A guided case record
Bring case data, documents, emails, deadlines, notes, evidence, clients, reports, and collaboration into one working record.
引导式案件管理工作区
将分散的案件信息转化为清晰的下一步行动。
Caseflow 将案件数据、文档、电子邮件、截止日期、笔记、证据和客户信息汇集到一个引导式工作区，帮助专业团队管理案件。它展示已经发生的事项、缺失的信息以及下一步需要完成的工作。
AI 可协助提取文档信息、总结记录、分析案件材料、突出问题，并帮助日常案件工作高效推进。
Guided case workspace
AI-assisted review
Specialist modules
What Caseflow does
Caseflow turns case information into an operational workspace.
It is not only a place to store files. Caseflow connects records, tasks, chronology, notes, reports, and collaboration so teams can understand the case and act on it every day.
Daily workflow direction
See what happened, what is missing, what needs review, and which next steps should move the matter forward.
More than document storage
Files stay connected to chronology, tasks, people, evidence, decisions, reports, and the operational work around the case.
Daily operations
Connect case information with the work that moves each case forward.
Caseflow gives teams practical direction across intake, documents, email context, deadlines, chronology, notes, reports, collaboration, and follow-up work.
Case data and parties
Track matter details, people, organizations, clients, ownership, priority, status, and activity history.
Documents, emails, and notes
Keep uploaded records, scanned material, email context, working notes, and supporting files connected to the case.
Deadlines and chronology
Build a clear timeline of events, reminders, tasks, dated obligations, and review points.
Reports and collaboration
Coordinate internal work, client updates, structured reports, shared activity, and accountable handoffs.
AI assistance
AI assistance for extraction, analysis, drafting, and next steps.
Caseflow AI works from selected case material to help users understand records, spot missing information, draft useful outputs, and stay in control of guarded actions.
Extract document information
Pull out dates, people, organizations, obligations, facts, references, and case signals from selected records.
Summarize and analyze records
Turn case material into practical summaries, issue lists, chronology points, and analysis notes for professional review.
Find missing information
Highlight gaps, contradictions, unresolved questions, and follow-up items that may need attention.
Draft and suggest next steps
Prepare first drafts, updates, report sections, task plans, and suggested next actions from controlled case context.
Keep users in control
AI-assisted actions are guarded and review-oriented, keeping user control and professional judgment central.
Specialist modules
Advanced inheritance and investigation workflows are integrated directly into the case workspace.
These specialist modules extend a selected case with structured operational tools for estate work, family records, evidence, findings, actions, and professional reporting.
Inheritance module
Inheritance
A specialist module inside the case workspace for estate administration, family records, assets, heirs, legal-position context, tax calculation support, and structured estate reporting.
Start from a selected case, then extend it with inheritance workflows when the estate matter needs family records, documents, tasks, reports, collaboration, or finance records.
- Family book and structured family records.
- Family tree, heirs, beneficiaries, and relationship mapping.
- Assets, liabilities, estate activity, documents, and distribution workflow.
- Built-in legal-position support for organizing relevant facts and review points.
- Inheritance tax calculation support for many countries, designed for professional tax review workflows.
- Estate reports and structured outputs for professional review.
Investigation workflows
Investigations
A specialist module inside the case workspace for evidence, interviews, timelines, findings, contradictions, fieldwork, risk review, action tracking, and investigation reports.
Start from a selected case, then extend it with investigation workflows when the matter needs structured evidence, findings, actions, and final reporting.
- Evidence collection, source records, and supporting documents.
- Interviews, leads, people, fieldwork, and action tracking.
- Timelines, findings, contradictions, risk review, and unresolved questions.
- Structured workflows for many investigation types, from background verification to complex case reviews.
- Final investigation reports built from organized evidence and human-reviewed findings.
Built for
Designed for structured case management, collaboration, and operational clarity.
Caseflow supports teams that manage cases, documents, investigations, inheritance workflows, client information, and daily operational progress.
Investigations
Investigation case management
Structure investigation records, findings, evidence, timelines, leads, interviews, fieldwork, and final reports.
Learn moreLegal teams
Legal case management
Manage matters, documents, tasks, contacts, reminders, billing records, and case history in one workspace.
Learn moreEstate work
Estate and inheritance administration
Bring family records, beneficiaries, estate assets, documents, tax context, and distribution workflow together.
Learn moreFamily matters
Family relationship records
Organize people, relationships, family tree context, history records, and supporting documents.
Learn moreTrust
敏感案件工作需要清晰的处理、审查和访问边界。
Caseflow gives teams practical trust resources for security, privacy, AI-assisted review, support, and responsible handling of sensitive professional records.
Permission-scoped AI
Review before action
Clear data handling
Trust Center
Security, privacy, and AI governance
Review resources for teams evaluating Caseflow before bringing sensitive case operations into the workspace.
Access control
Permission-aware workspaces
Access, sharing, and workspace permissions help keep sensitive collaboration controlled.
Data handling
Responsible data handling
AI-assisted review and document handling are described with clear boundaries and review expectations.
FAQ
What teams ask before they bring cases into Caseflow.
Clear answers for teams comparing pricing, security, privacy, AI handling, and support.
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.
Pricing
Explore plans designed for individual professionals and teams.
Choose the workspace setup that fits your operational needs, capacity, specialist workflows, and AI-assisted review requirements.
Trust and security
Structured access controls, audit visibility, and secure case handling.
Review how Caseflow supports operational accountability, controlled access, privacy, and responsible data handling.
Support
Access onboarding resources, guided help, and product support.
Get help with setup, workflow fit, account questions, and practical adoption steps.