Practice management for South African law firms

Every matter, every rand, every deadline,
in one calm place.

Most legal software makes your team work for it: modules, consultants and screens from another decade. Caseo is the whole practice, trust accounting built around LPC Rule 54 included, made so clear your staff learn it in a day.

One firm's open matters, trust position and week ahead.

Built for POPIA
LPC Rule 54 trust accounting
FICA records
Unlimited attorneys and staff

We moved Mathibe Thabang Attorneys off a manual system and migrated more than 500 matters across, at no charge.

“The best thing for me is that the system provides me with the ability to have an overview of the business whether I’m on or offsite. I’m able to review and track performance — something which is impossible if you rely on manual systems. Management of finances and billing is the function I like the most.”

Thabang Mathibe/Principal, Mathibe Thabang Attorneys Inc.

Caseo on a phone: today's next diary item with call, note and done buttons, and recently worked-on matters.

What you get

The whole practice,
not a module at a time.

Every part of it is included at the same price. There is no tier where trust accounting costs extra.

Matters

Every file with its history, its diary, its documents and its money on one screen. Open it and you already know where it stands.

Clients

One record per client across every matter they have ever brought you, matched on ID number so the same person never enters your books twice.

Trust & business accounts

Two ledgers, kept apart the way the rules require. Every receipt, transfer and payment sits against the matter it belongs to.

Time, WIP and billing

Capture time on the file and raise the invoice from the same screen. Work in progress stays off the bill until you finalise it, and what is outstanding is a number you can see, not one you reconstruct.

Diary & deadlines

Court dates, follow-ups and prescription dates attached to the matter they belong to, assigned to the attorney carrying it.

Client portal

Clients check their own matter status, invoices and documents instead of phoning the office to ask.

Working with other firms

Share a matter with a correspondent, counsel or a fee-sharing attorney. They work on it with you and see nothing else in your firm.

How sharing works

Your accountant, read only

Add your outside accountant and they get the month-end pack, reconciliation and money files, and can’t change a cent.

Clients hear from you

Statements and invoices sent from the file, portal messages and SMS updates, so clients stop phoning to ask where things stand.

Inside the product

Every matter,
with its client beside it.

Search by reference, client or a plain phrase like “open RAF opened this year”. The matter opens next to the list with the client alongside, so you never lose your place.

Matters list with a criminal matter open beside it, showing notes, diary and status history, and the client's trust summary in a second panel.

Month calendar with a day open showing a diary entry, its matter, who it is assigned to and who gets emailed.

Trust balances per client report on a firm letterhead, with totals held in trust and a check that client balances add up to the trust ledger.

Transactions ledger filtered to this month, with one client's trust and business movements and running balance open beside it.

A matter with the Share dialog open and one guest attorney from another firm added to it.

August trust reconciliation: bank statement lines matched to ledger entries, a zero difference, and the month signed off and locked.

Fee earner workload view: a headline naming who carries most open matters, with bar charts of matters and diary entries per person.

Client portal admin view with a client's message thread: the client sends a quote and photos, the attorney replies.

Getting on it

Migration is our job,
not yours.

The reason firms stay on software they dislike is the thought of moving. We do that part.

STEP 01

We bring your data across

Your clients, open matters and trust balances move over from your current system or spreadsheets. We check the figures with you before you go live, at no charge.

STEP 02

We set it up with you

Your matter types, your reference number sequence, your people and their permissions. We come to your office in Gauteng, or train your staff remotely. Not a three-month implementation and not a consultant on a daily rate.

STEP 03

The firm runs on it

R1,000 a month from the day you start. No setup fee, no per-seat creep when you hire, no module you discover you also needed.

Pricing

One fair price for the whole firm,
however many attorneys you hire.

Not per attorney. Not per matter. Not per module. Three attorneys or thirty, the invoice is the same.

Caseo · Full practiceFlat rate

R1,000

Per month · whole firm

Unlimited attorneys and support staff
Unlimited matters and clients
Unlimited trust and business transactions
Time capture, billing and invoicing
Client portal, document storage and FICA records
Share matters with other firms
An accountant login
Migration from your current system
Setup and staff training, at your office or remote
Support from the people who built it
Built for POPIA, LPC Rule 54 & FICA

Month to month on 30 days’ notice. No setup fee. VAT not applicable.

Next step

See it on your own files
before you decide anything.

Tell us what you are running now and we’ll call within one business day. If Caseo fits, we migrate you at no charge. If it does not, we’ll say so.

Every matter, every rand, every deadline,
in one calm place.