Legal Aid Manager (LAM)
6 min read

Introducing the NEW Legal Aid Manager Civil Dashboard

Overview

Everything you need to know about your legal aid data, all in one place

Legal Aid fee earners manage a large amount of operational information on a daily basis. Matters need to be progressed, time needs to be recorded, certificates must be monitored, and costs need to remain visible throughout the life of a case. The challenge is not always a lack of information, but rather that the information sits in different places and is not easy to review at a glance.

The newly launched LAM Civil Dashboard is designed to address that problem by giving each user a personalised view of their workload, performance and financial position. The information shown is automatically limited to the matters and records associated with the signed-in user, helping fee earners focus on their own activity without having to filter through wider firm data.

A Clearer View of Current Legal Aid Work

The Overview section brings together the figures that may require the most immediate attention. Fee earners can see their active matters, certificates approaching their cost limit, matters that have moved over the escape threshold, associated unclaimed costs, and the time recorded that day compared with the previous day.

This makes it easier to identify where action may be needed. A certificate nearing its limit can be reviewed before it becomes urgent. A matter above the escape threshold can be seen alongside the value that remains unclaimed. Time recording can also be checked during the day, rather than only being reviewed retrospectively.

Understanding Personal Performance

The My Performance section gives fee earners a clearer picture of how their work is developing over time.

New Certificated and Legal Help matters are displayed over a selectable date range, while time recording is divided into chargeable and non-chargeable activity. Users can switch between weekly and monthly views, depending on the level of detail they need.

Where previous-year information is available, percentage comparisons are shown for the equivalent period. This gives current performance more context and helps users understand whether matter openings or recorded time are increasing, decreasing or remaining broadly consistent. Rather than relying on isolated totals, fee earners can see patterns developing across their own work.

A Better View of Costs, Debt and Unbilled Work

The Cost Analysis section focuses on the financial side of a fee earner’s caseload.

It shows costs delivered during the current year, including monthly actuals, comparisons with the same period in the previous year and forecasts for future months. Outstanding debt and unbilled work are also divided into Current, 30, 60, 90 and 120+ day age bands. This gives users a clearer view of work that has been delivered, amounts that remain outstanding and WIP that has not yet been billed. The age bands help make older items more visible, reducing the chance that debt or unbilled work remains hidden within a single total.

Designed to Be Practical

The dashboard charts include hover details, allowing users to view additional information without adding unnecessary clutter to the main screen. Each section also loads independently, so available information can be displayed without waiting for the whole dashboard to finish loading. These may seem like small details, but they support the dashboard’s broader purpose: making useful information easier to access during the working day.

The Civil Dashboard is the first step in a wider dashboard rollout within LAM. A Criminal Dashboard and Billing Dashboard are also on the way, giving firms further ways to view the information that matters across different areas of Legal Aid work. As these are introduced, the aim remains the same: to make important operational and financial information easier to understand, review, and act on.

A More Informed Starting Point

The LAM Civil Dashboard gives Legal Aid fee earners one place to review their workload, personal performance and financial position. By bringing together matter activity, time recording, cost information, aged debt and unbilled work, it helps users understand what is happening across their own caseload and where attention may be needed next.

To learn more about the newly launched LAM Civil Dashboard or to arrange a demonstration, contact the Mozaique team.

FAQs

Is the dashboard personalised?

Yes. It only displays matters and records associated with the signed-in user.

Can users compare current performance with previous periods?

Yes. Where previous-year data is available, equivalent-period comparisons are shown.

Does the dashboard show both chargeable and non-chargeable time?

Yes. Time recording is broken down into both categories, with weekly and monthly viewing options.

Does it include debt and WIP information?

Yes. Outstanding debt and unbilled work are grouped into Current, 30, 60, 90 and 120+ day age bands.

case studies

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Web Forms
6 min read

Why Traditional Client Onboarding Slows Law Firms Down

Overview

Why Client Onboarding Causes Delays

The onboarding process should help matters get underway quickly. In reality, it is often where delays begin.

Many firms still rely on email chains, attached documents, paper forms, and manual data entry to collect client information. While these processes may seem manageable, they can quickly become time-consuming when information is incomplete, documents are missing, or details need to be checked more than once.

Before legal work has properly started, staff can find themselves chasing information, reviewing paperwork, and re-entering data into internal systems. For clients, this can create frustration at the very start of the relationship. Being asked for information multiple times or waiting for confirmation that documents have been received can make the process feel slower and more complicated than it needs to be.

The Hidden Cost of Manual Onboarding

Onboarding delays do not only affect clients. Every time information needs to be chased, reviewed, or entered manually, staff are spending time on administration instead of progressing legal work. Across a busy firm, these small delays can quickly add up.

Support teams are often responsible for gathering information and checking documents, while fee earners may need to follow up on missing details before they can move matters forward. The result is a process that creates additional work for everyone involved.

