Case Management Software for UK Law Firms

Legal case management software is a system that lets a law firm manage clients, matters, documents, deadlines, tasks, billing and client accounts in one secure place, instead of using paper files, spreadsheets and separate tools.

• Keeps every client and matter record together
• Tracks deadlines, tasks and calendars so nothing is missed
• Handles time recording, invoicing and client ledgers
• Gives fee earners and support staff access to the same up-to-date information

Legal Workspace is cloud-based legal case management software for UK law firms, solicitors and other legal professionals. It is built for small to medium-sized firms and solo practitioners who want a fully featured system at an affordable price.

• Client and matter management
• Document management
• Deadlines and task management
• Individual and team calendars
• Trust accounting, invoicing and client ledgers
• Time recording and billing
• Business and financial reports
• Client portal

Legal Workspace costs £50 per user per month on a 12-month plan, or £60 per user per month on a rolling monthly plan. Both include every feature, hosting, software updates, email support and free training. We are currently not VAT registered, so no VAT is added to the price.

• 12-month plan: £50 per user per month, renewing each year unless either side gives 30 days' written notice
• Rolling monthly plan: £60 per user per month, and you can cancel at any time with 30 days' written notice
• Add more users at any time at the rate for your plan
• Not included: data migration from your old system and custom development, which are agreed with you separately

No. Our pricing is all-inclusive, so you know the cost upfront. The only extras are optional services you ask for, such as data migration or custom development, and we agree to those with you in writing first.

• Hosting, updates and security patches are included
• Initial training and further guidance are included
• Email/phone support is included

Every Legal Workspace plan includes all features, UK hosting, daily backups, software updates, email support and free training. The only difference between the plans is the price and the commitment: £50 per user per month on a 12-month plan, or £60 per user per month on a rolling monthly plan.

• Account set-up and configuration
• A one-hour remote training session by Microsoft Teams, plus free further guidance within fair use
• Free software updates and security patches

It depends on your plan. On the rolling monthly plan, you can cancel at any time with 30 days' written notice. On the 12-month plan, you can cancel at the end of the term with 30 days' written notice.

No. You can choose a rolling monthly plan with 30 days' notice, or a fixed 12-month plan. Which one applies is shown clearly in your Order Form before you sign.

Legal Workspace is cloud-based. You log in through a web browser, with nothing to install or maintain on your own servers.

• Hosted and maintained by us in a UK data centre
• Works on PC and Mac in Chrome, Safari, Firefox or Edge
• Available on Android and iOS apps
• Accessible from anywhere with an internet connection

Yes. Legal Workspace has apps for Android and iOS, so you can access your client records and legal matters from your phone or tablet, in the office or on the move.

• Available on the App Store (iOS) and Google Play (Android)
• View and manage client and matter records remotely
• Also works in any modern browser (Chrome, Safari, Firefox or Edge) on PC and Mac, with nothing to install

Yes. Legal Workspace is designed for small to medium-sized UK law firms and solo practitioners, with simple per-user pricing and no feature tiers.

• Pricing from £50 per user per month on a 12-month plan
• Set-up and training included
• Add users as your firm grows
• A rolling monthly option (£60 per user per month) if you want flexibility

Yes. Legal Workspace includes time recording, invoicing, disbursements, client ledgers, trust accounting and financial reports.

• Record billable time and generate invoices
• Manage disbursements and payments
• Keep client ledgers
• Run business and financial reports
• Your firm remains responsible for complying with the SRA Accounts Rules; the software supports your record-keeping but does not replace your compliance procedures

Legal Workspace protects your data with encrypted connections, individual user logins and access controls, daily backups to a separate location and UK-based hosting.

• SSL/TLS encryption protects data in transit
• Individual user logins, and you control who in your firm has access
• Daily automatic backups to a separate location
• Hosted in a UK data centre with 24/7 physical security

Your data is stored in a UK-based data centre run by our hosting provider, and backups are kept at a separate location.

• Servers are located in the UK
• We do not transfer your data outside the UK unless appropriate legal safeguards are in place
• Our agreement lists our sub-processors, and we give notice before adding or replacing one

Legal Workspace acts as your data processor under UK GDPR, and your firm remains the data controller. Our agreement includes the data processing terms required by Article 28, and we only use your data to provide, secure and support the service.

• We never sell your data or use it for marketing
• We do not use your data to train AI models
• We do not access your client data except to provide support, keep the service secure or comply with the law
• We tell you about a personal data breach without undue delay, and where possible within 48 hours

Legal Workspace backs up your complete data automatically every 24 hours to a separate location.

• Backups are for disaster recovery, not a replacement for exporting records you need to keep
• You can export your data using the export features in the system

You do. Everything you store in Legal Workspace remains your property, or your clients'. We only use it to provide, secure and support the service.

• You can ask us for a copy of your data at any time while you are a customer
• We never sell your data to third parties

After your subscription ends you have 30 days to ask us for a copy of your data, which we provide in a standard format at no charge. We delete your data from our live systems within 60 days of the end date.

• Ask for your copy within 30 days of the end date
• Your account fees must be up to date to receive the free export
• Backup copies are removed within a further 30 days
• Once data has been deleted it cannot be recovered

Yes. Your subscription includes a one-hour remote training session by Microsoft Teams, and we provide reasonable further guidance and refresher training free of charge.

• Initial training covers getting started with the system
• Further training, such as short sessions for new staff or new features, is free within fair use
• Training in how to run your own business processes may be charged after we agree it with you

Data migration is not part of the standard subscription, but we can discuss moving your data from your current system. Any migration work is agreed and priced with you before it starts.

• Tell us which system you use now
• Keep your own export of your data until you are happy with the move

Yes. You can use the Microsoft 365 integration to edit documents online and prepare them for e-signature.

Yes. You can add users at any time at the rate for your plan: £50 per user per month on the 12-month plan, or £60 on the rolling monthly plan. Reducing users depends on your plan.

• Rolling monthly: reduce users with 30 days' written notice
• Fixed 12-month plan: reduce users at renewal

Yes. A client portal is included in every plan, so you can share information with your clients securely.