CaseFlow PI
Personal injury case management for healthcare practices
Route PI work to the right account manager, keep case context in one place, and give claims teams dashboards they will actually use.
- Practice-scoped access
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- Role-based permissions
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- Audit trail built in
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- Built for US healthcare PI ops
Open cases
248
Assigned today
36
Needs attention
12
Product UI preview. Real screenshots replace this panel at launch.
Built for PI operations, not generic CRM
CaseFlow PI focuses on how personal injury practices actually move work: routing, follow-up, and clear case state across the team.
Configurable case routing
Send cases to the right queue by practice rules, ownership buckets, and status. Change the rules in config instead of rewriting the product.
Transparent case context
Notes, assignments, status, attachments, and history stay on the case so account managers stop hunting through email threads.
Role-based access
Practice-scoped tenancy with roles and permissions. People only see and change what their job allows.
Dashboards that matter
Queue health, attention items, and practice filters so leads know what is moving and what is stuck.
Audit trail
Activity events for workflow changes, so you can answer who changed what without reconstructing a chat history.
Support and ops tooling
In-app tickets, reminders, notifications, and admin controls for the teams that keep practices running.
How it works
Start with a short demo. We map your practices and workflows with you, then your team runs day-to-day work in CaseFlow.
- Step 1
Map your practices and roles
Set up practices, staff access, and permissions so each team works inside its own lane.
- Step 2
Route work automatically
Configure routing rules and queues so new and active cases land with the right account manager.
- Step 3
Run the day from one system
Update status, assign follow-ups, attach files, and leave notes, with an audit trail when you need proof.
Who CaseFlow is for
One platform for the people who move PI cases. Not a generic project board with a healthcare label.
Account managers
Clear queues, case context, and follow-ups without digging through inboxes or spreadsheets.
Claims and operations leads
Dashboards and filters that show workload, blockers, and what needs attention across practices.
Practice administrators
Roles, memberships, login domains, and audit visibility so access stays controlled as the team grows.
Security designed for regulated practice ops
CaseFlow was built with practice isolation, RBAC, and audit logging from the start. Healthcare buyers get a clear access model and a paper trail when something changes on a case.
Read the security overview- Practice-scoped tenancy on core entities
- JWT auth, password policy, and session controls
- Role and permission checks on sensitive actions
- Immutable activity events for workflow changes
- TLS in transit for production deployments
Frequently asked questions
Straight answers before you book time with us.
Is CaseFlow PI a public self-serve signup product?
Access is provisioned for authorized practice users. Book a demo and we will walk through fit, onboarding, and next steps.
How does pricing work?
Pricing depends on practices, users, and scope. Tell us what you need on the demo form and we will come back with a clear quote. There is no public price list.
What security controls does CaseFlow include?
Practice-scoped access, role-based permissions, audit events for workflow changes, password policy, and TLS for production. On a demo we map these to your security checklist.
Who operates CaseFlow?
CaseFlow PI is built and operated by AEK Tech UK Ltd, the same engineering practice behind Vehicle Daily Check and client platform work.
Can we replace our current spreadsheet and inbox workflow?
That is the usual starting point. On a demo we map your queues, ownership rules, and handoffs, then show how those run inside CaseFlow.
See CaseFlow on a short demo
Tell us about your practices and workflows. We will show the product, talk fit, and follow up with pricing if it makes sense.