The challenge is that traditional onboarding methods often require the same information to be handled multiple times before a matter can begin. These inefficiencies are often part of a wider operational challenge.

How Mozaique Web Forms Help Law Firms

Mozaique Web Forms were developed to simplify the onboarding process for both firms and clients. Instead of relying on emailed forms or paper documents, firms can provide branded online forms that clients can complete on desktops, tablets, or mobile devices.

Information is collected digitally and can be reviewed before being added to the firm’s workflow. Duplicate records can be identified, conflict checks can be triggered, and firms can review submissions before creating a new matter. This helps reduce manual administration while giving firms greater control over the quality and consistency of information being collected.

For clients, the process feels clearer and more straightforward. For staff, it removes many repetitive tasks that can slow down onboarding.

Creating a Better First Impression

Client onboarding is often the first meaningful interaction a client has with a law firm. When the process is simple, organised, and easy to follow, it helps create confidence from the outset. When the process feels fragmented or confusing, it can create unnecessary frustration before legal work has even begun.

Web Forms help firms present a more professional and consistent experience by providing clients with a clear way to submit information and documents. This not only improves efficiency behind the scenes but also helps establish a stronger foundation for the client relationship.

Why Law Firms Are Rethinking Onboarding

Many firms are reviewing their onboarding processes because they recognise the impact those processes have on both operational efficiency and client experience.

Reducing delays at the outset of a matter can improve productivity throughout the case. It can also reduce administrative pressure on staff and create a smoother experience for clients. Rather than relying on processes that require information to be handled repeatedly, firms are increasingly looking for ways to capture information accurately the first time and move matters forward more efficiently.

Conclusion

Traditional onboarding processes can create unnecessary delays for both clients and staff. When information is gathered through manual processes, firms often spend valuable time chasing documents, checking details, and re-entering data before legal work can begin.

Mozaique Web Forms help streamline this process by providing a structured and efficient way to collect information, review submissions, and support matter creation. The result is a smoother onboarding experience, reduced administration, and a stronger start to the client relationship.

FAQs

Why does client onboarding take so long in some law firms?

Client onboarding can be delayed by manual processes, incomplete information, repeated follow-ups, and the need to enter data into multiple systems.

How do Web Forms improve client onboarding?

Web Forms allow firms to collect information digitally, helping reduce manual administration and making it easier to review and process submissions.

Can Web Forms reduce duplicate data entry?

Yes. By capturing information digitally at the outset, firms can reduce the need to enter the same information multiple times.

How do Web Forms benefit clients?

Clients can complete forms online, submit information more easily, and experience a clearer onboarding process.

Do Web Forms help with compliance checks?

Yes. Features such as conflict checks and submission review processes can help firms identify issues earlier in the onboarding journey.

Are Web Forms suitable for SME law firms?

Yes. They are designed to help firms improve efficiency, reduce administration, and create a more consistent onboarding experience.

case studies

Hear from some of our clients who love Mozaique.

Legal Aid Manager (LAM)
8 min read

Introducing Outlook Time Recording for Legal Aid Manager

Overview

Moving to a Legal Aid Management System Without Losing the Workflow Your Team Relies On

Key reasons legal aid firms require an Outlook Add-On for Legal Aid software:

  • Even a thirty-second delay in capturing a completed task can silently erode a Legal Aid firm’s profitability and skew monthly reporting.
  • The success of a system migration often depends less on the technology itself and more on how well it fits the way fee earners already work.
  • Minor, retrospective time-recording errors can quietly disqualify a matter from critical Legal Aid funding thresholds.
  • Upgrading your firm’s core platform shouldn’t mean disrupting the daily workflows your team relies on to stay productive.

For Legal Aid firms, time recording sits at the heart of billing, reporting, and matter profitability. For firms evaluating a new legal aid management system, maintaining familiar workflows can be just as important as introducing new functionality. A successful transition depends on ensuring that the processes fee earners rely on every day continue to support accurate time recording and billing.

A significant amount of Legal Aid work takes place in Outlook. Emails are reviewed, drafted, filed, and actioned throughout the day. When recording that activity requires a second step in a separate system, duplication is introduced into the process. The consequences can be significant. Missed or delayed entries can affect billing accuracy, create additional review work, and impact reporting. In some cases, they can influence whether a matter reaches an escape fee threshold.

Even when time is eventually recorded, entering it retrospectively can create its own challenges. An email completed in one month but recorded in another may affect reporting accuracy, management information, and fee earner targets. For firms moving to LAM, the goal is not to change how people work, but to ensure valuable functionality is not lost during the transition to a Legal Aid-focused platform.

How the Legal Aid Manager Outlook Add-On Works Without Adding Complexity

The Mozaique Outlook Add-On is designed to reduce duplication while maintaining alignment with LAM. As part of a broader legal aid case management system, the add-on helps ensure that time recording remains closely connected to matter management, billing, and reporting activities. Rather than introducing another process, it allows users to record time within the environment they already use throughout the day.

