The Settings dashboard is organised into sections:SectionWhat you configureFirm ProfileName, address, contact details, SRA number, VAT numberPractice AreasLegal disciplines your firm handlesBilling SettingsRate cards, VAT rate, payment terms, invoice numb ...
Set your firm's core details:Official name and display nameAddress (used on invoices and generated documents)Phone and emailSRA authorisation numberVAT numberFirm logo (used on invoices)These details appear on all generated invoices and document templates ...
Practice areas categorise your matters and unlock practice-specific configuration.To add a practice area:Go to Settings → Practice Areas.Click New Practice Area.Enter:Name (e.g. "Residential Conveyancing")Code (2–10 uppercase letters, e.g. "RCONV")Descrip ...
Configure how billing works for your firm:Default VAT rate — applies to all professional fees unless overriddenDefault payment terms — e.g. 30 days from invoice dateInvoice number format — auto-increment prefix and formatRate cards — hourly rates by billi ...
If your firm regularly shares fees with consultants, or pays a standing percentage to certain introducers, Fee Share Defaults lets you set that up once so it's applied automatically to every new matter, instead of adding it by hand on each one.Defaults ar ...
Configure how matter references are generated:Go to Settings → Matter Reference.Set the format — e.g. {PREFIX}-{YEAR}-{SEQUENCE} → CONV-2026-0001Prefixes can vary by matter type or practice area.Matter references are unique and cannot be changed once assi ...
Matter templates are blueprints for new matters. When a template is applied, it automatically creates:Tasks (from the linked task template)Critical dates (with types pre-set, dates left blank)Document folder structureTo create a matter template:Go to Sett ...
Custom fields let you capture practice-specific data on matters and contacts without any code changes.Creating a custom fieldGo to Settings → Custom Fields.Click New Field.Set:Field name (e.g. "Property Address")Field type: Text, Number, Date, Yes/No, Dro ...
Define standard folder structures for matter document libraries:Go to Settings → Document Folder Templates.Click New Folder Template.Add top-level folders and sub-folders.Save and link the template to a matter template.
Create reusable email templates for common communications:Go to Settings → Email Templates.Click New Template.Write the subject and body using merge fields.Save.Email templates are available when logging communications or generating email documents.
Configure VAT for your firm:Standard VAT rate (currently 20% in the UK)VAT registration numberWhether the firm is VAT registeredAny disbursement categories that are VAT-exempt
To connect your firm's Microsoft 365 account (for email and document integration):Go to Settings → Microsoft 365.Click Connect Microsoft 365.Sign in with a Microsoft 365 administrator account.Authorise CaseConnect to access your tenant.The connection stat ...
Editing Word documents directly from CaseConnect and generating PDF bundles both need one dedicated SharePoint site in your own Microsoft 365 — a private working area CaseConnect uses to open and save files. It is created once, by a Microsoft 365 administ ...
Set up practice areas first: Many other settings (custom fields, templates, critical date templates) are organised by practice area. Get these right before configuring the rest.Test templates on a test matter: Before rolling out a new matter template, cre ...