Legal 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

Good law firm case management software should cover client and matter management, documents and email, key dates and tasks, time recording, billing and legal accounts, with secure cloud access and clear user permissions. Legal Workspace includes all of these in one plan.

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

• Client and matter management
• Document and email management
• Key dates, tasks and individual and team calendars
• Time recording, billing, client ledgers and trust accounting
• Business and financial reports
• Secure client portal and iOS and Android apps

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, UK-based 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
• 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 those with you in writing first.

• Hosting, updates and security patches are included
• Account set-up, initial training and further guidance are included
• UK-based live chat, phone and email support is included

Legal Workspace offers a free 30- to 60-minute demo instead of a self-service free trial. A software consultant takes you through the features that matter to your firm, using real-life examples, and answers your questions, at no cost and with no obligation.

On the rolling monthly plan, yes, you can cancel at any time. The 12-month plan runs for its full term and cannot be ended early, but you can cancel it by giving 30 days' notice before it renews.

Not necessarily. You can choose a rolling monthly plan at £60 per user that you can cancel at any time, or save with a 12-month plan at £50 per user, which runs for its full term. Which one applies is shown clearly in your Order Form before you sign.

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

• £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 at £60 per user per month if you want flexibility

Yes. Legal Workspace includes time recording, draft bills, invoices, credit notes, disbursements, client ledgers, trust accounting, a receipt book and financial reports.

• Record billable time and generate invoices
• Manage disbursements and payments
• Keep client ledgers for every matter
• 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 integrates with Microsoft 365, helping you connect your everyday legal work with the Microsoft tools your firm already uses. You can edit Word, Excel and PowerPoint files online, sync your mailbox and file emails and attachments to matters automatically, and sync key dates to your Outlook calendar with the case reference and reminders.

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
• Accessible from anywhere with an internet connection

Yes. Legal Workspace has apps for iPhone and Android, available from the App Store and Google Play, so you can manage your clients and matters from your phone, in the office or on the move.

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, with permission groups controlling who can access what
• Automatic backups every 24 hours to a separate location
• Hosted in a UK data centre

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

You do. Everything you store in Legal Workspace remains your property, or your clients'. You can ask us for a copy of your data at any time while you are a customer, and you can export records using the export features in the system.

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, provided your account fees are up to date. We delete your data from our live systems within 60 days of the end date, and backup copies within a further 30 days.

Yes. Your subscription includes a one-hour remote training session via Microsoft Teams, and we provide reasonable further guidance and refresher training free of charge, such as short sessions for new staff or new features.

Yes, we can discuss moving your data from your current system. Data migration is not part of the standard subscription, so any migration work is agreed and priced with you before it starts. Keep your own export of your data until you are happy with the move.

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. On the rolling plan you can reduce users with 30 days' written notice, and on the 12-month plan at renewal.