A Simple Process

The workflow is intentionally straightforward.

  • Users search for a client using a name, code, or reference.
  • Once selected, all associated matters become available through a dropdown list.
  • The relevant matter is chosen, and the matter level is automatically selected when only one option exists.
  • The user enters the appropriate time units, adds a brief narrative describing the work undertaken, and records the entry.
  • Once submitted, the information is reflected within the underlying system.

By keeping the process short and familiar, the add-on reduces the effort required to capture activity in real time.

Legal aid cost monitor

Built-In Intelligence That Reduces Manual Input

Legal Aid Manager’s Outlook Add-On recognises the user through their Outlook login and associates the entry with the correct fee earner. It identifies whether the communication is incoming or outgoing correspondence and applies the appropriate activity type based on the existing configuration within LAM. This means users spend less time selecting options and more time focusing on the work itself, creating a smoother process with fewer opportunities for errors or omissions.

Designed Specifically for Legal Aid Workflows

Many firms moving to LAM already rely on Outlook-based time recording. Preserving that capability is often a key requirement when evaluating a Legal Aid solution.

For firms reviewing legal aid software, maintaining established workflows can play an important role in user adoption and long-term success. While some systems offer Outlook-based time recording, they may not support Legal Aid-specific requirements in the same way. The Outlook Add-On has been developed specifically to support Legal Aid workflows within the LAM environment, helping firms move to a new platform without sacrificing familiar ways of working.

Designed for Real-World Usage

Legal Aid work does not always fit neatly into rigid system processes, which is why flexibility remains important. Entries default to a single unit but can be adjusted where required. In some situations, emails can be treated as fixed items rather than time-based units, allowing activity to be recorded based on quantity rather than duration.

The add-on also supports practical working habits. Users may record a single activity immediately or capture several similar activities together where appropriate. This flexibility helps ensure that the system supports the way people actually work rather than forcing users to adapt to unnecessary complexity.

What Legal Aid Manager’s Outlook Add-On Changes in Practice

By reducing duplication and capturing activity as work is completed, firms can improve consistency without introducing additional administrative steps.

Recording time at the point of activity reduces the need to reconstruct work later or review files to identify missing entries. It also helps ensure that activity is recorded in the correct reporting period, supporting billing accuracy, management information, and fee earner performance reporting.

Perhaps most importantly, the add-on helps preserve the workflows that fee earners already use every day. Feedback from firms suggests that the ability to record time directly from Outlook is not simply a useful enhancement. For some, it’s a deciding factor when considering a move to LAM.

Conclusion: Preserving the Way Legal Aid Teams Work

Accurate time recording supports billing, reporting, and operational control. The challenge is ensuring it happens without adding unnecessary administration.

The Outlook Add-On helps Legal Aid firms record activity where much of their work already takes place: in Outlook. By removing duplication and preserving familiar workflows, firms can move to LAM without sacrificing the processes their teams rely on every day.

FAQs

Can time be recorded directly from Outlook?

Yes. The Outlook Add-On allows users to record time within Outlook and send entries directly into LAM without switching systems.

Why is Outlook-based time recording important for Legal Aid firms?

It allows fee earners to record activity while they are working, reducing duplication and helping ensure time is captured accurately.

Does the add-on automatically recognise the fee earner?

Yes. The system identifies the user through their Outlook login and associates the entry with the correct fee earner.

How does the add-on help reduce missed time?

By allowing users to record activity at the point it takes place, the add-on reduces the risk of work being forgotten and entered later.

Is this a feature built specifically for LAM?

Yes. The Outlook Add-On has been developed as a Mozaique feature supporting Legal Aid workflows within the LAM environment.

Does the add-on replace time recording in LAM?

No. It works alongside LAM, providing a convenient way to record activity from Outlook while keeping all information aligned with the core system.

case studies

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Conveyancing Calculator
6 min read

What makes the Mozaique Conveyancing Calculator different?

Overview

Introducing our Mozaique Conveyancing Calculator

When you look at the market, it can feel like every conveyancing calculator does roughly the same thing. But if you work in a busy conveyancing department, you know that the difference between tools is not in the form itself. It is in how well the tool fits into the real world of running a law firm.

Mozaique’s Conveyancing Calculator was built with that exact reality in mind. It is more than a quote generator. It is a small shift that creates a noticeably smoother experience for clients and staff from the very first enquiry.

Let’s take a walk through what sets it apart.

Conveyancing quotes land in your PCMS Holding Bay

Some tools give clients a price but leave your staff with more work afterwards. Mozaique takes the opposite approach. From the moment a client gets their quote, the system stays tidy and predictable. Every quote moves into the PCMS through the Holding Bay where every detail is captured. Staff can review everything calmly, check for duplicates, make changes if needed, and then turn the quote into a matter. The whole experience feels consistent and controlled, which is exactly what clients notice and appreciate.

