eCases: legal case management built around the matter record

A legal matter needs a record that staff can pick up and understand. Client details, documents, deadlines, correspondence and billing activity belong together, yet small practices can spend a disproportionate amount of time keeping them aligned. The first task is often establishing a consistent file from information that arrives in free text.

eCases is AIC’s cloud-based legal case-management product for UK legal professionals. It supports matter administration and AI-assisted case creation. The product is live and available now for customer demonstrations, with the workflow chosen around the needs of the practice.

Turn an initial account into a structured file

The published eCases capability includes converting free-text input into a structured case file. That can give the person opening a matter a starting point for its record. The useful demonstration is whether the information is represented accurately and whether the responsible professional can inspect and correct it.

Use a fictional intake note representative of the work the practice handles. Include a missing detail or an ambiguous date and ask how the record is prepared for review. The test should distinguish information supplied by the client from a suggestion produced during case creation. Accuracy matters more than how quickly a draft appears on screen.

The eCases project overview describes the product’s matter-management scope and engineering background. It provides a basis for a capability discussion, while the demonstration establishes how the available configuration handles the practice’s own process.

Keep routine matter work connected

eCases supports client, matter, document, deadline and billing workflows. A practice can evaluate these around a defined sequence: open the matter, add the supporting material, record the required dates and review the information needed by the next colleague.

The value of a common record becomes clear at handover. Ask someone who did not create the example to locate the relevant document, identify the next administrative action and explain the recorded deadline. That exposes gaps in organisation and presentation more effectively than reviewing each screen in isolation.

Billing should also be examined within the agreed scope. Confirm the records and actions the available product supports, together with any connection to existing finance arrangements. A case-management description does not establish that every accounting process is included.

Give AI assistance a defined job

The present capability described for eCases is AI-assisted case creation alongside matter administration. The demonstration should show the input, the resulting structure and the review process. Legal interpretation and professional decisions remain with the responsible people at the practice.

That boundary keeps the evaluation practical. The buyer can judge whether the assisted setup removes repeated transcription and organisation work while preserving information the practitioner needs to check. Any further automation should have an agreed scope and observable behaviour before it enters the practice’s process.

Review the service arrangements around the workflow

eCases is designed as a cloud service for small and growing legal practices. Before selecting a configuration, establish the users, types of matters and information the practice needs to manage. Agree access, hosting, retention, support and any migration requirements as part of the proposal.

These arrangements affect adoption and ongoing cost. A practice with a modest number of new matters may have different needs from one moving a substantial document archive. The demonstration and quotation should reflect that difference instead of assuming the same setup for every firm.

Use a bounded evaluation to compare the alternatives

The illustrative eCases matter-management evaluation sets out proposed checks for intake, document handling and handover. It gives a practice a starting point for acceptance criteria without claiming a customer deployment or inventing a reduction in administrative time.

Compare licensing, onboarding, migration and support with the work required in the current process. Include the review that remains necessary after assisted case creation. The commercial question is whether the available workflow removes enough repeated administration to justify its cost for the practice’s actual workload.

Arrange an eCases demonstration with AIC. Bring a blank intake form, a fictional example matter, the document and deadline tasks you need to manage, and any existing systems the service must work alongside.