Guided case management workspace
Caseflow
Turn scattered case information into clear next steps.
Caseflow helps professionals manage cases by bringing case data, documents, emails, deadlines, notes, evidence, and client information into one guided workspace. It shows what has happened, what is missing, and what needs to be done next.
What Caseflow does
Caseflow turns case information into an operational workspace.
It is not only a place to store files. Caseflow connects records, tasks, chronology, notes, reports, and collaboration so teams can understand the case and act on it every day.
Word files, email threads, scans, and shared drives
Paper files, faxed correspondence, and disconnected notes
Dates, time records, invoices, and follow-ups in separate places
Daily operations
Connect case information with the work that moves each case forward.
Caseflow gives teams practical direction across intake, documents, email context, deadlines, chronology, notes, reports, collaboration, and follow-up work.
Cases
Give every matter one authoritative record for facts, parties, status, tasks, documents, deadlines, billing, and activity.
Contacts
Keep clients, firms, institutions, counterparties, witnesses, and their related records connected to the right matter.
Documents
Bring uploaded records, scans, correspondence, evidence, notes, and generated outputs into the working case file.
Deadlines
See key dates, review points, reminders, and chronology signals before they become avoidable risk.
Billing
Keep time, invoices, balances, receipts, and payment status aligned with the work that created them.
Mobile
Capture a document, update a contact, record time, or check the next deadline wherever casework happens.
Daily operations
Connect case information with the work that moves each case forward.
Caseflow gives teams practical direction across intake, documents, email context, deadlines, chronology, notes, reports, collaboration, and follow-up work.
Signed authority still outstanding
Evidence bundle due in six days
Two new documents awaiting review
New response added to the matter
Case-aware assistance
Assistance for summaries, context, and review points.
When enabled, Caseflow AI works from selected case material to help users understand records, spot missing information, draft useful first passes, and stay in control of final decisions.
Pull context from documents
Identify dates, people, organizations, obligations, references, and useful case signals from selected records.
Summarize for review
Turn case material into practical summaries, issue lists, chronology points, and notes that a professional can check.
Spot follow-up items
Highlight gaps, contradictions, unresolved questions, and follow-up items that may need attention.
Prepare first drafts
Create draft updates, report sections, task plans, and suggested next actions from controlled case context.
Daily operations
Connect case information with the work that moves each case forward.
Caseflow gives teams practical direction across intake, documents, email context, deadlines, chronology, notes, reports, collaboration, and follow-up work.
Capture a document
Add a clear scan to the case file from the phone camera.
Record time
Keep a contemporaneous record of work against the active matter.
Check the next date
See the next obligation without searching through the file.
Pricing
Explore plans designed for individual professionals and teams.
Choose the workspace setup that fits your operational needs, capacity, specialist workflows, and AI-assisted review requirements.
Starter
Simple
For individual practitioners ready to replace disconnected case files with one professional workspace.
- Central case record
- Contacts and documents
- Dates and invoices
Professional
Full workspace
For daily casework that needs a complete view of documents, deadlines, time, billing, and review activity.
- Live case overview
- Mobile capture and sharing
- Time, billing, and review support
Firm
Team
For legal and investigation teams that need shared operations, controlled access, and a considered transition from legacy files.
- Team workspace
- Controlled access
- Migration and support
Trust
Sensitive case work needs clear handling, review, and access boundaries.
Caseflow gives teams practical trust resources for security, privacy, controlled sharing, support, and responsible handling of sensitive professional records.
Authenticated workspace access
Controlled, permission-aware sharing
Sensitive document workflows in the case context
Review support that keeps professional judgment central
FAQ
What teams ask before they bring cases into Caseflow.
Clear answers for teams comparing pricing, security, privacy, AI handling, and support.
What is Caseflow?
Caseflow is a professional case management workspace for matter-based work, including inheritance workflows, estate administration, family relationship records, legal matters, investigations, documents, tasks, reminders, reporting, collaboration, and finance workflows.
Is Caseflow only for law firms?
No. Legal work is a strong fit, but Caseflow also includes differentiated workflows for inheritance management, estate administration, family relationship mapping, family book generation, risk investigations, background verification, and professional services teams.
How does Caseflow support inheritance and family matters?
Complex family matters involve records, relationships, timelines, and people. Caseflow helps teams organize people, relationships, beneficiaries, supporting documents, estate activity, family tree context, and family history records in one structured workspace.
Does Caseflow use AI?
Caseflow includes AI-assisted review for supported case and document workflows. Teams use it to accelerate review while keeping source records and professional judgment central.
How does Caseflow approach security and compliance?
Security and responsible data handling are built into how Caseflow is designed, with practical safeguards for access control, permissions, AI-assisted review, and sensitive collaboration.
Ready for clearer case work?
Start with guided case work. Add specialist modules when the matter needs them.
Create a workspace, explore AI-assisted case operations, or review inheritance and investigation modules before moving sensitive work into Caseflow.