Family history work needs structure before it becomes a useful record.
Names, dates, relationships, records, and supporting documents can be difficult to turn into a coherent family history when they are scattered.
Family book
Family book generation for structured family history
Organize family history, relationship records, supporting documents, and polished family book outputs for inheritance and estate matters.
Confidence
- Clear, verifiable product information
- Careful handling for sensitive data, AI, and collaboration
- Visible pricing, trust, and support paths
Caseflow turns family records into structured family history.
Keep family relationship context, records, supporting documents, and family book generation close to the inheritance matter.
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.
Family history and record organization
Relationship context connected to family members
Supporting document organization
Family book generation from organized records
Case context for estate and inheritance work
Trust note
Family book outputs keep family history, privacy, and source context easier to review before sharing.
Evaluate Caseflow
Review pricing, security, privacy, and support resources before moving sensitive casework into the system.
Ready for clearer case work?
Bring family book generation into a structured Caseflow workspace.
Start with one matter, or review pricing and security before bringing your team’s casework into Caseflow.