Question 1

How does CaseFlow integrate with existing case management platforms?

Accepted Answer

CaseFlow connects with your existing case management systems through secure API integrations. The platform is designed to work with multiple case management platforms, extracting data automatically and formatting it correctly for submission. Setup typically takes less than a day, and our team handles the technical configuration.

Question 2

Is my client data secure and compliant with UK data protection law?

Accepted Answer

Yes. CaseFlow is ICO registered (ZC013423) and aligned with UK GDPR and the Data Protection Act 2018. We use encryption in transit and at rest, full audit logging, and a privacy-by-design approach that processes only the minimum data required. AI providers do not train on your data, and all processing is UK-based.

Question 3

What happens if the AI makes a mistake?

Accepted Answer

CaseFlow is built with multiple safety layers: retrieval-grounded outputs that cite the source, an explainable decision trail, confidence thresholds that flag uncertain cases, and mandatory human review before anything leaves the firm. The platform assists your team. It never replaces professional judgement.

Question 4

How is CaseFlow priced?

Accepted Answer

Pricing depends on the product. TotalSettle is pay-per-claim from £12. CreditHire Assist, LegalDocs Assist and AdvisorDraft are licensed per firm or per seat depending on volume. We share commercials on the first call once we understand your workflow and case mix.

Question 5

How much time will CaseFlow save my claimant team?

Accepted Answer

Most firms save around 90% of the time spent on the targeted task. Routine BHR replies, TPI rebuttals and CPR Part 32 witness statements drop from tens of minutes to a handful, with the fee-earner reviewing and signing off. For a paralegal handling 50 cases a week, that typically reclaims a working day per week.

Question 6

Do fee-earners still review every output before it leaves the firm?

Accepted Answer

Yes, always. CaseFlow drafts, retrieves authorities and runs compliance checks, but every output sits in the fee-earner's review queue with a full audit trail of what the model produced and what was approved. Professional responsibility and SRA compliance stay with the firm.

Question 7

How does CaseFlow handle case law and citations?

Accepted Answer

Citations are retrieved from a curated knowledge base of verified UK authorities, not generated from the model's training data. CreditHire Assist draws on 130+ credit hire authorities and LegalDocs Assist on 113 in the Case Law Bible. The model cannot cite an authority that is not in the library, so fabricated case names are not possible.

Question 8

Which claim types do you cover today?

Accepted Answer

Credit hire end to end, total loss settlement, and CPR Part 32 witness statements for RTA, housing disrepair and clinical negligence. CaseFlow Bot, our Damages Claims Portal submission automation, launches summer 2026.

Question 9

How does AdvisorDraft fit into an adviser's workflow?

Accepted Answer

The adviser uploads or pastes their meeting notes. AdvisorDraft extracts the facts, drafts the client letter, runs a compliance review against the firm's rules and FCA conduct expectations, and outputs a branded, ready-to-send document. The adviser reviews and signs off every letter.

Question 10

Is the output aligned with FCA conduct expectations?

Accepted Answer

Yes. Drafts are reviewed against FCA conduct expectations, including fair, clear and not-misleading communication, before they reach the adviser's queue. Every draft records the source notes, the model output, the compliance review and the adviser's edits, so supervision is by design.

Question 11

How is this different from using ChatGPT directly?

Accepted Answer

ChatGPT will draft a letter from a prompt, but it has no sight of the firm's compliance rules, no FCA conduct review layer, no branded output template and no audit trail. AdvisorDraft wraps the model in those controls so the output is usable inside a regulated advice workflow.

Question 12

Who owns the regulated content the AI produces?

Accepted Answer

You do. The firm and the named adviser remain responsible for every letter that leaves the office. AdvisorDraft is decision-support, not autopilot, and the audit trail evidences that the adviser reviewed and approved each output.

Question 13

Can insurers and defendant teams use CaseFlow?

Accepted Answer

The current product family is built for claimant-side and advisory workflows, but the underlying engine is symmetrical. We have had conversations with insurer teams about applying the same retrieval-grounded approach to defendant-side correspondence and intervention review, and we are open to those discussions.

Question 14

What standard do CaseFlow outputs hold to in correspondence?

Accepted Answer

Outputs cite verified UK authority for every argument, with the source shown alongside the reasoning. That means the reply you receive from a CaseFlow-equipped claimant team is grounded in case law you can check, rather than a generic template.

Question 15

How does CaseFlow handle data exchanged between parties?

Accepted Answer

All processing is UK-based and ICO registered. PII is redacted before any model call, AI providers do not train on the data, and full audit logs are kept of every output. We are happy to walk insurer information security teams through the architecture on request.

Question 16

How do we get in touch about a specific case or commercial conversation?

Accepted Answer

Email info@caseflowautomation.co.uk or use the contact form. For commercial discussions about applying CaseFlow to defendant-side or intervention workflows, ask for Chris Latham.

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