Legal Case Management
Empowering UK law firms with industry-leading case management software
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 one integrated cloud-based case management solution.
At Access Legal, we’re more than just a software provider; we're here to help you achieve your firm’s goals through technology. From empowering you to deliver exceptional client experiences to streamlining processes through automation and keeping you informed on the latest compliance news - we are committed to helping you get the most out of technology.
The trusted partner of over 35% of all UK Law firms
Over 3,500 law firms are taking their practices to new heights through Access Legal’s software, dedicated support and industry know-how.
Here’s how:
- Client Excellence
Providing an award-winning case management system that keeps your cases on track so you can deliver better client experiences. - Practice Excellence
Improving productivity and reducing complexity in the way you run your practices, ensuring you have solutions that are accessible and secure enabling you to work anywhere, anytime. - Compliance excellence
Navigate the complex landscape of compliance effortlessly with our comprehensive suite of learning tools to stay ahead in your subject matter expertise. As a trusted partner regulated by SRA and SAR, our compliance software automates reporting, saving your reporting officer's precious time.
Special Offer: Supercharge your case management and save 40% on our most popular legal add-ons.
Top benefits of our legal case management platform
An agile, secure and future-proof legal case management system, we can deliver a solution that matches your ambitions and enables your law firm to thrive. Give your legal team the tools to empower them to do what they do best and drive better case outcomes:
- Open cases and matters quickly, simply by importing a client form. Accurate data recording with no double entry speeds up the process.
- Eliminate the need for printing and paper files with our full electronic filing system. All documents are secure, easily accessible, amendable and shareable.
- Maximise efficiency and reduce admin with electronic document signing capabilities. Your team and clients can share documentation easily via email, or via our dedicated legal client portal.
- Streamline accounting and finance tasks with your case management tools by using our fully integrated legal accounting system.
- Improve your bottom line, secure in the knowledge that the Access Legal platform will scale with your firm as it grows.
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
- Reduce inefficiencies by entering critical information once only. Automated files mean that client with substandard debt profiles can be integrated into the case management system
- Stay on top of your cases - Track a range of complex, essential matters, engage with clients and manage day to day activities in one simple to use system for all case types, including conveyancing, personal injury, debt recovery, power of attorney, probate, employment, family and crime amongst others
- Drive performance by creating and accessing all essential, relevant documents in a fully indexed and searchable central digital library as well as electing and amalgamating any number of case documents into one single paginated PDF pack
- Maintain essential client focus with complete communication and diary management, case activity monitoring and automated reminders
- Data Security - Manage all elements of case and practice management within a secure, reliable environment protected with cutting edge security
Cost budgeting and drafting
Ensure commercial performance by building budgets, recording against time spent and preparing the right bills and appropriate court forms.
- Commercial Control - Measure, understand and control every element of your costs and revenue streams through integrated reporting and analysis tools
- 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 - Manage claims more efficiently by reducing processing time on each case and deliver a better client experience, while driving down cost as an outcome.
- Client & Workflow Management - Manage GDPR workflows, integrated within Access Legal Case Management software can be pre-defined or customised to ensure cost reduction and ongoing compliance, including sharing documents and case progress with through an online portal
- All areas of law - Our workflows support all areas of law including conveyancing, personal injury, debt recovery, lasting power of attorney, probate, employment, family, mediation, crime, costs drafting and financial claims.
Client onboarding and management
Client experience is enhanced with a suite of onboarding tools including Biometric checks, AML & PEPS searches.
- Track your prospects - With our Opportunities module, you can provide prospective clients with an online quotation form, allowing them to receive an instant online quotation for your services. This data is then stored in your legal case management system in real-time, allowing you to keep track of conversions and simply convert prospects to clients.
- Effectively manage cases - Improve your case handling by reducing the time spent processing each case, increasing the quality of service your clients receive and improving your bottom line.
- Client focused engagement - Drive practice performance by building client focused engagement integrating social media, direct contact and referrals.
Seamless integration with 100+ tools
Access Legal solutions offer unrivalled integration capabilities with both our own toolkit and 3rd party providers.
- Client focussed engagement - Drive practice performance by building client focused engagement integrating social media, direct contact and referrals.
- Digital Dictation - Record and edit conversations in real time with our transcription tool, which links directly back to your case file.
