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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

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.

correspondence

Price List

Trial and full professional prices

Trial

Free

14 days free trial

  • Workflows

  • Tasks

  • Accounts

  • Data Integrations

  • + many more

Professional

£75/ month

  • Workflows

  • Tasks

  • Accounts

  • Data Integrations

  • + many more

FAQ

Frequently Asked Questions and more

What is YAO?

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.

Blog

Explore the latest on productivity, tips, news and more

Deliver your best work with Yao.
Try Yao for free!

Let us know if you need help? 

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