Modern case management, entirely inside Microsoft 365.
LegalCase 365 helps law firms manage cases, documents and tasks efficiently in a secure, collaborative and fully customisable environment — from Pre-Action to Hearing and beyond — with every file staying in your own tenant.
Built for how your firm actually works
Fully customisable
Case types, stages, workflows, document templates, task lists, approvals and reminders tailored to your practice areas.
Integrated in Teams
Case files, documents, tasks and deadlines in your daily workspace for seamless collaboration.
Data ownership & security
Client and case data never leaves your Microsoft 365 tenant — the highest level of confidentiality and compliance.
Document authoring & deadlines
Firm-specific templates, task management and workflow automation so you never miss a filing date.
Automated reminders
Alerts for hearings, submissions and reserving counsel, tailored per case type or team.
Insightful reporting
Dashboards and reports on case progress, workloads and performance — no Power BI licence required.
From case creation to hearing
A step-by-step wizard that captures everything
Clients, opponents, third parties and case data captured in a guided flow for quick, accurate, error-free setup.
One view of the whole matter
Clients, opponents, fee earners, dates, documents, reminders and workflows — everything the team needs to manage the case in one place.
Every hearing task assigned and tracked
From document filings to court submissions, each step is assigned, tracked and completed on time.
Shared notes and automatic alerts
Case-specific notes for authorised team members and reminders that monitor key tasks and deadlines for court dates, filings and meetings.
Everything included
Case management
Wizard-based creation and a central case details view.
Key dates tracking
Deadlines and milestones organised per stage — Pre-Action, Hearing, Application.
Document authoring
One-click documents from templates, saved to the right SharePoint folder.
Hearing tasks
All hearing-related tasks assigned, tracked and completed on time.
Notes & reminders
Shared case notes and automatic alerts for key legal events.
Courts & chambers
Predefined courts and chamber details — contacts, locations, judges.
Counsels directory
Every counsel linked to a case with contact details, expertise and role.
Settings
Agreement types, locations, matter details and terminology configured to your firm.
Reporting & analytics
Prebuilt dashboards, custom reports and API — without a Power BI licence.
LegalCase 365: your questions answered
Where is client and case data stored?
Entirely inside your own Microsoft 365 tenant. Unlike traditional cloud or SaaS case-management systems, nothing is stored externally — giving complete data sovereignty, confidentiality and compliance.
Can we adapt it to our practice areas and stages?
Yes. Case types, stages (Pre-Action, Hearing, Application and beyond), workflows, document templates, task lists, approvals and reminders are all configurable to your firm.
How does document authoring work?
One-click generation of predefined documents from firm-specific templates. Files save automatically to SharePoint in the correct case folder, keeping everything consistent and organised.
Does it send reminders for key dates?
Yes. Automated reminders for hearings, court submissions, reserving counsel and other deadlines, tailored per case type or team so no obligation is overlooked.
Does reporting need Power BI licences?
No. Built-in dashboards, customisable reports and API support give instant insight into case progress, workloads and performance without a Power BI licence.
Does it work in Microsoft Teams?
Yes. LegalCase 365 is fully embedded in Teams so fee earners access case files, author documents, assign tasks and manage deadlines without leaving their workspace.
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Get a free LegalCase 365 demo
We will walk through case creation, document authoring and hearing tasks using your firm's stages — then set up a trial in your tenant.