CaseForte
CaseForte offers a comprehensive legal practice and case management software designed for UK law firms, integrating matters, documents, emails, time recording, billing, and client money into a single system.
Product Overview
CaseForte is a UK-based legal practice management platform that integrates matter management, document handling, email filing, time recording, billing, client-money accounting, intake, client portals, reporting, and workflow automation into a unified, browser-based system. Designed to streamline operations for law firms, it offers features such as matter templates, custom fields, conflict checks, document version history, full-text search with OCR, and ethical walls to ensure compliance. The platform supports both vendor-hosted and self-hosted deployments, providing flexibility and control over firm data.
Features
- Matter management with guided new-matter wizard and pipeline view
- Document management with version history, templates, and full-text search
- Email filing via Outlook add-in and automatic collection from shared mailboxes
- Time recording integrated with matter activities
- Billing and client-money accounting adhering to SRA Accounts Rules
- Client intake forms and client portals for enhanced communication
- Reporting tools for work in progress, aged debt, and client money
- Workflow automation for deadline tracking and compliance checks
- Ethical walls enforced across searches, reports, exports, APIs, and AI assistant
- Integration capabilities with Microsoft 365, Google Workspace, and IMAP environments
Company Details
- Headquarters
- 🇬🇧 London, United Kingdom
- Type
- Legal Tech Vendor