Turn every inquiry into a managed matter
Caseflow connects intake, conflict checks, engagement, deadlines, billing and client updates into one accountable record — so nothing quietly falls through between the phone ringing and the invoice going out.
Marcus Webb — Auto accident
Intake 8 minutes ago
Delgado v. Harmon Logistics
Demand due in 3 days
Priya Raman — Wrongful termination
Open 94 days · 1.2h logged
Built for US firms running
Smart case operations running quietly
behind every matter
Instant intake response
Capture the matter before the caller hangs up
- Web form, phone and email land in one structured record
- Required facts prompted per matter type, never blocking
- Duplicate and returning-client detection at entry
- Route to the right attorney the moment it arrives
New lead
Marcus Webb
Auto accident · referral · 8 minutes ago
Conflict clearance with a name on it
Nothing clears itself
- Exact and fuzzy matching across clients and opposing parties
- Every match shown with what it matched and why
- A human clears or flags — always recorded
- Flagged matters lock until the managing partner resolves them
Conflict check
Searched Harmon Logistics
Exact match found
Opposing party on matter CF-2041, closed March 2025
Decision recorded against your name, permanently.
Deadlines that move with the case
Stop counting days by hand
- Tasks defined relative to trigger events, not fixed dates
- Move one event and everything downstream recalculates
- Dependencies block steps that aren't ready yet
- Client-visible milestones prompt an update draft
Task plan
trigger: filing dateFiling slips a week? Every downstream date moves with it.
Billing leaks caught early
Find the work nobody recorded
- Completed tasks with no time logged get flagged
- Aging matters and write-down risk surfaced weekly
- Invoice drafts assembled, never sent automatically
- Contingency matters tracked by milestone, not hours
Billing review
1.2h in 94 days
18.5h recorded
flat fee, 41h spent
Drafts assembled for approval — never sent on their own.
The software never makes the call
- Conflict clearance requires a named human decision. Nothing auto-clears, ever.
- No client message leaves the system without someone clicking send.
- Every invoice is a draft until a partner approves it.
- Deadlines use your firm's configured offsets — not a black-box rules engine.
- Every approval, flag and status change is written to a permanent audit trail.
Aivyn
Parent organisation
Caseflow is built by Aivyn
Aivyn is a digital solutions group — strategy, design, technology, content and growth in one accountable team. Caseflow is its product for the US legal market, built with the same senior oversight Aivyn clients get on every engagement.