Structured Ownership
Case Lifecycle Control
Move every case through intake, active work, review, and closure with clear status governance.
CaseflowControl Workspace
Built for Investigators and Lawyers
Professional Case Operations, from Intake to Defensible Outcome.
One professional workspace for legal case operations, from intake to outcome.
Cases and Tasks
Centralized
Case Mailbox
Routed
Document Intelligence
Ready
Billing and Time
Connected
Interactive Tutorial
Built In
Common Practice Areas
Civil LitigationCriminal InvestigationsCorporate and ComplianceFamily and InheritanceEmployment CasesDispute Resolution
Platform
Designed for Serious Legal and Investigation Operations
Reminder Discipline
Calendar and Reminder Command
Track birthdays, anniversaries, due dates, and business milestones with configurable calendar visibility and reminder timing.
Operational Memory
Evidence, Documents, and Reports
Store, classify, and retrieve records quickly while keeping evidence, documents, and reports tied to case context.
Direct Intake
Inbound Mailbox and Audit Trail
Give each case a dedicated intake address so emails, attachments, mailbox moves, and removals stay tied to the same case history.
Searchable Insight
AI Co-pilot and Document Intelligence
Index case files, OCR supported images, and surface people, dates, IDs, missing documents, and grounded case answers for faster review.
Revenue Visibility
Billing, Vendor Bills, and Timesheets
Run invoices, vendor bills, tracked time, and payment workflows in the same system as legal execution.
Self-Serve Control
Support, Subscription, and Oversight
Handle support requests, user preferences, interactive tutorials, plan changes, and account controls from the same operational layer.
Network Integration
Community Network and Connections
Build professional relationships, publish profiles, manage connections, and coordinate with colleagues through an integrated community directory.
New Features
New Workflow Tools for Faster Intake, Better Review, and Simpler Adoption
The latest Caseflow updates bring case email intake, document intelligence, stronger AI indexing, and built-in training directly into daily case work.
Inbound Case Mailbox
IncludedGive Every Case a Working Inbox
Dedicated mailbox address for every case. Incoming emails and attachments land directly in the right case record.
Document Intelligence
PROTurn Indexed Files into a Quick Case Brief
Key people, dates, document types, IDs, missing items, and indexing issues from case documents at a glance.
AI Co-pilot
PROAsk Direct Case Questions from Grounded Context
Index files, OCR evidence, and ask plain-language case questions with faster, more usable replies.
Interactive Tutorial
IncludedTrain New Users Inside the Product
Guided tours and searchable how-to guides explain mailbox setup, indexing, and case workflows.
Modules
One Platform, Modular Depth Across Daily Workflows
Case Workspace
Run Day-to-Day Legal Operations in One System
Cases, tasks, contacts, documents, invoices, vendor bills, and tracked time in one system.
Calendar and Reminders
Keep Key Dates Visible Before They Become Problems
Birthdays, anniversaries, task due dates, invoices, and milestones with user-controlled reminders.
Community Network
Build a Professional Directory and Active Connections
Publish profiles, manage connections, and send direct messages without leaving the workspace.
Specialized Inheritance
Activate Family Mapping and Estate Administration in One Workflow
Family mapping, family book output, and estate administration without changing plans.
Workflow
A Clear, Defensible Path from Intake to Ongoing Oversight
01
Intake
Open the case, register contacts, and capture the dates that drive future work.
02
Coordination
Assign tasks, publish reminders, and keep teams aligned around the same calendar signals.
03
Delivery
Manage documents, reports, invoices, vendor bills, and tracked time from one workspace.
04
Oversight
Review operations, support requests, subscription limits, and specialized modules with a defensible trail.
Pricing
Clear Plans for Growing Operational Demands
All current plans include the same core workflows. Choose the capacity your team needs now, then scale included cases and storage as volume grows. Annual billing includes a 15% discount.
Free
Same core workflows with room for lighter case volume.
Monthly
€0.00 / month
€0.00 billed yearly (15% discount)
Cases
Up to 10
Storage
2 GB
Best for: Solo users and small teams validating fit and building process discipline.
- Same core workspace modules available across all plans
- Up to 10 cases included
- 2 GB included storage
- Good fit for evaluation, lighter pipelines, and early adoption
- Upgrade later without changing your workflow structure
Starter
Same core workflows with more room for steady active matter volume.
Monthly
€59.00 / month
€601.80 billed yearly (15% discount)
Cases
Up to 100
Storage
20 GB
Best for: Growing teams with regular case intake and rising document volume.
- Same core workspace modules with more day-to-day capacity
- Up to 100 cases included
- 20 GB included storage
- Better fit for active matters with steady weekly document turnover
- Optional extra storage packs when needed
Pro
Same core workflows with the largest included capacity for heavier portfolios.
AI Copilot
Monthly
€99.00 / month
€1,009.80 billed yearly (15% discount)
Cases
Up to 500
Storage
100 GB
Best for: Practices managing larger portfolios and heavier ongoing file volume.
- Same core workspace modules with the highest included headroom
- Up to 500 cases included
- 100 GB included storage
- AI Co-pilot, indexed documents, document intelligence, and a $10/month AI budget included
- Best fit for larger portfolios and heavier document demand
- Optional extra storage packs on top of included capacity
Proof of Value
Professional Teams Choose Caseflow for Control and Clarity
“Caseflow replaced three disconnected tools in our litigation workflow and gave us one place for deadlines, reminders, and billing oversight.”
Managing Counsel, Dispute Practice
“Our investigators and legal analysts now work from the same case context and community directory, which removed most handoff delays.”
Head of Investigations, Risk Team
“The inheritance module gave us a reliable path from family mapping and date tracking to estate administration without losing case discipline.”
Partner, Family and Estate Practice
FAQ
Common Questions
Is Caseflow only for inheritance cases?
No. Caseflow is built for broad legal and investigation operations. Inheritance is an advanced workflow available across plans.
Does Caseflow include calendar reminders for operational dates?
Yes. Teams can surface birthdays, anniversaries, due dates, and other tracked business dates in the workspace calendar, then configure reminder timing in settings.
Can emails and attachments go directly into a case?
Yes. Cases can use dedicated mailbox addresses so inbound emails and attachments can be attached directly to the correct case and reviewed from the case inbox step.
What does Document Intelligence do?
For Pro workspaces, indexed documents can produce a quick case summary covering key people, important dates, document types, IDs, possible missing documents, and OCR or indexing issues.
Can mixed teams collaborate in one workspace?
Yes. Investigators, lawyers, and operational staff can coordinate tasks, documents, reminders, and reporting from shared case context, while using the community module for directory discovery and connections.
Are timesheets connected to billing?
Yes. Billable time can be captured in timesheets and carried into invoice workflows, so delivery and billing stay aligned.
How do support and subscription changes work?
Support requests, user preferences, and subscription changes are managed inside the workspace, so teams do not need a separate admin portal for routine account operations.
Can I start with Starter and move to Pro later?
Yes. You can upgrade at any stage as caseload, storage needs, and specialized module requirements increase.
Ready to Operate Professionally
Run Cases, Reminders, Billing, and Specialized Modules on Caseflow
Centralize execution, case mailbox intake, document intelligence, AI-supported review, reminders, financial workflows, timesheets, and reporting in one system built for rigorous teams, with inheritance workflows available across all plans.