Modern case management to replace HTA Pro
A secure, AWS-hosted platform for clients, cases, court dates, documents and trust accounting, with your history migrated across for you.
- Canadian data residency on AWS
- Trust accounting built in
- Migration handled for you
- Custom firm templates
Trusted by Ontario paralegal and law offices
Firms running their clients, cases, documents and accounting on CaseVault every day.
What changes when you leave a legacy system
The same practice, without the constraints your current software puts on it.
On a legacy system
With CaseVault
Installed on an office server, so staff have to be in the building or remote in with tools like AnyDesk just to log in.
Open a browser from any office, the courthouse or home. Nothing to install, nothing to remote into.
No sign-in and no user roles, so anyone at the machine can see and change everything.
Named accounts with role-based access, so each person sees what their role needs and nothing more.
No detailed audit log, so when something goes wrong there is no clear record of who did what, or when.
Every change is automatically recorded in a detailed audit log, showing exactly who made the change and when it occurred.
Cluttered, dated screens where routine tasks take far more clicks than they should.
Screens built around provincial offence work, so the things you do fifty times a day are the fast ones.
Trust balances kept in a separate program or a spreadsheet, and reconciled by hand each month.
Trust ledgers, client trust listings and monthly reconciliation sit beside the file they belong to.
A second office means a second database, or everyone working through one location.
Offices are built in, each with its own file numbering, letterhead and reporting.
Everything you need to run a modern law practice
One system for clients, court dates, documents and money, built around the way Ontario offices actually work.
Unified client and case files
Every client, file, case, document and note in one view, with the whole matter history attached rather than spread across folders.
Court dates and calendar
Court appearances, deadlines and tasks on a shared calendar, with bulk scheduling for a whole court date and export to your own calendar.
Documents and templates
Generate retainers, notices, disclosure requests and disposition letters on your office letterhead, filled from the file and produced in bulk.
Trust and general accounting
Separate trust and general ledgers, client trust listings, monthly reconciliation, disbursements, invoicing and balance owing.
Permissions and audit trail
Named accounts with role-based access, so people see what their role needs, and an audit log recording every change and who made it.
Built for multiple offices
Offices are a first-class concept: their own file numbering, letterhead and reporting, with one unified view across the firm.
Built for the matters Ontario offices actually run
Provincial offence work is modelled properly rather than squeezed into a generic matter record, with the rest of your caseload alongside it.
Provincial Offences Act
Deepest coverageTraffic and Highway Traffic Act matters
Traffic and provincial offence work, modelled properly instead of squeezed into a generic matter record.
- Offence sections and offence wordings, with set fines and suggested fees
- Demerit points and CVOR points tracked per offence
- Victim fine surcharge calculated from the fine amount
- ICON court and offence codes linked to courts, and officers.
- Courts, prosecutors, judges and officers as reusable records
- Disclosure requests and receipts tracked end to end
- Early resolution and trial dates with bulk scheduling
- Dispositions that drive the disposition letters you send clients
Landlord and Tenant
Residential tenancy matters kept alongside the rest of your caseload.
- Client, file and case records with your own file-number scheme
- Hearing dates and deadlines on the shared calendar
- Document storage with full audit history
- Trust and general accounting on the same ledger as every other matter
- Conflicts check before you open the file
Small Claims
Civil claims with the billing and document trail attached.
- Matter tracking from intake through to disposition
- Invoicing, balance owing and payment plans
- Trust deposits, disbursements and refunds
- Court dates, tasks and call history in one place
- Retainers and engagement letters generated from the file
Criminal
Criminal matters handled with the same records, documents and accounting.
- Client and case records with role-based access control
- Disclosure tracking and document management
- Court appearances on the firm-wide calendar
- Trust accounting that meets your record-keeping obligations
- Full audit log of who changed what, and when
Not on the list? Add your own.
Case types are your firm's own list, not a fixed menu. Add a new one right from the case you are opening, and it is there for your whole office the next time.
- Create a case type in seconds, without waiting on support
- Private to your firm, never shared with other offices
- Works with the same documents, calendar and accounting
27 standard templates, plus your own
Retainers, court forms, disclosure requests, disposition letters and receipts, filled from the file and generated on your office letterhead.
Filled from the file, not retyped
Client, case, court and office details merge straight from the record. Change the file number once and every document that references it is correct.
Your letterhead, per office
Multi-office firms get the right address, logo and header layout on every document, chosen from the office that owns the case.
Generate in bulk
Produce notices of trial, disposition letters, offer letters, adjournment letters and disclosure requests for a whole court date in one pass.
Custom documents built for you
Send us the forms your office already uses. We rebuild them as CaseVault templates and deploy them to your firm, so they generate with your data and your branding.
Retainers and engagement
Everything you send a client when you open the file.
Court and scheduling
Filed forms and scheduling correspondence, generated per matter.
