Case management command centre

Legally Connected

The operating layer for high-control casework.

Bring intake, documents, billing, communication, compliance and audit into one live workspace so every matter moves with pace, evidence and control.

Explore command centre

42%

case progression lift

12+

automations per matter

100%

audit trail coverage

Live matter

Moore v. Wells

PI-24-0913

SLA health

86%

On track

Exposure

GBP 184k

Reviewed

Open actions

12

3 due today

Compliance check

Passed

Next deadline

4h 12m

Bundle status

92%

Case timeline

Next best actions are already routed

Auto-routed

Intake validated

09:14

Complete

Liability review assigned

10:05

Active

Medical bundle requested

Due 16:00

At risk

Operating model

From fragmented casework to one controlled journey.

The platform is designed around how complex matters actually move: intake, validation, evidence, collaboration, finance and governance, all connected by the same case record.

01

Intake arrives structured

Matter details, parties, documents and risk flags enter one governed workspace.

18 fields validated

02

Rules route the work

Ownership, deadlines, exceptions and approvals are assigned from your process logic.

4 teams aligned

03

Evidence stays attached

Bundles, correspondence, invoice events and notes stay tied to the matter timeline.

92% bundle ready

04

Audit is always live

Every update becomes searchable, reportable and accountable by default.

0 missing checks

Matter workspace

One command view for tasks, parties, timelines, documents, billing and decisions.

Workflow engine

Policy-based routing, timers, approvals and exception handling for repeatable delivery.

Communication record

Email, SMS and updates logged with the context needed for audit and handover.

Workflow control

Complex journeys, governed like a system.

Configure the policies that move cases forward, then monitor how every rule performs across your live caseload.

Conditional routing

Assigns work by matter type, risk, value and service level.

Permission layers

Keeps sensitive stages visible only to the right teams.

Escalation logic

Flags stalled matters before deadlines become client issues.

Process cockpit

Personal injury workflow

Live SLA health

86%

Intake

01
Complete

Review

02
Active

Bundle

03
Needs sign-off

Settlement

04
Queued

Bottlenecks

3 open

Rules active

28

Checks passed

147

Product experience

Explore the command centre behind the claims.

Built from the real product language: a navy command bar, deep left navigation, KPI cards, task tables, review queues, administration and analytics.

Legally Connected
Create Client

Dashboard

A live view of caseload, task pressure, review queues and recently accessed cases.

Analytics & KPIsCustomise

My Priority work

Overdue and due-today tasks first, then upcoming work.

All Cases

284,003

+54.9% vs last 30 days

My Active Cases

0

0% vs last 30 days

My Tasks

0

0% vs last 30 days

My Overdue Tasks

0

0% vs last 30 days

SAR Responses Received

0

0% vs last 30 days

FLOC Responses Received

0

0% vs last 30 days

Last 10 Cases Accessed

Case RefClientCase StatusLast Accessed
LC-24091Client ASignature review complete30/06/26 12:49View
LC-24108Client BCase opened30/06/26 12:23View
LC-24172Client CDocuments pending26/06/26 13:27View
LC-24204Client DAwaiting review25/06/26 13:17View

Feels like the real operation

The showcase now reflects dashboards, review queues, admin depth and scale, rather than abstract cards.

Governed by default

Roles, locked cases, screen controls, templates and PowerTask automations all support a controlled rollout.

Built for daily users

Handlers, reviewers, administrators and leadership can each recognise their working surface.

Product proof

Evidence that it is built for real operational scale.

The story now leans into what your software visibly does: high-volume dashboards, review queues, task governance, configurable admin and a clear route from case activity to leadership reporting.

284k+

case scale represented

The dashboard pattern is designed for large caseloads, not boutique matter lists.

10+

operational queues

Tasks, reviews, closure, SAR, FLOC and cancellation workflows can each be surfaced separately.

100%

audit-led workflow

Every visible action should resolve back to ownership, status, deadline and evidence.

Procurement-ready evidence

A workflow review can turn product capability into a clear assurance pack for buyers and implementation teams.

Outcome baseline
Migration timeline
Compliance evidence

Security and governance

Control is part of the product, not an afterthought.

The real application already exposes the serious ingredients: user roles, locked cases, system config, screen management, monitored mailboxes and automation controls. The marketing site should show that confidence.

View security detail

Governance layer

Permissioned case operations

Role-based access

User roles, teams and case permissions keep sensitive work behind the right controls.

Locked case controls

Protected matters can be governed without blocking the rest of the operation.

Monitored mailboxes

Inbound correspondence can be routed into the right case, review or task queue.

Configurable screens

Case types, screens, folders, templates and branding can match the process.

Common assurance topics include MFA, data residency, backups, retention policy and penetration testing status.

Outcomes

Built for the people accountable for case delivery.

42%

faster case progression

12+

automations per matter

100%

audit trail coverage

Operations leaders

See throughput before it slips

Monitor SLA pressure, stage bottlenecks and team capacity without asking handlers for manual updates.

Compliance teams

Trust the record of work

Every decision, document, approval and message is logged against the matter timeline.

Case handlers

Know the next action

Surface deadlines, missing evidence, outstanding approvals and client updates inside one workspace.

Partners and directors

Run growth with control

Standardise case delivery while keeping visibility of financial exposure and operational risk.

Integrations

Your legal tech stack connected around the case.

Integrations are not just logos. Each connection moves documents, invoices, messages or contact data into the matter record so teams can work from one source of truth.

Case data layer

Moore v. Wells

8 systems in sync

Documents

Updated inside matter timeline

Messages

Updated inside matter timeline

Finance

Updated inside matter timeline

SharePoint

Store bundle

Xero

Xero

Sync invoice

Microsoft Graph

Log email

Twilio

Send SMS

AWS

Secure archive

HubSpot

HubSpot

Update CRM

Salesforce

Pull contact

Webex

Webex

Record call

What this changes

No duplicate entry

Case teams update one matter record instead of chasing tool-by-tool status.

Cleaner audit

Messages, documents and finance events are linked to the same timeline.

Faster handover

New owners can see what happened, what changed and what is still outstanding.

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.

Workflow review

See how Legally Connected would run your real casework.

Share the shape of your current operation and we will map the platform to your workflows, integrations and governance requirements.

Workflow map

We trace intake, tasks, documents, billing and audit around one live case journey.

Integration review

We identify where Xero, Microsoft, SharePoint, SMS and CRM data should move automatically.

Governance plan

We highlight permission, compliance and reporting controls needed for controlled rollout.

Request a workflow review

We usually respond within one business day.