, in particular, is so easy to use compared to others and it streamlined a lot of our processes.

Chris Ringham - Director Bowsers Solicitors

Our new Practice Management Software, provided by Access Legal, helps up meet our targets and fuels our growth in various ways. It simplified the management of our IT solutions and took away the difficulty of liaising with different suppliers. Offloading everything to Access Legal in the cloud was probably one of our best business decisions.

Guy Adams - Managing Partner Pardoes Solicitors LLP

We felt that Access Legal provided a solution in their software that would evolve as the firm did. Stowe Family Law is the UK’s largest specialist family law firm – our goal was to become even bigger and we knew Access Legal would scale along with our own growth.

John Anderson - Digital Consultant Stowe Family Law

As an established practice, we continually develop our services to meet our clients' needs. Access Legal is a fantastic solution for us – its flexibility allows us to give a better, cost-effective service by enabling us to rapidly adapt to client and sector requirements.

Karon Harrison - IT Manager Hansells Solicitors and Financial Advisors

The decision to standardise on Access Legal as our overall claims management platform has been truly validated. The system is by some distance the leader in the claims sector.

Andrew Langford - Chief Information Officer Auxillis

Legal services provision is constantly changing – clients and customers are demanding more information, at a quicker rate – and we required a mobile application that puts clients at the centre of our service, but with the flexibility to suit the ever-changing conveyancing sector. After a lot of market research, we discovered the Access Legal Client Portal was a better option for our firm and our clients

Angelo Piccirillo - Partner and Co-founder AVRillo

Top benefits of our AI-powered legal case management software

Our agile, secure, and future-proof solutions are designed to help your law firm thrive. Empower your legal team with the tools they need to save time, reduce costs, and improve case outcomes:

Reduce admin with your built-in AI assistant: Copilot finds answers fast, summarises documents, and flags key insights - all within your software. Work smarter, stay focused, and bill more hours.
Save time on case initiation: Open cases and matters in minutes by simply importing a client form - no more manual data entry, ensuring accurate records and speeding up the process.
Save money with paperless processes: Eliminate the need for paper files. Our fully electronic filing system ensures documents are secure, easily accessible, and shareable - cutting costs on printing and storage.
Simplify finances and streamline billing: Integrated legal accounting tools make managing finances easier, helping you track billing, expenses, and keep everything organised in one place.
Grow with confidence: As your firm expands, our solutions scale with you. Access Legal is built to support your growth, so you can focus on what matters most - serving your clients.

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Win clients

Enhance your client’s experience through better communications, enabling you to attract and retain clients.

Client portal
Client communications app, powered by inCase

Maximise productivity

Improve your fee earner productivity, and efficiency, attract and retain top talent, and grow with better visibility of your firm’s performance.

Stay compliant

Ensure full control of all areas of compliance, in the areas that need the most attention, including cyber security, managing risk, AML and KYC – giving you ongoing confidence and peace of mind.

Governance, risk and compliance for legal 
CQS training  
Policy & Precedent Library  
Compliance Software  
Compliance Helpline  
Outsourced Audits  
Compliance, AML, Data Protection and Accreditation Reviews

Workflows supporting all areas of law

Streamline the creation, approval and management of legal work or matters

Legal case management software FAQs

Support and training

How quickly can I switch to Access Legal?

We aim to get new customers live with the system as soon as possible – generally around one month into their time with us. We then use the remaining two months of onboarding as a Q&A period to make sure that everyone has a chance to ask questions and get the most out of the product.

What support do you offer?

General

What is case management software?

Case management software for law firms is usually part of a fully integrated suite of practice management software, although it can be a separate module. Case management software is designed to empower fee earners at law firms to manage their cases more profitably. It achieves this by providing a range of tools that enable law firm staff to streamline their processes and to ensure all fee earning members of the workforce have the means to capture all of their billable time accurately and consistently. Workflow is usually a key factor of good case management software for law firms.

Firms will usually find, from a good legal software supplier, a wide range of case management workflow modules for all areas of law such as: conveyancing, court of protection, crime, debt, employment, family, immigration, personal injury, wills, probate etc.

How much does case management software cost?

Law firms looking for new case management software will find a wide range of pricing models on offer. Many software vendors today offer cloud-hosted software for a monthly subscription fee per user. This is known as software-as-a-service and is the more modern approach to software pricing. It is the opposite of buying software licenses that law firms can install on their own on-premise servers and management themselves, the more traditional, some would say out-dated way of selling software.

The price per user will depend on the range of software modules the law firm buys, the firm’s integration requirements and any bespoke configuration. However, as a general rule of thumb the price per user for cloud-based legal case and practice management software can be anywhere from £60 to £175 per user per month.

What is case management in a law firm?

In a law firm, case management is usually a term referring to software. A successful and growing law firm will usually invest in software that has been specifically designed for the legal sector for managing cases more efficiently, improving productivity and for capturing all the billable time generated by the firm’s fee earners. Case management software for law firms is usually built around workflow charts for the many areas of law that are practiced, and includes a wide range of value-add software modules too, such as: document management, client portal for tracking cases online, and specialist tools and integrations e.g. MOJ PI Portal, legal aid bulk claims, costs management and sophisticated integrations to the Microsoft Office Suite.

What does legal case management software do?

Legal case management software will help a law firm to:

Configure workflows software charts for specific areas of law e.g. conveyancing, family, crime etc.
Build workflow charts from scratch to match their unique processes for managing certain areas of law and certain cases
It provides all the tools for creating, managing, storing and sharing documents with sophisticated integration to the Microsoft Office Suite of mission-critical applications
A good legal case management software will be fully integrated with a law firms legal accounts software and its time recording software so that law firms can successfully manage their cases, capture their fee-earning time and bill it accurately on a case-by-case basis
It will deliver specific legal integrations to facilities such as the MOJ PI Portal and the Legal Aid Agency for bulk claims submission.
It will include value-add software modules such as litigation cost management and Anti-money laundering.
Generate all the necessary management information and insights for informed decision-making via reporting and dashboards

¹Access 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 the press release.