Caseo Reviews & Product Details

Caseo is practice management software built for South African law firms. Matters, clients, the diary, trust and business accounting, invoicing and reports live in one place, so your team stops working around its software and gets on with the work. Trust accounting is built around LPC Rule 54. Caseo keeps the trust and business ledgers apart, refuses to put a client’s trust balance into debit, and walks you through month-end reconciliation against your bank statement with a sign-off that locks the month. Statements, receipts and reports print on your letterhead. Every matter keeps its history, notes, documents, diary dates and money on one screen. Prescription dates, court dates and follow-ups sit on the matter they belong to, and a morning email tells each person what’s due. Playbooks turn your firm’s usual steps into a checklist you start on any matter. Clients get a private portal to see their matter, documents and invoices and to message the firm, instead of phoning to ask. You can share a single matter with a correspondent or another firm without giving them your whole practice, and give your outside accountant read-only access to the books. Moving across is free: Bulk Entry brings in your existing files and opening trust balances from a spreadsheet or your current system. There’s a phone app for the corridor, guided tutorials for every screen, and permissions per person so staff see only what they should. One price for the whole firm: R1,000 a month with unlimited users. No setup fee, no modules, no per-seat pricing.