Legal Case Management Software Features
- Details
- Written by: Legal Workspace
Legal Workspace includes every feature UK law firms need, from case management and email to billing, legal accounts and e-signatures, for £50 per user. Every feature is included in onePlan, with no tiers and no add-ons.
Jump to a feature
- Client & Matter Management
- Document Management
- Microsoft 365 & Calendar Sync
- Email Management
- Key Dates & Reminders
- Tasks & Workflows
- Attendance & Consultation Notes
- Time Recording
- Billing & Invoicing
- Legal Accounts
- Unlimited E-Signatures
- Secure Client Portal
- User Roles & Permissions
- Business & Financial Reports
- iOS & Android Apps
- Secure Cloud Hosting
See every feature in action
Book a free, no-obligation demo and we'll show you how Legal Workspace would handle your firm's matters.
1. Client & Matter Management
Legal Workspace keeps every client, contact and matter in one place, with case fields designed for 22 practice areas and more than 380 matter types. Fee earners record the details each matter actually needs instead of squeezing them into notes, and supervisors can see the state of every file at a glance.
- Case fields for each matter type, with repeatable groups for parties, assets, beneficiaries and more
- Add your own matter types and create sets of custom fields when something is missing
- Mark sensitive matters private so only the right people can open them
More about Client and Matter Management →
2. Document Management
Legal Workspace stores every document against the matter it belongs to, so your team always knows where the latest version is. You can build your own document templates, or use the ones you already have, and client and matter details fill in automatically, saving time on every letter.
More about Document Management →
3. Microsoft 365 & Calendar Sync
Legal Workspace integrates with Microsoft 365, so you can edit Word, Excel and PowerPoint files online and sync key dates to your Outlook calendar. Documents save straight back to the matter with no downloading or re-uploading, and each calendar entry includes the case reference and reminders, so fee earners know which matter it belongs to.
- Edit Word, Excel and PowerPoint files online
- Save changes straight back to the matter
- Key dates sync from Legal Workspace to Outlook, with case reference and reminders
More about Microsoft 365 and Calendar Sync →
4. Email Management
Legal Workspace lets you send emails from the system, save them to matters, and file emails and attachments automatically through Microsoft 365. Gmail, Google Workspace and other accounts can also be connected using IMAP and SMTP, so every client conversation stays on the file, whoever is covering the matter.
- Send emails from inside Legal Workspace
- Save emails and attachments to the right matter
- Automatic filing of emails and attachments through Microsoft 365
5. Key Dates & Reminders
Legal Workspace records key dates on every matter and sends multiple reminders to caseworkers or clients by email or text message. Text message reminders are included at no extra cost, and key dates appear in individual and team calendar views as well as in Outlook.
- Several reminders for each key date
- Reminders by email or text message
- Send reminders to caseworkers, clients or both
More about Key Dates and Reminders →
6. Tasks & Workflows
Legal Workspace lets you assign tasks, track each matter's stage and run workflows, so every file follows the same process. Supervisors can see what is outstanding and who is responsible, and reminders keep matters moving instead of sitting untouched.
More about Tasks and Workflows →
7. Attendance & Consultation Notes
Legal Workspace records attendance notes and consultation notes against each client and matter, and lets you create your own attendance note templates. Templates give every fee earner the same structure for calls and meetings, which saves time and makes files easier to supervise and hand over.
More about Attendance and Consultation Notes →
8. Time Recording
Legal Workspace records time in 6-minute units, either with a timer or directly from emails, calls, attendances and documents. Recording time as you work means chargeable minutes are not forgotten, and the time is ready on the matter when you come to bill.
9. Billing & Invoicing
Legal Workspace handles the full billing cycle, from draft bills to invoices, credit notes and disbursements. Draft bills can be checked before they are issued, and WIP and aged debt reports show what is still unbilled and what clients owe.
- Draft bills, invoices and credit notes
- Disbursements recorded against the matter
- WIP and aged debt reporting
More about Billing and Invoicing →
10. Legal Accounts
Legal Workspace includes legal accounts, with client ledgers and trust accounting kept alongside each matter. Because accounts and matters sit in the same system, client money is recorded against the right matter and is easier to reconcile and report on.
- Client ledgers for every matter
- Trust accounting
- Receipt book for recording cash payments, separate from invoicing
11. Unlimited E-Signatures
Legal Workspace includes unlimited e-signatures at no extra cost, and every signed PDF is filed back to the matter automatically. Clients can sign client care letters, authorities and declarations online, so you are not printing, posting or chasing paper copies.
More about Unlimited E-Signatures →
12. Secure Client Portal
Legal Workspace includes a secure client portal for sharing documents and case updates with clients online. Clients can check documents and progress when it suits them, which cuts down on update calls and emails for your team.
More about Secure Client Portal →
13. User Roles & Permissions
Legal Workspace controls who sees what with permission groups and access levels for each module. You decide what each person can do across cases, consultation notes, the receipt book, trust accounting and reports, so sensitive information stays with the right people.
- Full, add and edit, read-only or no access for each module
- Access to all firm matters or only a person's own cases
- Case supervisors and fee earners can mark matters private
More about User Roles and Permissions →
14. Business & Financial Reports
Legal Workspace includes more than 50 business and financial reports. Reports on matters, fees, WIP, debt and client money show how the firm and each fee earner are performing, without exporting data into spreadsheets.
More about Business and Financial Reports →
15. iOS & Android Apps
Legal Workspace has fast apps for iPhone and Android, available from the App Store and Google Play. Manage your clients and matters on the go, whether you are in court, visiting a client or working away from the office.
More about iOS and Android Apps →
16. Secure Cloud Hosting
Legal Workspace is cloud-based software that runs in any modern browser on PC or Mac, with your data stored in a UK-based data centre and backed up daily to a separate location. There are no servers to buy or maintain, software updates are free and automatic, and help is always available from our UK-based support team.
- Data encrypted in transit with SSL/TLS
- UK-based data centre, with daily backups stored in a separate location
- UK-based live chat, phone and email support
More about Secure Cloud Hosting →
Ready to switch?
Book a free 30- to 60-minute demo, and we'll show you how Legal Workspace would work for your firm and explain what we can bring across from your current system.
Frequently asked questions
Legal case management software should cover client and matter management, documents and email, key dates and tasks, time recording, billing and legal accounts. Legal Workspace includes all of these, plus unlimited e-signatures, a secure client portal and more than 50 reports, for £50 per user per month.
Yes. Every feature is included in onePlan for £50 per user per month on a 12-month plan, or £60 on a rolling monthly plan. There are no tiers to upgrade through and no add-ons to buy.
No. Text message reminders to caseworkers and clients are included at no extra cost, along with email reminders.
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 automatically, and sync key dates to your Outlook calendar with the case reference and reminders.
Yes. Legal Workspace has apps for iPhone and Android, available from the App Store and Google Play, so you can manage clients and matters on the go.
Yes. Book a free 30- to 60-minute demo and we will show you the features that matter to your firm, using the kind of matters you handle.
