Welcome back

Here's what's happening across the firm today.

Import Files Export Today's Diary

0

Active Files

R0

Collections in Progress

Today

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Diary Events

R0

Fees Billed (MTD)

Recent Files

View all

Matter	Type / Court	Status	Balance

Upcoming Deadlines

Open diary

Files & Accounts

Clients, debtors and creditors — every matter in one ledger.

Import Files New File

All Matters

Excel

Matter / Reference	Client	Type / Court	Status	Balance	Edit

Diary

Court dates, deadlines and appointments across the firm.

New Entry

File Notes

Text and voice notes, time-stamped against each matter.

Voice Note New Note

Recent Notes

All files

Debt Collection

From letter of demand to warrant of execution.

Export Report

0

Active Collections

R0

Capital Outstanding

R0

Recovered (MTD)

0

Awaiting Judgment

Collection Matters

New Matter

Debtor	Client / Creditor	Stage	Outstanding	Recovered

Statements

Client, debtor & creditor account statements.

Generate a Statement

Account TypeClientDebtorCreditor

Account

From

To

Generate PDF Export Excel

Statement Preview

Add entry Print / PDF

Date	Description	Debit	Credit	Balance	Actions

Supporting documents

0 attached

Attach document

Draft Bill of Costs

Party-and-party & attorney-and-client bills, tariff-aware.

Add Item

Draft Bill of Costs

Party & Party

Date	Item	Tariff	Units	Amount	Actions

Sub-total

R0.00

VAT (15%)

R0.00

Total

R0.00

Supporting documents

0 attached

Attach document (voucher, counsel fee note, signed bill…)

Precedents Library

Your firm’s reusable templates & precedents \u2014 upload once, use on any matter. Stored exactly as uploaded; never edited.

Upload precedent

Templates & precedents

0 documents

SMS Centre

Single or bulk messages, logged against each file.

Compose

RecipientsSingle recipientBulk — all active debtorsBulk — selected files

Mobile Number

Message (160 chars left)

Send SMS

Recent Messages

To	Message	Status

Reports

Production, fee, litigation & collection reports — PDF & Excel.

Settings & Customisation

Tailor CaseManager to the way your firm works.

Licence & Subscription

Standard

Account tierPractice

StatusActive

RenewalMonthly subscription

Users includedUp to 10

Licence key•••••••••••• View

Activate Licence Key Reset Reset workspace

Account Security

Change the password you use to sign in to CaseManager.

Change password

Custom Tags

Add Tag

Firm Document Sharing

Admin only

When on, the whole firm shares one workspace — diary, bills, notes and uploaded files — so colleagues see each other’s work. When off, each member keeps a private workspace that only syncs across their own devices.

Share documents across all firm members

Fee Descriptions

Add

Description	Default Rate

Integrations

Email inbox (Gmail / IMAP)Connect

Mobile AppGet the app

Auto-Update Status

Fee TariffsCurrent

Prescribed Interest Rate11.75% · Current

Document Templatesv2026.2 · Current

Legal feedsChecking…

Sources: SAFLII, Gazette, SARS, LPC, Information Regulator.

Case Law Research

Search South African judgments, statutes & commentary — indexed daily.

Research anything (AI) Saved Research

Legal database current

SAFLII, Constitutional Court, SCA & High Court feeds synced today at 06:00

Re-sync

All courtsConstitutional CourtSupreme Court of AppealHigh Court All practice areasPersonal InjuryCriminalUnlawful ArrestFamily LawDeceased EstateCivil LitigationDebt Collection

Legal Updates

What changed today across South Africa's courts, regulators & legislation.

Ask AI about a topic Export Brief

All sources current — last synced today at 06:00

Tracking 11 departments & regulators · checked daily

Sync now

Tariffs & Fees

Court tariffs, attorney scales & the prescribed rate — kept current automatically.

Gazetted tariffs · 2024–2025

Tariff

—

Item	Description	Tariff

How to use a tariff

Identify the forum. Pick the court the matter is in — the tariff scale differs for Magistrates', Regional & High Court.

Choose the scale. Party-and-party for taxed costs against the other side; attorney-and-client for what you bill your own client.

Match each attendance to a tariff item — drafting, perusal, attendance, appearance, travel.

Capture the units (pages, folios, 15-minute blocks, or per day) — the calculator does the multiplication.

Apply the prescribed rate where interest is claimed (currently 11.75% per annum).

Add VAT & disbursements, then push the lines straight into a Bill of Costs for taxation.

Quick tariff calculator

Tariff item

Units

  Calc

Custom item / document

Fee per unit (R)

Include VAT (15%)

Fee

R0.00

VAT (15%)

R0.00

Total

R0.00

Add to Bill

Team & Activity

Monitor everyone registered under your firm — in real time.

