CaseFlow

Spec sheet

What it does

CaseFlow is cloud practice-management software for small US law firms covering clients, matters, billing, trust accounting, documents, time, deadlines and team coordination.Read 15 Oct 2026 · docs.caseflow.law

Purpose

CaseFlow is law firm practice management software for clients, matters, billing, trust accounting, documents, time tracking, and team coordination.Read 30 Sep 2026 · docs.caseflow.law

Free plan

NoRead 20 Sep 2026 · caseflow.law

Trial

The trial lasts 14 days, requires no credit card and exposes Multi-Practice features for up to five seats.Read 15 Oct 2026 · caseflow.law

Security

All plans include two-factor authentication, brute-force and CSRF protection, GDPR tools, encrypted sessions, per-tenant data isolation, and a tamper-evident audit log.Read 30 Sep 2026 · docs.caseflow.law

Support

CaseFlow’s homepage says real people provide 24/7 support and guided migration and onboarding are included on every plan.Read 30 Sep 2026 · caseflow.law

Headquarters

The company's careers page gives an address at 2570 N First St, 2nd Floor, San Jose, California.Read 15 Oct 2026 · caseflow.law

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.Read 15 Oct 2026 · docs.caseflow.law

AI assistance

CaseFlow Intelligence summarizes, drafts, and answers questions using firm records, with a person reviewing and approving its work.Read 30 Sep 2026 · docs.caseflow.law

AI boundaries

CaseFlow Intelligence does not provide legal advice, research case law, file court documents, decide conflicts or move trust funds.Read 15 Oct 2026 · docs.caseflow.law

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.Read 15 Oct 2026 · docs.caseflow.law

API documentation

The documentation navigation lists no developer, API or SDK section; it is organized as user-facing product guidance.Read 15 Oct 2026 · docs.caseflow.law

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.Read 30 Sep 2026 · docs.caseflow.law

Billing

Billing includes branded and recurring invoices, online payments, billing adjustments, expenses and LEDES exports.Read 15 Oct 2026 · caseflow.law

Calendar integrations

Growth supports bidirectional Google Calendar synchronization; Multi-Practice adds Outlook/Microsoft 365 synchronization.Read 15 Oct 2026 · docs.caseflow.law

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.Read 15 Oct 2026 · docs.caseflow.law

Case management

Matter records support stages, deadlines, documents, notes, tasks, timelines and audit trails.Read 15 Oct 2026 · docs.caseflow.law

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.Read 15 Oct 2026 · docs.caseflow.law

Client portal

Growth and higher plans provide a client portal for invoice viewing, document sharing and signatures.Read 15 Oct 2026 · docs.caseflow.law

Company stage

CaseFlow describes itself as early-stage and lists no open career positions.Read 15 Oct 2026 · caseflow.law

Conflict checking

Multi-Practice checks clients, contacts and matter parties with relevance scores, risk tiers, waivers, ethical walls and history.Read 15 Oct 2026 · docs.caseflow.law

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.Read 15 Oct 2026 · docs.caseflow.law

Document handling

Documents can be uploaded from a computer or Google Drive/Dropbox, versioned, commented on, shared with clients and downloaded in ZIP batches.Read 15 Oct 2026 · docs.caseflow.law

Document limitation

The documentation says there is no global browser and records use flat lists without folders or subfolders.Read 15 Oct 2026 · docs.caseflow.law

Documentation depth

The documentation contains end-user guides for AI, clients, matters, calendar, time, billing, trust, documents, conflicts, leads, reports, portal, settings and security.Read 15 Oct 2026 · docs.caseflow.law

Encryption

Connections use TLS 1.2 or newer, passwords use bcrypt and trust-vault documents receive additional encryption.Read 15 Oct 2026 · docs.caseflow.law

Legal name

ScamAdviser displays the WHOIS organization as CaseFlow LLC and reports domain registration on 2025-01-29.Read 15 Oct 2026 · scamadviser.com

Limit: mobile and access issues

Capterra reviewers report difficult phone navigation, occasional trouble opening files, unexpected logouts and browser-specific formatting problems.Read 15 Oct 2026 · capterra.com

Matter management

Firms can manage matters with deadlines, documents, assigned staff, tasks, and notes.Read 30 Sep 2026 · docs.caseflow.law

Migration

The product’s welcome documentation says each firm receives its own isolated workspace under a firm subdomain.Read 30 Sep 2026 · docs.caseflow.law

Payments integration

Online card payments use Stripe on Growth and higher plans; payments are for operating accounts rather than trust accounts.Read 15 Oct 2026 · docs.caseflow.law

Praise: customization and support

Capterra reviewers repeatedly praise tailoring workflows, easy document access, responsive staff and customer service.Read 15 Oct 2026 · capterra.com

Rating on Capterra

The Capterra CaseFlow listing shows 4.6 out of 5 from 24 reviews; the listing describes a human-services product and may not be the same legal-firm product.Read 15 Oct 2026 · capterra.com

Rating on G2

G2 shows 0 out of 5 from 0 reviews for its CaseFlow listing and says there are insufficient reviews for buying insight; that listing is a different human-services CaseFlow profile.Read 15 Oct 2026 · g2.com

Rating on GetApp

The GetApp CaseFlow listing shows 4.6 out of 5 from 24 verified reviews; its catalog describes web, Android and iPhone/iPad deployment and a $150 monthly starting price.Read 15 Oct 2026 · getapp.com

Reviews on Software Advice

Software Advice shows no reviews yet for its CaseFlow listing and displays three plans priced from $39 to $79 per user per year; the listing identity is not confirmed as caseflow.law.Read 15 Oct 2026 · softwareadvice.com

Security controls

All plans list two-factor authentication, brute-force and CSRF protection, GDPR tools, encrypted sessions, automatic sign-out, tenant isolation and tamper-evident logs.Read 15 Oct 2026 · docs.caseflow.law

Support and migration

CaseFlow advertises 24/7 human support, migration from Clio, MyCase, PracticePanther or spreadsheets, and named customer success managers for Growth and above.Read 15 Oct 2026 · caseflow.law

Trust accounting

The product provides IOLTA ledgers, deposits, disbursements, reconciliation, statements and a seven-year trust audit log.Read 15 Oct 2026 · docs.caseflow.law

Workspace model

Each firm receives an isolated subdomain workspace so other firms cannot view its records.Read 15 Oct 2026 · docs.caseflow.law

Plans and prices

Every CaseFlow plan and price →

Where Specifiction places it

• Legal Payments Software#4 of 438.8
• Legal Practice Management Software#16 of 1408.7
• Legal Trust Accounting Software#6 of 408.8
• Legal Client Portal Software#7 of 428.8