CaseConnect

6.3easy start · #95of 141
in Legal Practice Management Software

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Runs where you workno

Runs on Web.

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CaseConnect is ranked #95 of 141 in legal practice management software on The Geeks Club. It runs on Web.

CaseConnect plans and pricing

All plans

CaseConnect licence Tailored quotation based on firm requirements; per-user licence. Pricing is not published. Complete platform included · No feature tiers · Optional migration, white-glove implementation, bespoke configuration and AI services (when available) may be quoted separately caseconnect.co.uk · 4 Oct 2026

Compared on legal practice management software

Trust accounting: Yes
Legal time tracking: Yes
Expense tracking: Yes
Billing models: hourly
Client portal: Yes

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The record

Purpose: CaseConnect brings matters, clients, documents, deadlines and accounts together for UK law firms.
Matter management: A matter workspace brings together details, parties, documents, tasks, critical dates, time recording and billing information.
Document automation: The platform generates documents using templates, precedents, merge fields and custom data.
Workflow configuration: Firms can configure practice areas, matter templates, custom fields and workflows through the administration interface without developers or consultancy.
Legal accounts: CaseConnect includes client and office account management, billing and financial workflows, and describes its accounts as SRA-compliant.
Xero integration: The Xero integration exports issued invoices, credit notes, allocated payments and associated contacts from CaseConnect to Xero; it is one-way and admin-approved.
Portal safeguards: The maker says confidential or privileged documents cannot be published to the portal, client uploads are reviewed by staff, and matter access can be revoked.
Security and compliance: The maker describes CaseConnect as UK-hosted and secure and says client and trust account ledgers are built to the SRA Accounts Rules.
UK-specific support: The maker says UK dates, VAT, GBP billing, SRA Accounts Rules and Land Registry disbursement tracking are built in.
Support and onboarding: Standard support and training are included with each licence, along with guided onboarding and ongoing system and security updates.
Intended firms: CaseConnect is aimed at small, boutique and growing UK law firms, including high-street practices and specialist firms.
Pricing limit: The maker does not publish fixed prices and says quotations may depend on user count, contract length, migration needs and bespoke requirements.
Company: The site identifies CaseConnect as a trading style of We Serve You Limited, registered in England and Wales.

Where it ranks on The Geeks Club

Best Legal Practice Management Software in 2026#95 of 141
Best Legal Trust Accounting Software in 2026#31 of 40
Best Legal Billing Software in 2026#17 of 26

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Sources

caseconnect.co.uk· checked 4 Oct 2026
caseconnect.co.uk/features/matter-management/· checked 4 Oct 2026
caseconnect.co.uk/features/xero-integration/· checked 4 Oct 2026
caseconnect.co.uk/features/client-portal/· checked 4 Oct 2026
caseconnect.co.uk/about/· checked 4 Oct 2026
caseconnect.co.uk/pricing/· checked 4 Oct 2026