01
Connect Microsoft 365 once
CasePilot connects to the firm inbox without relying on forwarding rules or manual mailbox workarounds.
AI Inbox Triage · UK Law Firms
See urgent client emails and deadlines before they get buried.
CasePilot connects to your firm's Microsoft 365 inbox and gives the team a matter-level review queue — so urgent work surfaces earlier and partners spend less time triaging mail by hand.
Microsoft 365 integration Matter-level review Founder-led rollout
Built for firms where Outlook still runs the day
Focused on risk visibility, not generic automation
Short demo, direct founder contact, no enterprise theatre
Demo walkthrough
Show the product the way buyers expect to see it
Replace this with a real walkthrough video or embed. Until then, the panel still reads like actual software instead of an empty media placeholder.
Queue snapshot
Morning triage view
Urgent
03
Review
07
Deadlines
02
Urgent Williams v Parker
Costs warning surfaced before partner review.
Deadline N244 filing
Court bundle review due in 3 hours.
Selected matter
Harper Conveyancing
Matter status: Active buyer query
Context: Full correspondence grouped
Next step: Fee earner review today
What to show in the demo
How urgent messages surface without manual sorting.
How matter grouping reduces fragmented handover.
How a buyer can picture this inside the existing workflow.
Why Firms Buy
The inbox is still operational infrastructure.
In most firms, the inbox decides what gets seen first, what gets missed, and how smoothly work moves between people. Buyers want less inbox drag, fewer late surprises, and clearer matter visibility.
Decision framing
This is usually a comparison against the current inbox process, not against another category of software.
Area
Today
With CasePilot
Urgent emails
Buried inside personal inboxes and mixed with routine traffic.
Surfaced in a ranked queue with urgency already signalled.
Matter context
Split across whoever happened to receive the message.
Grouped at matter level so handover is easier and cleaner.
Deadlines
Often noticed late, after manual reading and forwarding.
Raised earlier through extracted timing and review cues.
Partner time
Lost to inbox sorting before real legal work begins.
Focused on judgment, not on repetitive triage.
How It Works
Easy to explain internally. Useful in practice.
The product story should be simple enough for a partner, head of ops, or practice manager to repeat accurately after one read.
02
Every incoming email is triaged
Messages are organised by matter, urgency, and likely time pressure before they disappear into the broader inbox.
03
Your team reviews a cleaner queue
Fee earners and partners open a view that prioritises legal work instead of forcing them to sort everything manually first.
Capabilities
A clearer review layer for the firm inbox.
Real buyers look for clarity, not novelty. These are the operational improvements CasePilot delivers from day one.
Capability
Matter-level grouping
Keep related correspondence visible in one operating view even when multiple people touch the matter.
Capability
Urgency and deadline detection
Bring forward the messages that carry time pressure, client expectation, or legal exposure.
Capability
Consistent inbox classification
Apply the same triage logic across client matters, court messages, costs, admin, and referral traffic.
Capability
Review built for busy teams
Give fee earners and support staff a calmer way to review email without overcomplicating the workflow.
Implementation & Trust
Low-friction adoption matters as much as the feature list.
A serious buyer is asking whether this will fit the firm, whether the rollout is controlled, and whether the people behind it understand legal workflow.
Microsoft 365 first
The product is designed around the stack most small and mid-sized firms already use.
Low-friction rollout
The proposition is operational improvement, not a large change programme or a new communications platform.
Built for legal workflow
The tone, structure, and feature set are aimed at firms that care about trust, speed, and controlled adoption.
Founder-led onboarding
Every early customer is handled directly. There is no handoff to a sales team or support queue.
From the founder
Partners should not be sorting inboxes to find the real work.
That is the core reason to buy a product like this. CasePilot is for firms where email still drives the day, but where the cost of unmanaged inbox work is becoming too visible to ignore.
To understand whether CasePilot fits your practice before booking anything formal, email [FOUNDER_EMAIL] .
Suitable for solicitors and chambers where the inbox remains the default operating layer for client communication — typically 5–30 fee earners.
Book A Demo
See the product on a realistic legal inbox, not on a slide deck.
Book a short walkthrough and see how matter grouping, deadline review, and ranked inbox triage would look inside a real operating workflow.