Disclosure
Crown disclosure requests, tracked against the case record.
Outcomes and client letters
What goes out once the matter resolves.
Receipts and trust
Receipts that stay consistent with your ledgers.
We move your history for you
You don’t upload anything. Our team runs your migration from HTA Pro, MS Access or another system, and you see exactly what came across before anything goes live.
HTA Pro
The system most Ontario traffic and paralegal offices are leaving. We have migrated firms off it repeatedly and know where its data hides.
MS Access databases
Any Access front end or .mdb file, including the heavily customised ones that grew over a decade.
Other practice management systems
Spreadsheets, legacy server databases and other case management tools. If you can get the data out, we can map it in.
We audit your system and take a full copy
We go through your HTA Pro setup to establish exactly what you are holding, then take a complete copy of both the database and your document storage. Nothing changes on your side and your office keeps working as normal throughout.
We map your data to CaseVault
Your fields, offices, staff, file-number prefixes and postfixes, and your lookup lists are mapped to the CaseVault model. Every firm is different, so every migration gets its own mapping.
We run a full dry run
Your entire history is imported into a private staging environment first. Clients, cases, court dates, documents, trust transactions, payments and reconciliations, all of it. Nothing touches your live system.
You review a verification report
Per-entity record counts, orphaned-record checks and business sanity checks are collected into a report you sign off on. You see exactly what came across before you commit.
We go live only once you approve
The live run is gated on your sign-off, and the tooling itself refuses to start one until a dry run has completed successfully. You choose the cutover window, so the switch happens when your office is ready rather than on our schedule.
Every record stays traceable
Each migrated record keeps a link back to its original identifier in your old system, so any client, case or transaction can be traced to its source. Every action is written to an audit log.
Still on HTA Pro? Tell us what your database looks like.
Three steps to running on CaseVault
Most of the work is ours, not yours.
Book a demo
We walk through how your office actually runs: your offices, file numbering, the documents you send most and the matters you handle daily.
We migrate your history
Our team runs the whole migration, with a dry run and a verification report you sign off before anything goes live.
Your office goes live
Your staff sign in to their own files, your letterhead and your trust ledgers, with training and support from the first day.
Built on AWS for security, reliability, and scale
Your clients’ files and your trust records sit on enterprise infrastructure, in Canada, with the controls you would expect to have to ask for.
Your data stays in Canada
CaseVault runs in Canadian AWS data centres. For a practice holding client confidences and trust records, where the data physically sits is a question worth a straight answer.
- Stored in Canadian AWS data centres
- Helps keep client information in Canada
- Supports local privacy and professional requirements
Security by design
Encryption in transit, network isolation and automated backups, on infrastructure that is patched and monitored rather than sitting under a desk.
High availability
Built for minimal downtime with redundancy, automated backups and continuous monitoring, so the system is there on a busy court morning.
Scales with your firm
Add users, offices and documents without a slowdown. Document storage runs on Amazon S3, so growth is a capacity question rather than a migration.
Built for Canadian practices, with the firms that run them
CaseVault exists to replace legacy systems like HTA Pro with software designed the way Ontario law firms and paralegal offices actually work today.
User experience first
Screens designed with the people who used HTA Pro every day. Fewer clicks, clearer workflows and plain language, so your team is productive in the first week rather than the first quarter.
Data you can trust
Clients, cases, documents and money kept structured and in sync, on Canadian infrastructure. Role-based access controls who sees what, and a detailed audit log records every change and who made it.
Long-term partnership
We build alongside your firm rather than selling a licence and moving on. Regular updates, responsive support, transparent pricing, and a direct line to the team that writes the software.
Simple, transparent pricing
Priced per user, per month. Every plan includes the whole platform.
Starter
Solo lawyers and small teams getting started
- 200 GB of included secure document storage
- Licensed for 1 office
Standard
Growing firms with several staff
- 400 GB of included secure document storage
- Licensed for up to 2 offices
- Multi-office support
Plus
High-volume or multi-location firms
- Custom storage allocation starting at 400 GB
- Licensed for 3+ offices
Included in every plan
Guides for Ontario paralegal offices
Practical writing on migrating off legacy systems, provincial offence case management and trust accounting.
Frequently asked questions
The things Ontario offices ask us most often, about migration, trust accounting, multiple offices and support.
Still have a question?
Ask us directly. We will answer honestly, including when the answer is that CaseVault is not the right fit.
support@casevault.caCaseVault supports Provincial Offences Act (POA) matters, Criminal, Landlord and Tenant, and Small Claims cases. The POA side is the deepest: offence sections and wordings, set fines and suggested fees, demerit and CVOR points, victim fine surcharge, ICON court codes, disclosure tracking and dispositions are all modelled directly, because that is the work most Ontario paralegal offices do every day.
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