- Home
- Legal Practice Management Software
- CaseForte
On the recordRead 12 Oct 202627 facts
CaseForte
On the record
- AI assistant
- The assistant can draft correspondence, summarise matters and read uploaded documents; it can use a model on the customer's infrastructure.caseforte.com · read 12 Oct 2026
- Billing and payments
- Yescaseforte.com · read 22 Sep 2026
- Certifications
- The maker says customers should ask which certifications and assessments apply to their deployment model; it does not present certification badges on the page.caseforte.com · read 12 Oct 2026
- Client intake
- Yescaseforte.com · read 22 Sep 2026
- Client money
- Client and office accounts are held separately, with matter-level balances and reconciliation against statement figures under an SRA Accounts Rules design.caseforte.com · read 12 Oct 2026
- Client portal
- The client portal can show clients selected documents, bills and matter stages, and supports secure messages and online bill payment.caseforte.com · read 12 Oct 2026
- Data separation and hosting
- The maker says each firm has its own database and that CaseForte can be hosted by the maker or installed on infrastructure the customer controls.caseforte.com · read 11 Oct 2026
- Document automation
- Yescaseforte.com · read 22 Sep 2026
- Documents
- Document features include version history, templates and full-text search with OCR for scanned PDFs.caseforte.com · read 12 Oct 2026
- Documents and email
- The product offers document version history, full-text search with OCR for scanned PDFs, an Outlook add-in, and scheduled collection from Microsoft 365, Google Workspace or IMAP mailboxes.caseforte.com · read 11 Oct 2026
- An Outlook add-in files messages and attachments, and automatic collection supports Microsoft 365, Google Workspace and IMAP mailboxes.caseforte.com · read 12 Oct 2026
- Ethical walls
- Access restrictions are applied in database queries across lists, search, reports, exports, API and the assistant; refused access attempts are logged.caseforte.com · read 12 Oct 2026
- Hosting
- CaseForte says it can be hosted by the maker or installed on infrastructure controlled by the customer.caseforte.com · read 12 Oct 2026
- Implementation
- The maker describes configuration, data migration and role-based training, with workflow, report and template tuning included after launch.caseforte.com · read 12 Oct 2026
- Integrations
- Listed integrations include Outlook, Microsoft 365, Google calendars, Google Workspace, Companies House, card payments, API tokens and webhooks.caseforte.com · read 12 Oct 2026
- Intended users
- CaseForte is built in the UK for UK legal practice and describes a firm of eight as able to adopt it without a six-figure programme.caseforte.com · read 11 Oct 2026
- Matter management
- Its matter workspace brings correspondence, documents, tasks, dates, recorded time, bills and money together.caseforte.com · read 12 Oct 2026
- Pricing availability
- The contact page directs prospective customers to request a demo and says a written scope covering configuration, migration and training follows if the product fits.caseforte.com · read 11 Oct 2026
