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CaseConnect

caseconnect.co.uk

Web
Visit caseconnect.co.uk
Spec score 8.1 #2 of 17 in Client Onboarding Software

What it is

CaseConnect is a web-based matter management and accounts platform for UK law firms. Each matter workspace combines details, parties, documents, tasks, critical dates, time recording and billing information. Firms can generate documents from templates, precedents, merge fields and custom data, then configure practice areas, matter templates, custom fields and workflows without developers or consultancy. Legal accounts cover client and office accounts, billing and financial workflows, with ledgers described as built to the SRA Accounts Rules. A client portal supports matter access; the maker says privileged documents cannot be published there, uploads are reviewed by staff and access can be revoked. The one-way, administrator-approved Xero integration exports issued invoices, credit notes, allocated payments and contacts. UK-specific functions include dates, VAT, GBP billing, SRA rules and Land Registry disbursement tracking. Standard support, training, guided onboarding and ongoing updates are included. Pricing is a tailored quotation based on users, contract length, migration and bespoke requirements.

Spec sheet

What it does
CaseConnect is legal practice-management software that combines matters, clients, documents, deadlines, accounts, billing and firm workflows for UK law firms.Read 21 Oct 2026 · caseconnect.co.uk
Purpose
CaseConnect brings matters, clients, documents, deadlines and accounts together for UK law firms.Read 4 Oct 2026 · caseconnect.co.uk
Integrations
The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations.Read 21 Oct 2026 · caseconnect.co.uk
Company
The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.Read 4 Oct 2026 · caseconnect.co.uk
Accounting limit
The client-account page says firms should assess their own accounting and compliance requirements because CaseConnect is not necessarily a replacement for specialist legal-accounting software.Read 21 Oct 2026 · caseconnect.co.uk
Billing
The system generates invoices from recorded work, tracks disbursements, records payments and shows invoice status.Read 21 Oct 2026 · caseconnect.co.uk
Client and office accounts
Client and office account transactions, payment requests and reconciliation workflows are managed alongside matters.Read 21 Oct 2026 · caseconnect.co.uk
Client onboarding
Reusable onboarding templates can be sent through the portal and answers applied to the matter without re-keying.Read 21 Oct 2026 · caseconnect.co.uk
Client portal
An invitation-only portal lets clients view shared documents, upload requested files and complete onboarding questionnaires.Read 21 Oct 2026 · caseconnect.co.uk
Company registered address
Companies House search data shows We Serve You Limited correspondence address as Suite 33, Prospect House, Featherstall Road South, Oldham, OL9 6HT.Read 21 Oct 2026 · find-and-update.company-information.service.gov.uk
Company status
Companies House data lists We Serve You Limited as active, with Haseena Begum appointed director on 17 February 2020.Read 21 Oct 2026 · find-and-update.company-information.service.gov.uk
Critical dates
Key legal dates can trigger follow-up work and tasks so matters continue progressing.Read 21 Oct 2026 · caseconnect.co.uk
Customisation
Administrators can configure practice areas, matter templates, custom fields, critical dates and workflows without developers.Read 21 Oct 2026 · caseconnect.co.uk
Deployment model
Public materials describe hosted firm deployments and do not describe customer self-hosting.Read 21 Oct 2026 · caseconnect.co.uk
Document automation
Users can generate documents from firm templates, precedents, merge fields, custom fields and matter data.Read 21 Oct 2026 · caseconnect.co.uk
Documentation
The public site provides feature pages and FAQs, but no public API reference, SDK repository, installation package or self-hosting instructions were identified.Read 21 Oct 2026 · caseconnect.co.uk
Founder design goal
The same LinkedIn post says the project focuses on reducing administrative work, repetition and unnecessary clicks rather than maximising feature count.Read 21 Oct 2026 · linkedin.com
Founder development history
In a LinkedIn post, Nurul Haque said he had been building CaseConnect for three years alongside running his own law firm.Read 21 Oct 2026 · linkedin.com
Independent company description
LinkedIn describes the platform as combining onboarding, matter management, documents, tasks, critical dates, billing and accounts in one configurable system.Read 21 Oct 2026 · uk.linkedin.com
Infrastructure option
Dedicated servers sized to a firm's requirements are available as an infrastructure option.Read 21 Oct 2026 · caseconnect.co.uk
Intended firms
CaseConnect is aimed at small, boutique and growing UK law firms, including high-street practices and specialist firms.Read 4 Oct 2026 · caseconnect.co.uk
Legal accounts
