CaseForte

What the maker publishes

AI assistant

The assistant can draft correspondence, summarise matters and extract information from uploaded documents; the maker says it can use a model hosted on the firm's own infrastructure. source

AI assistant

The assistant can draft correspondence, summarise matters and read uploaded documents; it can use a model on the customer's infrastructure. source

Billing and payments

Yes source

Certifications

CaseForte says certifications and assessments depend on the deployment model and should be confirmed with the company. source

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. source

Client intake

Yes source

Client money

Client and office accounts are kept distinct, with matter-level balances, ledger records and reconciliation against opening balances and bank statement figures. source

Client money

Client and office accounts are held separately, with matter-level balances and reconciliation against statement figures under an SRA Accounts Rules design. source

Client portal

Yes source

Client portal

The client portal can show clients selected documents, bills and matter stages, and supports secure messages and online bill payment. source

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. source

Document automation

Yes source

Documents

Document features include version history, templates and full-text search with OCR for scanned PDFs. source

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. source

Email

An Outlook add-in files messages and attachments, and automatic collection supports Microsoft 365, Google Workspace and IMAP mailboxes. source

Ethical walls

Access restrictions are applied in database queries across lists, search, reports, exports, API and the assistant; refused access attempts are logged. source

Hosting

CaseForte says it can be hosted by the maker or installed on infrastructure controlled by the customer. source

Implementation

The maker describes configuration, data migration and role-based training, with workflow, report and template tuning included after launch. source

Integrations

The maker lists Microsoft 365, Google Workspace, Outlook, Microsoft and Google calendar connections, Companies House lookup, card payment integration, API tokens and webhooks. source

Integrations

Listed integrations include Outlook, Microsoft 365, Google calendars, Google Workspace, Companies House, card payments, API tokens and webhooks. source

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. source

Matter management

Matter features include conflict checks, templates, practice area fields, linked matters and recorded compliance checks. source

Matter management

Its matter workspace brings correspondence, documents, tasks, dates, recorded time, bills and money together. source

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. source

Checked against the maker's pages on 12 Oct 2026.