Case Management

Case Management2026-03-27T11:31:24+00:00

Streamline your case management experience.

Isn’t it time that your law firm experienced streamlined operations and remarkable efficiency with PracticeEvolve’s intuitive case management software technology? Eliminating the need for additional services, our all-in-one platform enables you to reduce costs and simplify your workflow.

By empowering your legal team to work smarter, our automated case management system provides effortless access to the latest matter information via a single digital file screen. The user-friendly, time-saving interface and dynamic features all you to find the information you need in a matter of seconds. By minimising administrative tasks and streamlining processes, PracticeEvolve’s case management software enables you focus more on your clients and revenue-generating activities.

Embrace a seamless workflow, boost productivity, and drive profitability with PracticeEvolve—the case management software of choice for UK law firms and solicitors.

Case Management Software

Streamline your case management experience with PracticeEvolve.

All Your Cases in One Place

Fed up with sifting through mountains of information dispersed across various platforms and folders? With PracticeEvolve’s Cloud-based case management system, all of your cases are conveniently located in one place. You gain a holistic view of your clients’ cases, saving valuable time and eliminating the need for tedious searches. With fast access to past and current file versions, important dates, key financials and more, you can work far more intuitively. And, thanks to our daily digest feature which acts as your personal assistant by informing you of your scheduled daily activities, you’ll never miss a trick.

Simplify Your Workflow

Purposely created to save you time and effort, PracticeEvolve’s case management platform offers sets of tasks that can be applied across your entire legal practice. Our intelligent workflows automatically assign the respective tasks, complete with all necessary documents, to the appropriate team members at the precise moment – no more manual task allocation or confusion. Stay organised and ensure tasks are handled by the right person, at the right time. You’ll notice that tasks only appear when prerequisite tasks have been successfully completed. It’s this smart sequencing that will ensure your team remains focused, avoids unnecessary delays, and maintains a smooth workflow. 

 

Get More Done, Anywhere

Want to unlock your team’s potential for optimal productivity? PracticeEvolve’s versatile case management software features enable you to do just that by empowering you to collaborate effectively with staff whilst ensuring everyone remains on track and well-informed. Multiple users can effortlessly work on the same case, accessing all essential documents, emails, and notes from one centralised location. Everyone benefits from full file accessibility, allowing for quick handoffs and enhanced continuation of work. With PracticeEvolve’s mobile app for lawyers, your team has the freedom to work efficiently from any location at any time, even without an internet connection.

Time Tracking Made Easy

Experience the ultimate efficiency in case matter handling with PracticeEvolve’s AutoTime feature. This powerful time recording functionality automatically tracks and associates all your actions in Microsoft Word and Outlook with the relevant matter. No more manual timers or paper records – AutoTime handles it all for you. From document generation to email correspondence, note-taking, and meetings, every moment is captured and transformed into detailed, ready-to-bill time entries. Focus on your work while ensuring accurate time tracking with AutoTime.

Customised for Your Practice Area

PracticeEvolve’s case management system is specifically designed with pre-built matter types and automated precedents for common practice areas such as Family Law, Wills & Estates, Conveyancing, Litigation, and more, You can also easily customise forms and letters using our integration with Microsoft Word.

Integrate with Confidence

PracticeEvolve software integrates with other tools and legal software to further enhance your workflow and efficiency.

“The convenience of having everything consolidated on the matter card is a game-changer. Going paperless during Covid made us realise the inefficiencies of managing both physical and electronic files. With PracticeEvolve, it is a one-stop shop where we can see everything related to a matter. It is a significant improvement for our firm.”

FAQs

What are examples of case management systems?2023-03-28T11:08:44+01:00

Several industries — including legal, education and healthcare — use case management software to support business processes requiring electronic and human workflows.

PracticeEvolve is a leading example of legal case management systems. Our smart technology and comprehensive support services ensure that legal firms of all sizes achieve operational efficiencies with little effort, using features and functions that are usually paid for.

What does a good case management system do?2023-03-27T17:23:33+01:00

A good case management system is a unified system that eliminates the need to link multiple databases and alleviates the strain on your existing architecture. As a leading provider of legal case management software in the UK, PracticeEvolve offers a case management solution with a range of rich features and benefits, including:

  • Built-in monitoring of costs and progress
  • Drag-and-drop document coding
  • Drag-and-drop document workflow designer
  • Easy customisation of workflows, data and precedents
  • Exceptional support services

Schedule a demo to see PracticeEvolve in action today!

What are the major functions of a case management system?2023-03-27T17:19:49+01:00

Case management software is vital for modern legal firms of all sizes. It provides a centralised location to store, track and monitor all client data such as case notes, contact information, client communications, accounts and appointment schedules.

This provides legal professionals with a clear overview of all aspects of client matters, improving client communications and enabling collaboration between legal personnel.

Is CRM included in a case management system?2023-03-27T17:18:04+01:00

Yes — case management system software streamlines the management and coordination of CRM, giving law firms multifaceted automation of CRM processes, including real-time customer responses, client data storage, and client interaction history records.

Further, PracticeEvolve’s CRM solution gives firms the tools they need to manage the entire client onboarding processes, with the ultimate aim of transitioning prospects into paying clients.

What is case management in CRM?2023-03-27T17:17:31+01:00

Although many modern CRM (Customer Relationship Management) solutions allow for some form of case management, many businesses find that a CRM alone is insufficient for more complex business processes. A sound case management system incorporates a CRM solution with many other functionalities, allowing businesses to manage all case and client information.

What is case management software?2023-03-27T17:16:56+01:00

Case management software is a system that allows law firms to store and track case and client information in a centralised location. Case management software makes case information accessible to a range of stakeholders so that collaboration and information sharing can be achieved in a completely secure environment.