Every case, every task, every email — in one place.
CaseOnGo is a case management platform for teams whose work is organised around cases — law firms, claims handlers, medico-legal practices and professional services. Model your matters exactly the way you work, automate the routine, and keep a complete history of everything that ever happened on a case.
Your own workspace at yourfirm.caseongo.com — set up with our team, no credit card.
The platform
Run your entire caseload from one system
Everything below is included in the core platform — and every module is covered in depth in the User Guide and the Technical Handbook.
Cases & case types
Define a case type for every kind of matter you handle. Every case gets a clean sequential reference — or a custom one — plus linked family matters like 000123.001, even across different case types.
How cases work →Screen Designer
Design your own data screens with a drag-and-drop designer. Fifteen field types — from dates and options to repeating tables, time recording, linked cases and embedded documents.
Screens & fields →Workflow & automation
Automations fire when a case is created, opened, updated or closed, when a field changes, on a schedule — or at the click of a button. Wizards write the script for you, a linter blocks broken saves, and you can test against a real case before going live.
Automation →Tasks & diaries
Seven task actions — tasks, memos, letters, emails, calls, incoming post and automations — assigned to people with due dates, plus diary follow-ups that chase themselves.
Tasks & diaries →Outlook email & Triage Inbox
Connect your own Microsoft Outlook mailbox — and shared mailboxes — to send and receive on cases. Inbound mail is matched to the right case by reference; anything unmatched waits in the Triage Inbox queue.
Email & Triage Inbox →Documents & templates
Letters, memos and emails from templates that fill themselves from case data — including conditional paragraphs and live tables. Overlay text onto PDF forms, preview PDFs, Word and Excel files in-app.
Documents →Queries & Reports
Ask your caseload anything: saved lists with nested criteria and runtime questions, exported to Excel or CSV — and Reports with grouping, totals and charts, delivered as PDF on a schedule.
Queries & Reports →Users, teams & roles
Invite your whole team, group them into teams, and control exactly who can do what with granular role permissions. Staff sign-in is backed by Microsoft Entra ID.
Users & permissions →History & audit
Every send, save, note, task and automation run lands on the case history — who, what and when. Searchable, paged and permanent: the complete story of the case in one timeline.
History & audit →How it works
A closer look at a day in CaseOnGo
A workspace built around the case
Open a case and everything about it is on one screen — your designed data screens, the people involved, documents, tasks and the full history.
- Screens made for your work — each case type shows the screens you designed for it, nothing generic.
- History is the home view — the case opens on its timeline, so you see the latest activity first.
- Quick View in the case bar — the facts that matter most ride along at the top of every view.
- Open cases at your right hand — every case you have open is one click away on the edge of the screen.
- No two people overwrite each other — a case lock warns when someone else is editing.
- Family matters — spin off linked matters like 000123.001, even as a different case type.
Let the routine run itself
Anything your team does the same way every time can become an automation — a real script, written for you by wizards, checked before it can ever break.
- Triggers everywhere — on case create, open, update and close, when a field changes, on a schedule, or run by hand.
- Wizards write the code — pick "send a letter" or "create a diary task" and the exact script appears at your cursor.
- Nothing broken ever saves — a linter checks every script against your real fields and templates, and blocks the save if it wouldn't run.
- Test before you trust — run any automation against a real case without saving a thing, prompts and previews included.
- Scheduled Background jobs — run a saved list on a timer and apply an automation to every matching case, on your own dedicated servers.
- Full scripting underneath — JavaScript with access to fields, tables, tasks, documents and even accounting entries.
Email that files itself
Correspondence lives on the case, not in someone's personal inbox. CaseOnGo works with the Outlook accounts you already have.
- Your mailbox, connected — each user connects their own Outlook; email sends and receives on their behalf.
- Shared mailboxes too — monitor claims@ or info@ addresses and send case email from them.
- Automatic matching — inbound mail carrying a case reference files itself; you can add your own matching fields.
- Triage Inbox for the rest — unmatched mail waits in a queue to be routed, replied to, or archived.
- Templates that write themselves — emails and letters fill from case data, with conditional paragraphs per case.
- Paper post handled — scan and record incoming post straight onto the case with the same flow.
Answers, not spreadsheets
Your caseload can answer questions directly — no exporting into spreadsheets and rebuilding the same analysis every month.
- Saved Queries — nested criteria over any field, with runtime questions like "which handler?" and smart values like @today.
- Excel & CSV in one click — export all results or just the rows you select; run bulk actions on the rest.
- Proper Reports — grouping with subtotals, grand totals, bar/pie/line charts, and print-ready PDF layouts.
- On a schedule — Reports render and email themselves to the right people; task digests keep everyone honest.
- Home at a glance — your day starts with what's overdue, what you starred, your recent cases and your own pinned tiles.
