Run the firm. Do not rent it from your software.
CaseMinder gives law firm owners a live operational spine for matters, workflows and oversight, without the opacity, lock-in and generic bloat of traditional legal SaaS.
Own the system. Own the data.
Law firms are tired of paying per user, per month for software that still does not really fit — then facing more pain when they want to leave. CaseMinder is built the other way round. A one-off build cost creates the system around your firm; after that, the firm owns its data and its working model.
One-off build cost
Pay to build the system around your firm — not a rising per-seat rent forever.
You own your data
The firm owns its data and its working model, end to end.
Documents live in SharePoint
Your files stay in your own Microsoft ecosystem, under your control.
No per-seat subscription trap
No pricing that punishes you for growing the team.
No vendor black box
You can inspect how the firm actually runs — nothing hidden behind a vendor wall.
No ransom data export
Leaving never means being held to ransom for access to your own data.
The roadmap is your firm's need.
Generic legal software parks what you actually need "on the roadmap" — behind a queue of other firms and a vendor's release schedule. CaseMinder works the other way round. A team member flags a real need, and it moves through discovery, build and test into their daily experience — ridiculously quickly. Tailored down to the individual fee earner and the board.
A need is flagged
A fee earner or director raises a real operational need — not a ticket in a vendor backlog.
Discovery
We work out how the team actually needs it to behave, in the context of your firm.
Build & test
It's built around your workflow and tested against how you really work.
In daily use
It lands in the daily experience — fast. The list of what's live keeps growing.
Not another practice management box
Most practice management systems arrive as finished boxes and expect your teams to adapt to them. CaseMinder works the other way round.
It is developed with the firm, around how each team actually works, what creates the least friction, and how to make compliance the by-product of efficient work rather than the sword hanging over everyone's head.
Developed with you, not imposed on you
CaseMinder starts with discovery. How does the team actually open files, move matters forward, communicate internally, collect risk information, record notes, manage completions and stay on top of deadlines?
That real working pattern is then turned into a bespoke system. The result is not a generic workflow somebody thought law firms ought to use. It is your firm's workflow, made visible, auditable and easier to run.
- Bespoke matter-opening and workflow design
- Path of least resistance to maximum compliance
- Supports staff instead of slowing them down
- Features built to the firm's real needs, not parked on a roadmap
Departments work differently. Your system should too.
Conveyancers, litigators and other teams have very different needs. CaseMinder is built around your teams, so each department gets workflows that fit how it actually works.
Instead of one generic workflow that forces workarounds, avoidance, or trying to jam one team's reality into another's, each department runs on a process shaped for it — while owners still get one consistent view across the whole firm.
- Conveyancing workflows built for conveyancing
- Litigation workflows built for litigation
- Each team's real process, not a lowest-common-denominator template
- One firm-wide view for owners across every department
The operational umbrella across the firm
CaseMinder takes the best of the tools the firm already uses and puts an owner-controlled operational layer across the top. At Bonsai Law, that includes workflow management, smart search, SOP help, attendance notes, colleague notifications, matter opening, risk capture, completions management, client communications, and live director visibility.
- Conflict check and onboarding pipeline
- File opening and risk form with structured risk banding
- Source of funds and source of wealth capture
- Pre-exchange and pre-completion workflows
- Completions Book and post-completion tracking
- Smart search across the system
- SOP help and operational guidance where people actually need it
- Attendance notes and internal notifications
- Director's Lounge with live metrics and analytics
Visibility for owners, not just workflow for staff
CaseMinder includes a director-only oversight layer that makes the firm's metrics visible immediately. Pipeline health, fee-earner performance, matter intake trends, risk signals, deadline exposure, filing compliance and wider performance can all be seen in one place.
That matters because owners should not have to rely on stitched-together reports to understand how their own firm is behaving.
Keep the tools that already do their job well
CaseMinder is not trying to replace everything with one bloated product. It sits above the firm's best-of-class tools and integrates them into one controlled operating layer.
Keep Outlook for email. Keep SharePoint for documents and collaboration. Keep Teams and To Do for day-to-day communication and tasks. Integrate billing and finance tools where needed. Use CaseMinder as the umbrella across the lot.
A working platform, not a promise.
A snapshot of what's shipped and in daily use across the firm — and it grows the moment a team need is agreed.
New-matter pipeline
Conflict check → matter reference → automatic file structure → onboarding → SRA-weighted risk assessment → client care letters → signed welcome pack.
Outlook add-in & webmail
An Outlook add-in for filing, deadlines and time-recording from email, plus Outlook-grade webmail with even more features — email tied to the right matter.
Conveyancing & completions
Completions book, completion statements, pre-exchange & pre-completion checklists, and client-completed SDLT and TA6 / TA7 / TA10 forms.
Money & oversight
Live matter money bar (quote vs work-in-progress vs money on account), credit control, trust reporting and director dashboards.
Documents & bundles
System-wide matter search, full-text search, inline previews and a court-ready bundle builder.
Every team member
Personalised homepages, 'today' panels, daily digests and an in-app assistant sourced from your own SOPs and live matter data.
Questions owners ask
Add live policy and firmwide risk above your workflow
ComplianceMinder adds the live policy and firmwide risk layer. Connect the two and approved policy changes flow straight into your workflows and prompts — so the firm's day-to-day practice stays aligned with the policies it says it follows.
Build the operating layer your firm actually needs.
Developed with your team, around how you really work — not a vendor template.