AICaseDyne AI built in · Runs on Microsoft Azure
Your legal practice, connected and intelligent.
Manage matters, hearings, documents, teams and client communication in one workspace, with CaseDyne AI for analysis, preparation and everyday operations.
- Solicitors
- Law firms of any size
- Lawyers and paralegals
Summarise the latest order and list the actions it requires.
The court adjourned the hearing to 14 April1 and directed the respondent to file its reply within two weeks1. The applicant must serve the amended exhibits2 before then.
Overview
What is CaseDyne
CaseDyne is a software product that helps solicitors and law firms manage their clients and assignments and run the firm, end to end.
It runs in the cloud, replaces legacy systems or works alongside them, and takes any client assignment, from a case to a contract, from initiation to disposition.
Read the overviewSolutions
Built for how you practise
Modules
11 modules, one system.
- Clients and work
Lead management
Register leads and take them from proposal to contract.
- Clients and work
Client management
Turn leads into clients and work with them online.
- Clients and work
Contract lifecycle management
Track every contract from creation to closure.
- Clients and work
Matter management
Follow each matter through its lifecycle, end to end.
- Clients and work
Case management
Cases by type, court and jurisdiction, with alerts.
- Documents and time
Document management
Create, store, share and search documents securely.
- Documents and time
E-Bundle
Build indexed, paginated document bundles.
- Documents and time
Activities, events and calendar
Milestone-based events, meetings, tasks and timesheets.
- Firm operations
Billing management
Automated bills, tax-compliant fees and billable time.
- Firm operations
Dashboards, BI and reporting
Dashboards for contracts, matters and revenue.
- Firm operations
User management
Role-based access for your team and your clients.
- See every featureAll the modules and what each one does, on one page.
From lead to bill
Follow the work from first contact to final bill.
- Register leads and track their progress from proposal to contract
- Qualify leads
- Manage proposals with their commercial terms
- Capture leads by matter type
Contract lifecycle management
Track every contract from creation to closure.
More on contract lifecycle management- Manage contracts from creation to closure, tracking every stage of delivery against the contractual obligations
- Assign contract deliverables to the relevant stakeholders
- Manage time and material, fixed and retainer contracts from initiation to closure
- Track contract value, estimated and actual hours, terms and conditions, milestones, billing, expenses, delays and resource utilization from the contract's start date to its end date
- Manage matters electronically, end to end
- See the stage each matter has reached and track its details through the matter lifecycle
- Track one or many matters linked to a contract from a single screen
- Assign matters to lawyers, paralegals and other team members through access rights
- Manage cases by case type, court type, jurisdiction, parties and witnesses, with the option to include every stakeholder and representative
- Get quick access to case events, documents, client contacts, bills and everything else linked to a case
- Track judges and court information
- Keep audit trails and alerts for every case event
- Generate bills automatically or manually
- Manage fees in line with different tax requirements
- Track billable and non-billable time for invoicing
E-Bundle
Document bundles, with the index done for you.
Build indexed, paginated document bundles.
- Create document bundles, or binders
- Generate a hyperlinked index automatically: bookmarked, paginated and ordered into sections
- Customize title pages, index pages, sections, page numbering, Bates numbering and watermarks
- Include multimedia, with one-click video streaming
- Search across handwritten documents and images
CaseDyne AI
Manage your practice. Understand every matter.
CaseDyne AI brings AI assistance into the everyday work of lawyers and law firms. It turns case files, documents and practice information into summaries, insights and worklists, so your team spends less time gathering information and more time moving matters forward.
AI-assisted. Lawyer-reviewed.
Review AI summaries, analysis and drafts against the original records before you use them. Professional judgment stays with your legal team.
Summarise the latest order and list the actions it requires.
The court adjourned the hearing to 14 April1 and directed the respondent to file its reply within two weeks1. The applicant must serve the amended exhibits2 before then.
Summary for review against the source order.
Practice operations
A clear view of upcoming hearings, pending tasks, team workloads and the matters that need attention, with daily work briefs.
Case analysis and preparation
Bring together facts, issues and submissions. Build chronologies, compare positions and flag gaps for legal review.
Case and document summaries
Concise summaries of pleadings, orders, judgments, correspondence and whole matter files.
Document intelligence
Extract parties, dates, amounts, clauses and obligations from digital and scanned documents, and compare versions.
Ask your matter files
Ask questions in plain language across the documents you have access to, and check each answer against its sources.
Client updates and firm knowledge
Draft client updates from recorded case activity, and reuse knowledge from previous matters and approved templates.
Put practical questions to your legal workspace
- “Prepare a brief for tomorrow's hearing using the latest documents.”
- “Summarise the latest order and list the actions it requires.”
- “Build a chronology of events with supporting document references.”
- “Show pending tasks and matters awaiting an update.”
- “Compare these two drafts and highlight material changes.”
Security
Built for sensitive legal data.
CaseDyne is designed to run in a highly secure environment, given how sensitive the data of the judiciary and law firms is.
Read about securityOWASP security standards
Built to OWASP standards, with validation on both the front end and the back end.
Encryption and anti-forgery
Encryption, decryption and anti-forgery methods at each data access level.
Role-based access
Users work in groups, with access only to the sections and menus they need.
On Microsoft Azure
A SaaS application on Microsoft Azure, paid for monthly.
Switching
Moving from other software? We handle it.
CaseDyne's team of experts manages the transition, integration and data migration, with minimal downtime.
How moving to CaseDyne worksWhat we migrate for you
- Contracts
- Matters
- Clients
- Staff
- Documents
- Transaction history
FAQs
Questions, answered.
What is a legal practice management system?
Legal practice management software lets law firms manage their day-to-day contracts, matters, cases, clients, tasks, workflows and business operations. It helps lawyers and law firms manage cases, contacts, calendars, documents, tasks, time, billing, payments, accounting and more.
How are users managed in CaseDyne?
Users are managed in groups, and each group is given access rights to the sections and menus it needs.
How is CaseDyne licensed?
CaseDyne is a SaaS application that runs on Microsoft Azure, and you can pay for it monthly.