Product and adoption
Ask how Caseflow can replace fragmented case tools, fit your workflow, and support your team’s transition.
Support
Questions about bringing your casework into one system?
Use support to assess product fit, plan a move from fragmented tools, set up legal or investigative workflows, or ask about privacy, security, AI handling, billing, and accounts.
Confidence
- Clear, verifiable product information
- Careful handling for sensitive data, AI, and collaboration
- Visible pricing, trust, and support paths
Support categories
Get the right help for the next step.
Bring your workflow, adoption, pricing, security, privacy, or AI-handling context so support can route the request appropriately.
Account access
Get help with sign-in, verification, workspace access, and account setup issues.
Security and privacy
Ask about access controls, data handling, privacy, and security review questions.
Trial and pricing
Clarify plan limits, module access, trial details, and the right path for your adoption.
Before contacting support
Clear context helps support guide adoption and triage requests without asking you to expose unnecessary sensitive case details.
Use the same email address associated with your Caseflow account.
Include the workflow, adoption stage, page, or plan when relevant.
For inheritance matters, mention whether the question involves family records, estate administration, legal position, or documents.
Share only the sensitive case details needed to explain the issue.
Authenticated accounts can use the in-app support center for workspace-specific requests.
In-app support
Authenticated Caseflow users can use workspace support for account, setup, workflow, billing, privacy, security, and AI-handling questions tied to their central case workspace.
Sign inSupport for adoption and daily operations
Support is organized around adoption, account access, onboarding, workflow configuration, billing, privacy, security, and AI data handling. Caseflow does not ask you to paste full sensitive case files into a support request.
Access, billing, and account recovery issues should include the affected account email and workspace context.
Security or suspected unauthorized-access reports should include only the minimum sensitive detail needed for triage.
Workflow and onboarding questions should include the module, current setup stage, the tools you are replacing, and the operational outcome you need.
AI privacy or document-access concerns should include the feature used, affected record type, and observed behavior.
Trust and compliance resources
For procurement, privacy review, security review, or AI governance questions, start with the Trust Center and contact support when you need product-specific clarification.
Security
Access controls, data isolation, document authorization, AI safeguards, and responsible disclosure routing.
AI privacy
AI processing, permission-aware retrieval, vector protections, human review, and limitations.
Privacy
Data categories, rights requests, support communications, sharing, retention, and AI-assisted processing.
Ready for clearer case work?
Plan your move into one controlled case-management system.
Ask about pricing, security, privacy, AI handling, workflow setup, or how Caseflow can replace the disconnected tools around your current operations.