Legal Case Management
A modern matter workspace for in-house and government legal teams.
A secure case management platform that gives legal teams a single workspace for matters, briefs, advice, FOI and litigation - with built-in privilege protection, document automation and reporting to leadership.
What a legal case management system has to do
Legal teams operate across email, network drives and ageing matter management tools. Privilege is hard to enforce, briefs to counsel are inconsistent, deadlines slip, and reporting to the Solicitor-General or General Counsel takes weeks.
Built on Dynamics 365 and SharePoint Online, our matter workspace gives every matter a secure, role-based hub with automated document templates, privilege controls, deadline management, and live dashboards on workload, spend and outcomes.
Matter workspace
Every matter has a secure hub with documents, conversations, tasks, parties and budget in one place.
- Role-based access (lead, support, observer)
- Privilege-marked containers
- Conflict checking on intake
Document automation
Generate briefs, advice memos and pleadings from approved templates with one-click data merge.
- Template library with version control
- Clause and precedent reuse
- Word and PDF generation
Deadlines and tasks
Court dates, statutory limits and internal review milestones tracked with proactive escalation.
- Calendar sync to Outlook
- Limitation period calculator
- Cascading task templates
Spend and outcomes reporting
Track external counsel spend, internal effort and matter outcomes against budget.
- External counsel cost tracking
- Workload heatmap
- Outcome categorisation for reporting
What changes for a legal team
Fewer missed deadlines
Proactive reminders and escalation pathways protect statutory limits.
Faster brief turnaround
Automation cuts brief preparation time dramatically.
Spend transparency
Live dashboards make external counsel costs visible to leadership.
Who we build legal case management for
Built for:
- Government legal branches and solicitors-general offices
- In-house counsel teams
- Crown solicitors and DPP offices
- Compliance and investigation units
Runs on
- Microsoft Dynamics 365
- SharePoint Online
- Microsoft Purview
- Microsoft 365
Built to align with
- Designed for IRAP PROTECTED environments
- Australian Privacy Principles
- Essential Eight aligned
Accelerate Your Desired Outcomes
Clients choose us because we:
- Are certified Microsoft experts.
- Take a holistic approach to understand your business needs and bridge the gaps with the right tools and solutions.
- Collaborate with you and prioritise your input to ensure a client-centric approach.
- Operate with agility and speed, thanks to our small teams and 2-week sprint model.
- Start developing on day 1 to get results quickly.
- Focus on delivering outcomes, not just scope, to ensure we meet your goals.
- Offer cost-effective solutions that enable you to reach your goals faster.
- Stay flexible and open to new and better ways of doing things to continually improve your business processes.
- Are proudly Australian owned and operated.
Frequently asked questions
What is a legal case management system?
- One workspace that holds every matter: the file, the documents, the advice given, the briefs to counsel, the key dates and the reporting. Instead of a matter living across an inbox, a network drive and someone's memory, it has a record with an owner, a status and an audit trail.
Can legal case management run on Microsoft instead of a specialist product?
- For most in-house and government legal teams, yes. Dynamics 365 carries the matter model and workflow, SharePoint holds the documents, and Purview applies the classification and retention. Because it sits in your own tenant, matters inherit the security and records controls you already run. A specialist product is the better answer where you need court filing integrations, trust accounting or time-and-billing, which is the private practice case rather than the in-house one.
How is legal professional privilege protected?
- Privileged material sits in its own workspace with access granted explicitly rather than inherited from the matter or the department. Purview sensitivity labels travel with the document, access is logged, and the log is reportable. The design point is that privilege has to survive someone sharing a folder by accident.
Does it handle freedom of information and information requests?
- Yes. Requests are logged as their own matter type with the statutory clock running, documents are gathered against the request, redactions and exemptions are recorded with the reason, and the decision and notice are kept with the file. The same record answers an Information Commissioner review later.
Is it suitable for Australian government legal branches?
- It is built for them. The platform runs in Australian Azure regions, is designed for IRAP PROTECTED environments, aligns to the Australian Privacy Principles and the Essential Eight, and supports the reporting a General Counsel or Solicitor-General's office needs across a branch.
How is this different from keeping matters in SharePoint?
- SharePoint is a good document store and not a matter model. On its own it has no concept of a matter status, a limitation date, an instructing officer, a brief to counsel or a privilege boundary, and it cannot report on matter load or outcomes. We use SharePoint for the documents underneath, and put the matter model on top.
Related solutions
Choose Accelerate and experience a more efficient, faster, and cost-effective way to achieve your business goals.
Download Privilege & Security Brief