Case management · native to your OS & inbox
Your practice runs on email.So does your case management.
Case Lightning builds case management for document-heavy practices — finance, legal, conveyancing and beyond — that lives inside the operating system and email you already use. No new portal. No migration. Nothing to install.
CONVEYi is live for conveyancers today · custom builds for other niches
We don’t add a system. We work inside yours.
Every other tool asks your team to move their work somewhere new. Case Lightning does the opposite — it lives where the work already is.
Native to your OS
Files live in the storage you already own — OneDrive, your file system, your drives. No data lake to migrate to, no portal to log into.
Native to your inbox
The work is email. Case Lightning reads the thread, drafts the reply and files everything, right inside Outlook — your team never leaves the inbox.
Yours, end to end
Your documents stay in your own tenant. GDPR-compliant by design, fully audited, nothing copied to a third-party system.
One engine. A product for every niche.
Each Case Lightning product is the same foundation tuned to a profession — its terminology, its files, its workflow. Conveyancing shipped first.
CONVEYi
LiveAI for conveyancers, inside Outlook. Thread summaries, case-aware draft replies, a OneDrive knowledge base and a live Excel tracker per matter.
Explore CONVEYi →Finance
In buildCase management for document-heavy finance work — applications, packaging and client chasing handled in the inbox your team already runs on.
Register interest →Legal
In buildMatter management for fee earners who live in email — correspondence, filing and next-action tracking without a new system to learn.
Register interest →Custom builds
Your niche, built to order — on forms, not spreadsheets.
Don’t see your profession yet? We build it. You describe the matter — the parties, the fields, the key dates, the documents — and we turn it into a structured case workflow that lives in your inbox and your drives. Forms drive the build; the AI does the admin.
Define the matter type and its parties
Map the fields, key dates and documents
We ship it as a product in your Microsoft 365
Case management that meets your team where they work.
Start with CONVEYi today, or tell us about your niche and we’ll build it. Either way, nothing new to install.