CaseFlow is case and matter management software for law firms and in-house legal departments, combining workflow automation, document assembly, and client collaboration tools within a single platform.
Key Features & Functions:
Workflow
A configurable workflow engine allows firms to set up processes for individual matter types to structure casework and track progress.
Document Automation
Generates documents, from routine letters to complex agreements, and saves them directly to a connected document management system.
Flexible Data Capture
Custom fields, forms, and processes can be created within the database to match a firm's specific practice and workflow requirements.
Tasks, Calendars, and Docketing
A scheduling engine tracks tasks, calendar appointments, and dockets, including the ability to book appointments for multiple parties in a single action.
Matter Chronology
Displays the full history of a matter in chronological order, including completed and upcoming tasks, notes, appointments, and generated documents.
Clause Library
Provides standardized clauses, paragraphs, and templates for drafting letters, contracts, and agreements within Microsoft Word.
Reporting
Supports custom dashboards, reports, and queries, including client-facing status reports.
Client Portal
A configurable portal allows firms to share reports, completed documents, and items from a document management system with clients.
Integration
Includes built-in integrations with document management systems such as iManage and NetDocuments, practice management and accounting systems via SQL, email systems, and a REST API.
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