Legal case management
Legal case management
Manage matters, clients, documents, deadlines, and billing.
The tools you need, working together.
- Bring your work together
- Keep the day moving
- Deliver and get paid
See how it works
- Matter records, contacts, and case history
- Tasks, reminders, and calendar context
- Document library and generated documents
- Invoices, receipts, timesheets, and statements
- AI-assisted review where supported
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.