Platform
From the first enquiry to the signed statement.
One lead, one file. Enquiries, accounts, documents, witnesses, and statements stay together, and everyone on the team works from the same page.
01
Enquiry
The enquiry page
One address for the firm. Personal injury, accident at work, and clinical negligence come ready to use, and firms build their own lead types and account templates in Settings. Casey confirms each contact with a short code.
02
Leads
The leads list
New leads show the lead type, the enquirer's details, and who is assigned. Solicitors and admins accept, or decline with the reason recorded. Paralegals add enquiries that came in by phone.
03
Account
Accounts
After accept, claimants get a private link, give their accounts in stages, upload photos and records, and check everything before sending.
04
Others
Witnesses
When accounts arrive, Casey lists the colleagues, witnesses, or family named in them. The firm chooses who to ask, and each gets their own link.
05
Facts
Facts and gaps
One click produces a summary, a chronology, the agreed facts, the conflicts, and the gaps across every account on the file.
06
Draft
Statements
Solicitors write them in review with the accounts and documents alongside, request follow-up where something is missing, and send them for signature.
The first conversation
Workplace accident — 14 March 2026
Where were you immediately before the incident, in your own words?
I arrived at the site around 08:10. The barrier dropped as I passed and struck my left shoulder.
On the file
Everything about the matter stays on the matter.
Notes, reminders, follow-up requests, signed statements, and the activity trail sit on each lead, so whoever picks it up next can see what happened.
Teams
Same file. Different jobs.
Paralegals
See every lead, add walk-in and phone enquiries, and keep an eye on accounts that are still outstanding.
Solicitors
Accept or decline leads, ask the follow-up questions, write the statements, and send them for signature.
Admins
Turn lead types on and off, build new ones, set the enquiry page and branding, invite the team, and manage the plan. Seats are included.
Bring one live enquiry. We will show you the file.
Send us an enquiry the firm received this week. We will run it through Casey and show what the team would have seen.