Case management that half fits
You bought a practice management product for conveyancing and now run three other case types through workarounds.
✦ Legal
Legal case management software built around how your firm works
Matter tracking, document workflow, time and billing, and client portals - for firms whose case types or client service don't fit a generic practice management product.
✦ Where it hurts
Common friction in firms
Time recorded from memory
Written up on Friday afternoon, which means it's both inaccurate and under-recorded.
Documents in three places
Versions live in email, the case management system and someone's downloads folder, and nobody's sure which is final.
Clients ring for updates
Every status question is a phone call because there's nowhere for the client to check themselves.
Key dates missed
Limitation dates and deadlines tracked in a diary, a spreadsheet and the case system, none of which quite agree.
Billing takes a week
Draft bills assembled by hand, chased around fee earners, then re-keyed into the accounts system.
✦ Modules
What we build for law firms
Delivered one module at a time, each live and in use before the next begins.
- Matter records with stages, owners, key dates and limitation tracking specific to your case types
- Document workflow with templates, precedent assembly, version history and e-signature
- Time recording that takes seconds, including capture from calendar and email
- WIP, billing and disbursements, with draft bills fee earners can approve quickly
- Client portal for status, documents, approvals and secure messaging
- Client onboarding: conflict checks, engagement letters, identity and AML checks
- Task and workflow automation for repeatable case types, without losing the ability to handle exceptions
- Full audit trail and access control for regulatory and insurance requirements
✦ Buy or build
When an off-the-shelf case management system is the right answer
For conventional legal work with well-established case types, the leading practice management and case management products are strong, and we'd rather point you to one than take on a build that duplicates what's already available.
Bespoke earns its keep where your case types are unusual, where a client-facing process is part of what clients pay for, or where a workflow currently lives in a spreadsheet because the product has no concept for it - or where you run more than one case management system and want them replaced with one that actually fits.
✦ Beyond legal
The same problem across professional services
Legal case management is a specific version of a wider pattern we build for across professional services: tracking a matter, its time, its documents and its client through to completion. If your firm's needs sit closer to general practice management than to case-specific legal work, our [professional services software page](/industries/professional-services-software) covers that ground.
Many firms also want clients and referrers to check status, approve documents and message the team without ringing the office. That's built as a [customer portal](/services/customer-portal-software), usually alongside the case management system rather than bolted onto it as an afterthought.
✦ Questions we get asked
Legal case management software questions
Should we just buy a legal case management product?
For conventional case types, often yes. Bespoke pays off where your case types, client service or workflow have outgrown what the standard products allow.
Can it track limitation dates and deadlines reliably?
Yes. Key dates are calculated from case rules and held in one place, with alerts, rather than tracked across a diary and a spreadsheet.
Will clients get a portal to check progress?
Yes, if you want one. Clients can review status, documents and approvals without a call to the fee earner.
Can it handle time recording and billing?
Yes. Time capture, WIP and draft billing are built in, and can hand off into your accounts system rather than being re-keyed.
Is our data secure and auditable?
Yes. Every system we build for legal work includes full audit trails and access control to meet regulatory and insurance requirements.
Talk to us about your firm We'll tell you what we'd build.
Bring your case types and your worst deadline near-miss. We'll tell you honestly whether bespoke is the right answer.
No pitch deck · We map your process · You own the software