CaseConnect vs GUIDEcx
CaseConnect
caseconnect.co.ukGUIDEcx
guidecx.comSide by side
| Figure | CaseConnect | GUIDEcx |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Client Onboarding Software | 8.1 (#2) | 7.3 (#9) |
| Integrations | The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations. | Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems. |
| Purpose | CaseConnect brings matters, clients, documents, deadlines and accounts together for UK law firms. | GUIDEcx is customer onboarding software that helps teams manage implementation projects and collaborate with customers through a shared workspace. |
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.