CaseFlow Bot · Launching Summer 2026

    Simple, Fast, Effective.

    How CaseFlow Bot will work when it launches — a preview of our DCP submission automation. Get started in days, not weeks, with minimal disruption to your workflow.

    01

    Configuration & Setup

    We configure and deploy CaseFlow Sym for your firm. Includes complete onboarding and training for your team.

    • Dedicated implementation specialist assigned
    • Custom configuration for your workflow
    02

    Import Your Data

    Simply provide your case data. Our system intelligently processes and validates the information.

    • Multiple import formats supported
    • Automatic data validation
    03

    Automated Submission

    CaseFlow Sym automatically enters and submits cases to your target platforms with precision and speed.

    • Parallel processing capability
    • Real-time progress tracking
    04

    Two-Way Confirmation

    Automated confirmation returns flow back into your system. Monitor submissions and manage your case pipeline from one centralized dashboard.

    • Instant confirmation notifications
    • Centralized dashboard view

    Ready to Get Started?

    See CaseFlow in action with a personalized demo tailored to your firm's needs.

    CaseFlow Automation

    CaseFlow Automation is a family of specialist software products for the claimant industry and regulated advisory firms.

    Contact

    © 2026 CaseFlow Automation Ltd. All rights reserved.

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