CASE MANAGEMENT

 Caseflow is case management software that helps busy law firms organize their workflows and cases.

INNOVATION

Caseflow helps firms just like yours by aligning your processes, people, and technology to keep your practice ahead of the pack.

OUTCOMES

Deliver faster, more consistent results, increased client satisfaction scores and an increased focus on profitability.

CASEFLOW ACUMEN - WHAT IS IT?

 

A better way to help law firms focus their workflow to increase efficiency and drive profitability up – all in one solution.

WORKFLOW

DOCUMENT AUTOMATION

FLEXIBLE DATA CAPTURE

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IDEAL FOR MANY PRACTICE AREAS

REAL ESTATE LAW

Create complex agreements with multiple parties quickly, track deadlines and important dates, automate steps to increase capacity.

BANKING LAW

Speed up the intake of new matters, automate the creation of complex contracts, and keep clients in the loop with the client portal.

CREDITOR’S RIGHTS

Import data from client, quickly start and complete steps on cases, deploy your whole team to get more done, seamlessly.

FAMILY LAW

Quick and easy task scheduling, automate the completion of court forms, and facilitates better communication with clients and outside parties.

ESTATE PLANNING

Speed-up document assembly using the clause library, quickly create tasks to follow-up, and collaborate on documents in the client portal.

PERSONAL INJURY

Easily track medical appointments, automate calendar appointments, and quickly send letters to involved parties in a flash. Keep clients up-to-date using the client portal.

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.

YES, CASEFLOW CAN DO THAT.

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

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FEATURED CLIENTS

NEVETT FORD LAWYERS – Melbourne

Real Estate Property Transactions, Case Management

Setup, roll-out, and success in weeks, not months

BAKER HOSTETLER LLP – Florida

Replaced PerfectPractice, Judicial Timeshare Foreclosure

Increased team resource utilization, capacity, and profitability

WARD AND SMITH P.A. – North Carolina

Replaced Elite Case Manager, Docketing & Legal Workflow

Migrated more than 2 million dockets

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.

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

SEE CASEFLOW IN ACTION TODAY.

Learn how Caseflow Acumen can help your practice focus on driving profitability up.

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