Manage Cases 

For modern lawyers looking to maximise their time     

You’ve won your new client now it’s time to manage their case. Convert2Client can take your clients from initial enquiry through to case completion in one platform. With a centralised, integrated solution you can speed up the quote to completion processes and save precious time and money throughout the entire case.
With key time-saving automations, a single accurate database and client-focused collaboration tools, you can effectively manage your cases without the usual daily challenges lawyers face. Convert2Client eliminates the need for multiple disparate systems, admin-heavy client updates and paper reliant onboarding processes, helping your firm thrive in a competitive world.

Time-saving automations     

Successful lawyers automate repetitive, procedural tasks because it frees them to focus on the client and the matters at hand. Convert2Client provides the digital tools your firm needs to reduce administrative tasks to improve productivity and your ability to scale and take on more clients.

Our specialised and user-configurable workflows make life easier. From automating tasks, scheduling key date reminders and creating documents you maximise your time, whilst staying complaint to better serve your clients. With Convert2Client you are always on track, efficient and delivering first-class client service.

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360-degree visibility  

Keeping track of case progression, deadlines, court dates and client responsibilities is a complicated task when done manually. Imagine a world where clients, third parties and senior managers are updated with a click of a button. Convert2Client’s workflows, web portal and key date reminders is your answer and help keep you and all stakeholders stay up to date and in the known.

Plus, with the customisable dashboards and reporting suite, you’ll have visibility of your cases and firm performance so you can make smarter decisions to drive the firm forward. Data drives business and Convert2Client provides lawyers with the visibility and data needed to be in control.

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Case management made easy      

Convert2Client goes beyond a legal CRM and enquiry management platform. Once you’ve won your client using the online quote calculators, automated follow-up communications and enquiry pipeline tools you can simply onboard and manage their case in the same platform. Our pay-per-case model provides a simple and cost-effective way to handle your matters effectively.

Integrated with leading software solutions like Docusign, InfoTrack, Lexis Nexis Forms and more, you’ll have everything you need to manage your cases. Build document and forms, capture client data in questionnaire, send real-time updates and easily collaborate in the client portal and automate key processes with our workflows.

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Software features for simple case management

Digital tools your firm can rely on to win new business

Specialised workflows

Designed specifically to meet the needs of different area of law, you can automate repetitive tasks to increase efficiency and improve profitability.

3rd party integrations

We’ve partnered with the best solutions on the market to help case management even easier. We integrate with DocuSign, Infotrack, Searchflow, Lexis Nexis Forms, HM Land registry and many more.


Without case management subscription fees, you’re flexible to work in a way that suits your department or firm.

The only software you need to grow your firm

Convert2Client enables lawyers to digitally quote, onboard client and manage cases through to completion in one platform. Take your business to the next level with our suite of digital tools.