No. 30of 141 ·Legal Practice Management Software

CaseForte

Web · Windows · Mac · Self-hosted · API

Freedom report

Two barsScore 6.6

Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

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 is for

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 is good

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.

Compared on legal practice management software

Client intake: Yes
Client portal: Yes
Document automation: Yes
Time tracking: Yes
Billing and payments: Yes
Trust accounting: Yes

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The record

Product: CaseForte brings matters, documents, email, recorded time, billing and client money into one legal practice management system.
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.
Matter management: Matter features include conflict checks, templates, practice area fields, linked matters and recorded compliance checks.
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.
Time and billing: It supports running timers, six-minute time units, multiple billing models, invoice drafting, online card payments and scheduled debt chasing.
Client money: Client and office accounts are kept distinct, with matter-level balances, ledger records and reconciliation against opening balances and bank statement figures.
Integrations: The maker lists Microsoft 365, Google Workspace, Outlook, Microsoft and Google calendar connections, Companies House lookup, card payment integration, API tokens and webhooks.
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.
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.
Certifications: CaseForte says certifications and assessments depend on the deployment model and should be confirmed with the company.
AI assistant: The assistant can draft correspondence, summarise matters and extract information from uploaded documents; the maker says it can use a model hosted on the firm's own infrastructure.
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.
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.
Documents: Document features include version history, templates and full-text search with OCR for scanned PDFs.

Where it ranks on Freedom251

Best Legal Practice Management Software in 2026#30 of 141

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Sources

caseforte.com· checked 11 Oct 2026
caseforte.com/features.php· checked 11 Oct 2026
caseforte.com/security.php· checked 11 Oct 2026
caseforte.com/about.php· checked 11 Oct 2026
caseforte.com/contact.php· checked 11 Oct 2026