Legal CM - In Depth

This catalogue of articles will grow over time

Comprehensive Case Management Dashboard

Streamline conveyancing, track tasks, manage documents and clients in a single, secure case management dashboard.

Master Dashboard – Instant Insight & Action for Solicitors - everything at-a-glance

A powerful, real-time dashboard that consolidates all pending tasks, alerts and case data, empowering your staff to stay ahead.

Dairy - Stay Ahead of Overdue Tasks

Proactiv matter workflow management with advanced filtering, team insights, and real-time overdue alerts

Effortless Task Management – Streamline Your Legal Workflow

Boost solicitor productivity with intelligent to-do lists, task tracking, and document handling in our UK legal case management system.

Contact Management - everything about a contact in one place

Legal CM puts all your client and contact details onto one helpful card.

Merge People Utility – Seamless Client Record Consolidation

Easily merge duplicate contact records while preserving critical data in our UK legal case management system.

People Relationships – Seamless Contact & Company Linking

Discover how our People Relationships feature lets solicitors effortlessly link contacts to companies, streamlining conveyancing case management.

Searching for and Adding Contacts – Centralised Contact Management for Solicitors

Effortlessly organise clients, contacts and relationships with our powerful People Management feature, built for UK solicitors.

Advanced PDF Toolkit – Streamline Legal Document Management

Powerful PDF utilities built into our UK legal case management system, enabling solicitors to edit, secure, and share documents with ease.

Effortless Bulk Document Upload for Solicitors

Upload dozens, hundreds or thousands of case files in seconds with full security, compliance and audit trails.

Powerful Document Management for Your Legal Cases

Streamline, secure, and control all case documents with intuitive bulk actions, client portal visibility and smart organization.

Quote Management – Streamline Your Conveyancing Workflow and Win New Business

Discover a powerful quotation management feature that lets you issue, track and convert quotes into matters with ease, boosting efficiency and winning new business for for UK solicitors.