Caspar for Solicitors

Caspar for Solicitors

Complete case, financial and property management for vulnerable individuals

Ideally suited to the complex, long-term work legal teams perform for these clients, CASPAR™ keeps a detailed record and clear audit trail of spending by category, and makes it easy to forecast and budget for expenses over what could be many years or decades.

Uniquely, our software has been developed and honed through close collaboration with professional deputies across England and Wales. Because of this, it is continuously in step with the latest requirements, and provides the most comprehensive, future-proof platform for the management and administration of Court of Protection clients.


  • “We chose CASPAR as it is a comprehensive system that allows us to keep the vast amount of client information we hold in one place. We have found it easy to use and the system has made many of our processes far more efficient. From a risk management perspective, having the whole team recording crucial financial information in a uniform way has huge value.”

    Annabelle Vaughan
    Partner, Vulnerable People and Court of Protection, Coffin Mew LLP
  • “CASPAR has made a huge improvement in efficiency by reducing the time spent on mundane tasks such as reconciliation which enables us to put a lot more energy into vital areas such as service user visits.”

    Client Affairs Team
    Newham Council

Our Features and Benefits

Key Features

CASPAR is a market-leading client money and case management solution, providing:

  • Accurate, detailed financial management, reconciliation, monitoring and reporting
  • A consolidated, single place of reference and clear line of sight across a client’s affairs
  • Automatic creation of planned income and expenditure transactions, enabling accurate forecasting at both client and departmental level
  • Production of Court of Protection (COP) workflow facilities and system-generated COP forms with pre-populated data for clients, respondents and interested parties
  • On-screen account reconciliation and optional integration with online banking systems
  • On-demand production of statutory annual OPG102 and 103 reports for the Office of the Public Guardian (OPG)

Benefits & Savings

Transforming manual processes and providing complete transparency and traceability, in a single, intuitive and easy-to-use solution, CASPAR offers legal representatives:

  • A complete integrated client record, eliminating the need for spreadsheets, standalone databases and paper files
  • Quick and easy information access for rapid query resolution
  • Speedy, automated reconciliation through integration with bank systems
  • Effective risk management and robust compliance and record-keeping
  • More time to spend with clients
  • Compliance with audit and Court of Protection requirements
  • Improved caseload allocation & management

Find out more about CASPAR for Solicitors 

Complete case, financial and property management for vulnerable individuals.

A Small Sample of Our Customers