Access Legal Proclaim

Learn how to use Quick Search in CaseMatters to find and open cases by reference, client name, or case name.

Search for cases using Quick Search

Learn how to resolve the 'OneDrive editing not available' message when editing a document generated in CaseMatters.

OneDrive editing not available message

Learn how to send feedback or suggestions about Case Matters using the Share Feedback button.

Share Feedback and Suggestions

What to do if you see a 'Failed to start workflow' error when running linked actions.

Error "Failed to start workflow" when running linked actions

Enquiry screens bring the familiar Proclaim-style workflow into Case Matters.

Use enquiry screens in Case Matters

See a case's full financial position at a glance, and drill into every transaction.

Use the Accounts Ledger in Case Matters

Record, manage, and post time against cases directly from the Smart Hub.

Use  Smart Timer in Case Matters

Trigger, monitor, action, and review workflows in your cases using the Enquiries and Flows views.

Use workflows in Case Matters

Steps to file emails, record time, and manage case contacts and documents directly from Outlook using the Case Matters Add-In.

Use the Outlook Add-In in Case Matters

Log and manage your most common case activities quickly and without interrupting your workflow using Quick Actions in the SmartHub.

Use Quick Actions in Case Matters

Audit Trail provides a complete, searchable log of every change someone's made on a case, including who made it and when.

Check the audit trail in Case Matters

Steps to use the AI Document Assistant to summarise documents and draft client correspondence directly within Case Matters Evo.

Use AI Document Assistant in Case Matters

An overview of the National Case Law Archive widget, including what it shows, how to view full case details, and how to understand why a case has been suggested.

Use the National Case Law Archive widget in CaseMatters

Huzayfah Patel

Tom Higgs

Mark Swales

Simple guides for using the CaseMatters system

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