- Tailor your client communication to their preferences - Fully integrated SMS text messaging is available at the click of a button, and can be incorporated into comprehensive, pre-built workflows to automatically send messages at key file stages.
- 100+ industry-leading tools at your fingertips - Create a full suite of solutions by integrating with over 100 best in class 3rd party solution providers from the legal and business sectors. Our list of integrations is ever growing ensuring our customers can continue to bring all their digital tools together in the most efficient manner.
Reporting and BI
Data to shape your firm’s future. Power the understanding of your firm’s performance through a comprehensive suite of dashboards, reports and business intelligence.
- The reporting suite allows in-depth interrogation of any element of data that sits in Access Legal Case Management software suite
- Reports can be scheduled to auto-run at set times and dates, and be automatically distributed to pre-defined contacts.
Speed up the conveyancing process
Legal Bricks, part of Access Legal, offers law firms a customised online property search platform that simplifies and speeds up the conveyancing process. Legal Bricks is integrated with our case management software so you can perform all the relevant searches and checks within the system itself and the results are returned directly to the matter. Access Legal also integrates with other search and identity providers.
Legal Bricks products include:
- Conveyancing searches
- AML checks
- Biometric ID checks
- Client portals
- Quotation and referral system
Compare our case management software solutions & pricing
Hear what our customers say
Essentially, I see the Access Legal practice management solution as the ‘Apple’ of the legal software sector. It provides a huge return on investment, and a quality, centralised case management system, providing us with the confidence to know it’s entirely futureproof. Additionally, third parties have Access Legal at the top of their lists for integrations, so I can feel safe in the knowledge that our legal software is always going to be top of the range.
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
Elevate your Firm with Tech that Adapts to You
Servicing 40,000 professionals in over 3,500 firms in the UK and Ireland, our high-performing legal case management software can be fully customised to your law firm’s requirements.
Implemented via a cloud-based or on-premise solution, with comprehensive pre-built workflows and over 100 integrations - such as HMRC, HMRL, Docusign, Credas, Smartsearch – Access Legal can be a true end to end solution for your law firm.
Our commitment goes beyond software – we prioritise your success by helping you maximise its benefits in line with your firm’s goals, allowing you to focus on enhancing client experiences and ensuring the profitability of your law firm.
Your all-in-one comprehensive IT Provider
With Access Managed Services, get the added benefit of having your case management and other business software hosted by our IT experts with over 15 years’ experience in the legal sector.
By having one provider our specialist team can build, monitor, manage and maintain all your IT solutions, so you can focus on what matters most.
Our software is ISO27001 and Cyber Essentials accredited, and GDPR compliant to ensure maximum security of your case management files. It was recognised as the leading platform of its kind with a LegalEx Practice Efficiency Award in 2021, and is approved by the Law Society of England and Wales.
Connect every aspect of your firm with legal case management solutions
We offer an unrivalled set of software solutions for the legal market, incorporating case and practice management software and legal accounts, alongside HR, law firm elearning courses, compliance software and cloud hosting - all integrated through Access Workspace.
Practice management
Give yourself the freedom to improve the performance of your practice and generate value with one seamless legal software solution.
Legal compliance
Cloud-based risk and compliance platform for your legal business that allows you to track and manage your regulatory and quality standard obligations.
Compliance courses
Access Legal Learning is the easiest way to provide training solutions for your firm's needs. Includes SRA, AML, CQS, GDPR and FCA compliance.
Legal accounts
Take complete control of your finances and remain fully compliant with the SRA’s Solicitors Accounts Rules (SAR) and Making Tax Digital.
Client portals
Empower your clients with mobile self-service tools to access case files in one place, track real-time progress and securely send, receive and digitally accept documents.
Cloud hosting & IT
With unrivalled technical support, automatic software updates, and the reassurance that your firm can continue running whatever the circumstances, our cloud-hosted software enables you and your team to work securely from anywhere.
HR for law firms
Streamline your processes, increase productivity and stay flexible as you grow with intuitive and integrated recruitment, HR and payroll software at your fingertips.
Conveyancing and identity verification
Our conveyancing software uses integrations to help power efficiency in all aspects of legal conveyancing matter management and searches.
Discover why over 850 law firms rely on Access Legal Proclaim as their case management solution
Worksflows 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.