PaperTrail helps solicitors and legal professionals manage their caseload, automate client chasing, and generate standard documents at the click of a button - so you can focus on the case, not the admin.
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Running a legal practice means juggling dozens of active cases, each with their own deadlines, documents, and client communications. Spreadsheets and shared drives weren't built for this level of complexity.
PaperTrail gives solicitors a single place to manage every case from intake to close. All correspondence, documents, notes, and deadlines are linked to the right case and accessible from any device.
Keep all your case information, correspondence, and documents in one place. Everything is searchable and accessible from any device.
Each case has its own timeline showing every action taken, every document generated, and every communication sent - giving you a complete audit trail that satisfies regulatory requirements.
Set up automated chasers for when clients haven't responded, generate standard documents from case data, and trigger email notifications when case statuses change.
Your practice management system should handle the routine so your team can handle the complex.
Based on reported improvements from PaperTrail legal customers, 2025.
Book a 30-minute demo tailored to your practice and case types.
From intake to close, PaperTrail handles the workflow so your team can focus on delivering results for clients.
Send branded intake forms to new clients and have the data automatically populate your case file. No re-keying, no errors. Collect ID documents, signed engagement letters, and conflict checks in one step.
Set rules for when clients haven't responded and let PaperTrail send polite reminders on your behalf - by email or SMS. Customise the tone and frequency, and escalate automatically if there's still no response.
Generate letters of engagement, standard correspondence, and legal documents from your case data with a single click. Maintain a library of firm-wide templates that stay consistent and up to date.
Never miss a court date or filing deadline. Set reminders per case and get notified across email, SMS, and your dashboard. View all upcoming deadlines across the firm in one calendar view.
Track billable time against each case with built-in timers. Export timesheets for invoicing or sync with your accounts package. See utilisation rates across your team at a glance.
All documents are encrypted at rest and in transit. Role-based access ensures sensitive files are only seen by the right people. Hosted securely to comply with data residency requirements.
PaperTrail centralises every deadline across every case and sends automated reminders to the responsible fee earner, so nothing slips through the cracks.
Automated chasers and status notifications keep clients informed without adding to your to-do list. Clients stay updated, and you stay focused.
PaperTrail's document management ensures your team always works from the latest version, with a full history of every change for complete traceability.
PaperTrail's automatic audit trail captures every action, communication, and document - making compliance audits straightforward rather than stressful.
Getting started with PaperTrail is straightforward. We handle the setup so your team can focus on their cases from day one.
We'll walk you through PaperTrail tailored to legal workflows, so you can see exactly how it fits your practice. The demo takes around 30 minutes and covers case management, document generation, and automated chasing.
Our team configures your case types, document templates, and automation rules. We'll even import your existing data from spreadsheets, other systems, or email archives so you don't start from scratch.
Your team is trained and supported from day one. Most practices are fully operational within a week, and our support team is available whenever you need help.
See how PaperTrail helps teams in other industries manage their work.
Join 100+ businesses across the UK & Ireland who've already made the switch. Book a free demo and see the difference in 15 minutes.