Legal Case Management
Industry-leading case management software solutions
Our legal case management software gives you the freedom to do more of what matters most – building client relationships.
Save your firm valuable time by increasing collaboration, accuracy and consistency across your organisation through our case management software.
We know one size doesn’t fit all, which is why we offer two powerful case management solutions: Access Legal Case Management and Access Legal Proclaim.
The trusted partner of over 35% of all UK law firms
Two powerful case management software solutions
Whether you're just starting out, growing fast, or already established, explore two of the best case management solutions tailored to your needs.
Access Legal Case Management
Ideal for law firms and in-house legal teams seeking browser-based case management software with fast implementation.
- Out-of-the-box solution with basic customisation
- Best for: Criminal, Commercial and Conveyancing
Access Legal Proclaim
Perfect for law firms and in-house legal teams needing a cloud-based case management system to handle large volumes of documents across multiple practice areas.
- Highly customisable functionality, workflows and automation
- Best for: Conveyancing, Debt, Personal injury & Probate
Key features of our legal case management software
Learn more about the top legal case management software features to help your law firm achieve its 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.
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
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.
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.
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
Special Offer: Switch case management & get FREE installation of our client communications app
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.
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.
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.
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.
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.
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
Access Legal Case Management
Access Legal Case Management empowers law firms to work smarter from anywhere.
With a browser-based case management platform, you can access case files on any internet-connected device. Effortlessly manage documents using customisable templates and a secure portal, while seamless Office 365 integration automatically organises emails and attachments - saving time and reducing admin.
Access Legal Proclaim
Access Legal Proclaim is a flexible, cloud-hosted case management system that adapts to your firm’s needs.
Customise workflows, automate tasks, and manage multiple cases effortlessly. Streamline operations, enhance productivity, and ensure efficient document handling, saving time and driving efficiency across your firm.
Compare our case management software solutions & pricing
Top benefits of our 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:
- 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.
- Reduce admin with simplified document signing: Maximise efficiency by enabling electronic document signing. Easily share documents via email or our secure legal client portal, streamlining collaboration and reducing paperwork.
- 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.
Connect every aspect of your firm with our suite of legal software solutions
Discover how our legal software aligns with your goals, enabling you to run a compliant and profitable law firm from a single, integrated solution.
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
- Accident management software
- Commercial legal software
- Conveyancing software
- Criminal law software
- Debt recovery software
- Employment law software
- Family law software
- Financial claims software
- Legal client portal software
- Legal cost drafting software
- Mediation software
- Medical case management software
- Power of attorney software
- Personal injury software
- Wills and probate software
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?
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.
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.
Read more about what is legal case management software. or find out more about What is a legal matter management software system for law firms?
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.
Blog Spotlight: Legal Case Management
Read our latest blogs on all things legal case and matter management covering key industry questions and trends.
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