Every matter, every rand, every deadline,
in one calm place.
Matters, diary, trust accounting, billing and a client portal in one system. Made in South Africa and kept here, on our servers in Cape Town. Plain screens, a short video for each task, and people who pick up the phone.
Caseo was first built for Mathibe Thabang Attorneys, and they run on it every day. We moved them off a manual system and brought 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.
Built at a lawyer’s desk in Benoni. Kept in Cape Town.
Caseo is a South African company. For 11 months, our developer sat next to a practising attorney in Benoni and built Caseo around his real files: every matter, every trust entry, every month end.
Your matters, clients, documents, trust and business records and your logins are stored on our servers in Cape Town. They’re backed up every night, and the backups stay in Cape Town too. Nobody at Caseo reads your files. We only go into your firm’s account when you ask us to help.
Your records are yours. Export your firm’s data from Settings whenever you like, with one button. You can leave on 30 days’ notice, and if Caseo ever closes, you get 90 days’ notice to take your records with you. Every change is kept in an audit log: who, what and when.
The whole practice,
not a module at a time.
Trust accounting and billing are on every plan, the free one too. Help moving across, training and client SMS come with the paid plans.
MAT-1087 · Themba MahlanguThe whole file on one screen
Prescribes · 13 Jul 2029Prescription dates in the diary
In trust · R 12 000.00Trust, matter by matter
Difference · R 0.00Month end, reconciled
Invoice · R 4 600.00Bill straight from the file
FICA · ID and addressOne client, every matter
Client portalClients check the portal, not your phone
Month-end packYour accountant, read only
There’s no app to install: Caseo runs in your phone’s browser, so the file is with you at court, and your Caseo diary shows in Outlook or Google Calendar. Sign in with Google if you like. Set up your own matter types: litigation, criminal, RAF, family, labour, estates, collections. Conveyancing matters live in Caseo like any other file; the step-by-step conveyancing workflow is on the way. Works with Xero. What Caseo does
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.
Real Caseo screens, from our sample firm, Mokoena Dube Attorneys.
One price for the firm,
secretaries included.
Not per attorney. Not per matter. Not per module.
Moving from another system? You bring your clients, matters and trust balances across with the import tool, so your client data stays in your hands. If you’d like a hand, we’re there, and on the paid plans we train your staff at your office or remotely. It’s in the monthly price.
How Caseo handles POPIA, LPC Rule 54 and FICAR0
Free for one attorney and one secretary. A second attorney, or anyone beyond you and your secretary, moves the firm to R1,000 a month for up to five.
No card. No end date. Good software shouldn’t be something only big firms get.
- Two logins: you and your secretary
- Unlimited matters and clients
- Unlimited trust and business transactions
- Time capture, billing and invoicing
- Client portal, document storage and FICA records
- An accountant login
- Bring in your clients from a spreadsheet
- Support by phone and WhatsApp
- Up to 10 voice notes a day, typed out onto the matter
A hand moving your files across, staff training and client SMS come with the paid plans.
R1,000
Per month
- Up to five people, secretaries included
- Each person has their own login and role, so you choose who sees the trust ledger
- Unlimited matters, clients and transactions
- Time capture, billing and invoicing
- Client portal, document storage and FICA records
- Share matters with other firms
- An accountant login
- Help moving across from your current system
- Setup and staff training, at your office or remote
- Support by phone and WhatsApp, from the team that builds Caseo
Month to month on 30 days’ notice. Help moving across, setup and training are included, so there’s no setup fee. We’re not VAT registered, so there’s no VAT on top.
R1,750
Per month
- Everything in the R1,000 plan
- 6 to 15 people, secretaries included
More than 15 people? We’ll work it out with you.
Ask us the hard questions
before you decide anything.
Tell us what you’re running now and we’ll call you to find a time. You tell us what your firm needs, we show you Caseo, and you ask whatever you like: trust, moving across, what happens to your data. If it fits, you can start straight away. If it doesn’t, we’ll say so.