Client updates and shared work become risky when they move through side channels.
Teams can lose track of what was shared, who was assigned, and which documents or tasks belong to a matter.
Client sharing
Controlled sharing for clients and collaborators
Coordinate selected case work with permission-aware sharing and workspace collaboration.
Confidence
- Clear, verifiable product information
- Careful handling for sensitive data, AI, and collaboration
- Visible pricing, trust, and support paths
Caseflow keeps collaboration close to the record.
Use sharing, permissions, task assignment, messaging, and support workflows to keep coordination connected to case activity.
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.
Permission-aware workspaces
Case sharing and task assignment workflows
Shared document and task visibility
Collaboration records tied to case activity
Support for professional coordination without scattered context
Trust note
Roles, permissions, and document visibility give teams a clearer way to coordinate sensitive work.
Evaluate Caseflow
Review pricing, security, privacy, and support resources before moving sensitive casework into the system.
Ready for clearer case work?
Bring client sharing into a structured Caseflow workspace.
Start with one matter, or review pricing and security before bringing your team’s casework into Caseflow.