One secure workspace for legal operations
CaEFT brings onboarding, file collaboration, communication, document handling, reminders, reporting and payment workflows together in a single platform designed for legal practices.
End-to-end flow
How the system fits together
From first client touch to matter closure, teams work in one workspace-onboarding feeds the file, the file anchors communication and payments, and oversight rolls up to dashboards and time. Jump to an area below or scroll through the walkthrough.
Onboarding
Digital onboarding
Create a structured onboarding journey for each new client or matter. Capture required information, request supporting documents, and guide clients through verification steps in a consistent and auditable process.
- Matter-specific onboarding flows
- Client and stakeholder invitations
- Document requests and uploads
- Verification checkpoints
- Audit trail of onboarding activity
Files
Virtual files
Each matter is managed in a secure digital file with controlled access for internal staff, clients and approved third parties. Files centralise documents, communication, notes and payment activity.
- Matter-based file structure
- Sub-files and role-based access
- Internal notes
- Shared document repository
- Matter history and activity logs
Collaboration
Secure communication
Reduce reliance on unsecured email by keeping matter communication inside the platform. Messages, updates and shared documents remain linked to the relevant file.
- Matter-linked messaging
- Controlled participant access
- Central communication history
- Reduced exposure to email-based fraud risks
| Reference | Matter | Status |
|---|---|---|
| COL-9021 | Smith / Bond | Cleared |
| PAY-4410 | NDA / Acme | Pending |
Payments
Payment workflows
Manage payment instructions through a structured workflow that supports beneficiary verification, approval controls and traceable records. CaEFT does not hold client funds. Payment execution is facilitated through the designated third-party payment provider in terms of the applicable agreements.
- Beneficiary detail capture and storage
- Bank-detail verification workflows
- Collections and disbursement support
- Matter-linked payment records
- Provider-facilitated payment execution
Important: CaEFT is a technology platform. Payment services are facilitated by approved third-party providers under separate contractual arrangements.
Oversight
Reporting and oversight
Give partners, finance teams and administrators visibility over onboarding volumes, matter activity, payment workflows and user participation.
- Operational dashboards
- Matter and payment reporting
- User activity visibility
- Workflow oversight
Diary & time
Reminders, diary and time tracking
Track key dates, reminders and workflow milestones within each matter.
Time tracking
Record time against matters with start/stop and manual entry, rate awareness, and workflows that feed billing and reporting.
- Quick timer and manual capture
- Entries linked to matters and roles
- Matter reminders visible next to billing hand-off
- Support for approvals and audit
See it in your firm
Book a walkthrough or explore detailed service descriptions.