How It Works

    Simple, Fast, Effective.

    How CaseFlow automation fits into your firm. Get started in days, not weeks, with minimal disruption to your workflow.

    01

    Configuration and setup

    We configure and deploy the relevant CaseFlow product 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 processes and validates the information.

    • Multiple import formats supported
    • Automatic data validation
    03

    Review the draft

    the relevant CaseFlow product helps prepare the work for your team to check. A person reviews every AI output before it is used.

    • Parallel processing capability
    • Real-time progress tracking
    04

    Record the outcome

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

    • Instant confirmation notifications
    • Centralized dashboard view

    Which workflow needs attention?

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

    CaseFlow Automation

    CaseFlow Automation builds specialist workflow software for claimant law firms, credit hire professionals and accident management companies. Built by people who ran claims and legal operations, with a person checking every AI output before it is used.

    Our products

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