CASEFLOW ACUMEN FEATURES

WORKFLOW

Keep your matters on track using Caseflow’s flexible engine to configure processes that will increase your success, decrease extra effort, and drive more efficiency in your practice.

DOCUMENT AUTOMATION

Effortlessly generate any document; from the simple letter to the most complex agreement and save it directly to your DMS in as little as 3 seconds.

FLEXIBLE DATA CAPTURE

Create tailored fields, forms, and processes to meet the specific needs of your firm, practice, and workflow in Caseflow’s highly customizable database.

TASKS, CALENDARS, DOCKETING

Using Caseflow’s powerful scheduling engine you and your team can stay on-top of tasks, calendar appointments, and dockets in a flash. Book new appointments for multiple parties in one easy action.

MATTER CHRONOLOGY

Follow the entire life of a case in chronological order including completed tasks, upcoming tasks, notes, appointments, documents generated, and more all in one easy to view list.

CLAUSE LIBRARY

Quickly and consistently draft letters, contracts, agreements, and more right inside Word. Leverage standardized clauses, paragraphs, even whole pages to streamline document creation.

REPORTING

Build custom dashboards, reports, and quick queries to quickly find new insights and take action immediately. Build up-to-the minute status reports for your clients and streamline updates.

CLIENT PORTAL

Enable easier sharing, collaboration, and reporting to your client’s in real-time with Caseflow’s easy-to-configure portal. Share the latest reports, completed document, or even items from your DMS with clients quickly and securely.

INTEGRATION

Featuring out of the box integrations with many leading document management systems including iManage & NetDocuments, practice management and accounting systems (via SQL), email systems, and a Caseflow REST API.

TECHNOLOGY PARTNERS

We choose our technology partners because they are the leaders in their field.  We select organsiations that share our belief that a combination of “best of breed” products will provide an organisation with the most innovative IT platform on which to run their business.  The companies behind each of the applications have substantial research and development programs, which maintain their market leadership and innovation.

CalendarRules integration announced
GlobalX integration announced

WORKS WHERE YOU DO

Caseflow provides access from a dedicated client application, Microsoft Outlook integration, and an iOS app for iPad to allow you to work from where you like.

YES, CASEFLOW CAN DO THAT.

Configure fields, forms, and processes that match your firm’s needs using Caseflow’s flexible database.