Instant, self-serviced conveyancing quotes and branded PDFs

Clients get a personalised, itemised quote straight from your website: no waiting, no uncertainty, and no back-and-forth.

They can see legal fees, third-party fees, additional charges, VAT and a branded PDF they can save or share. It is designed to give them clarity without overwhelming them.

Customisable to match your conveyancing fees and pricing structure

Many calculators force firms to adapt to the tool, but Mozaique does the reverse. You can:

  • Set your own fee scales
  • Adjust charges whenever needed
  • Add branch-specific pricing
  • Update branding and colours
  • Attach additional PDFs

The flexibility helps the tool blend naturally into your firm’s established way of working.

Multiple branches? No problem

Firms with several offices often struggle to keep pricing aligned across locations. The calculator handles this with ease. You can maintain separate fee structures while managing everything in one place. It creates a consistent client experience no matter where the enquiry comes from.

Converting enquiries into new matters does not have to feel like a guessing game. You need a system that helps you meet people where they are and guides them forward with confidence. That is exactly what the Conveyancing Calculator is designed to do.

Deep PCMS integration that saves fee-earner time

This is where the tool moves from “nice to have” to “actually changes the day.” Quotes flow straight into your PCMS, where staff can review, refine, and convert to matters.

No re-keying.
No duplicate records.
No double-handling.

The whole journey becomes smoother and more reliable.

A quoting experience that feels modern, calm, and consistent

These small differences add up quickly. Clients get clear pricing, a quick reply and a professional first impression. Your team gets a quoting system that genuinely supports growth and provides less admin, better visibility and fewer errors.

Mozaique’s Conveyancing Calculator stands out because it bridges clarity, convenience, and real operational efficiency. It is a tool built for the way modern conveyancing teams actually work.

FAQs

What makes this Calculator stand out from other tools?

It is designed to fit naturally into the day-to-day reality of running a conveyancing department, not just generate a price. It connects straight to your PCMS and keeps everything tidy and consistent.

Do clients really get instant quotes on the website?

Yes. They can enter their details and receive a personalised, itemised estimate immediately, without waiting for someone to respond.

Can we customise our pricing rules?

Absolutely. You can adjust fee scales, additional charges, third-party fees, and branch-specific pricing whenever you need to.

Does the Calculator handle multiple branches?

Yes. It supports multi-branch firms and lets you manage separate pricing while keeping everything under one roof

What does the branded PDF include?

It shows legal fees, VAT, third-party charges, and any additional fees in a clean, professional layout that reflects your firm’s identity.

How does the Calculator help staff save time?

Every quote flows directly into the PCMS via the Holding Bay, which removes rekeying and duplicate work. Staff can review everything calmly, check for duplicates, make changes if needed, and then turn the quote into a matter.

Can quotes be checked before turning them into matters?

Yes. Staff can review the details, check for duplicates, and make small adjustments before processing.

Is the system secure?

Yes. It runs within Accesspoint Legal’s secure, ISO-certified environment.

Do we get insights into how well our quoting process is working?

You do. Built-in analytics show lead sources, conversion rates, and which quotes turn into real instructions.

Is it easy to set up and manage?

Very. Firms can get up and running quickly, and updates to pricing or branding can be made without technical support.

case studies

Hear from some of our clients who love Mozaique.

Client Portal
6 min read

How law firms can reduce client chasing without losing the personal touch

Overview

How to reduce law firm client chasing

Client chasing isn’t always about impatience. Most clients don’t enjoy sending follow-up emails or making “just checking” calls. They do it because they feel uncertain. They’re unsure whether anything has happened, whether documents were received, or whether they should be doing something next. For law firms, this chasing creates steady pressure. Time is lost and focus is broken. And despite everyone’s best efforts, the experience can still feel frustrating on both sides.

Reducing client chasing does not mean becoming less personal. In fact, our Mozaique Client Portal solution benefits both parties: you get your time back to spend it fee-earning, and your client remains constantly informed on their matter, without you having to send continuous email and phone call updates.

Why do law firm clients chase?

Client chasing usually starts when visibility is low and they cannot easily see where their matter stands. Even if work is progressing exactly as it should, the absence of visible reassurance creates doubt. A short delay can feel like inactivity, or a missing confirmation can feel like a problem. This is especially true in legal matters, where clients are often navigating unfamiliar territory. Without clear signals, they err on the side of checking in, requesting reassurance.

Set clear expectations with your clients

Clients are far less likely to chase when they understand how communication will work. Knowing when and where updates will be shared and what requires their action gives clients a sense of control. They stop wondering whether to check in because they know what to expect. Clear expectations then consequently protect staff time.

You’ll still be a law firm with a personal touch

When clients can easily see that documents have been received, that progress is being made, or that nothing is required of them right now, the need to follow up fades away. Law firms can still achieve this, without losing the human connection that clients value most. Personal reassurance still matters, particularly when issues are complex, sensitive or time-critical. We’re simply removing the day-to-day replies to follow up emails and calls, by implementing a system that provides complete matter visibility to clients, all in one centralised, secure place.

