Caseflow 的作用是什么
Caseflow 将案例信息转变为操作工作区。
它不仅仅是存储文件的地方。案例流将记录、任务、年表、注释、报告和协作连接起来，以便团队每天都能了解案例并采取行动。
Word files, email threads, scans, and shared drives
Paper files, faxed correspondence, and disconnected notes
Dates, time records, invoices, and follow-ups in separate places
日常运营
将案例信息与推动每个案例向前发展的工作联系起来。
Caseflow 为团队提供了跨接收、文档、电子邮件上下文、截止日期、年表、笔记、报告、协作和后续工作的实用指导。
案件
Give every matter one authoritative record for facts, parties, status, tasks, documents, deadlines, billing, and activity.
联系人
Keep clients, firms, institutions, counterparties, witnesses, and their related records connected to the right matter.
文档
Bring uploaded records, scans, correspondence, evidence, notes, and generated outputs into the working case file.
截止日期
See key dates, review points, reminders, and chronology signals before they become avoidable risk.
计费
Keep time, invoices, balances, receipts, and payment status aligned with the work that created them.
Mobile
Capture a document, update a contact, record time, or check the next deadline wherever casework happens.
日常运营
将案例信息与推动每个案例向前发展的工作联系起来。
Caseflow 为团队提供了跨接收、文档、电子邮件上下文、截止日期、年表、笔记、报告、协作和后续工作的实用指导。
Signed authority still outstanding
Evidence bundle due in six days
Two new documents awaiting review
New response added to the matter
个案协助
帮助总结、背景和回顾点。
启用后，Caseflow AI 可根据选定的案例材料工作，帮助用户理解记录、发现缺失的信息、起草有用的第一遍，并保持对最终决策的控制。
从文档中提取上下文
从所选记录中识别日期、人员、组织、义务、参考资料和有用的案例信号。
总结一下供审核
将案例材料转化为专业人士可以检查的实用摘要、问题列表、时间顺序点和注释。
现货后续项目
突出显示差距、矛盾、未解决的问题以及可能需要注意的后续项目。
准备初稿
根据受控案例上下文创建草稿更新、报告部分、任务计划和建议的下一步行动。
日常运营
将案例信息与推动每个案例向前发展的工作联系起来。
Caseflow 为团队提供了跨接收、文档、电子邮件上下文、截止日期、年表、笔记、报告、协作和后续工作的实用指导。
Capture a document
Add a clear scan to the case file from the phone camera.
Record time
Keep a contemporaneous record of work against the active matter.
Check the next date
See the next obligation without searching through the file.
定价
探索为个人专业人士和团队设计的计划。
选择适合您的运营需求、容量、专业工作流程和人工智能辅助审核要求的工作区设置。
入门版
Simple
For individual practitioners ready to replace disconnected case files with one professional workspace.
- Central case record
- Contacts and documents
- Dates and invoices
专业人士
Full workspace
For daily casework that needs a complete view of documents, deadlines, time, billing, and review activity.
- Live case overview
- Mobile capture and sharing
- Time, billing, and review support
Firm
Team
For legal and investigation teams that need shared operations, controlled access, and a considered transition from legacy files.
- Team workspace
- Controlled access
- Migration and support
信任
敏感案件工作需要清晰的处理、审查和访问边界。
Caseflow 为团队提供了实用的信任资源，用于安全、隐私、受控共享、支持和负责任地处理敏感的专业记录。
Authenticated workspace access
Controlled, permission-aware sharing
Sensitive document workflows in the case context
Review support that keeps professional judgment central
常见问题解答
团队在将案例纳入 Caseflow 之前会询问什么。
为比较定价、安全性、隐私、人工智能处理和支持的团队提供清晰的答案。
What is Caseflow?
Caseflow is a professional case management workspace for matter-based work, including inheritance workflows, estate administration, family relationship records, legal matters, investigations, documents, tasks, reminders, reporting, collaboration, and finance workflows.
Is Caseflow only for law firms?
No. Legal work is a strong fit, but Caseflow also includes differentiated workflows for inheritance management, estate administration, family relationship mapping, family book generation, risk investigations, background verification, and professional services teams.
How does Caseflow support inheritance and family matters?
Complex family matters involve records, relationships, timelines, and people. Caseflow helps teams organize people, relationships, beneficiaries, supporting documents, estate activity, family tree context, and family history records in one structured workspace.
Does Caseflow use AI?
Caseflow includes AI-assisted review for supported case and document workflows. Teams use it to accelerate review while keeping source records and professional judgment central.
How does Caseflow approach security and compliance?
Security and responsible data handling are built into how Caseflow is designed, with practical safeguards for access control, permissions, AI-assisted review, and sensitive collaboration.