Legally Connected / Intelligent case operations

Complex cases.
Beautifully connected.

From the first enquiry to the final handoff. Turn routine casework into a connected flow, with your team in control of every decision that matters.

Explore the workflow
Guided setup · No card required · Start with your workflow
Legally ConnectedInteractive workflow · Example data
Throw it a curveball.Drag into the workflow, or tap to try.
Inside the workflow / 01Ready to explore

One enquiry. Everything connected.

The message and its documents arrive together, ready to become a matter.

New enquiryJust received

From Alex Morgan · Example client

Supporting documents for my enquiry

Please find my completed enquiry form and the documents relating to the incident on 12 August.

Enquiry form.pdf5 supporting files
6 files received · ready to structure
Play the story or explore each step
Your process, connected from end to end.Time compressed for illustration · configured to your workflow
Receive. One enquiry. Everything connected.
Don’t just read about it. Put it through its paces.Choose a step. Add a curveball. See what happens.
Built for controlled, high-volume caseworkRole-based accessComplete audit trailHuman approvalsSecure integrations

Built around the way you work

Change the rule.
See the work move.

Your process has its own priorities, people and checkpoints. Explore how a simple rule puts the next action in the right hands.

Your conditionsYour teamsYour controls
Try a routing ruleInteractive example
Your rule preview

Request the missing evidenceDocuments Team

External communication stays subject to human approval.

The working day today

Your team should not spend the day moving work between systems.

Give your team a clear next action, the right documents and one place to move the matter forward.

01

Intake becomes a queue before work even begins.

Handlers re-key details, rename documents and chase missing information while valuable cases wait.

02

People have to remember what the system should know.

Next actions, handoffs and deadlines live across inboxes, notes and individual experience.

03

Risk surfaces when it is already urgent.

Teams discover stalled cases and missed steps through escalation rather than early intervention.

Product stories

A clearer view. A better next step.

Follow the result from a new enquiry through the live case journey, operational control and a governed AI decision.

A ready-to-work case in minutes.

Messy intake becomes structured, checked and assigned work before a handler opens the matter.

No re-keying. No intake chase.The handler starts with a complete case and a clear next action.
Serious injury caseLive context
Incident date12 Aug 2026
Case typeSerious injury
Limitation12 Aug 2029
Documents6 matched
ConflictClear
PriorityHigh
Matter created and assigned to Serious Injury Team · Next action due today
Client update ready to send

“We have reviewed the new medical documents and the next step is…”

Uncertainty held for review

The latest medical report is not yet on file. The draft avoids making a final outcome statement.

Draft created from case contextAI
Source documents linked6 citations
Confidence signalHigh
Final decisionHuman
Audit entryRecorded

Control is part of the product

Automation with evidence, permissions and human approval.

Review the source, check the proposed action and approve the next step. Every decision stays with the matter.

Explainable decisions
Role-based access
Human checkpoints
Complete audit history

Connected work

The matter stays complete as the work changes shape.

Find the conversation, supporting evidence and financial context together, without rebuilding the story across different tools.

Communications

Keep every conversation with the matter.

Inbound and outbound updates remain searchable, attributable and ready to become the next action.

Fewer inbox searches

Documents

Turn uploaded files into checked work.

Documents can be classified, matched, reviewed and prepared without losing their source or history.

Cleaner case files

Financial activity

Connect completed work to financial review.

Time, costs and matter activity reach finance with the context needed to review, export or reconcile.

Less spreadsheet chasing

Technology and integrations

Connect the tools your teams already rely on.

Documents, finance activity and case data can move through the matter without adding another manual handoff.

Connection availability and scope are confirmed against your existing environment during discovery.

XeroFinance
SageFinance
Microsoft 365Productivity
SharePointDocuments
Microsoft AzureCloud
AWSCloud
Amazon S3Storage
MedCoLegal services

Have another system in your stack? We can map the data and approval points with you.

A clearer day for every role

A better working day for every role.

Start with work that is ready to progress.

The matter arrives structured, checked and prioritised with the next action already clear.

Less re-keying and chasing

One place for context

Deadlines and ownership visible

Example view

Today’s focus

6 ready matters

Clear, predictable pricing

See the investment—and the time it could give back.

Choose your team size for an indicative monthly price, then add as much—or as little—implementation support as you need.

No hidden platform fee

Monthly subscription

How many people need access?

5
1 user100 users

Per user

£75each month

Your monthly price

£375for 5 users

Billing

Monthlyexcluding VAT
Potential monthly benefit
141 hours

estimated team time saved each month

Equivalent salary value

£2,528

potential value each month

Estimate assumes 6.5 hours saved per user each week and an average £35,000 annual salary, averaged across 12 months. Your actual saving will depend on usage and workflows.

Indicative estimate only. Final implementation scope and any integration costs are agreed with you before work begins.

Monthly: £375 · Upfront: £0

Practical answers

What teams ask before they begin.

The exact scope is agreed around your workflows, data, users and connected services.

We start with one real workflow, map the roles, data and approval points around it, then configure access and a measured rollout with your team.

A walkthrough built around your work

Book a tailored demo.

Show us the casework that slows your team down. We’ll demonstrate how Legally Connected would handle the intake, routing, approvals and audit trail.

Use your real case journey
Focus on the time-consuming steps
Leave with a practical automation plan
Which workflow should we focus on?

We usually respond within one business day.