Client sharing
Client sharing
Keep contacts, emails, shared files, and client updates close to the work.
The tools you need, working together.
- Bring your work together
- Keep the day moving
- Deliver and get paid
See how it works
- 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
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.