Now with integrated AML/KYC checks

Case ManagementBuilt for Modern Law Firms

Streamline your practice with comprehensive case management, SRA-compliant accounting, and powerful compliance tools designed specifically for solicitors in England and Wales.

TRUSTED BY LAW FIRMS ACROSS ENGLAND AND WALES

SRA
Compliant
GDPR Ready
SOC2
Type II
256-bit SSL
AWS Hosted

17

Practice Areas Supported

52+

Task Templates Included

SRA

Accounts Rules Compliant

UK

Based & Hosted

Powerful Features

Everything You Need to Run Your Practice

From client intake to completion, Casebook provides a complete suite of tools designed specifically for the way law firms work.

Case Management

Track matters from instruction to completion with customisable workflows, automated task lists, and key date tracking for 17 practice areas.

Client Accounting

SRA-compliant client and office account management with automatic balance monitoring, interest calculations, and real-time warnings.

Time Recording

Capture every billable unit with our intuitive timer widget. Record time in 6-minute units with automatic rate calculations.

Compliance Tools

Built-in AML/KYC integration, conflict checking, undertaking tracking, and comprehensive audit logging for regulatory peace of mind.

Document Management

Secure storage with version control, folder templates, in-browser Word preview, and automated letter generation from templates.

Client Portal

Give clients secure access to view case progress, download documents, and check invoices with passwordless magic link login.

Practice Areas

Purpose-Built for Every Department

Pre-configured workflows and task templates for 17 practice areas, each designed with input from practising solicitors.

Conveyancing

Family Law

Probate

Wills & Trusts

Litigation

Personal Injury

Employment

Immigration

Criminal

Corporate

Compliance First

Built for Regulatory Excellence

Meeting the highest standards for data protection, professional regulation, and financial compliance.

SRA

SRA Accounts Rules

Full compliance with client money handling, account separation, reconciliation, and reporting.

GDPR

Data Protection

Subject access requests, right to erasure, consent management, and breach notification tools.

SOC2

Security Controls

Enterprise-grade security with 2FA, audit logging, rate limiting, and encryption at rest.

AML

AML/KYC Checks

Integrated identity verification with SmartSearch, Credas, and other leading providers.

See It In Action

Request a Personalised Demo

See how Casebook can streamline your practice. We'll walk you through the features most relevant to your firm and answer any questions.

Pricing

Simple, Transparent Pricing

Per-user pricing with no hidden fees. Start free, upgrade anytime.

Starter

For solo practitioners

£49/user/month
  • Up to 3 users
  • Core case management
  • Client accounting
  • 5GB document storage
  • Email support
Start Free Trial
Most Popular

Professional

For growing firms

£79/user/month
  • Unlimited users
  • Client portal access
  • AML/KYC integrations
  • 50GB document storage
  • Priority phone support
Start Free Trial

Enterprise

For large practices

Custom
  • Everything in Professional
  • Custom integrations
  • Dedicated account manager
  • Unlimited storage
  • SLA guarantee
Contact Sales

Ready to Modernise Your Practice?

Experience the difference that purpose-built legal software can make for your practice.

No credit card required. Full access to all features.