Case Management is case management software that brings everything a professional services team needs into a single solution: a full client database, project and task management, time recording and billing, and built-in communication by phone, email, SMS, and messengers such as WhatsApp. Break each case into tasks within a dedicated workgroup, invite clients into a secure portal, and collaborate across the team to deliver on time and on budget. Record every billable and non-billable hour, review time reports with budget analysis, and roll time up into invoices using configurable hourly rates. As legal case management software, practice management software, and matter management software in one, this client case software is built for law firms, accountancy practices, and any business delivering professional services case management case by case.
Juliet: Case Management
Case management software that runs client cases end to end, tasks, documents, time recording, billing, and built-in communication, in one solution for professional services teams.
AI at work Route optimisation, opportunity clustering and visit prioritisation
Ready to subscribe? Click hereJuliet: Case Management, explained.
Key features
- Keep a full client database with contacts, history, invoices and communication.
- Break each case into tasks within a dedicated project workgroup.
- Invite clients into a secure portal to collaborate on their case.
- Record billable and non-billable time with budget analysis and reporting.
- Roll time into invoices using configurable hourly rates.
AI at work in Juliet: Case Management.
The moments where the AI does the work your team used to do by hand.
Route optimisation
AI suggests the most efficient route or nearest rep for a set of visits, replacing manual route planning.
Opportunity clustering
AI spots geographic clusters of leads or deals worth a targeted visit, a pattern a manager used to spot by eye on a printed map.
Visit prioritisation
AI ranks which nearby leads or deals are worth visiting first based on deal value and likelihood to close, a call a rep used to make on gut feel.
Case management software for professional services
Case Management is case management software that runs a client matter from open to invoice. A full client database, project and task management, time recording, billing, and built-in communication all live in one solution, so nothing sits in a separate tool.
Break each case into tasks within a dedicated workgroup and invite clients into a secure portal to collaborate. As practice management software and matter management software, it keeps documents, deadlines, and conversations attached to the case they belong to.
Record every billable and non-billable hour, review time reports with budget analysis, and roll time into invoices on configurable rates. Built as legal case management software and client case software, it suits law firms, accountancy practices, and any professional services case management team.
Watch Juliet: Case Management in 90 seconds.
A quick walkthrough of how Juliet: Case Management works and how teams use it day to day.
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Works with the systems you already use.
Juliet: Case Management connects to Bitrix24, DocuSign, QuickBooks, Twilio, Xero out of the box, and through Omnie AI it works with the CRM, project, finance, document, communication and marketing tools below.
Built to meet the standards your sector expects.
Juliet: Case Management is built on the Omnie AI platform, so the security, data-protection and accessibility standards below are handled as standard, here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK’s implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA, aligned with the Equality Act, ADA and EN 301 549, issues are remediated, and testing is carried out on an ongoing basis.
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers’ data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
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Trusted by teams around the world.
Build Juliet: Case Management for your business.
Start from this template and customise it to your exact needs with Omnie AI, hosted, secured and supported by our team.
Juliet: Case Management, common questions.
What does Juliet: Case Management connect to? +
Juliet: Case Management works with Bitrix24, DocuSign, QuickBooks, Twilio, Xero, and through Omnie AI it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Juliet: Case Management to how we work? +
Yes. Juliet: Case Management is a starting template, with the Vibe Code feature in Omnie AI you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure? +
Security is built into the Omnie AI architecture from the ground up, so your data and your customers’ data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Juliet: Case Management? +
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get? +
Our team of experienced developers is on hand throughout. If you hit problems building, or your app ever causes issues, we can step in to diagnose and fix them for you.
Which industries is Juliet: Case Management for? +
Juliet: Case Management is used by teams across Financial Services, Legal, Marketing & Agencies, Professional Services, Real Estate and Recruitment & Staffing, and adapts to the way your business works.