So how do we reduce law firm clients chasing? That’s where the Mozaique Client Portal comes in

In the Mozaique Client Portal, clients find everything in one place. Information shown to clients is drawn directly from the underlying matter, meaning documents and updates are presented in context rather than as disconnected messages.

Mozaique Client Portal: screenshot showing the case view including milestones and ability to make a payment. Clients can see a full overview of their file and where it’s up to. This minimises the constant phone calls and emails for updates.

Clients remain continuously informed

Client portals also help set clearer expectations. Clients can see when documents are available and understand how updates will be shared. This reduces uncertainty and the need for frequent check-in calls or emails. When clients feel informed, communication becomes more balanced and less reactive.

Mozaique Client Portal: screenshot showing a client’s task list and what they need to do such as verify their ID, sign certain documents or upload documents. This creates a lot more clarity for the client, knowing what they need to do, rather than reaching out to you via email or phone.

Documents are stored in one secure location

From the firm’s perspective, a client portal brings structure to communication. Messages are linked directly to the relevant matter, which keeps conversations focused and easier to follow. Documents are stored in one secure location, reducing the risk of sending the wrong version or losing track of essential files. When information is organised in this way, teams spend less time managing admin and more time progressing work.

Mozaique Client Portal: screenshot showing how simple it is to upload documents for clients to sign (such as T&Cs). As the acting solicitor, you can also view previous documents you’ve uploaded.

Client portals are secure, controlled environments for sensitive documents

Security is one of the key reasons many firms move toward client portals. Email is convenient, but it is not always the safest way to share sensitive information. Attachments can be forwarded, downloaded or saved in multiple places. A client portal provides a more controlled environment, where access is managed, and information remains in one secure space. This reassures clients and enables firms to meet their data protection responsibilities.

Because activity within the portal is logged, firms and clients both benefit from clearer visibility over what has been shared, accessed or updated, supporting accountability without adding manual oversight.

Mozaique Client Portal: screenshot showing secure payment portal for clients to pay monies on account. The bank account details of the law firm is also stored in the client portal, to encourage clients to remain secure and only ever pay monies on the official bank details shown within the client portal.
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Legal Aid Manager (LAM)
8 min read

Actionstep integrate with Accesspoint’s Mozaique Legal Aid Manager

Overview

Bringing Seamless Legal Aid Billing to Cloud-Based Practice Management

Accesspoint, the legal-sector technology specialist behind the Mozaique platform, announced that its Mozaique Legal Aid Manager now integrates directly with Actionstep, the cloud-based practice and case management system (PCMS) used by law firms worldwide. 

The integration connects Mozaique’s AI-powered Legal Aid matter management, billing and compliance engine with Actionstep’s all-in-one practice management platform. As a connected platform, it provides legal aid practitioners a joined-up workflow from matter opening through to Legal Aid Agency (LAA) submission. Matter and client data flows automatically between the two systems, removing duplicate data entry and the errors that come with it.

What is the Mozaique Legal Aid Manager?

Mozaique’s Legal Aid Manager is an AI-powered legal aid matter management, billing and compliance engine that eases the financial pressures unique to legal aid firms. LAM turns compliance-heavy admin into a streamlined workflow, enabling lawyers to get paid what the case is really worth. With implementation taking less than 30 minutes, firms can start benefiting from the platform almost immediately. 

Key Features

Automatic Contract Upload

Contract setup is effortless: instead of the traditionally cumbersome data entry most legal aid systems demand, Legal Aid Manager’s automatic contract upload lets you drop in a PDF contract and Mozaique’s proprietary AI extracts the data for you, ready to create cases, record time and bill straight away.

Time Recording and Certificated Work

Legal Aid Manager also speeds up day-to-day time recording. Core and FAS time are captured with built-in, Mozaique-maintained rates, and smart time capture validates entries against current LAA rates in real time. For Family work, a dedicated FAS (Family Advocacy Scheme) screen manages hearings, bolt-ons and claim bundles in one place — capturing court level, judge, hearing type, dates, duration and attendance, with fees calculated automatically as you work — so advocacy income is captured correctly and claimed in full. 

Visual Cost Monitor

The Visual Cost Monitor gives an at-a-glance graph of funding status across fixed-fee and certificated cases, showing fixed fees, escape fees, time value, anticipated certificate costs and exactly how close a matter is to the escape threshold — replacing reactive, end-of-case cost-fixing with proactive control. 

Billing Tracker

The Billing Tracker gives firms complete control over Legal Aid billing, from fixed fee legal help claims and escape cases through to interim payments and final CCMS claims. Built-in intelligence applies panel enhancements and highlights potential additional enhancements, helping maximise recoverable costs while maintaining compliance. 

Using the Mozaique Gateway, complete bills—including profit costs, fee-earner allocations, disbursements and VAT—flow directly into connected legal accounts systems and PCMS platforms such as Actionstep. Monthly submissions are generated and exported ready for upload to the LAA. 