CaseConnect includes client and office account management, billing and financial workflows, and describes its accounts as SRA-compliant.Read 4 Oct 2026 · caseconnect.co.uk
Limit: public review evidence
No CaseConnect user-rating profile or review count was displayed in the accessible G2, Capterra, GetApp, TrustRadius, Trustpilot or Software Advice pages searched.Read 21 Oct 2026 · capterra.com
LinkedIn company size
CaseConnect's LinkedIn company page lists the organisation as privately held with 2–10 employees.Read 21 Oct 2026 · uk.linkedin.com
LinkedIn headquarters
The LinkedIn page lists the headquarters as Prospect House, Featherstall Road South, Oldham, United Kingdom.Read 21 Oct 2026 · uk.linkedin.com
LinkedIn industry
LinkedIn categorises CaseConnect under Legal Services.Read 21 Oct 2026 · uk.linkedin.com
Maker legal name
The website identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.Read 21 Oct 2026 · caseconnect.co.uk
Matter management
Each matter workspace stores parties, tasks, documents, history, critical dates, time and billing together.Read 21 Oct 2026 · caseconnect.co.uk
Microsoft Word
DOCX templates can be uploaded, mapped to merge fields and used to generate documents from matters.Read 21 Oct 2026 · caseconnect.co.uk
Migration limit
More complex historic migrations may require separate scoping and charges.Read 21 Oct 2026 · caseconnect.co.uk
Portal safeguards
Firms control access per matter, confidential or privileged documents are excluded, uploads are staff-reviewed and access can be revoked.Read 21 Oct 2026 · caseconnect.co.uk
Praise: configurable workflows
The independent LinkedIn company description repeatedly highlights configuration around different practice areas, matter types and internal processes.Read 21 Oct 2026 · uk.linkedin.com
Pricing limit
Prices are not published; buyers must request a tailored quotation.Read 21 Oct 2026 · caseconnect.co.uk
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.Read 4 Oct 2026 · caseconnect.co.uk
Security architecture
Each firm is described as having an isolated application deployment, separate database, credentials and document storage, role-based access and an audit trail.Read 21 Oct 2026 · caseconnect.co.uk
SRA focus
The maker says its client and trust ledgers are designed around the SRA Accounts Rules, UK VAT, GBP billing and Land Registry disbursements.Read 21 Oct 2026 · caseconnect.co.uk
Support and onboarding
The maker includes setup, configuration help, team training, go-live assistance, standard support and ongoing product updates.Read 21 Oct 2026 · caseconnect.co.uk
Target customers
The product is aimed at sole practitioners, boutique, high-street, new and growing UK firms, including teams of roughly twenty.Read 21 Oct 2026 · caseconnect.co.uk
Time recording
Fee earners can record billable or non-billable time with timers or manual entries against matters.Read 21 Oct 2026 · caseconnect.co.uk
Trust accounting
YesRead 20 Sep 2026 · caseconnect.co.uk
UK-specific support
The maker says UK dates, VAT, GBP billing, SRA Accounts Rules and Land Registry disbursement tracking are built in.Read 4 Oct 2026 · caseconnect.co.uk
Workflow automation
Matter templates, critical dates, tasks, documents and milestones can be linked into repeatable workflows.Read 21 Oct 2026 · caseconnect.co.uk
Workflow configuration
Firms can configure practice areas, matter templates, custom fields and workflows through the administration interface without developers or consultancy.Read 4 Oct 2026 · caseconnect.co.uk
Xero integration
The Xero connection exports issued invoices, credit notes and payments mapped to the firm's chart of accounts.Read 21 Oct 2026 · caseconnect.co.uk

Plans and prices

CaseConnect licence Priced on request Per licensed user; quote depends on users, contract length, migration and bespoke requirements Complete platform · no feature tiers · training and standard support included · optional migration, white-glove implementation, bespoke configuration and AI services Read 21 Oct 2026 · caseconnect.co.uk

Every CaseConnect plan and price →

Strong points and limits

Strong points

  • Matter workspace combines core case information
  • Workflow configuration needs no developers
  • SRA Accounts Rules support
  • One-way Xero export integration
  • UK dates, VAT and GBP billing

Limits

  • Fixed prices are not published
  • Pricing varies by firm requirements
  • Xero integration is one-way
  • Optional migration and bespoke services may cost extra

Who it suits

It suits small, boutique and growing UK law firms, including high-street and specialist practices. Firms needing UK accounting rules, configurable workflows and a client portal may find it suitable.

Verdict

CaseConnect combines configurable matter workspaces, document automation, UK legal accounts and client access in one web platform. Request a tailored quotation and clarify migration or bespoke service costs before adoption.

Where Specifiction places it

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