Documentation
Two manuals. The whole system.
Everything on this page — and everything behind it — is documented in depth, free to read, and kept current with the platform. Give every new starter the User Guide; give the person who designs your case types the Handbook.
Everyday User Guide
How to work in CaseOnGo on a normal day — written in plain language, step by step, for people who work cases.
- Signing in, Home and finding cases
- The case workspace, screens and saving
- Sending letters, emails, memos and calls
- Tasks, diaries, Triage Inbox and Queries
- Sharing a case through Collaborate
Configuration & Technical Handbook
The complete reference for building on CaseOnGo — every feature you can design, connect and automate, with worked examples throughout.
- Case types, the 15 field types and Screen Designer
- The automation language — verbs, triggers, testing
- Templates, merge tokens and document tables
- Queries, Reports, Background jobs and job servers
- Users, permissions, licences and add-ons
Grow when you're ready
Add-ons that plug straight in
The core platform runs your cases. When you want more, each add-on switches on per organisation — no migration, no second system.
CaseOnGo Accounts
Invoicing that lives beside your cases and runs on Xero — the accounting system your accountant already knows. Raise invoices, bills and credit notes on a case; push them to Xero; watch payment status flow back.
- Two-way Xero sync — push documents out, see payments come back
- Per-case financials: money in vs money out at a glance
- Automations can raise and approve invoices too
CaseOnGo AI
Focused assistants where they genuinely help — always drafting for a person to review, never acting on their own.
- Ask questions about a case, answered from its own data and history
- Write with AI in editors; a template assistant that drafts letters
- Code AI writes and explains automation scripts against the real API
- Monthly credit caps so spend stays predictable
Collaborators
Give clients, experts and other firms their own secure portal at yourfirm-hub.caseongo.com. They see exactly the screens you share — nothing else.
- Per-share control: hide fields or make them read-only
- Clients can update shared screens, upload documents and exchange files with you
- Their changes land on the case history like everyone else's
Getting started
From first call to first case in four steps
Talk to us
A short call about how your team works today — case types, volumes, the systems you're leaving behind.
Your workspace is provisioned
You get yourfirm.caseongo.com — an isolated workspace with your own data schema and Microsoft Entra sign-in.
Model your cases together
We help you build your case types, screens, templates and automations — and import existing cases from CSV.
Your team goes live
Everyone signs in with their Microsoft account, connects Outlook, and works their first cases with us on hand.
Security & trust
Your cases are your business — and only yours
Isolated by design
Every organisation gets its own database schema. Your data is structurally separated from every other customer — not just filtered by a flag.
Microsoft Entra sign-in
Staff sign in with their Microsoft work accounts — the same identity, MFA and controls your IT team already manages.
Granular permissions
Roles decide who can run lists, manage settings, reschedule tasks, see accounts or invite collaborators — down to individual capabilities.
Everything on the record
Every action on a case is written to its permanent history with actor and timestamp — your audit trail is built in, not bolted on.
Runs on Microsoft Azure
Hosted on Azure App Service with encrypted connections end to end and managed TLS certificates on every tenant address.
External access, fenced
collaborators authenticate separately, see only shared screens with your field-level controls, and can never touch tasks, notes or other cases.
Questions
Asked a lot
Can we keep our existing case reference numbers?
Yes. You choose the number the sequence starts from, and you can give any case a custom reference (for example one carried over from an old system) at the moment you open it. New cases simply take the next free number.
Does it work with the Outlook accounts we already use?
Yes — each user connects their own Microsoft Outlook mailbox, and you can also monitor shared mailboxes like claims@ or info@. Mail sends from your real addresses and inbound mail files itself onto the right case.
Can clients or other firms see a case?
With Collaborate add-on, yes — through their own portal sign-in at yourfirm-hub.caseongo.com. You decide per share which screens they see and which fields are hidden or read-only. They never see tasks, internal notes or anything you didn't share.
How does licensing work?
Simply: one licence per user account, whatever that account does — a fee earner, an administrator, or an account that only runs background Background jobs. collaborators aren't licensed users; their usage is billed separately.
Can we import the cases we already have?
Yes. Existing cases can be imported from CSV per case type — reference, title and your custom fields — as part of onboarding, so you don't start from an empty system.
Is our data separated from other organisations?
Structurally, yes: each organisation's data lives in its own database schema, and every request is scoped to your workspace. Add-ons, roles and permissions are all per organisation too.
What does it cost?
Pricing depends on team size and which add-ons you need, so we'd rather give you a real number than a misleading table — send us a message and we'll come back with a straightforward quote.
Talk to us
See CaseOnGo with your own cases in mind
Tell us a little about your team and what you handle — we'll come back within a business day, usually with a demo slot and straight answers.
Prefer email? Write to support@caseongo.com.