TheClickSoft replaces aging desktop case-management systems with a cloud-native, white-label platform designed around legal and medical-expert workflows — case workspaces, documents, time recording, billing, and a secure collaborator portal, all in one place.
Proclaim, Eclipse Proclaim and similar tools have dominated professional services for two decades — desktop-bound, slow to access remotely, expensive to maintain, painful to integrate with Microsoft 365 and e-signature. Firms that try to escape discover the alternatives don't fit either.
Salesforce or HubSpot are designed for sales pipelines, not case lifecycles. Heavy customisation required — and often abandoned within 18 months.
Folders within folders. Version control gets messy fast. No time recording. No billing. No structure for how case work actually flows.
Six-figure projects with no upgrade path and no community of users. You become the sole maintainer of software you don't fully understand.
A multi-tenant SaaS platform purpose-built for legal and medical-expert firms — replacing the five different tools you cobble together today.
Every matter, expert report, instruction or claim lives in its own workspace — people, documents, deadlines, time, costs, communications and next actions in one place. One source of truth.
Full version control, firm-wide full-text search, secure external sharing, native Word and PDF handling, and an audit trail of who accessed what and when. No more "where's the latest version?"
Track time with a stopwatch, timesheet or quick entry — six-minute or hourly increments. Generate WIP reports in seconds and push data to your accounting system. Bill what you actually did.
Convert recorded time into invoices, track payments, send statements and export accounting-ready records. Disbursements, fee earners and file-by-file billing — the way professional firms actually invoice.
Status transitions, document generation from templates, deadline reminders, follow-ups and partner escalations — configure once, let the platform run them. Less admin, more substantive work.
Invite external counsel, medical experts, agencies and clients into a controlled, firm-branded view. They see only what you share and contribute documents and signed reports — no risky email attachments.
Case-driven, regulated, document-heavy, billable by time or instruction, dependent on controlled external collaboration. We designed around that exact shape — not retrofitted from a generic CRM.
Any case-driven practice where matters have a defined lifecycle, multiple parties, billable time and a heavy document load.
Especially suited to firms on Proclaim, Eclipse Proclaim or similar legacy systems who want to modernise — without a six-figure migration, six months of consulting fees, or a botched cutover.
Independent medical experts, expert-witness agencies and medico-legal report providers managing high volumes of instructions, reports and complex external collaboration chains.
We natively support the unusual shape of expert work — instructions from solicitors or insurers, reports completed by experts, multiple parties needing controlled access at different stages, non-standard billing models.
Why these two? Both share a deep structural pattern that most generic CMSs can't model without painful customisation. Purpose-built means it just works.
TheClickSoft is built on a true multi-tenant architecture. Each firm operates under its own subdomain, its own branded login, its own fully isolated data, and its own configuration.
Most early-stage SaaS rushes an MVP and quietly rebuilds when scale hits, with customers bearing the disruption. We chose the opposite path.
Your firm's data sits in a dedicated PostgreSQL schema — the strongest isolation model below a dedicated database.
Microsoft Entra External ID gives your users your branded login — with single sign-on to Microsoft 365.
Bicep and GitHub Actions make every environment reproducible, auditable and recoverable from source control.
Slot-swap patterns ship updates without interrupting active users mid-task.
At rest with Azure-managed keys, in transit with TLS 1.2+, with application-layer encryption for sensitive content.
Workloads pinned to Azure UK South or North Europe. Your data stays in the jurisdiction you're regulated under.
Point-in-time recovery, geo-redundant storage and regularly tested restore procedures.
ASP.NET Core 9, Angular 19 and PostgreSQL 16, deployed to Azure App Service via GitHub Container Registry.
This isn't infrastructure theatre — it's what regulated firms expect when they review a vendor, and what their procurement and IT teams ask about in security questionnaires.
Cloud-native like a CRM, case-aware like legacy software, branded like it's yours.
| TheClickSoft | Legacy desktop CMS (Proclaim, etc.) |
Generic CRM (Salesforce, HubSpot) |
|
|---|---|---|---|
| Cloud-native, browser-based | Yes | No — desktop install | Yes |
| Modern UX | Yes | No | Yes |
| Designed for case lifecycle | Yes | Yes | No — sales pipeline |
| Time recording built-in | Yes | Yes | No |
| Billing & invoicing built-in | Yes | Yes | No |
| External collaborator portal | Yes | Limited | No |
| White-label / fully branded | Yes | No | No |
| UK / EU data residency | Yes | Local | Often US |
| Per-tenant data isolation | Schema-level | Local file | Shared row-level |
| Microsoft 365 integration | Yes | Limited | Yes |
| Pricing model | Predictable per-seat SaaS | High up-front + maintenance | Per-seat, surprise costs |
| Implementation timeline | Days to weeks | Months | Months |
We designed migration into the product, not bolted it on. No big-bang cutover required — your old system stays read-only while users transition.
From Proclaim, Eclipse Proclaim and similar systems via CSV or database extracts.
Active matters first, historical archive second — at a pace your firm controls.
From SharePoint, file servers or your existing CMS, with metadata preserved.
Old system stays available read-only while users transition. No risky cutover.
Hands-on onboarding during migration weeks. We don't disappear after signature.
The answers your procurement and IT teams ask for — ready before they ask.
Your choice at onboarding
Encrypted in transit & at rest
Activity, access & changes
Least-privilege by default
Security questionnaire responses available on request for procurement teams.
Per-seat monthly SaaS with no hidden modules, no per-feature unlocks, and no surprise consultancy bills six months in. Specific pricing is set per customer based on seats, storage and feature tier.
TheClickSoft Ltd is a UK-registered software company building professional, durable software for industries where the workflow is specific, the stakes are high, and the customer cares more about getting their work done than chasing the latest tech trend.
We work directly with our customers. No sales overlays. No implementation partners required for the basics. No resellers standing between you and the people building the product. When you have a question, you talk to us.
We're onboarding our first cohort of customers. If you're a legal firm or medical-expert practice, we'd like to hear from you — a 30-minute walkthrough tailored to your firm, or a no-obligation discovery call on your current system.
Favourable pilot terms available for early customers willing to give us feedback.