Caseo documentation

How Caseo works, page by page.

Every page, every setting and every report in Caseo, explained for the people who run South African law firms. Try each one in the demo firm as you read.

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New hereWhat Caseo is and how to startThe moneyHow trust accounting works in CaseoSetting upEvery setting, explained

Getting started

Matters & clients

Diary

Trust & business money

Invoicing & VAT

Reconciliation & month-end

Reports & analytics

Client portal

Phone app

Bulk entry & migration

Search & shortcuts

Settings

Team & permissions

Security & privacy

FAQ

Can’t find something? Email hello@caseo.co.za and we’ll answer, then add it here.