Features
The tools you need, working together.
Caseflow is case management software for investigators, lawyers, inheritance researchers, and genealogists. Connect cases, documents, clients, deadlines, and billing in one workspace.
The tools you need, working together.
- Bring your work together
- Keep the day moving
- Deliver and get paid
See how it works
- Keep facts, leads, evidence, and research notes connected to the right case.
- Keep contacts, emails, shared files, and client updates close to the work.
- Scan, organize, and prepare documents. Use AI to help extract details and summarize records.
- Plan your next steps, track deadlines, and capture updates while working away from your desk.
- Record your time, prepare invoices, and keep track of payments.
- Connect relatives, trace family history, and organize inheritance and estate records.
Cases. Research. People.
Built around your profession.
Bring your cases, research, people, and daily tasks into one connected workspace.
Investigators
Follow leads, organize evidence, and prepare clear reports.
Inheritance investigators
Trace heirs and connect family relationships with the records behind them.
Genealogists
Build family trees, compare sources, and keep your research organized.
Family researchers
Bring family history, photos, stories, and documents together.
Lawyers
Manage matters, clients, documents, deadlines, and billing.
Sensitive work. Clear control.
Choose what you share and who can access it. Read how Caseflow handles security, privacy, and AI before adding case material.
SecurityReady for clearer case work?
Make room for the work that matters.
Bring your cases, research, people, and daily tasks into one connected workspace.