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AI NativeLaw-firm management · Windows · Mac

CaseFlow — Your law firm, in the AI era.

A legal practice system built from the ground up AI Native: cases and clients, calendar and tasks, pleadings and documents, remote digital signature, legal research, the Israeli courts system, WhatsApp, e-mail and video calls, billing and accounting — all in one place, all encrypted on your computer, all with your approval.

Built-in AI that works for youOpening cases, drafting documents, preparing bills and flagging deadlines — in plain Hebrew or English. Every action waits for the lawyer's approval.
Adapts itself to the firm14 practice areas that change navigation, dashboard and fields; a workflow engine that follows the way your office works.
Your data stays with you, encryptedAn encrypted database on the office computer. The courts system inside the app, with your own smart card. Windows and Mac.
At a glance

CaseFlow

CaseFlow is the complete management system of the modern law firm — cases, clients, calendar, documents, digital signatures, billing and accounting, legal research and client communication — all in one place, on Windows and Mac.

What sets it apart: it was built from the ground up AI Native — a smart assistant on every screen that drafts, files and prepares at your request, all under the lawyers' full control and approval.

Instead of paying for three or four separate systems and working the way offices did in the 2000s, the firm gets one modern, secure platform with transparent pricing — and the data stays encrypted on the office computer.

50+actions the smart assistant can carry out at your request
14practice areas the system adapts itself to
20built-in integrations in six categories
3full languages: Hebrew, English and Arabic
Day to day

The dashboard: the whole office on one screen.

The morning starts with a daily brief: what needs attention today, which hearings are near, what is stuck in collection. From there — every case, client and document, in one search.

Cases and clients
A hierarchical case tree with parties, counterparties and the court file number
A blocking conflict-of-interest check on every new case or party
One search across cases, clients and documents
Tasks and deadlines
A deadline keeper that warns before it is late
A task board by status, priority and due date, linked to the case
A daily brief that gathers what needs attention today
Adapts itself to the firm
14 practice areas that change navigation, dashboard and fields
Dark and light mode
A quick command bar for every action
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Documents

Templates, editing and signatures.

The firm's documents are created from templates with the case data already filled in, edited in Word or in the built-in editor, and signed remotely — without leaving the system.

Templates and clauses
A library of templates and legal clauses that merge the case data automatically
Pleadings, affidavits and authorisations — built in, and adaptable to the firm
Editing in Word
Two-way sync with Word — edit in the tool the team already knows
Full branding: the firm's logo, headings and a uniform design on every output
Digital signatures
Remote signing with a secure link for the client and status tracking
Schedule a video call for an accompanied signature
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Legal research

Legal research inside the case.

Research that returns a reasoned answer with sources and is saved into the case. A focused question is answered in seconds; deep research comes back with authorities, notes and a Word export — linked to the case it came from.

Two research modes
Focused question — a short answer in seconds
Deep research — sources and citations, linked to the case
From research to the case
Notes, source citations and export
Open the result in Word to keep working
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Finance

Billing and collection.

Billing, invoices and tax-authority reporting in the same system that runs the cases. The hour logged on the case becomes an invoice without copying anything.

Fiscal documents
Issue tax invoices, receipts, credit invoices, transaction invoices and quotes — 14 types, all with continuous numbering
Receive automatic allocation numbers from the Israel Tax Authority
Reports of every kind: income, expenses, billing and trust
Fees, trusts and collection
Trust accounts with a ledger per client
Fee timer, retainers, payment links and card processing

CaseFlow is a full accounting system, registered with the Israel Tax Authority — registration certificate no. 271501.

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Connections and fit

Connects to what you have. Adapts to who you are.

20 built-in integrations in six categories, with one connection test per service. And 14 practice areas that change the navigation, dashboard and fields — to fit the firm, not the other way round.

Courts and government
Net HaMishpat (courts)Israel Tax Authority (SHAAM)gov.il
Accounting
Green InvoiceiCountHashavshevetUniform format
Payments
TranzilaCardcomPayPlusMorningComSign
Productivity and video
Google WorkspaceMicrosoft 365ZoomGoogle MeetMicrosoft Teams
Cloud storage
Google DriveOneDriveDropboxiCloud Drive
Communication
WhatsAppGmailOutlookThe firm's own SMTP
14 practice areas
LitigationReal estateCorporateFamilyEmploymentCriminalTortsInsuranceAdministrativeTaxIntellectual propertyInheritanceEnforcementImmigration

Each area changes the navigation, dashboard and fields; a workflow engine follows the firm's way of working; and firm-specific customisations are delivered remotely and survive version updates.

Three languages. Two operating systems.
עבריתEnglishالعربيةWindowsMac

True RTL, dark and light mode, signed automatic updates on every seat. The only system on the market with full Mac support.

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Security and privacy

Where does your clients' data live?

The short answer: on the firm's computer, encrypted, under your control. A firm that runs its clients' files with us is owed a precise answer to where and how the data is kept.

Where does your clients' data live?The office computerEvery case, encrypted, with youThe firm's cloud — your choiceGoogle Drive · OneDrive · DropboxEncrypted backup sync, off by defaultOn CaseFlow's serversNothing.
1On the office computer

The database is encrypted on the office computer. A copy of the data file taken to another computer does not open.

2In the firm's cloud — only if you choose

The backup is encrypted and kept on the office computer. Syncing it to the firm's own cloud is your choice, off by default — and when enabled, it goes to the firm's own account.

3On CaseFlow's servers — nothing

No CaseFlow server holds your clients' files. So there is no single address whose breach exposes every firm's data.

App lock and two-step verificationRoles and permissions at firm levelA full audit log with exportThe firm decides what the smart assistant may do

Your office. Your control.

A live 45-minute demo: we open the system, enter a real case from your office, and you see how it works — no slides.

Windows · Mac · עברית, English, العربية