FAQ
Answers to common questions.
Learn about getting started, plans, AI, and keeping your information private.
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Answers to common questions.
Learn about getting started, plans, AI, and keeping your information private.
What is Caseflow?
Caseflow is case management software for investigators, lawyers, inheritance researchers, and genealogists. Connect cases, documents, clients, deadlines, and billing in one workspace.
Is Caseflow only for law firms?
Caseflow is case management software for investigators, lawyers, inheritance researchers, and genealogists. Connect cases, documents, clients, deadlines, and billing in one workspace.
How does Caseflow support inheritance and family matters?
Connect relatives, trace family history, and organize inheritance and estate records.
Does Caseflow use AI?
Use AI to summarize documents and help review case material. Check the original records before adding conclusions to your report.
How does Caseflow approach security and compliance?
Choose what you share and who can access it. Read how Caseflow handles security, privacy, and AI before adding case material.
Can I get help choosing the right workflow?
Yes. Support helps with workflow fit, setup, pricing, security, privacy, and product questions. Signed-in users can also use the in-app support center.
How do I choose the right plan?
The pricing page compares Free, Starter, and Pro by modules, case capacity, storage, and AI allowances so you can match a plan to your workflow.
Can Caseflow replace professional review?
Caseflow is an operational workspace for organizing records, review, and coordination. Legal, tax, financial, investigative, compliance, and professional judgments remain with the team.
Can Caseflow help with inheritance and family relationship matters?
Connect relatives, trace family history, and organize inheritance and estate records.
Where can I ask workflow-specific questions?
For workflow-specific questions, contact support or use the in-app support center when signed in.
Need more detail?
Use support for workflow-specific questions.
Support can help with setup, product fit, pricing, security, privacy, and workflow fit.
Ready for clearer case work?
Make room for the work that matters.
Bring your cases, research, people, and daily tasks into one connected workspace.