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CaseFlow
by CaseFlow
What CaseFlow is
CaseFlow is web-based law firm practice management software for clients, matters, billing, trust accounting, documents, time tracking, and team coordination. Matter records can hold deadlines, documents, assigned staff, tasks, and notes. It supports IOLTA trust accounts with ledger history, deposits, disbursements, and reconciliation. Clients on Firm Growth and higher plans can use a portal to view invoices and sign documents. CaseFlow Intelligence can summarize firm records, draft text, and answer questions using those records, with a person reviewing and approving its work. It does not provide legal advice, research case law, draft or file court documents, decide conflicts, or move trust funds. Documentation lists Google Calendar sync on Firm Growth and Outlook sync on Multi-Practice. All plans include two-factor authentication, GDPR tools, encrypted sessions, per-tenant data isolation, and a tamper-evident audit log. CaseFlow says connections use HTTPS with TLS 1.2 or higher, passwords are hashed with bcrypt, and trust documents receive additional encryption. Plans cost $49 a month for Solo Practitioner, $69 a month for Firm Growth, and $99 a month for Multi-Practice. There is no free plan, but a 14-day trial is available.
Who it suits
CaseFlow suits law firms managing matters, billing, trust accounts, documents, and team work through a web service. Firms should match seat counts and calendar sync needs to the plan details.
What it does well
- Supports IOLTA ledger history and reconciliation.
- Growth and higher plans include a client portal.
- All plans include two-factor authentication.
- Guided migration and onboarding are included on every plan.
- 24/7 support from real people is offered.
What to know first
- No free plan.
- Solo Practitioner supports up to two seats.
- Client portal starts at Firm Growth.
- Google Calendar and Outlook sync vary by plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo Practitioner | $39/seat/month billed annually · Up to 2 seats · Core practice management | $49 a month |
| Multi-Practice | $79/seat/month billed annually · Unlimited seats · Conflict checking · Lead pipeline · Granular permissions · Ask CaseFlow | $99 a month |
| Firm Growth | $69 per seat / month; billed monthly · Up to 25 seats · client portal · online payments · e-signatures · advanced reports | $69 a month |
| Growth | $55/seat/month billed annually · Up to 25 people · Client portal · Online payments · E-signatures · Advanced reports · CaseFlow Intelligence | $69 a month |
As caseflow.law lists them, read 15 Oct 2026. The maker's own page has the final word.
Verdict
CaseFlow covers practice management and trust accounting, with defined plan-based seat limits and client portal access. Its AI assistance has stated boundaries and requires human review and approval.
Facts from CaseFlow's own pages
- 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, 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, 30 Sept 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, 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, 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, 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, 30 Sept 2026
- Billing
- Billing includes branded and recurring invoices, online payments, billing adjustments, expenses and LEDES exports. · caseflow.law, 15 Oct 2026
- Calendar integrations
- Growth supports bidirectional Google Calendar synchronization; Multi-Practice adds Outlook/Microsoft 365 synchronization. · docs.caseflow.law, 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, 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, 15 Oct 2026
- Case management
- Matter records support stages, deadlines, documents, notes, tasks, timelines and audit trails. · docs.caseflow.law, 15 Oct 2026
- Client portal
- Growth and higher plans provide a client portal for invoice viewing, document sharing and signatures. · docs.caseflow.law, 15 Oct 2026
- Company stage
- CaseFlow describes itself as early-stage and lists no open career positions. · caseflow.law, 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, 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, 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, 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, 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, 15 Oct 2026
- Encryption
- Connections use TLS 1.2 or newer, passwords use bcrypt and trust-vault documents receive additional encryption. · docs.caseflow.law, 15 Oct 2026
- Free plan
- No · caseflow.law, 20 Sept 2026
- Headquarters
- The company's careers page gives an address at 2570 N First St, 2nd Floor, San Jose, California. · caseflow.law, 15 Oct 2026
- Legal name
- ScamAdviser displays the WHOIS organization as CaseFlow LLC and reports domain registration on 2025-01-29. · scamadviser.com, 15 Oct 2026
- Limit: mobile and access issues
- Capterra reviewers report difficult phone navigation, occasional trouble opening files, unexpected logouts and browser-specific formatting problems. · capterra.com, 15 Oct 2026
- Matter management
- Firms can manage matters with deadlines, documents, assigned staff, tasks, and notes. · docs.caseflow.law, 30 Sept 2026
Where CaseFlow stands on Freedom251
- Legal Trust Accounting Software#10 of 40
- Legal Payments Software#14 of 43
- Legal Practice Management Software#49 of 140
- Legal Client Portal Software#18 of 42