On the recordRead 15 Oct 202640 facts
CaseFlow
CaseFlow · San Jose, California, USA
Plans and prices
Solo Practitioner
$49a month, billed yearly
Up to 2 seats · Core practice management
Read 15 Oct 2026 · caseflow.law
Multi-Practice
$99a month, billed yearly
Unlimited seats · Conflict checking · Lead pipeline · Granular permissions
Read 15 Oct 2026 · caseflow.law
Growth
$69a month, billed yearly
Up to 25 people · Client portal · Online payments · E-signatures
Read 15 Oct 2026 · caseflow.law
Firm Growth
$69a month
Up to 25 seats · client portal · online payments · e-signatures
Read 30 Sep 2026 · docs.caseflow.law
On the record
- 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.docs.caseflow.law · read 15 Oct 2026
- AI assistance
- CaseFlow Intelligence summarizes, drafts, and answers questions using firm records, with a person reviewing and approving its work.docs.caseflow.law · read 30 Sep 2026
- AI boundaries
- CaseFlow Intelligence does not provide legal advice, research case law, file court documents, decide conflicts or move trust funds.docs.caseflow.law · read 15 Oct 2026
- 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.docs.caseflow.law · read 15 Oct 2026
- API documentation
- The documentation navigation lists no developer, API or SDK section; it is organized as user-facing product guidance.docs.caseflow.law · read 15 Oct 2026
- 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.docs.caseflow.law · read 30 Sep 2026
- Billing
- Billing includes branded and recurring invoices, online payments, billing adjustments, expenses and LEDES exports.caseflow.law · read 15 Oct 2026
- Calendar integrations
- Growth supports bidirectional Google Calendar synchronization; Multi-Practice adds Outlook/Microsoft 365 synchronization.docs.caseflow.law · read 15 Oct 2026
- 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.docs.caseflow.law · read 15 Oct 2026
- 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.docs.caseflow.law · read 15 Oct 2026
- Case management
- Matter records support stages, deadlines, documents, notes, tasks, timelines and audit trails.docs.caseflow.law · read 15 Oct 2026
- Client portal
- Growth and higher plans provide a client portal for invoice viewing, document sharing and signatures.docs.caseflow.law · read 15 Oct 2026
- Company stage
- CaseFlow describes itself as early-stage and lists no open career positions.caseflow.law · read 15 Oct 2026
- Conflict checking
- Multi-Practice checks clients, contacts and matter parties with relevance scores, risk tiers, waivers, ethical walls and history.docs.caseflow.law · read 15 Oct 2026
- 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.docs.caseflow.law · read 15 Oct 2026
- Documentation depth
- The documentation contains end-user guides for AI, clients, matters, calendar, time, billing, trust, documents, conflicts, leads, reports, portal, settings and security.docs.caseflow.law · read 15 Oct 2026
- Document handling
- Documents can be uploaded from a computer or Google Drive/Dropbox, versioned, commented on, shared with clients and downloaded in ZIP batches.docs.caseflow.law · read 15 Oct 2026
- Document limitation
- The documentation says there is no global browser and records use flat lists without folders or subfolders.docs.caseflow.law · read 15 Oct 2026
