Written by:


Grant Yuill

Head of Marketing & Customer Engagement


Advancements and Features Shaping the Future of Denovo’s Legal Case Management Software

Over the past few years, we have invested significantly in developing CaseLoad, our whole practice management legal software platform – combining cutting edge legal case management and legal accounts software into one platform. These efforts have transformed CaseLoad into a robust, feature-rich solution that empowers legal professionals to streamline workflows, increase efficiency, and provide exceptional client service. As we step into 2025, we’re excited to share the latest advancements and innovations that will be introducing to our clients throughout the year during exclusive webinars designed specifically for Denovo users.

A Journey of Innovation: Key Developments in our Case Management Software

One of our standout achievements has been the introduction of smart event task automation and milestone workflow automation. These features save time by automating routine tasks based on predefined conditions or milestones. By reducing the need for manual input, legal professionals can focus more on delivering high-value services to their clients. Additionally, structured workflows ensure tasks are completed on time, helping teams stay organised and efficient.

We’ve also made significant strides in enhancing the client onboarding experience. Our improved leads management and client intake tools streamline the process of acquiring and organising client data, making it easier to track leads and convert them into long-term clients. Paired with our end-to-end executry and probate module, which covers all aspects of executry/probate management from intake to asset distribution, these features create a seamless experience for both firms and their clients.

Customisation has always been a cornerstone of CaseLoad, and our advancements in KPI reporting and dashboards reflect this commitment. By providing tailored insights and performance metrics, these tools allow firms to monitor their progress and make data-driven decisions. Alongside this, CaseLoad Notebooks have revolutionised digital notetaking, enabling users to keep all their case-related information organised and easily accessible within the platform.

Efficiency is further enhanced through automated document creation, which minimises errors and speeds up repetitive tasks, and our AML Risk Assessment Centre, which simplifies compliance processes. The ability to add customisable platform add-ins provides additional flexibility, allowing firms to tailor CaseLoad to their unique requirements. For property-related work, our collaborations with Millar & Bryce, Property Searches Scotland, and First Scottish integrate essential tools directly into the platform, streamlining these tasks for legal professionals.

To expedite client approvals, we’ve introduced multiple e-signature options, simplifying the signing process and reducing delays. Integration enhancements have also bolstered our platform’s capabilities. For example, the improved Amiqus AML integration ensures faster, secure compliance checks, while our partnership with Bundledocs makes preparing and submitting case bundles more efficient. Our soon to be released integration with Verify 365 further strengthens compliance capabilities, ensuring firms meet regulatory standards with ease.

Looking Ahead: 2025 and Beyond

Our technology roadmap is focused on addressing the evolving needs of the legal industry. Our planned advancements include:

Consolidating all functionalities under a single interface, such as transitioning the Accounts module to the CaseLoad environment, will create a seamless user experience. Integrated accounting workflows and enhanced reporting capabilities will make managing financial and matter data more straightforward than ever. Additionally, the integration of HMRC’s Making Tax Digital (MTD) requirements into CaseLoad will simplify tax reporting and compliance, ensuring firms can meet their obligations effortlessly.

The upcoming Estate Agency Module will elevate property sales management for law firms. By integrating with platforms like Rightmove and Zoopla and offering features such as CRM tools, analytics, and sales progression tracking, this module will streamline processes while improving client satisfaction. Enhancements to the user interface will ensure CaseLoad remains intuitive, visually appealing, and adaptable to diverse workflows.

To boost collaboration, we’re enhancing our Microsoft Graph integration. This will allow seamless communication across Microsoft applications like Outlook, Teams, and OneDrive, improving teamwork and information sharing within firms. Meanwhile, our commitment to innovation continues with research into AI-driven features, advanced analytics, and machine learning, ensuring we remain at the forefront of legal technology.

Grant Yuill, Denovo’s Head of Marketing stated, “At Denovo, we know that innovation is the key to staying ahead. We’re always tuned in to what our clients need and how those needs are changing, so we can keep our software and services on the cutting edge. We also appreciate it’s not just about the tech. It’s about the whole experience. From user-friendly features to the way our team genuinely supports every firm we work with, we’re all-in on making sure law firms don’t just survive but thrive.  That’s what we’re here for.”

Exclusive Webinars for Denovo Users

Throughout 2025, Denovo clients will gain first-hand insights into these exciting developments during exclusive webinars. These sessions are designed to demonstrate new features, provide training, and answer any questions, ensuring our users are equipped to make the most of CaseLoad’s capabilities.

Contact Us to Learn More

Discover how Denovo can transform your legal practice with cutting-edge technology and user-centric design. Contact us at info@denovobi.com to learn more about our latest features and how we can support your firm’s growth and efficiency.

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