Legal client reporting software for law firms.
CasEngine tracks what has happened on each client's matters, drafts the update for you, and sends it by email or WhatsApp once a lawyer has approved it.
A client who has to ask what is happening has already started to wonder whether anything is.
Nobody intends to leave them in the dark. It is that writing the update means opening the file, reading back through everything since you last wrote, deciding which of it they will actually care about, and then composing it. Twenty minutes, for one client, on top of the work itself. So it slides to Friday, and then to next month.
From what happened to what the client reads.
- 01
The system notices there is something to say
As hearings are held, decisions come down, documents are requested and invoices are raised, each event queues against that client as an update waiting to be sent. A running count tells you how many clients are owed news — so it is a visible list rather than a nagging feeling.
- 02
The draft writes itself
CasEngine reads the events since the client last heard from you and drafts the update, in your firm's own subject format and footer. There is a version for a full email and a shorter one for WhatsApp.
- 03
A lawyer approves it before it goes
Nothing reaches a client without a person reading it first. Edit the draft, or clear an event without sending if it is not worth their attention. This step is deliberate: client communication is not something a firm should hand to a scheduler.
- 04
It goes on the channel the client actually uses
Email or WhatsApp, with attachments where relevant. Every send is recorded against the client as sent, failed or cleared, so the file shows what they were told and when.
- 05
The client can look it up without asking
Their portal holds the updates they have received, the attachments that came with them, and the documents you have chosen to share — scoped to their own matters and nothing else. "Can you resend that" stops being a task.
The same thing, on screen.
An update drafted from the matter's own events, read and approved by a lawyer before it goes.
What changes for the firm.
- Clients hear from you before they have to ask.
- An update takes a minute to approve rather than twenty to write.
- You can see at a glance which clients are owed news.
- Nothing goes out without a lawyer having read it.
- Updates arrive on WhatsApp, which is how the Gulf actually communicates.
- The file records what the client was told, and when.
Everything included, in one place.
Pending updates, counted
Case and project events accumulate against the client they concern, with a live count of how many clients have news waiting. The backlog is a queue you can work through rather than something you have to remember.
AI-drafted updates
The draft is generated from the events themselves — what happened, in order — rather than from a template with blanks. Separate drafts for email and for the shorter WhatsApp form, and a summarised version when several events need condensing into one message.
Approval before sending
Every update is reviewed by a person before it leaves. An event that does not merit telling the client can be cleared without sending, and that decision is recorded too.
Email and WhatsApp
Updates go out on either channel with attachments, and each is logged as sent, failed or cleared against the client record.
Client portal access
Clients sign in to see the updates they have been sent, their attachments, and the documents shared with them — restricted to their own matters. Invoices, receipts, document requests and KYC requests reach them the same way.
Firm-wide settings
Subject formats, the sending address and the default footer are set once for the firm, with a per-client footer where a relationship needs different wording.
Common questions about this feature.
No, and that is deliberate. CasEngine tracks what has happened, tells you which clients are owed an update and drafts it — but a person reads and approves every message before it goes. Automatic client communication is a risk a law firm does not need to take, and the part that actually consumed the time was the writing, not the clicking send.
From the events recorded on the client's matters since they last heard from you — hearings, decisions, filings, invoices, document requests — in the order they happened. It is drafting from your case record, not composing from a prompt, and you edit it before it goes.
Yes. Email and WhatsApp are both supported, with a shorter draft generated for WhatsApp rather than the email text pasted into it. Delivery is recorded either way.
Yes. The client portal gives them secure access to their own updates, attachments and shared documents, scoped to their matters and nothing else.
Works with the rest of the platform.
Conflict checks & KYC
Screen every new matter against your whole book of business, and run client due diligence with a documented approve or reject trail.
Read ›AI case workspace
One workspace over a case's documents, with three ways into it: a dated chronology, a map of every party, and answers cited to the page they came from.
Read ›Client portal
Their cases, their updates, the documents you chose to share, and the paperwork you need back from them — in one place, scoped to them and nothing else.
Read ›Obligations & renewals
Every dated commitment — trade licence renewals, regulatory filings, powers of attorney, document expiries — attached to the client, case or project it belongs to, with a named owner and a reminder before it falls due.
Read ›Hearings & calendar
The daily hearing roll the way Gulf practice actually runs it — banded by instance, filtered by emirate and hearing type, in Arabic or English, on Hijri or Gregorian dates.
Read ›Legal accounting
The VAT return as a report rather than a reconstruction, tax and currency held on the client so an invoice is right by construction, and one position across the whole book — with the bookkeeping proper left to the package built for it.
Read ›See it on your own matters
A short walkthrough with our team, using the kind of work your team handles day to day.