The Casebook brings matter management, deadlines, billing and workflow tracking into one simple system — built around the way consultant solicitors work. From conveyancing and family to commercial, litigation, employment and private client, it's one reliable place to manage your matters, stay ahead of key dates and keep control of your practice.
The Casebook is running with our founding firm and is opening up to new firms. If you're a consultant solicitor, get in touch.
Your key dates — whatever you name them — surface automatically, sorted by urgency and split into overdue, due today and due this week, with reminders by email so nothing slips through the cracks.
Each matter moves through a clear workflow you define — the milestones that matter for your area of law — with notes and documents pinned to the stage they belong to, so the whole history reads top to bottom in one place.
Monthly invoices are raised straight from the matter record — fee-share bands, amounts and due dates worked out for you, with every line tracked from raised to paid. No spreadsheet drifting out of sync.
One source of truth linking every client to their matters and every billed line back to the case it came from — details entered once, never re-keyed from file to file.
Everyone works matters, the diary and the dashboard; billing and invoices open up to finance roles; and admins get the lot — each with secure sign-in and an audit trail of who changed what, and when.
Turnover, collected, outstanding money and caseload at a glance — the numbers your practice runs on, drawn live from the record and always current.
The Casebook is a cloud-based matter management, deadline and billing system built for consultant solicitors and the firms they operate under. It brings matters, key dates, workflows and invoicing into one place.
It is designed for consultant solicitors and consultancy-model law firms, across conveyancing, family, commercial, litigation, employment and private client work.
Manage every matter with configurable key dates, run each matter through a workflow you define with email deadline reminders, keep a linked client and matter register, and raise monthly invoices automatically with each line tracked from raised to paid.
Bills are recorded against each matter as work is done. Monthly invoices are then assembled automatically for each billing firm and fee-share band, and every invoice is tracked from submitted through to paid, so the figures always reconcile.
Yes. Each firm works in its own private, tenanted workspace with role-based access, secure sign-in and a full audit trail of who changed what and when.
The Casebook is running with its founding firm and is opening up to new firms. If you are a consultant solicitor, you can register your interest and we will be in touch.