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.

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.

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.

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.

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.