A fragmented file makes a difficult case harder.
When documents, correspondence, notes, dates, evidence, and finance live across separate tools, no one has a dependable view of the complete matter.
Features
One premium system for every part of the case
Replace the spreadsheets, Word files, shared drives, email threads, paper files, and disconnected tools around a matter with one controlled case-management workspace.
Confidence
- Clear, verifiable product information
- Careful handling for sensitive data, AI, and collaboration
- Visible pricing, trust, and support paths
Caseflow makes the matter the system of record.
Bring people, documents, correspondence, tasks, dates, evidence, reports, time, billing, and activity history into one operational record around the case.
Capabilities
One case record, with the full working context.
Caseflow keeps the documents, correspondence, activity, and next steps around a matter connected so teams can work from the same complete record.
A central record for matters, contacts, tasks, dates, and documents
Correspondence, generated documents, reports, invoices, receipts, and statements in case context
Specialist workflows for legal matters, investigations, estate administration, and family records
Controlled sharing and collaboration for sensitive work
AI-assisted review for supported documents and case workflows
Trust note
For sensitive work, keep access, permissions, document visibility, and AI-assisted outputs aligned with your team’s review standards.
Evaluate Caseflow
Review pricing, security, privacy, and support resources before moving sensitive casework into the system.
Ready for clearer case work?
Make Caseflow the authoritative system for your casework.
Start with one matter, or review pricing and security before bringing your team’s casework into Caseflow.