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Create workflows your way,
get more out of your day

Work Flow

Open a matter in less
than 1 minute

Work Flow

Free your mind with
bespoke and automated Tasks

What do you get?

Everything you need in one platform

Data Input & Integrations

Remove the clutter and organise your matters with customisable data forms tailored to single or multiple matter types. Integrations with Land Registry, Companies House, Google Maps, HMRC and Xero.

Workflows

The simplest workflow builder for effective automation. Create your own workflows for specific or multiple matter types with triggers to power your automations.

work flow
task

Tasks

Lets simplify your day with tasks. The easiest task system to create, edit and assign tasks. Prioritise tasks by date, priority and type. A central place to organise your day.

Correspondence

Organise all correspondence with customisable folders. Pre-determine folder structures for single or multiple matter types. Simple drag and drop options for documents and e-mails. View matter correspondence with one-click filters for call notes,
e-mails and file notes.

Our Price Promise

At Yao, we prioristise trust and transparency, knowing how vital they are to law firms when choosing their suppliers.
That’s why we’re committed to offering clear, fair, and predictable pricing:

Fixed Pricing for up to 5 years
Enjoy fixed terms for up to five years, including early adopter rates, with the option to exit after three years;

Capped Price Increases
Any future price adjustments will be capped at the lower of CPI or 5% annually, ensuring affordability:

Fair Pricing for Existing Clients
We guarantee that existing clients will never pay more than the current list price when adding new users:

Supportive Data Transition
If you decide to leave, we provide up to three free and complete data extractions to ensure a smooth transition.

Our promise is simple: we’re here to build long-term partnerships rooted in trust, not just transactions.

User Licence Pricing

Monthly Fee

£75*

Per user

  • Workflows
  • Tasks

  • Accounts

  • Data Integrations

  • + many more

*Yao is committed to fair, transparent and consistent pricing and will not charge charge existing users more than the current list price for new customers.

Annual Fee

£780

Per user

  • Workflows

  • Tasks

  • Accounts

  • Data Integrations

  • + many more

FAQ

Frequently Asked Questions and more

Yao is a powerful case management system focused on the legal sector. Yao stands for ‘You Are Organised’ and offers everything you need to run a law firm from tasks, custom no code workflows, accounts and automatically capture data from any form into the system. You can build your own custom workflows and forms or use many of our templates we have created them for you. Through Yao you can manage teams’ projects, processes and everyday work in one cloud-based platform.

Yao was built by lawyers who experienced a lot of frustration with software systems and wanted one central system to streamline the process, manage their day and reduce unnecessary administration costs that often is associated with lawyers. Yao is the most versatile software you will find on the market and is all you will need to work effectively and stay organised.

Yao can integrate companies house, HMRC, Land Registry, Microsoft word, Outlook and many more. We offer many integrations and if we do not mention it, we will be happy to support you to integrate with an application.

We hold regular feedback sessions with our customers so you can tell us what you need, and we will work hard to build it. We are  community focused and offer a sharing platform for templates, tasks and features.

No, you don’t have to move everything all at once. You can move in phases and start with a free 14 day trial of our software. We will fully support you in the migration of your current software to Yao.

No, our accounts package is included in the license. When you sign up you can access all of the features immediately!

We offer a free, 14-day trial.

You can create your own custom workflows, tasks and forms. Alternatively, you can choose from many of the templates we have created for you.

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Deliver your best work with Yao.

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