AI Enhancement Assessor

The AI Enhancement Assessor is a bespoke AI engine trained on official LAA Cost Assessment guidance. It scores each matter, returns a clear estimated enhancement percentage with links back to the relevant sections of the documentation for justifications, and recommends next steps to strengthen the claim and reduce rejections. Firms recover the full value of every case rather than simply billing time recorded. 

The result is specialist Legal Aid functionality that plugs the gaps in mainstream case management software, keeps firms compliant as LAA rates and rules evolve, and ultimately helps them get paid what their cases are really worth. 

What’s the latest news around Legal Aid Manager?

Coming Soon: Crime in Legal Aid Manager

The Accesspoint team got together in London for a Mozaique strategy meeting to finalise the launch for Crime in Legal Aid Manager. With Civil Legal Aid now complete, the development team has made strong progress on Crime which is due in early Autumn. Watch out for further updates and a series of webinars to support the launch. 

Blaser Mills Law are the latest to sign up to Legal Aid Manager, with another 8 firms onboarded in May

Throughout May, the Accesspoint team onboarded 8 law firms to Legal Aid Manager, with Blaser Mills Law being the latest to sign up. The award-winning, South East based law firm will now benefit from AI-powered certificate management, automated compliance workflows, and direct PCMS integration, making sure that time is captured and submitted accurately. 

Hear from Accesspoint’s Managing Director

“Having worked closely with Legal Aid firms for many years, we saw first-hand the growing financial and administrative pressures they face, alongside a lack of technology designed specifically for their needs. Mozaique was built exclusively for Legal Aid lawyers, reimagining how Legal Aid matters are managed by combining specialist workflows with AI-powered tools that help firms reduce overheads, maximise recoverable costs and focus more time on delivering legal services. By integrating with Actionstep, we’re letting firms layer our specialist Legal Aid capability on top of a fantastic cloud-based PCMS solution. It’s a game changer for legal aid firms nationwide.

Scott Brown, Managing Director at Accesspoint (creators of Mozaique)

To summarise: Actionstep become the first of many UK case management platforms to integrate with LAM

With the launch of LAM’s comprehensive open API toolkit, legal technology providers can now create deep and extensive integrations directly with the platform. Actionstep is the first of many UK case management platforms to adopt the toolkit, extending its capabilities into LAM and providing legal aid lawyers with a seamless end-to-end solution that connects legal aid administration with day-to-day case and practice management. 

About Mozaique: Mozaique is the integrated legal technology platform made by Accesspoint Legal, bringing together specialist modules including the Client Portal, Conveyancing Calculator and Legal Aid Manager. Since 2012, Accesspoint has worked side-by-side with law firms to build technology that fits the way legal professionals actually work: smarter, simpler and more human.

About Actionstep: Actionstep is a cloud-based legal practice and case management platform that combines CRM, matter management, document assembly, time and billing, trust and office accounting, and reporting in a single system accessible from any browser.

case studies

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Client Portal
4 min read

6 Reasons Why Your Law Firm Needs a Client Portal

Overview

Many law firms reach a point where email alone no longer feels sufficient. Messages become harder to track, documents are scattered across inboxes, and clients begin to ask for updates more frequently. A law firm client portal offers a practical way to bring order to this complexity, without changing how firms work at their core.

Here are six clear reasons why a client portal has become an essential part of modern legal practice.

The first reason is clarity.

Clients often struggle to keep track of emails, attachments and updates, especially when a matter spans weeks or months. A client portal provides a single, defined place for them to find information about their case. When clients know where to find documents and messages, they feel more confident and less likely to chase updates.

The second reason is better communication.

Conversations inside a client portal are linked directly to the relevant matter. This keeps messages organised and reduces the risk of important information being missed. For staff, it means less time searching through inboxes and more time responding with full context.

In the Mozaique Law Firm Client Portal, this linkage means communication sits alongside the matter itself, helping firms maintain a single, reliable view of information shared with clients.

Clients can view all their cases (past and present) in one dashboard

The third reason is time saved for your team.

When clients can access documents themselves, firms receive fewer requests for copies and status updates. This reduces interruptions and allows fee earners and support staff to focus on progressing work rather than managing admin.

The fourth reason is a more secure way to share information.

Sending sensitive documents by email can feel risky, particularly when attachments are forwarded or downloaded multiple times. A client portal provides a controlled environment where access is managed and information is stored securely. This reassures clients and supports firms in handling data responsibly.

Because portal activity is recorded, firms benefit from clearer oversight of what information has been shared and when, without relying on manual tracking.

Documents are shared securely through the Portal
Clients make secure payments through the Portal

The fifth reason is improved client experience.

Many clients now expect digital access to information in most areas of their lives. A client portal meets these expectations by offering a simple, organised and professional way to stay informed. Clients feel supported rather than overwhelmed, especially during complex or stressful matters.

