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CASA

The ultimate in streamlining and integration.

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What is it?

The ultimate in streamlining and integration. CASA understands the need for streamlining time consuming activities whilst ensuring that your client’s valuable data is never compromised. Workflows are personalized to meet your practice’s requirements and CASA is designed to integrate with many Practice Management systems and accounting packages.

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Why CASA?

The ultimate in streamlining and integration.

  • 1 Generate letters easily Automatically generate client letters with your firm’s branding and specific wording through our letter wizards.
  • 2 Matter organization Incorporate emails, scanned post and correspondence into the matter history.
  • 3 Auto-population Auto-populate standard letters and forms with transaction details.

Key Features

Exclusive integrations The software features several exclusive integrations all in one convenient program, and our team is actively teaming up with new partners to make your legal work more efficient every day. This includes integrations with Microsoft, HM Land Registry & more.
Track-A-Matter Access and track your matters 24/7 though a simple online portal. Includes an SMS feature within CASA to keep your clients updated with text messages.
SDLT Submissions Easily file Stamp Duty Land Tax (SDLT) documents online without leaving the CASA Platform.
AML Check Easily check against Anti-Money Laundering regulations for the SRA and the Council for Licensed Conveyancers on online ID verification and save instant responses in CASA.
Auto-populate standard forms You can automatically generate client letters with your firm’s branding and specific wording through our letter wizards and you can also incorporate emails, scanned post and correspondence into the matter history.

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