Case Management System
A modern, intelligent platform to run every case with total control.
Legally Connected unifies case work, client communications, documents, billing, and automation into one secure system. Designed for legal teams that need visibility, speed, and compliance without complexity.
42%
Avg. cycle time reduction
12+
Automations per case
99.99%
Platform uptime
Unified Case Workspace
Claim Review: Moore v. Wells
Intake
Documents
Automation
Next best action
Auto-generate court bundle, notify claimant, and sync invoice to Xero.
Platform capabilities
A complete operating system for case management.
Consolidate every case touchpoint while keeping tight governance, fast execution, and full visibility across teams.
Automation engine
Trigger actions across cases, documents, and communications with rules you control.
Unified case workspace
Everything for a matter lives in one view: tasks, parties, timelines, and audit logs.
Workflow orchestration
Build multi-step processes with approvals, timers, and exception handling.
Centralise profiles, communications history, and key documents with full visibility.
Versioned storage, templates, and automated bundles across SharePoint and S3.
Time capture, invoicing, and Xero sync with real-time payment tracking.
Email, SMS, and notifications in one place with complete case context.
Immutable trails, permissioning, and reporting configured to your obligations.
Tailor screens, fields, and dashboards without engineering overhead.
Security and governance without friction.
Granular permissions, audit trails, and compliance-ready reporting keep every action accountable.
Workflow control
Turn complex case journeys into predictable, compliant workflows.
From intake to resolution, every step is routed, tracked, and measurable in real time.
Intake & validation
Capture new matters with structured forms, automated checks, and instant routing.
Workflow automation
Assign owners, trigger tasks, and move cases forward with policy-based logic.
Collaboration
Coordinate across teams with shared timelines, notes, and approvals.
Outcomes & reporting
Track SLAs, financials, and compliance with real-time dashboards.
Workflow visibility
Live dashboards keep every stakeholder aligned.
Configure SLAs, risk flags, and escalations so leadership always sees what is moving, stalled, or at risk.
Product experience
A premium interface built for complex casework.
Every screen is designed for clarity, speed, and contextual decision-making.
Next action
Send medical report to insurer
Case command centre
Monitor key milestones, financials, and tasks from a single workspace.
Document intelligence
Auto-generate bundles, extract metadata, and keep version history in check.
Quality assurance
Built-in checks ensure every action is logged and compliant.
Outcomes
Operational clarity that compounds over time.
Make casework faster, more consistent, and more visible for everyone involved.
Faster resolution
Reduce turnaround time with automated tasks, alerts, and approvals.
Complete visibility
Track every case state, SLA, and financial exposure from one view.
Stronger compliance
Maintain audit trails and policy controls without manual oversight.
Scalable operations
Handle more matters without adding overhead or risk.
Higher quality
Remove human error with pre-built guardrails and validations.
Confident delivery
Dashboards surface risks early, keeping teams aligned and accountable.
Integrations
Connect your entire legal tech stack.
Sync data, documents, and communications with the systems you already rely on.
FAQ
Common questions before booking a demo.
Everything you need to evaluate Legally Connected for your case operations.
Typical implementations range from 3 to 8 weeks, depending on integrations, data migration, and workflow complexity.
Book a demo
See Legally Connected running your real workflows.
Schedule a tailored walkthrough with our product specialists. We will map the platform to your current operations and identify quick wins.
What to expect
Fast response
We respond within one business day with next steps and pre-call discovery.
Tailored walkthrough
We demo on your workflows, integrations, and compliance requirements.
Implementation plan
Receive a roadmap for onboarding, automation, and data migration.