The sixth reason is stronger internal organisation.

When documents and messages are stored centrally, teams work from a shared source of information. This supports smoother handovers, easier collaboration and less reliance on individual inboxes. For smaller firms in particular, this shared visibility can make a noticeable difference to daily workflows.

A client portal is not about replacing personal service. It is about supporting it with structure and clarity. Calls, emails and meetings remain important, but the portal provides a steady foundation that keeps information accessible and organised for everyone involved.

For law firms looking to improve communication without adding complexity, a client portal offers a practical step forward. It helps clients feel informed, protects staff time and creates a calmer, more confident way of working that benefits the whole firm.

The Mozaique Law Firm Client Portal FAQs

What problem does a law firm client portal solve for law firms?

A law firm client portal helps bring clarity to communication by keeping documents, messages and updates in one secure place.

How does a law firm client portal help clients feel more informed?

Clients know exactly where to go for information, which reduces confusion and uncertainty during a matter.

Can a law firm client portal reduce the number of client enquiries?

Yes. When clients can access updates and documents themselves, firms receive fewer routine requests.

How does a law firm client portal save time for staff?

It reduces interruptions caused by searching inboxes, resending documents or clarifying information that has already been shared.

Is a law firm client portal secure enough for sensitive legal information?

Law firm client portals offer a more controlled environment than email, helping firms manage access to sensitive documents more carefully.

Does using a law firm client portal mean less personal contact with clients?

No. A portal supports communication by organising information, while calls and meetings remain available when needed.

Are client portals suitable for smaller law firms?

Yes. They can be invaluable for small and medium-sized firms that need structure without added complexity.

How does a client portal help teams work together?

With information stored centrally, everyone works from the same source, supporting smoother collaboration and handovers.

Will clients expect a client portal from their law firm?

Increasingly, yes. Many clients are used to digital access in other areas of their lives and appreciate similar clarity from their legal advisers.

What is the long-term benefit of introducing a client portal?

Firms benefit from clearer communication, protected staff time and a more confident client experience across matters.

case studies

Hear from some of our clients who love Mozaique.

Legal Aid Manager (LAM)
4 min read

Changing the maths for Legal Aid lawyers with new Legal Aid Software

Overview

Why we built a new legal aid management software

For years, Legal Aid lawyers have been asked to do more with less: fewer resources, tighter margins, heavier caseloads. In 2024, 82% of practitioners surveyed by the Law Society reported that Legal Aid work was loss-making. The challenge was that the digital tools built for private-practice billing didn’t fit the complex, rule-bound world of Legal Aid.

We saw an entire sector working in fragments: spreadsheets here, portals there, disconnected systems everywhere. So we set ourselves a simple but audacious goal to make Legal Aid viable again through intelligent automation and guided design.

Legal Aid Manager (LAM) is a SaaS case management and billing platform designed to seamlessly integrate with other systems or use as a stand-alone application. It streamlines operations, automates compliance-heavy workflows, and ensures every billable activity is captured, validated, and submitted accurately.

Listening before building legal aid software

Accesspoint started to build Legal Aid Manager with research, not code. We interviewed lawyers, cost drafters, and Legal Aid Agency contacts. We hosted workshops with partners, ops leads, and IT teams to map every breakdown trigger from client onboarding to final billing. Those sessions revealed the heart of the problem: lawyers were short of time and tools that understood Legal Aid logic.

Our brief became clear: turn expertise into an experience, not just another administrative task.

UK Legal aid firms have tested Legal Aid Manager

Eight firms representing every type of PCMS helped test each sprint. Their feedback shaped the product as much as the code did. That partnership model is now a core Accesspoint principle: every build is a shared build.

Designing a guided journey in legal aid software

From our insights, Legal Aid Manager (LAM) was born: a standalone SaaS platform that helps firms manage budgeting, cost control, time capture, and compliance in one connected workflow.

LAM thinks alongside the lawyer, prompting the right actions at the right time. LAM front-loads prediction — anticipating enhancements, funding limits, and fee changes — so firms recover more of what they earn and reduce WIP lock-up.

Legal aid cost monitor

We built LAM with empathy and precision

Behind the interface lies months of structured R&D.

  • AI agents that learn from paid bills to suggest future enhancements.
  • Middleware that bridges legacy PCMS systems and modern cloud tools.
  • Conditional logic trees that model how real Legal Aid cases evolve day to day.
    Each feature originated from collaboration: engineers working closely with lawyers, reimagining what “cost management” could mean when it’s simple, visual, and intuitive.

We’re giving legal aid lawyers their time back

Legal Aid Manager is about restoring balance. By letting the software handle the complexity, lawyers can again focus on the reason they joined the profession in the first place: helping clients find justice.

case studies

Hear from some of our clients who love Mozaique.

Client Portal
8 min read

What Is A Client Portal? A Complete Guide For UK Law Firms

Overview

What is a client portal?

