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CaseConnect vs OnRamp

Both stand on client onboarding software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

CaseConnect

Paid Web

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.

Visit CaseConnect

OnRamp

Paid Web

OnRamp combines customer portals, playbooks, automation, analytics, and AI for organized onboarding programs. Its starting price and quote-scaled structure suit teams planning a substantial implementation.

Visit OnRamp

The facts

CaseConnectOnRamp
Free planNot publishedNo
Open sourceNot publishedNot published
Runs onWebWeb
Lowest paid planFree or on requestSee the plans
Plans published11
MakerNot publishedNot published
Websitecaseconnect.co.ukonramp.us
On client onboarding software#7 of 17#11 of 17

CaseConnect: 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.

OnRamp: what it does well

  • Branded portals provide milestones, tasks, and training
  • Reusable playbooks support conditional workflows
  • Dashboards track blockers and onboarding velocity
  • AI generates summaries and project recommendations
  • Unlimited customer users on all tiers

What to know first

  • No free plan
  • No self-serve free trial
  • Pricing on request
  • Pricing scales with several requirements

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