CaseFlow chats, collects, and checks — so your team opens a complete case.
| Client | Progress | Status |
|---|---|---|
| A. Mehta | Ready | |
| R. Kapoor | Awaiting docs | |
| S. Iyer | In review |
Illustrative preview — CaseFlow is in early access, not yet live
Built for teams whose work starts with a case, a document, and a client — pick yours
Every new case starts the same way — a skilled person doing coordination work a computer should be doing.
One client, one thread, three reminders before anything arrives.
Every case starts from a blank form, not from what's already known.
Someone still has to confirm it's the right file, not just that a file arrived.
Not the system of record — a side list someone has to remember to update.
No engineering to set up onboarding logic — set the rules once, CaseFlow runs the conversation.
Adapt onboarding logic to your process — one workflow per case type, not per client.
Nothing's filed or marked final without a person confirming it first.
Set the rules once — required docs, questions, case type — CaseFlow generates the intake link.
The AI collects every answer and document in conversation, checking format as each one arrives.
Watch each case fill in live, then approve — nothing's final until a person confirms it.
CaseFlow is in early access. Your answer goes straight to the person building it.