A client portal is a secure online space that allows law firms and clients to share information in a clear, organised way. Instead of relying on long email chains or sending documents back and forth as attachments, a portal brings everything related to a matter into one place. Clients can log in to view documents, read updates and communicate with their firm when it suits them.

Law firm client portals don’t replace personal communication

For many UK law firms, the idea of a client portal can feel unfamiliar at first. Some worry it will replace personal communication or feel too technical for clients. In practice, a portal does the opposite. It supports clearer, calmer communication while allowing firms to maintain the human touch that clients value.

Client portals are linked directly to the relevant matter

At its simplest, a client portal acts as a central point of reference. Clients know where to go to find information about their matter, rather than searching through emails or asking for documents to be resent. This reduces confusion and helps clients feel more in control, especially during stressful or unfamiliar legal processes.

In the Mozaique Client Portal, information shown to clients is drawn directly from the underlying matter, meaning documents and updates are presented in context rather than as disconnected messages.

Mozaique Client Portal: screenshot showing the case view including milestones and ability to make a payment. Clients can see a full overview of their file and where it’s up to. This minimises the constant phone calls and emails for updates.

Documents are stored in one secure location

From the firm’s perspective, a client portal brings structure to communication. Messages are linked directly to the relevant matter, which keeps conversations focused and easier to follow. Documents are stored in one secure location, reducing the risk of sending the wrong version or losing track of essential files. When information is organised in this way, teams spend less time managing admin and more time progressing work.

Mozaique Client Portal: screenshot showing how simple it is to upload documents for clients to sign (such as T&Cs). As the acting solicitor, you can also view previous documents you’ve uploaded.

Client portals are secure, controlled environments for sensitive documents

Security is one of the key reasons many firms move toward client portals. Email is convenient, but it is not always the safest way to share sensitive information. Attachments can be forwarded, downloaded or saved in multiple places. A client portal provides a more controlled environment, where access is managed, and information remains in one secure space. This reassures clients and enables firms to meet their data protection responsibilities.

Because activity within the portal is logged, firms and clients both benefit from clearer visibility over what has been shared, accessed or updated, supporting accountability without adding manual oversight.

Mozaique Client Portal: screenshot showing secure payment portal for clients to pay monies on account. The bank account details of the law firm is also stored in the client portal, to encourage clients to remain secure and only ever pay monies on the official bank details shown within the client portal.

Clients remain continuously informed

Client portals also help set clearer expectations. Clients can see when documents are available and understand how updates will be shared. This reduces uncertainty and the need for frequent check-in calls or emails. When clients feel informed, communication becomes more balanced and less reactive.

Mozaique Client Portal: screenshot showing a client’s task list and what they need to do such as verify their ID, sign certain documents or upload documents. This creates a lot more clarity for the client, knowing what they need to do, rather than reaching out to you via email or phone.

For law firms, it’s efficient and time-saving

For staff, a portal supports more efficient working. New team members can quickly understand the status of a matter by reviewing the information already available. Handover between colleagues becomes smoother, and reliance on individual inboxes is reduced. This is particularly valuable in smaller firms, where people often wear multiple hats and need quick access to accurate information.

Importantly, a client portal does not replace personal service. Phone calls, meetings, and emails still play an important role, especially for complex or sensitive discussions, while the portal provides a reliable foundation that keeps information organised and accessible. It supports better conversations rather than replacing them.

For UK law firms, adopting a client portal is less about technology and more about clarity. It is a practical way to improve communication, protect information and reduce unnecessary admin. When used properly, a client portal helps firms deliver a calmer, more confident client experience without adding complexity to everyday work.

What is a client portal in a law firm context?

A client portal is a secure online space where clients can access documents, updates and messages related to their legal matter in one place.

How does a client portal differ from email communication?

Unlike email, a client portal keeps all information organised by matter, reducing the risk of lost messages or outdated attachments.

Are client portals suitable for UK law firms of all sizes?

Yes. Client portals can be especially helpful for small and medium-sized firms that want clearer communication without adding admin.

Do clients need technical knowledge to use a portal?

No. Client portals are designed to be easy to navigate, even for clients with limited digital experience.

Is a client portal secure?

Client portals provide a more controlled environment for sharing information than email, helping protect sensitive client data.

Will a client portal replace phone calls and meetings?

No. A client portal supports communication by organising information, while personal contact remains available when needed.

How does a client portal help law firm staff?

It reduces time spent searching inboxes or resending documents and helps teams work from a single, reliable source of information.

Can a client portal reduce client uncertainty?

Yes. Clients can see updates and documents clearly, which helps them feel informed and reassured.

Does using a client portal improve efficiency?

It can. By keeping information centralised, firms spend less time managing admin and more time progressing matters.

Why are client portals becoming more common in UK law firms?

Clients increasingly expect digital access to information, and portals provide a practical way to meet those expectations while maintaining a personal service.

case studies

Hear from some of our clients who love Mozaique.

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