Reduce the time spent on repetitive drafting and admin tasks.
We have worked with leading practitioners across the country to guarantee that using Caseload removes those time consuming, unnecessary manual tasks, allowing you to focus on ensuring the day-to-day service requirements of your Private Client community are met.
Watch this video
Let us show you how to use some of CaseLoad’s key software features from the perspective of a Private Client Lawyer.
Private Client Software
Key Features
Managing Enquiries
Leads Management lets you nurture the potential client by giving you email import, document production and data collection. If your marketing is driving traffic to your website then increase the conversion rate with prompt communications as soon as the enquiry arrives.
Matter Management & Key Information
Add Notes, Data & Update Tasks lists based on work type for wills, POA’s & others.
Document Production
Create single or multiple documents for printing or emailing with options to include creating future planned events.
AML Process
Complete a request in a few clicks from CaseLoad using our inbuilt integration with Amiqus.
All data stored in one place with documents and results returned from Amiqus automatically arriving in CaseLoad.
-
“Denovo’s team of legal tech experts ensure that the functionality of their software focuses on the day-to-day requirements of the private client community. We have worked closely with them and trust them to provide practical guidance and advice when using technology for Private Client law.”
Elspeth Talbot, Director , Ralston’s Solicitors
-
All In One Legal Software Solution
Fully integrated legal case management system built for modern law firms.
Let’s go -
Legal Accounts Software
Specialist Legal Accounting Software, fully integrated with your case management system.
Let’s go -
Outsourced Cashroom Services
Our Cashroom provides all the legal cashiering services typically provided to law firms.
Let’s go
