CaseFlow is a modern legal practice management platform built for small and mid-sized law firms (2-15 attorneys). It brings clients, matters, billing, trust accounting, documents, and a client portal into one system, replacing the patchwork of spreadsheets, disconnected tools, and overpriced enterprise software that most small firms struggle with.
Designed specifically for the legal industry, CaseFlow uses the terminology attorneys actually use — matters (not projects), engagement letters (not contracts), disbursements (not expenses), and trust accounts (not generic ledgers). Every feature is built around how small firms actually operate.
Core capabilities include client and matter management with unlimited cases, time tracking with start/stop timers and manual entries, invoicing with online payment collection via Stripe, trust and IOLTA accounting with reconciliation, a client portal where clients can view case status and pay invoices, conflict of interest checks, document management with client sharing, task management with assignments and deadlines, engagement letter tracking, disbursement logging, proposals and estimates, recurring invoices, and comprehensive reporting.
Each firm gets its own secure, isolated workspace at a custom subdomain (yourfirm.caseflow.law) with a dedicated database, meaning no other firm can ever access your data. CaseFlow supports two-factor authentication, role-based permissions, and encrypted sessions.
CaseFlow offers three plans — Solo ($49/seat/month), Firm Growth ($69/seat/month), and Multi-Practice ($99/seat/month) — all with a 14-day free trial and no credit card required. Unlike competitors that charge $49-89 per user with add-on fees for advanced features, CaseFlow includes trust accounting, client portal, and online payments in the Firm Growth plan at no extra cost.
