How it works

From matter to money, without the busywork.

The Casebook carries a matter from the day you open it to the day you're paid — deadlines, workflow and billing all handled along the way. No spreadsheets, no double-keying.

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14 Oakfield CloseConveyancing
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Completed 3 Jun
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Billed this matter£1,500
1 bill · ready to invoice
The flow
Three moving parts, one system
Set it up once around how your firm works, then it largely runs itself.
1

Open the matter

Create a matter, add its key dates, and pick the workflow for that type of work. Client and property details are entered once and linked.

2

Work it through

The timeline tracks each step and deadline, with email reminders and notes pinned to the stage they belong to — the whole history reads top to bottom.

3

Bill & get paid

Record what you bill as you go; monthly invoices assemble themselves per billing firm and fee-share band, tracked from raised to paid.

FAQ
Common questions
Do I have to set a lot up?
No — you tailor your key dates and workflows once to match your area of law, and from then on new matters just follow them.
How long until we're running?
Minutes to sign up and open your first matter. Bring your team in whenever you're ready.
Does it replace my accounts system?
It handles matter billing and the fee-share invoices you raise; it sits alongside your accounts, it doesn't replace your bookkeeping.

See it on your own matters

Your first 60 days are free — no card needed to start.

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