Export Log Invite Member

Firm Administrator

You are signed in with full oversight of your firm's users, roles and activity.

Admin-only view

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Team Members

0

Online Now

0

Actions Today

0

Hours Logged (week)

Registered Members

Roles & permissions

Member	Role	Office	Status	Last Active	This Week

Activity Log

All members

Payroll

Run salaries, manage leave and file with SARS.

Add Employee Export Run Payroll

Optional Module

Unlock Payroll for your firm

Run staff salaries inside CaseManager — PAYE, UIF, SDL, leave register, payslips and SARS EMP201 / EMP501 / IRP5 returns. Tax tables stay current automatically.

Add-on price

R295 /employee/mo

Per employee, with any active CaseManager plan.

Standalone

R495 /employee/mo

Per employee · no CaseManager required · own login.

billed per employee · no contract

SARS-aligned PAYE, UIF & SDL engine

Billed per employee · unlimited pay runs

Monthly EMP201 + bi-annual EMP501

Year-end IRP5 & IT3(a) bundles

Leave register & payslip PDFs

UI-19 termination certificates

Auto-updated tax tables (24/25 & 25/26)

Cancel any time · no contract

Add to plan — R295/employee/mo Buy Standalone — R495/employee/mo

Billed securely via PayFast · cancel any time · no activation codes needed.

Payroll module · March 2026 cycle

PAYE, UIF and SDL calculated automatically against the current SARS tax tables. Generate EMP201 monthly and IRP5 at year-end.

Tax tables current

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Employees

R0

Monthly Payroll

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Next Run

R0

PAYE YTD

Employees

Active roster

Member	Role	Salary	Leave	Status	Actions

Recent Runs

SARS & Submissions

Generate EMP201

Monthly PAYE + UIF + SDL return

EMP501 reconciliation

Bi-annual SARS reconciliation

Year-end IRP5 batch

Tax certificates for all employees

UIF declaration (UI-19)

Monthly UIF declaration

Leave Register

Log leave

Trust Accounting Add-on

Section 86(2) / 86(4) trust ledgers, reconciliations & LPC audit-ready reports.

Export Ledger

R0

Trust Balance

R0

Business Balance

R0

Unallocated

Balanced

Last Reconciliation

Trust Ledger

Record Deposit Transfer to Business

Date	Matter	Description	Debit	Credit	Balance

Compliance & Reports

LPC-aligned

Run trust reconciliation

Reconcile trust ledger to the trust bank account

Generate s86(4) investment report

Interest-bearing trust investments summary

Export LPC audit pack

Year-end trust audit bundle for your auditor

WhatsApp Business Add-on

Send and log WhatsApp messages from inside the matter — great for collections & reminders.

Connect WhatsApp Business

0

Sent Today

0

Delivered

0

Replies

6

Templates

Send a Message

Matter

TemplateFree textPayment reminderCourt date confirmationDocument requestConsultation reminder

Message

Send WhatsApp

Recent Conversations

To	Matter	Last Message	Status

Accounting Sync Add-on

Two-way sync of fees, disbursements & trust movements with Sage, Xero or Pastel.

Sync Now

Xero

Provider

—

Last Sync

0

Records Synced (MTD)

0

Errors

Connections

Sync Log

Time	Type	Records	Status

Court Online e-Filing Add-on

Build paginated, indexed bundles and upload to Court Online / CaseLines — no more manual bundling.

Court Online CaseLines Build Bundle

0

Bundles Ready

0

Pages Indexed

0

Filed (MTD)

0

Pending Upload

e-Filing Bundles

Court Online · CaseLines

Matter	Court	Documents	Pages	Status	Actions

FICA / AML Compliance Add-on

Client due diligence, risk rating, RMCP register and FIC reporting prompts — FIC Act ready.

Screen a Client

0

Clients Verified

0

Pending CDD

0

High Risk

Current

RMCP Status

Client Due-Diligence Register

Generate RMCP Export

Client	Matter	Risk Rating	CDD Status	Last Review

RAF Claims Add-on

Road Accident Fund claims — RAF1 / RAF4, undertakings, prescription diary and settlement tracking.

New RAF Claim

0

Open Claims

R0

Capital Claimed

0

Awaiting RAF

0

Prescription Alerts

RAF Claim Register

Prescription diary live

Claimant	Claim No.	Type	Lodged	Prescribes	Capital	Status

Estate Administration Add-on

Deceased estates — Master submissions, Liquidation & Distribution accounts, estate duty and executor fees.

New Estate

0

Open Estates

R0

Estate Value

0

At the Master

0

L&D Advertised

Estate Register

Master of the High Court

Estate	Executor	Master Ref	Stage	Value	Actions