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CaseConnect
What it is
CaseConnect is a web platform for UK law firms that brings matter information, clients, documents, deadlines, time, billing and accounts into one system. Each matter workspace can hold parties, tasks, critical dates, time records and billing details. Firms can create documents from templates, precedents, merge fields and custom data, then configure practice areas, matter templates, custom fields and workflows in the administration interface without developers or consultancy. Client and office account management, billing and financial workflows are included, with ledgers described as built to the SRA Accounts Rules. A client portal supports matter access, while the maker says confidential or privileged documents cannot be published there, uploads are reviewed by staff and access can be revoked. One-way, administrator-approved Xero exports cover invoices, credit notes, allocated payments and contacts. UK dates, VAT, GBP billing and Land Registry disbursement tracking are built in. Support, training, onboarding and updates accompany each licence. Pricing is a tailored quotation and is not published.
For and against
For
- Matter workspace combines documents, tasks, dates and billing
- Document generation uses templates and custom data
- Configurable workflows need no developers or consultancy
- Includes client and office account management
- UK-specific VAT, GBP and SRA support
Against
- Pricing is not published
- Xero integration is one-way and admin-approved
- Portal uploads are reviewed by staff
The verdict
CaseConnect combines legal matter work, accounts, document automation and UK-specific requirements in one configurable web platform. Firms should request a quotation and confirm portal and Xero processes before choosing it.
Who it suits
CaseConnect suits small, boutique and growing UK law firms, including high-street and specialist practices. It is intended for firms needing matter management, legal accounts and client portal functions in a web system.
Plans and prices
CaseConnect licence
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
On the record
- 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.caseconnect.co.uk · read 21 Oct 2026
- Billing
- The system generates invoices from recorded work, tracks disbursements, records payments and shows invoice status.caseconnect.co.uk · read 21 Oct 2026
- Client and office accounts
- Client and office account transactions, payment requests and reconciliation workflows are managed alongside matters.caseconnect.co.uk · read 21 Oct 2026
- Client onboarding
- Reusable onboarding templates can be sent through the portal and answers applied to the matter without re-keying.caseconnect.co.uk · read 21 Oct 2026
- Client portal
- An invitation-only portal lets clients view shared documents, upload requested files and complete onboarding questionnaires.caseconnect.co.uk · read 21 Oct 2026
- Company
- The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.caseconnect.co.uk · read 4 Oct 2026
- 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.find-and-update.company-information.service.gov.uk · read 21 Oct 2026
- Company status
- Companies House data lists We Serve You Limited as active, with Haseena Begum appointed director on 17 February 2020.find-and-update.company-information.service.gov.uk · read 21 Oct 2026
- Critical dates
- Key legal dates can trigger follow-up work and tasks so matters continue progressing.caseconnect.co.uk · read 21 Oct 2026
- Customisation
- Administrators can configure practice areas, matter templates, custom fields, critical dates and workflows without developers.caseconnect.co.uk · read 21 Oct 2026
- Deployment model
- Public materials describe hosted firm deployments and do not describe customer self-hosting.caseconnect.co.uk · read 21 Oct 2026
- Documentation
- The public site provides feature pages and FAQs, but no public API reference, SDK repository, installation package or self-hosting instructions were identified.caseconnect.co.uk · read 21 Oct 2026
- Document automation
- Users can generate documents from firm templates, precedents, merge fields, custom fields and matter data.caseconnect.co.uk · read 21 Oct 2026
- Founder design goal
- The same LinkedIn post says the project focuses on reducing administrative work, repetition and unnecessary clicks rather than maximising feature count.linkedin.com · read 21 Oct 2026
- Founder development history
- In a LinkedIn post, Nurul Haque said he had been building CaseConnect for three years alongside running his own law firm.linkedin.com · read 21 Oct 2026
- Independent company description
- LinkedIn describes the platform as combining onboarding, matter management, documents, tasks, critical dates, billing and accounts in one configurable system.uk.linkedin.com · read 21 Oct 2026
- Infrastructure option
- Dedicated servers sized to a firm's requirements are available as an infrastructure option.caseconnect.co.uk · read 21 Oct 2026
- Integrations
- The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations.caseconnect.co.uk · read 21 Oct 2026
