Case Management

Case Management2023-08-25T16:06:53+01:00

Streamline your case management experience.

Experience streamlined operations and remarkable efficiency with PracticeEvolve’s clever case management technology. Our all-in-one platform eliminates the need for additional services, reducing costs and simplifying your workflow.

Empowering your team to work smarter, our automated system ensures effortless access to up-to-date matter information through a single digital file screen, saving you valuable time. The user-friendly interface and dynamic features make finding the information you need effortless and precise. By minimising administrative tasks and streamlining processes, PracticeEvolve enables you to dedicate more time to your clients and revenue-generating activities.

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

Streamline your case management experience with PracticeEvolve.

All Your Cases in One Place

Say goodbye to scattered information across various platforms and folders and experience the convenience of having all your cases in one place. With PracticeEvolve, you gain a holistic view of your clients’ cases, saving valuable time and eliminating the need for tedious searches. Work more intuitively with quick access to past and current file versions, important dates, key figures, and more. Our daily digest feature also acts as your personal assistant keeping you informed of your daily activity, ensuring nothing slips through the cracks.

Simplify Your Workflow

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

Get More Done, Anywhere

Unlock your team’s potential for optimal productivity with PracticeEvolve’s versatile features that empower you to easily collaborate with your staff, 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 a centralised location. Everyone gains full file accessibility, allowing for quick handoffs and seamless continuation of work. With PracticeEvolve’s mobile app for lawyers, your teams have the freedom to work efficiently from any location even without an internet connection.

Time Tracking Made Easy

Experience the ultimate efficiency in matter handling with PracticeEvolve’s AutoTime feature. This powerful law firm 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 seamlessly. From document generation to email correspondence, note-taking, and meetings, every moment is captured and transformed into detailed, ready-to-bill time entries. Stay focused on your work while ensuring accurate time tracking with AutoTime.

Customised for Your Practice Area

PracticeEvolve comes pre-built with 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 integrates with other tools and 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.”

Software with a Service

Software with a Service

As a law firm, you’ll require Cloud solutions with integrated capabilities that prioritise the client experience. Our approach goes beyond merely offering software; we provide a comprehensive level of service tailored to align perfectly with your firm’s specific needs and objectives.


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.