Start
Get oriented
See how Caseflow organizes cases, inheritance workflows, family records, documents, and tasks.
Learn moreHelp center
Find your way around Caseflow.
Explore guides for cases, research, documents, family records, and working with others.
The tools you need, working together.
- Bring your work together
- Keep the day moving
- Deliver and get paid
Help topics
Find the right starting point.
Use these topics to understand setup, plan fit, trust boundaries, and workflow-specific questions.
Cases
Cases, tasks, and reminders
Create records, coordinate ownership, and keep matter work visible.
Learn moreInheritance
Estate and family workflows
Organize inheritance workflows, family relationships, estate activity, and family book outputs.
Learn moreDocuments
Documents and AI review
Work with upload, review, document intelligence, and AI-assisted case context.
Learn moreMoney
Billing and case finance
Connect invoices, receipts, vendor bills, banking records, and statements to case operations.
Learn moreTeams
Sharing and permissions
Coordinate team members and external collaborators with permissions and controlled sharing.
Learn moreSupport
Ask for help
Contact support for workflow, setup, product-fit, billing, or security questions.
Learn moreBasic getting started path
Start with the case record, then add the people, documents, tasks, and workflow context that keep the matter organized.
- 1Create or sign in to an account.
- 2Start with a small set of active cases.
- 3Add contacts, people, documents, tasks, reminders, and notes to the case record.
- 4For inheritance matters, organize relationships, beneficiaries, family records, and estate activity.
- 5Review plan limits and specialist module access as your work expands.
- 6Use support for account, product, billing, security, or privacy questions.
Ready for clearer case work?
Make room for the work that matters.
Bring your cases, research, people, and daily tasks into one connected workspace.