Case management for complex work
Caseflow brings cases, documents, relationships, timelines, inheritance workflows, and privacy-aware AI-assisted review into one structured workspace.
Structured records for complex work
AI assistance with human review
Backend-controlled AI data handling
Platform
Bring matter records, supporting documents, people, relationships, tasks, reminders, reporting, finance, and privacy-aware AI-assisted review into a single operating model.
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publicSite.components.public.site.public.site.sections.128.learn_moreDesigned for work that demands accuracy
Caseflow gives teams a calmer way to manage sensitive information, complex relationships, and time-sensitive decisions.
Sensitive records
Family and inheritance matters
Investigations
Legal workflows
Team collaboration
Product views
Caseflow brings the case workspace, inheritance workflows, and document review together so teams can inspect the same record from different angles.
Product area
Case workspace
A matter-centered workspace for tasks, documents, reminders, finance, and activity history.
Product area
Inheritance workflow
Structured records for family context, estate activity, legal position, documents, and distribution.
Product area
Document review
Document organization and AI-assisted review for faster, clearer case analysis.
How Caseflow works
Create the record, connect the work, then review and move forward with the context already in place.
Start with the matter, people, priority, documents, and ownership signals that keep the work moving.
Bring tasks, reminders, files, notes, generated documents, finance records, and activity history into the same case context.
Use structured context and AI-assisted review to prepare clearer updates, stronger reports, and faster human-reviewed decisions.
Built for
Support legal teams, investigators, and estate professionals with structured workflows that keep every matter grounded in the same record.
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publicSite.components.public.site.public.site.sections.128.learn_moreEstate and inheritance
Bring complex inheritance matters, records, relationships, and timelines together in one structured workspace for people, beneficiaries, documents, estate activity, and distribution context.
Explore inheritance workflowsConnected workflow
Visualize family relationships across generations with connected records and context.
Connected workflow
Bring estate activity, documents, timelines, legal position, and distribution records together.
Connected workflow
Turn family history and relationship records into polished outputs for review and sharing.
AI document review
Summarize selected records, surface dates and people, identify gaps, and turn relevant case material into clearer next actions while keeping human review central.
Evidence management
Upload, scan, tag, review, and connect documents to cases, contacts, findings, invoices, and decisions so the case story stays complete.
Client and collaborator sharing
Share selected case work, assign ownership, and keep collaboration closer to the record instead of scattered side channels.
Why teams choose Caseflow
Teams choose Caseflow to reduce disconnected records, improve visibility, accelerate review, coordinate sensitive work, and keep timelines clear.
Fewer disconnected records across documents, people, tasks, finance, and reports.
Better visibility across inheritance matters, family relationships, and case timelines.
Faster review with structured records, data minimization, and AI-assisted document intelligence.
Stronger coordination across teams, clients, collaborators, and sensitive workflows.
Clearer timelines for the work, decisions, and records that shape each case.
Trust Center
Centralized security, privacy, AI governance, retention, disclosure, and subprocessor placeholders for customer reviews.
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Authenticated access, workspace permissions, and case-level controls help teams keep sensitive records scoped to the right people.
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Practical safeguards, AI data minimization, metadata-only audit records, and clear legal-review placeholders for contractual items.
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Practical trust posture
Sensitive-work controls
AI-assisted, human-reviewed work
FAQ
Clear answers for teams comparing pricing, security, privacy, AI handling, and support.
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Compare your options
Compare pricing, security, help, support, and specialist workflows before moving sensitive work into Caseflow.
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