Freedom251 › Legal Practice Management Software
CaseForte
What CaseForte is
CaseForte is a paid legal practice management system for UK legal firms, with pricing available on request. It brings matter records, documents, email, time recording, billing and client money into one system, and includes client intake and a client portal. Matter tools cover conflict checks, templates, practice-area fields, linked matters and compliance checks. Documents have version history, templates and OCR-enabled full-text search for scanned PDFs. An Outlook add-in files messages and attachments, while scheduled collection can use Microsoft 365, Google Workspace or IMAP mailboxes. Time and billing features include running timers, six-minute units, several billing models, invoice drafting, card payments and debt chasing. Client and office accounts remain separate, with matter balances, ledgers and reconciliation. CaseForte supports maker-hosted or customer-controlled infrastructure, separate databases per firm, integrations, ethical walls, two-factor authentication and an optional AI assistant.
Who it suits
It suits UK legal practices seeking matter, billing, document, email and client-money management in one product. Firms wanting maker-hosted or self-controlled deployment can choose between those options.
What it does well
- Combines matters, documents, email, billing and client money
- OCR search supports scanned PDF documents
- Separate client and office account records
- Maker-hosted or customer-controlled deployment
- Includes client intake and portal
What to know first
- Pricing is available only on request
- Built for UK legal practice
- Certifications depend on deployment model
Verdict
CaseForte covers core legal practice workflows from intake through billing and client-account reconciliation. Its deployment choices, integrations and firm-level database separation may suit practices with specific hosting or access requirements.
Facts from CaseForte's own pages
- AI assistant
- The assistant can draft correspondence, summarise matters and read uploaded documents; it can use a model on the customer's infrastructure. · caseforte.com, 12 Oct 2026
- Billing and payments
- Yes · caseforte.com, 22 Sept 2026
- Certifications
- The maker says customers should ask which certifications and assessments apply to their deployment model; it does not present certification badges on the page. · caseforte.com, 12 Oct 2026
- Client intake
- Yes · caseforte.com, 22 Sept 2026
- Client money
- Client and office accounts are held separately, with matter-level balances and reconciliation against statement figures under an SRA Accounts Rules design. · caseforte.com, 12 Oct 2026
- Client portal
- The client portal can show clients selected documents, bills and matter stages, and supports secure messages and online bill payment. · caseforte.com, 12 Oct 2026
- Data separation and hosting
- The maker says each firm has its own database and that CaseForte can be hosted by the maker or installed on infrastructure the customer controls. · caseforte.com, 11 Oct 2026
- Document automation
- Yes · caseforte.com, 22 Sept 2026
- Documents
- Document features include version history, templates and full-text search with OCR for scanned PDFs. · caseforte.com, 12 Oct 2026
- Documents and email
- The product offers document version history, full-text search with OCR for scanned PDFs, an Outlook add-in, and scheduled collection from Microsoft 365, Google Workspace or IMAP mailboxes. · caseforte.com, 11 Oct 2026
- An Outlook add-in files messages and attachments, and automatic collection supports Microsoft 365, Google Workspace and IMAP mailboxes. · caseforte.com, 12 Oct 2026
- Ethical walls
- Access restrictions are applied in database queries across lists, search, reports, exports, API and the assistant; refused access attempts are logged. · caseforte.com, 12 Oct 2026
- Hosting
- CaseForte says it can be hosted by the maker or installed on infrastructure controlled by the customer. · caseforte.com, 12 Oct 2026
- Implementation
- The maker describes configuration, data migration and role-based training, with workflow, report and template tuning included after launch. · caseforte.com, 12 Oct 2026
- Integrations
- Listed integrations include Outlook, Microsoft 365, Google calendars, Google Workspace, Companies House, card payments, API tokens and webhooks. · caseforte.com, 12 Oct 2026
- Intended users
- CaseForte is built in the UK for UK legal practice and describes a firm of eight as able to adopt it without a six-figure programme. · caseforte.com, 11 Oct 2026
- Matter management
- Its matter workspace brings correspondence, documents, tasks, dates, recorded time, bills and money together. · caseforte.com, 12 Oct 2026
- Pricing availability
- The contact page directs prospective customers to request a demo and says a written scope covering configuration, migration and training follows if the product fits. · caseforte.com, 11 Oct 2026
- Product
- CaseForte combines legal practice management and document governance in one system for UK law firms. · caseforte.com, 12 Oct 2026
- Security
- The site lists two-factor authentication, Microsoft 365 or Google Workspace sign-in, and a separate database for each firm. · caseforte.com, 12 Oct 2026
- Security controls
- The security page states that ethical wall restrictions apply across queries and that blocked access attempts are logged; it also lists two-factor authentication and Microsoft 365 or Google Workspace sign-in. · caseforte.com, 11 Oct 2026
- Support
- The maker says it replies to demo enquiries within one working day and provides a demo built around the firm's practice areas and billing model. · caseforte.com, 12 Oct 2026
- Support and onboarding
- The maker describes configuration, data migration and role-based training, says the same people configure and train firms, and promises to reply to enquiries within one working day. · caseforte.com, 11 Oct 2026
- Time and billing
- It supports running timers, six-minute time units, multiple billing models, invoice drafting, online card payments and scheduled debt chasing. · caseforte.com, 11 Oct 2026
Where CaseForte stands on Freedom251
- Legal Practice Management Software#88 of 140