CasparLaw brings case management and client information together in a secure, structured system, giving professional deputies, trustees, and attorneys a complete and reliable view of each client. A centralised client profile sits at the core of each matter, supporting accurate decision-making and consistent working practices.

• Maintain centralised client profiles covering personal, financial, and case information.
• Organise data into structured sections for personal details, location, contacts, care, and case activity.
• Populate COP and OPG forms automatically using existing client data.
• Provide immediate access to accurate client information across the team.
• Support key dates and supervision with dashboard reminders and diary management.
• Reduce duplication and improve visibility of client circumstances.

CasparLaw provides a consolidated view of a client’s financial position and key operational activities, enabling day-to-day management and clear oversight.

• View bank accounts, balances, and total estate valuation.
• See income, expenditure, and financial plans in one place.
• Track financial assets and property values centrally.
• Monitor payment requests and approval status with clear tracking.
• Manage tasks with status, priority, and ownership.
• Access key financial information and outstanding actions immediately.

CasparLaw compares actual bank activity against expected transactions to reduce manual matching effort, with clear control over exceptions.

• Match expected and bank transactions automatically using defined rules and tolerances.
• Categorise results clearly (full match, partial match, unmatched).
• Reconcile individual items or process in bulk.
• Identify exceptions across all clients, including unpaid benefits, unexpected activity, and value differences.
• Align transaction categorisation to OPG report headings to support efficient annual returns from validated data.
• Support SRA reporting with reconciled vs unreconciled balances, variances, and transaction-level detail.