Developed with ease of use and functionality in mind, the fee earner has never been more informed.
Electronic File View
Browse the whole file onscreen including document previews.
Bookmark/Tag Selected Events
Keep your matters organised by bookmarking significant events depending on the work type.
Matter Account View Filtering
Excel style filtering on all you matter accounts in one screen, all data fields can be sorted, filtered or arranged by depending on what you would like to see
Onscreen alerts when assigned an event or requisition slip.
Inbuilt integration with Office 365
Import all email correspondence against the matter account file within Caseload.
KPI & Dashboard Reporting
Fully customisable dashboard views showing recent matter activity, KPI reports and other useful widgets. Every performance report instantly available from the Report icon based on where you are in the software.