Legal Matter Management Software
- Details
- Written by: Legal Workspace
Legal Workspace is all-in-one legal matter management software that centralises clients, documents, emails, deadlines, tasks and billing for UK law firms.
Matter management is about having everything for a case in one place. In Legal Workspace, each matter brings together the client and contacts, documents, emails, key dates, tasks, attendance notes, time entries, bills and the client ledger, so nobody has to search across inboxes, drives and spreadsheets.
Because everything is connected to the matter, anyone with access can open a file and see exactly where it stands. Each matter type also has its own case fields, with 380+ matter types across 22 practice areas and the option to add your own, so the right details are captured from day one.
Matter Management at a glance
- In one place: clients, documents, emails, deadlines, tasks, time and billing
- Matter types: 380+ across 22 practice areas, plus your own
- Case fields: designed for each matter type, with repeatable groups
- Privacy: private matters and permission groups
- Price: £50 per user per month, with every feature included
Legal Matter Management Features
Run every matter from one place, from the first client details to the final bill, with case fields built for each type of work.
Case fields for 22 practice areas
Legal Workspace covers 22 practice areas and more than 380 matter types. Each matter type has its own case fields, so the right information is captured on every file from the moment it is opened.
Repeatable groups for complex matters
Many case fields are repeatable, so you can add as many parties, children, assets, beneficiaries, hearings or experts as a matter needs, without running out of space or squeezing details into notes.
Can I add my own matter types?
Yes. If a type of work you handle is not already covered, you can add your own matter type and create a set of custom fields for it, so the system records exactly what your firm needs.
Track every matter at a glance
Record the stage each matter has reached, with tasks, owners and key dates on the file, so supervisors and colleagues can see progress without chasing the fee earner for an update.
Keep sensitive matters private
Case supervisors and fee earners can mark a matter as private, so only the people working on it can open it, while permission groups control what everyone else in the firm can access.
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.
Frequently asked questions
Legal matter management software keeps every client, contact and matter in one system, with the documents, dates, time and bills that belong to each file, replacing scattered notes, spreadsheets and folders.
In UK law firms the terms are used almost interchangeably. Matter management usually describes organising each client file, while case management covers the wider work on it. Legal Workspace does both in one system.
Legal Workspace costs £50 per user per month on a 12-month plan, or £60 on a rolling monthly plan you can cancel at any time, with every feature included. There are no setup fees and no higher tiers to upgrade to.
Legal Workspace covers 22 practice areas and more than 380 matter types, including immigration, family law, and wills, trusts and probate, each with its own case fields.
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.
Yes. A sole practitioner pays £50 a month for exactly the same features as larger firms, with free setup and training.
Law Firm Case Management Software Features
Legal Workspace brings every part of running a law firm into one system, from client and matter management to billing, legal accounts and e-signatures. Every feature is included in onePlan for £50 per user per month, with no tiers and no add-ons.
Client & Matter Management
Manage every client and matter in one place, with case fields for 22 practice areas and 380+ matter types, plus your own custom matter types.
Document Management
Store every document against the right matter, build your own templates or use your existing ones, and fill in client details automatically.
Microsoft 365 & Calendar Sync
Edit Word, Excel and PowerPoint files online, and sync key dates to your Outlook calendar with the case reference and reminders already included.
Email Management
Send, save and auto-file emails and attachments to matters through Microsoft 365, so every file stays complete.
Key Dates & Reminders
Set key dates on every matter and send multiple reminders to caseworkers or clients by email or text message, with no extra charge for texts.
Tasks & Workflows
Assign tasks to the right person, track progress and each matter's stage, and keep the whole team working to the same process on every file.
Attendance & Consultation Notes
Record attendance and consultation notes against each matter, and create your own templates to save time.
Time Recording
Record time in 6-minute units with a timer, or directly from emails, calls, attendances, and documents, so you capture every chargeable minute.
Billing & Invoicing
Create draft bills, invoices and credit notes, record disbursements and track WIP and aged debt, so you get paid faster for the work you do.
Legal Accounts
Keep client ledgers and trust accounting alongside each matter, and record cash payments in the receipt book, so client money is always accurate.
Unlimited E-Signatures
Send documents for e-signature as often as you need, at no extra cost, and have every signed PDF automatically filed back to the matter.
Secure Client Portal
Share documents and case updates with clients securely online, cutting down on phone calls and emails while keeping your clients fully informed.
User Roles & Permissions
Control who sees what with permission groups and access levels for each module, and mark sensitive matters private so only the right people see them.
Business & Financial Reports
Run 50+ business and financial reports on matters, fees, WIP, debt and client money, so you always know how your firm and your fee earners perform.
iOS & Android Apps
Use the fast Legal Workspace apps for iPhone and Android to manage your clients and matters on the go, whether you are in court or out of the office.
Secure Cloud Hosting
Work securely from any modern browser on PC or Mac, with your data stored in a UK-based data centre, daily backups and free software updates included.
