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Case Flow

Solution bypartner

CRM & Case Management solution for immigration law firms

Contact partner
  • Use case: CRM
  • Industry: Legal
  • Region: North America

Caseflow is a comprehensive case management solution tailored for immigration law firms. Built on monday.com, it streamlines workflows for managing family, corporate, and global immigration cases. Designed for immigration attorneys and legal professionals, Caseflow addresses industry challenges such as tracking case progress, managing client documentation, and meeting critical deadlines. The solution includes custom-built apps, seamless integrations with tools like DocuSign and QuickBooks, advanced automations to minimize repetitive tasks, and personalized dashboards for real-time insights. Notably, Caseflow features built-in USCIS receipt tracking, enabling users to monitor case statuses directly within the platform. This integration simplifies client communication, ensures compliance, and optimizes case processing, empowering firms to deliver exceptional service efficiently.

Key features

  • Built-in USCIS receipt tracking
  • Service List - Auto calculate fees and create cases
  • Unique case IDs with custom prefixes
  • Dynamic task templates with dependencies
  • Personalized case dashboards for insights

Services

  • Help Setup your task templates using Templify
  • Connect your invoicing app to service list
  • Connect your proposal app to service list
  • Training and onboarding
  • Immigration Tech Coaching with Nadine Heitz