Client onboarding
ID verification, AML and source of funds checks, engagement and e-signing in Client Hub, each outcome recorded on the matter.
Client onboarding software
Feature
Legal case management software for UK law firms
tsuro is legal case management software that tracks every matter, stores its documents and manages its deadlines in one workspace. Where most case management systems record the work, tsuro moves it on, milestone to milestone, from instruction to completion, in every practice area.
What our legal case management software does
Matter Management is the core of tsuro. It brings case tracking, document storage and deadline management together for every matter in the firm, and it shares one record with the CRM, Client Hub, workflows and finance. Data is entered once, and every team works from the same version of the truth.
Case tracking for every matter in the firm
Each matter has one record: the client, the parties, the stages, the tasks and the deadlines. Fee earners, supervisors and support staff all work from that record, so nobody keeps a spreadsheet on the side to know where a file stands. Supervisors see overdue tasks and files awaiting action across the firm as it happens, not in a monthly report.
Documents stored with the matter they belong to
Letters, reports, contracts and the documents clients share through Client Hub are kept against their matter. AI drafts first versions of letters, reports and contracts from the matter's own data and your firm's templates, and automated contract review flags what a lawyer needs to see. Our page on legal document management software covers drafting, review and secure sharing in more detail.
Deadlines that do not depend on memory
Deadline management sits inside the matter, beside the tasks that lead up to each date. Intelligent task automation prompts the next step, so matters do not stall while they wait for someone to remember.
Workflows shaped to each practice area
Conveyancing, private client, family, litigation and commercial teams each get stages, templates and tasks that fit the way they work. Configurable workflows are low-code, so your firm changes them itself, with no developers or IT department required. Our legal workflow automation page explains how the stages carry a matter forward.
AI inside the matter, with a lawyer approving
Most legal AI answers questions. tsuro's AI does the work inside the matter: it drafts, reviews and checks, then puts that work in front of the right fee earner to approve. Every AI-assisted action is in the audit trail, with a record of who approved what, supporting your COLP's oversight.
See your own matters on tsuro
Book a demo and we will show you case tracking, documents and deadlines for the practice areas your firm runs.
Book a demo
or email hello@tsurolabs.co.uk
How case management fits the rail
Matter management is stage four of the six stages every matter travels. By the time a matter opens, the enquiry is in the CRM, the estimate has been built and the client has been onboarded, so nothing is typed twice.
Matter management
Case tracking, document storage and deadline management, with workflows and AI moving the matter from one milestone to the next.
Documents and finance
AI-assisted drafting and contract review, then billing, invoicing and payment tracking, with chargeable time captured as the work happens.
Legal billing softwareConnected to the services your matters rely on
- Property matters: electronic submissions and searches with HM Land Registry, lender panel integration through LMS and Lender Exchange, searches through InfoTrack and title and property data from PT Data, all inside the matter. See conveyancing case management software.
- Onboarding checks: digital identity verification and AML checks through Yoti, and source of funds checks through Open Banking powered by Yapily.
- Payments: card payments through Stripe, recorded against the matter.
- Clients: each stage of the matter shown to the client as it completes in the Client Hub client portal.
Moving from another case management system
We map how each team works today, configure workflows, templates and permissions to your practice areas, bring client and matter data across and check it before go-live. A phased launch with training means fee earners keep working throughout. Kingsley Bond Solicitors and Montrose Brown Law already run on tsuro.
If you are weighing up your options, our comparison and switching pages set out how tsuro approaches the work and how a move is planned.
Questions about legal case management software
What is legal case management software?
It is the system a law firm runs its matters on: the client and parties, tasks, documents and deadlines for each case. tsuro goes further than recording the work. Its workflows and AI move each matter from instruction to completion.
Which practice areas can use tsuro for case management?
Conveyancing, private client, family, litigation and commercial. Workflows, templates and stages are configurable per team, so each one works the way it does today.
Can we move our matters from our current case management system?
Yes. We plan the migration with you, bring client and matter data across and check it before go-live. A phased launch with training means fee earners keep working throughout.
Does the AI act on a matter without a lawyer's approval?
No. tsuro's AI drafts, reviews and prepares work, and your fee earners approve it, with a record of who approved what that supports your COLP's oversight.
How is tsuro priced for a law firm?
Pricing reflects the size of your firm and the modules you use. Book a demo and we will give you a clear, written quote.
See tsuro on your own matters
Book a demo and we will walk you through the platform end to end, shaped to your practice areas.
Book a demo
or email hello@tsurolabs.co.uk