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

TAKE THE NEXT STEP

Get started with Denovo today

Schedule time with our legal technology experts for a personalised demonstration of our CaseLoad Software.

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