Manage cases, documents, deadlines, and billing from a single platform built for UK law firms and legal service providers.
Fee earners waste hours each week hunting for case details spread across disconnected tools. Key documents go missing, deadline reminders are manual, and management has no real-time view of work-in-progress — putting SRA compliance and client service at risk.
Matter details live in email threads, local folders, and outdated spreadsheets, making it impossible to get a single source of truth.
Court deadlines and limitation dates are managed in diaries or calendar entries that are easily missed when workloads peak.
Partners and practice managers rely on ad-hoc status updates rather than live dashboards, limiting capacity planning.
Without a structured audit trail, demonstrating compliance with SRA Accounts Rules and file-management standards is time-consuming.
Purpose-built capabilities — not generic templates you have to work around.
Every document, note, time entry, and communication linked to a single matter record accessible by the whole team.
CPR limitation dates, hearing dates, and internal milestones trigger escalating reminders so nothing is overlooked.
Real-time views of matter status, fee earner utilisation, and unbilled time give partners instant oversight.
Every action is timestamped and attributed, providing an immutable record for SRA inspections and client audits.
Build matter-type templates — conveyancing, litigation, corporate — with stage gates, checklists, and approval steps.
A new matter record is created from a template, pre-populating key dates, checklists, and document folders.
Fee earners log time, upload documents, and advance the matter through defined workflow stages.
Dashboards surface overdue tasks and approaching deadlines; automated alerts escalate to supervisors.
Matters are closed with a compliance checklist, final bill generated, and files archived per retention policy.
Try these tools to assess and improve your operations.
Yes. SwiftCase provides a fully configurable matter management platform that can be tailored to any practice area, with data migration support to bring across your existing records.
Absolutely. You can create distinct workflow templates for litigation, conveyancing, corporate, immigration, or any other practice area — each with its own stages, checklists, and document requirements.
Every action is logged with a timestamped audit trail, access controls enforce data segregation, and built-in checklists ensure your team follows SRA Accounts Rules and file-management standards.
SwiftCase offers API integrations with popular legal accounting packages and can export time entries in standard formats for seamless reconciliation.
See how SwiftCase gives your firm real-time visibility, deadline certainty, and SRA-ready audit trails — book a demo today.
