CaseConnect
6.1#7 in family law softwareWeb
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| Fact | CaseConnect | Filevine |
|---|---|---|
| Billing | The system generates invoices from recorded work, tracks disbursements, records payments and shows invoice status. | The Matters package includes time tracking, invoice management, and online payments. |
| Client portal | An invitation-only portal lets clients view shared documents, upload requested files and complete onboarding questionnaires. | Yes |
| Document automation | Users can generate documents from firm templates, precedents, merge fields, custom fields and matter data. | Yes |
| Integrations | The public feature catalogue lists Xero, Microsoft 365 and Microsoft Word integrations. | Filevine lists native integrations across billing and timekeeping, email and calendar, data visualization, law management, and communication. |
| Matter management | Each matter workspace stores parties, tasks, documents, history, critical dates, time and billing together. | Matter Management includes task tracking, contact management, deadlines, and calendars. |
| Purpose | CaseConnect brings matters, clients, documents, deadlines and accounts together for UK law firms. | Filevine provides tools for complex legal work, including document management, client communication, contract lifecycle management, and business analytics. |
It is aimed at small, boutique, and growing UK law firms, including high-street practices and specialist firms. It may suit firms that want matter, document, client-portal, and accounts functions in one system.
Filevine suits law firms, state and federal government organizations, and corporate legal teams managing complex legal work. LOIS Explore may suit users seeking free AI legal research and drafting without a Case Management connection.