CaseConnect vs Dispatch
CaseConnect
caseconnect.co.ukDispatch
dispatch.ioSide by side
| Figure | CaseConnect | Dispatch |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Client Onboarding Software | 8.1 (#2) | 7.2 (#10) |
| Client onboarding | Reusable onboarding templates can be sent through the portal and answers applied to the matter without re-keying. | Its onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems. |
| Integrations | The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations. | Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. |
| What it does | CaseConnect is legal practice-management software that combines matters, clients, documents, deadlines, accounts, billing and firm workflows for UK law firms. | Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows. |
Plans
In their own words
CaseConnect
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.