Most legal software makes your team work for it: modules, consultants and screens from another decade. Caseo is the whole practice, trust accounting built around LPC Rule 54 included, made so clear your staff learn it in a day.
We moved Mathibe Thabang Attorneys off a manual system and migrated 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.
Every part of it is included at the same price. There is no tier where trust accounting costs extra.
Every file with its history, its diary, its documents and its money on one screen. Open it and you already know where it stands. Run CIPC and Deeds Office searches from it with your firm’s own WinDeed account (opening soon): the PDF lands on the file and the cost goes on as a disbursement.
One record per client across every matter they have ever brought you, matched on ID number so the same person never enters your books twice.
Two ledgers, kept apart the way the rules require. Every receipt, transfer and payment sits against the matter it belongs to. Business invoices and payments can go to Xero or Sage (opening soon); trust stays in Caseo.
Capture time on the file and raise the invoice from the same screen. Work in progress stays off the bill until you finalise it, and what is outstanding is a number you can see, not one you reconstruct.
Court dates, follow-ups and prescription dates attached to the matter they belong to, assigned to the attorney carrying it.
Clients check their own matter status, invoices and documents instead of phoning the office to ask.
Share a matter with a correspondent, counsel or a fee-sharing attorney. They work on it with you and see nothing else in your firm.
How sharing worksAdd your outside accountant and they get the month-end pack, reconciliation and money files, and can’t change a cent.
Statements and invoices sent from the file, portal messages and SMS updates, so clients stop phoning to ask where things stand.
Works with Xero, Sage (opening soon) and WinDeed (opening soon). Everything Caseo does
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.
Today the other firm gets the file by email, a week late and in pieces. In Caseo they open the same matter you do, and see nothing else.
Add their email address to the matter. They sign in to Caseo free and see just the matters you share with them.
Their notes, diary dates, documents and time land on your file, under their name.
They never see your trust account, your billing or any other matter, and you can stop sharing at any moment.
Share with everyone at their email domain at once.
The reason firms stay on software they dislike is the thought of moving. We do that part.
Your clients, open matters and trust balances move over from your current system or spreadsheets. We check the figures with you before you go live, at no charge.
Your matter types, your reference number sequence, your people and their permissions. We come to your office in Gauteng, or train your staff remotely. Not a three-month implementation and not a consultant on a daily rate.
R1,000 a month from the day you start. One price for up to five people, no setup fee, month to month, and no module you discover you also needed.
Not per attorney. Not per matter. Not per module. A sole practitioner or a team of five, the invoice is the same. A bigger firm? Leave your details and our team will call you.
Per month · up to 5 people
Month to month on 30 days’ notice. No setup fee. VAT not applicable.
Tell us what you are running now and we’ll call within one business day. If Caseo fits, we migrate you at no charge. If it does not, we’ll say so.
