Workflow automation for volume law

Work your CMS was never built for.

Toca builds UK-sovereign automation and AI for high-volume law firms: claims filed to the portal in minutes, medical records read the day they land, every legal decision stays with a lawyer.

Running on Toca

WHY TOCA · SCALE, ACCESS, SPEED

Proven at volume. Yours to build on.

Built for high volume.

One firm runs 24,000 workflows a day on Toca, in production. That’s production scale, not a pilot, and every workflow your team builds runs on the same platform.

Free your data.

Automation only pays off when your data is joined up. Toca connects the systems you already run into one clean source, with no data warehouse to buy, and gives you connections to OIC, the MOJ Portal and MedCo that firms can’t set up on their own.

Build in a morning.

Your own team builds and adapts workflows and creates integrations in hours, so you can react as the market changes. “On no other platform can I roll a new integration in a morning.” Senior integration lead at a firm running Toca.

ISO 27001 and ISO 42001 certified. Lawyer-in-the-loop by design. The governance pack →

Work your CMS was never built for

Your CMS manages the case. Toca automates everything around it.

Intake, consent, evidence, chasing, checking, disbursements, reconciliation, client updates. The operational work that surrounds a legal case and appears in nobody's job description. Toca runs it against the systems your operation already depends on, without touching the legal work itself.

Show for:
Toca automates the operational work around a case A compact spine along the top shows the outside services a case depends on, the Toca layer beneath them, and the case moving through four stages inside the case management system. Below, an application window shows the actual screen Toca is running at each stage: an intake form, an evidence reader, a task queue and a finance reconciliation. Services the case depends on BankingOpen banking IdentityCredit checks DocumentsDMS · iManage ExpertsMedical · hire CourtsPortals · forms FinanceLedgers · AP Toca Case 2026-04871 Notified Your CMS: the case stays here throughout In: phone · email · web form Toca · FNOL intake Source: referrer feed · 09:02 Field Value Field Value Field Value Field Value Identity check Credit bureau CheckResult CheckResult CheckResult Field Value p.000 Field Value p.000 Field Value p.000 Field Value p.000 TaskWaiting on AgeToca action TaskWaiting on Age Status TaskWaiting on Age Status TaskWaiting on Age Status Disbursement Case file Accounts ledger Toca check Item £0.00 £0.00 Status Item £0.00 £0.00 Status Item £0.00 £0.00 Status File closure Ledger cleared Documents archived Retention set · 6 years Complaints & audit Complaints loggedNone File auditPassed Outcome to dashboardSent
  1. 01Intake & onboardingAn enquiry arrives by phone, email or web form. Toca verifies the claimant, captures consent, runs the identity check and opens a complete, enriched case, before anyone has picked it up.
  2. 02Evidence & case preparationRecords, statements and reports are requested, then classified and read as they arrive. What matters is extracted, checked for completeness and written into the file with the page it came from.
  3. 03Case operationsThe biggest share of the work, and the least visible. Toca chases what's missing, updates the file, tracks costs and triggers the next task. This is the work between the legal work.
  4. 04Finance & completionDisbursements are posted and the ledger reconciles against the case file, so any variance is flagged before month-end rather than after it.
  5. 05Post-case & reviewThe file closes with its ledger cleared, documents archived and retention set. Complaints and audit position are recorded, and the outcome feeds the dashboard so you price the next thousand cases on what the last thousand actually cost.

The file is open for months. Most of that is waiting on experts, portals and the other side. Time no one can compress. Toca changes how much of that time needs a person. The legal work stays exactly where it is.
Works with the systems you already run.

Where high volume firms save

Every hour your firm doesn’t spend on a file is margin you keep.

Under fixed recoverable costs, the fee is set before the file opens. What happens next is the only part you control.

WHAT WE CONNECT TO · OLD SYSTEMS INCLUDED

Your stack stays. We connect to all of it.

Toca works around the limits of your case management system: putting modern third-party software alongside what you already run, rather than requiring you to replace it.

Case management

  • Proclaim
  • Visualfiles
  • ActionStep
  • Aderant
  • Clio

Accredited & regulated

  • OIC
  • MOJ Portal
  • MedCo
  • MyHMCTS
  • HM Land Registry

Finance, documents & data

  • Sage
  • Xero
  • Access Legal
  • Salesforce
  • iManage
  • SharePoint
  • Thirdfort
  • REST & SQL

Prebuilt connectors where they exist; your team builds the rest, the same way.

BY PRACTICE · WHAT FIRMS AUTOMATE FIRST

Same platform. Different starting points.

Personal injury & small claims

First workflow: CNF filing and portal monitoring.

FNOL captured from the call centre or a web form, post and email classified on arrival, medical records read the day they land, and disbursements and costs payments settled without anyone keying them.

Credit hire

First workflow: rebuttal reports and impecuniosity.

Bank statements read and the impecuniosity position built in minutes. Rebuttal reports drafted in-house instead of commissioned.

Accident management

First workflow: invoices and the finance ledger.

Repair invoices keyed, matched and posted without anyone typing. Referrer onboarding self-served instead of emailed back and forth.

Family & general practice

First workflow: disclosure and forms.

Form E and bank statements extracted into figures you can compare side by side. Court forms populated from matter data. Key dates tracked across every system.

Every workflow is priced individually. There’s no seat licence.

BUILT ON TOCA · WINN GROUP

Four times the leads. Same size team.

Winn’s claims lifecycle couldn’t keep up with the volume coming in, and the bottleneck wasn’t legal work. It was repair invoices being keyed in, statuses being checked, the same data typed into three systems. Toca now processes over a thousand invoices a month automatically. A fifth of admin work has gone entirely, and the partnership has been extended for three more years.

We needed to reduce our case handling duration so that we could process more claims.

Clint Milnes · Chief Information Officer, Winn Group

See our deployments →

Explainable, audited, accountable.

No fully automated legal decisions

A qualified person approves every step that needs it. Every approval is logged with the source passage, the models that assessed it, and who signed off, exportable for SRA file reviews or costs challenges.

ISO 42001

AI management. One of the first UK companies to be certified.

ISO 27001

Information security management, audited across the platform.

Your tenancy

Cloud, on-premise or fully air-gapped. Never trained on your documents.

Supervision, the Mazur position and the full assurance pack: governance →

More cases. Fewer bottlenecks.

Fixed recoverable costs mean every file earns roughly the same, so the firms that win are the ones that run each file for less without dropping a deadline. That cost sits in the gaps between your systems, not inside them, which is why fixing it doesn’t mean replacing anything.