CaseConnect is a web-based matter management and accounts platform for UK law firms, bringing matter information, clients, documents, deadlines and financial work together. Each matter workspace can contain parties, documents, tasks, critical dates, time records and billing information. Firms can generate documents from templates, precedents, merge fields and custom data, then configure practice areas, matter templates, custom fields and workflows through the administration interface without developers or consultancy. The platform includes client and office account management, billing and financial workflows; its ledgers are described as built to the SRA Accounts Rules. An admin-approved, one-way Xero integration exports issued invoices, credit notes, allocated payments and associated contacts. The client portal allows matter access, with safeguards that the maker says prevent confidential or privileged documents from being published; staff review client uploads and access can be revoked. UK-specific elements include dates, VAT, GBP billing and Land Registry disbursement tracking. Licences include standard support and training, guided onboarding, and ongoing system and security updates. Pricing is tailored and not published.
Who it is for
CaseConnect is aimed at small, boutique and growing UK law firms, including high-street practices and specialist firms. It may suit firms seeking matter management, legal accounts, document generation and configurable workflows in one web platform.
What is good
- Matter workspaces combine documents, tasks and billing.
- Workflow configuration does not require developers.
- Client and office accounts are included.
- Standard support, training and guided onboarding are included.
- UK-specific dates, VAT and GBP billing are built in.
What to know first
- Pricing is available only by tailored quotation.
- Xero exports are one-way and admin-approved.
- Confidential or privileged documents cannot be published to the portal.
Verdict
CaseConnect combines matter workflows, legal accounts and document automation with UK-specific functions. Firms need to request a tailored quote, and Xero transfers data in one direction only.
Get started with CaseConnect
- Visit the CaseConnect website.
- Request a quotation based on your firm’s requirements and per-user licence needs.
- Arrange guided onboarding; migration or bespoke configuration may be quoted separately.
- Use the web platform and configure practice areas, matter templates, fields and workflows.
- Set up portal access and, if needed, administrator-approved Xero exports.
Limits to know first
There is no published fixed price; quotations may depend on user count, contract length, migration needs and bespoke requirements. Optional migration, white-glove implementation, bespoke configuration and AI services, when available, may be quoted separately.
Questions about CaseConnect
How much does CaseConnect cost?
Prices are not published. The per-user licence is provided by tailored quotation based on firm requirements.
What is included with a licence?
The complete platform is included without feature tiers. Standard support, training, guided onboarding and ongoing system and security updates are also included.
Which platforms does CaseConnect support?
CaseConnect is available on the web.
Does it connect to Xero?
Yes. An administrator-approved, one-way integration exports issued invoices, credit notes, allocated payments and associated contacts from CaseConnect to Xero.
Who makes CaseConnect?
The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.
CaseConnect plans and pricing
All plansCompared on legal practice management software
- Trust accounting
- Yes
- Legal time tracking
- Yes
- Expense tracking
- Yes
- Billing models
- hourly
- Client portal
- Yes
