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CaseConnect
What CaseConnect is
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 suits
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 it does well
- 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.
Limits
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.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| CaseConnect licence | Per licensed user; quote depends on users, contract length, migration and bespoke requirements · Complete platform · no feature tiers · training and standard support included · optional migration, white-glove implementation, bespoke configuration and AI services | On request |
As caseconnect.co.uk lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- 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.
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.
Questions
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.
Facts from CaseConnect's own pages
- Accounting limit
- The client-account page says firms should assess their own accounting and compliance requirements because CaseConnect is not necessarily a replacement for specialist legal-accounting software. · caseconnect.co.uk, 21 Oct 2026
- Billing
- The system generates invoices from recorded work, tracks disbursements, records payments and shows invoice status. · caseconnect.co.uk, 21 Oct 2026
- Client and office accounts
- Client and office account transactions, payment requests and reconciliation workflows are managed alongside matters. · caseconnect.co.uk, 21 Oct 2026
- Client onboarding
- Reusable onboarding templates can be sent through the portal and answers applied to the matter without re-keying. · caseconnect.co.uk, 21 Oct 2026
- Client portal
- An invitation-only portal lets clients view shared documents, upload requested files and complete onboarding questionnaires. · caseconnect.co.uk, 21 Oct 2026
- Company
- The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales. · caseconnect.co.uk, 4 Oct 2026
- Company registered address
- Companies House search data shows We Serve You Limited correspondence address as Suite 33, Prospect House, Featherstall Road South, Oldham, OL9 6HT. · find-and-update.company-information.service.gov.uk, 21 Oct 2026
- Company status
- Companies House data lists We Serve You Limited as active, with Haseena Begum appointed director on 17 February 2020. · find-and-update.company-information.service.gov.uk, 21 Oct 2026
- Critical dates
- Key legal dates can trigger follow-up work and tasks so matters continue progressing. · caseconnect.co.uk, 21 Oct 2026
- Customisation
- Administrators can configure practice areas, matter templates, custom fields, critical dates and workflows without developers. · caseconnect.co.uk, 21 Oct 2026
- Deployment model
- Public materials describe hosted firm deployments and do not describe customer self-hosting. · caseconnect.co.uk, 21 Oct 2026
- Documentation
- The public site provides feature pages and FAQs, but no public API reference, SDK repository, installation package or self-hosting instructions were identified. · caseconnect.co.uk, 21 Oct 2026
- Document automation
- Users can generate documents from firm templates, precedents, merge fields, custom fields and matter data. · caseconnect.co.uk, 21 Oct 2026
- Founder design goal
- The same LinkedIn post says the project focuses on reducing administrative work, repetition and unnecessary clicks rather than maximising feature count. · linkedin.com, 21 Oct 2026
- Founder development history
- In a LinkedIn post, Nurul Haque said he had been building CaseConnect for three years alongside running his own law firm. · linkedin.com, 21 Oct 2026
- Independent company description
- LinkedIn describes the platform as combining onboarding, matter management, documents, tasks, critical dates, billing and accounts in one configurable system. · uk.linkedin.com, 21 Oct 2026
- Infrastructure option
- Dedicated servers sized to a firm's requirements are available as an infrastructure option. · caseconnect.co.uk, 21 Oct 2026
- Integrations
- The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations. · caseconnect.co.uk, 21 Oct 2026
- Intended firms
- CaseConnect is aimed at small, boutique and growing UK law firms, including high-street practices and specialist firms. · caseconnect.co.uk, 4 Oct 2026
- Legal accounts
- CaseConnect includes client and office account management, billing and financial workflows, and describes its accounts as SRA-compliant. · caseconnect.co.uk, 4 Oct 2026
- Limit: public review evidence
- No CaseConnect user-rating profile or review count was displayed in the accessible G2, Capterra, GetApp, TrustRadius, Trustpilot or Software Advice pages searched. · capterra.com, 21 Oct 2026
- LinkedIn company size
- CaseConnect's LinkedIn company page lists the organisation as privately held with 2–10 employees. · uk.linkedin.com, 21 Oct 2026
- LinkedIn headquarters
- The LinkedIn page lists the headquarters as Prospect House, Featherstall Road South, Oldham, United Kingdom. · uk.linkedin.com, 21 Oct 2026
- LinkedIn industry
- LinkedIn categorises CaseConnect under Legal Services. · uk.linkedin.com, 21 Oct 2026
Where CaseConnect stands on Freedom251
- Family Law Software#6 of 15
- Client Onboarding Software#7 of 17
- Legal Trust Accounting Software#32 of 40
- Legal Billing Software#20 of 25
- Legal Practice Management Software#129 of 140