CaseConnect
CaseConnect: A configurable legal practice platform combining matters, billing, trust workflows and client access. Ranked #21 of 25 in Legal Billing Software by our editors (6.9/10); pricing: Pricing on request; best for firms needing configurable matter workflows.
At a glance
- Editor score6.9 / 10
- PricingPricing on request
- Best forFirms needing configurable matter workflows
- Trust accountingYes
- Facts checked20 Sep 2026
Where it wins
- Combines matter management, billing and trust-account workflows
- Configurable workflows, templates, critical dates and task management
- Client portal supports document sharing and onboarding
Where it doesn't
- Pricing requires a tailored sales quotation
- Published billing support is centered on hourly work
- Positioned specifically for UK law firms
Our verdict on CaseConnect
CaseConnect is legal practice management software for UK law firms, bringing matter management, document automation, configurable workflows, critical dates, time recording, billing, accounts and client access into one system. It is positioned for sole practitioners, boutique practices, high-street firms and growing legal teams. The feature set covers legal time recording through timers and manual entries, invoice generation, payment tracking, disbursements, client and office accounts, and client portal access for document sharing and onboarding.
Its strongest fit is for firms that want configurable matter workflows alongside financial controls. Matter templates, task management and critical-date tracking support structured case administration, while trust-account workflows and reconciliations address a specific requirement for legal practices. Financial activity can remain linked to matters through time recording, disbursement management, invoicing and payment tracking. Document automation and generation, with Microsoft Word and Microsoft 365 listed among the integrations, also make the product relevant to teams that manage drafting and collaboration within Microsoft’s ecosystem.
Pricing is quoted per licensed user and tailored to firm requirements, so the buying process starts with a sales conversation rather than a published plan comparison. CaseConnect lists Xero, Microsoft 365 and Microsoft Word as integrations, giving it a defined fit for firms using those tools. The product should suit UK practices seeking one system for matter workflows, legal time capture, hourly billing, trust accounting and client communication. Firms seeking publicly itemized pricing, broader billing-model coverage or a platform positioned beyond UK legal practice should compare alternatives before choosing it.
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CaseConnect pricing
CaseConnect fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Trust accounting | Yes |
| Legal time tracking | Yes |
| Expense tracking | Yes |
| Billing models | Hourly |
| Client payments | Not verified |
| Client portal | Yes |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: Xero, Microsoft 365, Microsoft Word |
| Pricing | Pricing on request (source) |
| Website | caseconnect.co.uk |
| Facts checked | 20 Sep 2026 |
CaseConnect integrations
CaseConnect lists 3 integrations on its own site.
- Xero
- Microsoft 365
- Microsoft Word
Alternatives to CaseConnect
- CaseFoxA broad legal billing platform with a free core plan and paid growth tiers.9.4
- BQE COREA deep legal billing and accounting platform for firms that need trust-account control.9.2
- CosmoLexA broad legal operations suite for firms that want billing, accounting, and matters together.9.0
See all CaseConnect alternatives →
Also Ranked In
CaseConnect is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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