CaseConnect

About

CaseConnect is ranked #96 of 141 in legal practice management software on Inferse. It runs on Web.

Compared on legal practice management software

Trust accounting

Yescaseconnect.co.uk

Legal time tracking

Yescaseconnect.co.uk

Expense tracking

Yescaseconnect.co.uk

Billing models

hourlycaseconnect.co.uk

Client portal

Yescaseconnect.co.uk

Facts

Purpose

CaseConnect brings matters, clients, documents, deadlines and accounts together for UK law firms.caseconnect.co.uk · 4 Oct 2026

Matter management

A matter workspace brings together details, parties, documents, tasks, critical dates, time recording and billing information.caseconnect.co.uk · 4 Oct 2026

Document automation

The platform generates documents using templates, precedents, merge fields and custom data.caseconnect.co.uk · 4 Oct 2026

Workflow configuration

Firms can configure practice areas, matter templates, custom fields and workflows through the administration interface without developers or consultancy.caseconnect.co.uk · 4 Oct 2026

Legal accounts

CaseConnect includes client and office account management, billing and financial workflows, and describes its accounts as SRA-compliant.caseconnect.co.uk · 4 Oct 2026

Xero integration

The Xero integration exports issued invoices, credit notes, allocated payments and associated contacts from CaseConnect to Xero; it is one-way and admin-approved.caseconnect.co.uk · 4 Oct 2026

Portal safeguards

The maker says confidential or privileged documents cannot be published to the portal, client uploads are reviewed by staff, and matter access can be revoked.caseconnect.co.uk · 4 Oct 2026

Security and compliance

The maker describes CaseConnect as UK-hosted and secure and says client and trust account ledgers are built to the SRA Accounts Rules.caseconnect.co.uk · 4 Oct 2026

UK-specific support

The maker says UK dates, VAT, GBP billing, SRA Accounts Rules and Land Registry disbursement tracking are built in.caseconnect.co.uk · 4 Oct 2026

Support and onboarding

Standard support and training are included with each licence, along with guided onboarding and ongoing system and security updates.caseconnect.co.uk · 4 Oct 2026

Intended firms

CaseConnect is aimed at small, boutique and growing UK law firms, including high-street practices and specialist firms.caseconnect.co.uk · 4 Oct 2026

Pricing limit

The maker does not publish fixed prices and says quotations may depend on user count, contract length, migration needs and bespoke requirements.caseconnect.co.uk · 4 Oct 2026

Company

The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.caseconnect.co.uk · 4 Oct 2026

Where it ranks on Inferse

• Best Legal Practice Management Software in 2026#96 of 141
• Best Legal Trust Accounting Software in 2026#13 of 40
• Best Legal Billing Software in 2026#9 of 26

Sources

• caseconnect.co.uk· checked 4 Oct 2026
• caseconnect.co.uk/features/matter-management/· checked 4 Oct 2026
• caseconnect.co.uk/features/xero-integration/· checked 4 Oct 2026
• caseconnect.co.uk/features/client-portal/· checked 4 Oct 2026
• caseconnect.co.uk/about/· checked 4 Oct 2026
• caseconnect.co.uk/pricing/· checked 4 Oct 2026