Legal Technology Developed for South African Law Firms
A secure cloud-based digital platform designed by lawyers for lawyers
- Empowers legal professionals in one protected environment with advanced security protocols that includes multi-factor authentication, secure communication and document storage and end-to-end encryption.
- Govern and streamline workflows with seamless collaboration tools that ensure confidentiality, compliance and efficiency.
- Automated KYC when client onboarded, secure indemnified EFT’s by Sanlam Multi Data and oversight of every employee and client file in the law firm.
Important: CaEFT provides technology and workflow tools to support legal practices. Payment execution is facilitated by approved third-party providers under separate agreements. Each firm remains responsible for its own compliance, approvals and record-keeping under applicable law.
Capabilities
One workspace for onboarding, files and payments
Compliance-support tools and layered security - designed to strengthen how your firm handles client intake, matter files, stakeholder access and payment instructions, without marketing your statutory duties away from the firm.
Client onboarding & verification
Support digital onboarding with identity, bank-detail and screening workflows.
Virtual matter files
Create secure digital files for staff, clients and approved stakeholders.
Secure communication
Keep matter-related communication inside the platform instead of unsecured email chains.
Payment workflows
Structure collections and disbursements with verification steps and traceable records (provider-facilitated execution).
Access control & auditability
Assign permissions by role and maintain visibility over user activity.
Long-term file retention
Support post-closure storage and retrieval settings to assist with record-keeping requirements.
Key functionality
Dashboard, payment instructions & time
The same core areas your team uses after sign-in: a firm dashboard with live counts and trends, matter-scoped payment instructions with verification and approvals, and time capture with matter-linked diary context. Payment execution is via the licensed provider; CaEFT does not hold client funds. Platform walkthrough
Firm dashboard & reporting
After you choose a firm, the home dashboard shows live stat cards-matters, payments, consumers, KYC assessments and more-with sparkline trends so partners and operations can see volume and throughput at a glance.
- Drill-through from counts into matters, payments, KYC and related areas (where your role allows)
- Period trends for workload and intake without exporting spreadsheets
- Online presence and recent activity for oversight of the selected firm
| Reference | Client file | Type | Amount | Status |
|---|---|---|---|---|
| COL-9021 | Smith / Bond | Collection | R 125,000 | Cleared |
| PAY-4410 | NDA / Acme | Payment | R 48,200 | Pending |
| COL-9022 | Estate / Jones | Collection | R 310,000 | Cleared |
Payment instructions on the matter
Build collections and disbursements from the matter file: store beneficiary details, complete verification steps, send instructions through authoriser approvals and keep a full audit trail. Money movement is executed by the designated third-party provider-not by CaEFT holding funds.
- Beneficiary capture and bank-detail verification workflows before release
- Authoriser queue with clear states (e.g. pending, cleared) tied to the matter reference
- Collections and disbursements subject to agreement limits; full history on the file
Time capture & matter diary
Run a live timer or post manual time lines against a matter, with billable flags and rate awareness where your firm configures them. Alongside time, use matter reminders and key dates so deadlines sit next to the work you are recording.
- Start/stop timer and manual entries linked to matter, role and rate
- Billable / non-billable and approval paths where enabled
- Client file reminders and milestones visible next to time for billing hand-off
Outcomes
What firms are aiming for
Illustrative scenarios - typical goals teams describe when modernising onboarding, files and payments. Use consented, verifiable testimonials in production.
“Moving onboarding and file access into CaEFT cut our email risk overnight. Clients complete steps faster and we have a clear audit path.”
“The virtual file means our team can work from anywhere while keeping communications inside one secure workspace.”
“Having collections and payments structured in the platform gives us confidence-we are not chasing banking details over unsecured channels.”
See CaEFT against your workflows
Walk through onboarding, files, messaging and payment workflows with your own questions - or send an onboarding enquiry when you are ready.