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From admin burden to AI advantage: How Access CaseMatters Evo saves fee earners hours every day – Access Legal

From admin burden to AI advantage: How Access CaseMatters Evo saves fee earners hours every day

For many law firms, the pressure to deliver more in less time is relentless. Fee earners often spend hours on administrative tasks that add little value to clients but consume valuable billable time. The result? Lower productivity, rising costs, and missed opportunities for growth.

That is why we created CaseMatters Evo – our next-generation case management platform for the modern legal practice. Built with purposeful AI and intelligent features, it acts as your personal admin assistant, helping lawyers reclaim up to five hours every day and focus on what matters most: client service and legal strategy.

Why now?

For many years, Proclaim has been a trusted name in legal case management. But the legal landscape has changed – and so has the reliance on innovative technology. Clients expect faster responses, compliance demands are stricter, and hybrid working is here to stay. CaseMatters Evo builds on the trusted Proclaim foundation and introduces a browser-based, AI-powered experience designed for flexibility, security, and measurable impact.

CaseMatters Evo is more than software. It is a productivity engine that anticipates your priorities and removes the admin that slows you down. Here is how:

  1. Instant, trusted insights with built-in AI

Finding answers should not take hours. With CaseMatters Evo, you can:

Helm360
  • Instantly generate case summaries and understand lengthy documents in seconds
  • Ask natural language questions about cases, procedures, or legal research
  • Access trusted sources like the National Archive Case Law without switching systems

This means faster decisions, better preparation, and more time for client work.

  1. Reduce admin time by up to 75%

Admin tasks often pull lawyers away from billable work. CaseMatters Evo brings everything together in one place:

  • Smart Work Hub
    See your most critical cases and tasks at a glance, with filters for today or the week ahead to prioritise work and avoid missed deadlines.
  • Integrated Tools
    Access full case details including accounting information, bundle documents without file limits, redact securely, and record time automatically as you switch between matters.
  • Outlook Integration
    File and manage emails directly within Outlook, linking messages to relevant case details to keep communication organised.

With all your core tools integrated into one platform, we’ve reduced context switching and manual copying between systems, which also reduces the risk of exposure to human data errors. Everything stays in-platform and under your control.

  1. Boost productivity – even on the go

Legal work does not stop at the office. CaseMatters Evo’s browser-based interface works anywhere and uses AI to surface the most important actions:

  • Access Anywhere
    View case updates, deadlines, and documents from court, home, or while travelling
  • Real-Time Notifications
    Receive alerts for hearing dates, conveyancing milestones, and critical deadlines through the Feed to prevent missed actions and improve time management
  1. Greater accuracy and simplified compliance

Compliance is essential, but it should not slow you down. CaseMatters Evo makes it easier to stay compliant:

  • Embed ID and AML checks directly into workflows
  • Automate document uploads and smart conflict checks
  • Maintain a detailed audit trail for transparency and straightforward reporting

Tasks that once took hours now take minutes, helping firms meet regulatory requirements without adding complexity.

  1. One platform to manage the business of law

CaseMatters Evo connects legal work with broader business processes:

  • Seamless integration with services like payroll, learning, and business management
  • Modern, intuitive interface designed for lawyers and clients
  • A smooth journey from initial contact to case completion without forcing teams to change how they work

Security by design

Client confidentiality is non-negotiable. CaseMatters Evo is built with a three-tier security model:

  • Security: Only your firm has access to your data, with permissions set by role or user type
  • Privacy: All data is private to the user, and sensitive queries are restricted
  • Reliability: The system only uses your firm’s internal data and trusted sources like the SRA, eliminating the risk of AI “hallucinations”

Unlike public AI tools, CaseMatters Evo does not share your data with third parties or use it to train external models.

Let your lawyers be lawyers – not administrators

AI is not here to replace legal professionals. It is here to remove the admin barriers that hold them back. By embedding intelligence into everyday workflows, CaseMatters Evo helps firms deliver stronger outcomes for clients and stay competitive in a changing market.

See the value for yourself

Explore how purposeful AI can transform the way your law firm operates. Discover how CaseMatters Evo helps save time, reduce admin, and deliver stronger outcomes — all within a system built for UK law firms like yours.

[Explore Access CaseMatters Evo]

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