CaseForte
The facts below are what the maker publishes about CaseForte, checked and dated. Our editors have not written about it yet.
The facts
Each one read from CaseForte's own pages, with the date it was checked.
What it does
- AI assistant
- The assistant can draft correspondence, summarise matters and read uploaded documents; it can use a model on the customer's infrastructure.checked 12 Oct 2026
- Certifications
- The maker says customers should ask which certifications and assessments apply to their deployment model; it does not present certification badges on the page.checked 12 Oct 2026
- Client intake
- Yeschecked 22 Sep 2026
- Client money
- Client and office accounts are held separately, with matter-level balances and reconciliation against statement figures under an SRA Accounts Rules design.checked 12 Oct 2026
- Client portal
- The client portal can show clients selected documents, bills and matter stages, and supports secure messages and online bill payment.checked 12 Oct 2026
- Data separation and hosting
- The maker says each firm has its own database and that CaseForte can be hosted by the maker or installed on infrastructure the customer controls.checked 11 Oct 2026
- Document automation
- Yeschecked 22 Sep 2026
- Documents
- Document features include version history, templates and full-text search with OCR for scanned PDFs.checked 12 Oct 2026
- Documents and email
- The product offers document version history, full-text search with OCR for scanned PDFs, an Outlook add-in, and scheduled collection from Microsoft 365, Google Workspace or IMAP mailboxes.checked 11 Oct 2026
- An Outlook add-in files messages and attachments, and automatic collection supports Microsoft 365, Google Workspace and IMAP mailboxes.checked 12 Oct 2026
- Ethical walls
- Access restrictions are applied in database queries across lists, search, reports, exports, API and the assistant; refused access attempts are logged.checked 12 Oct 2026
- Hosting
- CaseForte says it can be hosted by the maker or installed on infrastructure controlled by the customer.checked 12 Oct 2026
- Implementation
- The maker describes configuration, data migration and role-based training, with workflow, report and template tuning included after launch.checked 12 Oct 2026
- Integrations
- Listed integrations include Outlook, Microsoft 365, Google calendars, Google Workspace, Companies House, card payments, API tokens and webhooks.checked 12 Oct 2026
- Intended users
- CaseForte is built in the UK for UK legal practice and describes a firm of eight as able to adopt it without a six-figure programme.checked 11 Oct 2026
- Matter management
- Its matter workspace brings correspondence, documents, tasks, dates, recorded time, bills and money together.checked 12 Oct 2026
- Pricing availability
- The contact page directs prospective customers to request a demo and says a written scope covering configuration, migration and training follows if the product fits.checked 11 Oct 2026
- Product
- CaseForte combines legal practice management and document governance in one system for UK law firms.checked 12 Oct 2026
- Security
- The site lists two-factor authentication, Microsoft 365 or Google Workspace sign-in, and a separate database for each firm.checked 12 Oct 2026
- Security controls
- The security page states that ethical wall restrictions apply across queries and that blocked access attempts are logged; it also lists two-factor authentication and Microsoft 365 or Google Workspace sign-in.checked 11 Oct 2026
- Support
- The maker says it replies to demo enquiries within one working day and provides a demo built around the firm's practice areas and billing model.checked 12 Oct 2026
- Support and onboarding
- The maker describes configuration, data migration and role-based training, says the same people configure and train firms, and promises to reply to enquiries within one working day.checked 11 Oct 2026
Money
- Billing and payments
- Yeschecked 22 Sep 2026
- Time and billing
- It supports running timers, six-minute time units, multiple billing models, invoice drafting, online card payments and scheduled debt chasing.checked 11 Oct 2026
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