CaseFlow
The facts below are what the maker publishes about CaseFlow, checked and dated. Our editors have not written about it yet.
Plans and prices
From CaseFlow's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo Practitioner | $49 a month | Up to 2 seats · Core practice management · $39/seat/month billed annually |
| Multi-Practice | $99 a month | Unlimited seats · Conflict checking · Lead pipeline · Granular permissions · Ask CaseFlow · $79/seat/month billed annually |
| Firm Growth | $69 a month | Up to 25 seats · client portal · online payments · e-signatures · advanced reports · $69 per seat / month; billed monthly |
| Growth | $69 a month | Up to 25 people · Client portal · Online payments · E-signatures · Advanced reports · CaseFlow Intelligence · $55/seat/month billed annually |
The facts
Each one read from CaseFlow's own pages, with the date it was checked.
What it does
- Advanced audit features
- Growth adds per-matter audit trails, CSV export and SIEM streaming; Multi-Practice adds signed JSON exports, RFC 3161 timestamps, granular permissions and ethical walls.checked 15 Oct 2026
- AI assistance
- CaseFlow Intelligence summarizes, drafts, and answers questions using firm records, with a person reviewing and approving its work.checked 30 Sep 2026
- AI boundaries
- CaseFlow Intelligence does not provide legal advice, research case law, file court documents, decide conflicts or move trust funds.checked 15 Oct 2026
- AI data handling
- When enabled, only needed content is sent to Anthropic, which CaseFlow says does not train on it and provides zero-retention handling.checked 15 Oct 2026
- API documentation
- The documentation navigation lists no developer, API or SDK section; it is organized as user-facing product guidance.checked 15 Oct 2026
- Audit records
- The security documentation lists seven-year retention for the trust-account audit log on all plans and RFC 3161 daily timestamp signatures on Multi-Practice.checked 30 Sep 2026
- Calendar integrations
- Growth supports bidirectional Google Calendar synchronization; Multi-Practice adds Outlook/Microsoft 365 synchronization.checked 15 Oct 2026
- Calendar sync limit
- Calendar synchronization runs every few minutes rather than instantly, uses each staff member's primary calendar and limits historical import to 90 days.checked 15 Oct 2026
- CaseFlow Intelligence
- The AI assistant works only on a firm's stored records, shows source records, requires human acceptance and records runs in a tamper-evident audit trail.checked 15 Oct 2026
- Case management
- Matter records support stages, deadlines, documents, notes, tasks, timelines and audit trails.checked 15 Oct 2026
- Client portal
- Growth and higher plans provide a client portal for invoice viewing, document sharing and signatures.checked 15 Oct 2026
- Conflict checking
- Multi-Practice checks clients, contacts and matter parties with relevance scores, risk tiers, waivers, ethical walls and history.checked 15 Oct 2026
- Court-rules limitation
- Automatic court deadlines initially cover FRCP, NY CPLR, California CCP, Texas TRCP, Florida rules and Delaware Chancery; state holiday and business-day handling is not yet supported.checked 15 Oct 2026
- Documentation depth
- The documentation contains end-user guides for AI, clients, matters, calendar, time, billing, trust, documents, conflicts, leads, reports, portal, settings and security.checked 15 Oct 2026
- Document handling
- Documents can be uploaded from a computer or Google Drive/Dropbox, versioned, commented on, shared with clients and downloaded in ZIP batches.checked 15 Oct 2026
- Document limitation
- The documentation says there is no global browser and records use flat lists without folders or subfolders.checked 15 Oct 2026
- Encryption
- Connections use TLS 1.2 or newer, passwords use bcrypt and trust-vault documents receive additional encryption.checked 15 Oct 2026
- Legal name
- ScamAdviser displays the WHOIS organization as CaseFlow LLC and reports domain registration on 2025-01-29.checked 15 Oct 2026
- Limit: mobile and access issues
- Capterra reviewers report difficult phone navigation, occasional trouble opening files, unexpected logouts and browser-specific formatting problems.checked 15 Oct 2026
- Matter management
- Firms can manage matters with deadlines, documents, assigned staff, tasks, and notes.checked 30 Sep 2026
Money
- Billing
- Billing includes branded and recurring invoices, online payments, billing adjustments, expenses and LEDES exports.checked 15 Oct 2026
- Free plan
- Nochecked 20 Sep 2026
The company
- Company stage
- CaseFlow describes itself as early-stage and lists no open career positions.checked 15 Oct 2026
- Headquarters
- The company's careers page gives an address at 2570 N First St, 2nd Floor, San Jose, California.checked 15 Oct 2026
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