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.
Live multi-practice product for evaluation. Practice-scoped engagements — contact us to discuss a pilot.
- Practice-scoped access
- ·
- Mobile responsive web app
- ·
- Dedicated engineer onboarding
- ·
- Practice-scoped engagements
Open cases
248
Assigned today
36
Needs attention
12
Illustrative panel. Open the product demo to see the real UI (synthetic data; credentials provided 1:1).
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.
Why CaseFlow instead of spreadsheets, email, or generic CRM
PI ops is routing, ownership, follow-up, and visibility — not a sales pipeline with healthcare labels.
| Generic workflow | CaseFlow PI |
|---|---|
| Manual assignment by inbox or spreadsheet | Configurable routing to the right account manager |
| Context scattered across email threads | Notes, status, attachments, and history on the case |
| Static spreadsheet status | Live case state and attention queues |
| Follow-ups tracked by memory | Reminders and needs-attention workflows |
| Unclear ownership across practices | Roles, assignments, and practice-scoped access |
| Hard to reconstruct who changed what | Immutable activity history for workflow changes |
Works alongside your systems
An operational layer — not an EHR replacement
CaseFlow PI helps teams manage personal injury cases, assignments, follow-ups, and operational visibility without requiring you to replace your core EHR/EMR or practice management stack. It sits around the work your claims and account managers already do.
How it works
Evaluate the product, then discuss a Pilot if it fits. We map practices and routing with you so your team can run 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.
Built to run every day — with real support behind it
Security controls, responsive web UI, and a dedicated engineer for onboarding — not a black-box marketplace product.
Secure by design
Practice isolation, role-based access, optional MFA, and an audit trail for meaningful workflow changes.
Fast to work in
A modern web app built for daily PI ops — queues, case detail, and dashboards without the lag of old desktop tools.
Mobile responsive
Use CaseFlow in the browser on phone or tablet for reviews and follow-ups. Full ops work is strongest on desktop — no separate native app required.
Dedicated engineer onboarding
You work with a dedicated engineer with multi-year product and platform experience — for setup, routing, and ongoing support through rollout.
How engagement works
Practice-scoped engagements, quoted with you
CaseFlow is scoped to your practices and operating model. We discuss pilot scope and commercial terms after you evaluate the live product — not via public self-serve checkout.
Best to start
Pilot
One practice off spreadsheets — full product, engineer-assisted setup.
Contact for quote
Typically 1 practice · focused user group
- Full CaseFlow product access
- Configurable routing and AM queues
- Dashboards, notes, attachments, audit trail
- Engineer-assisted onboarding
- Email support
Practice
Multi-site ops with room to grow — the usual production engagement.
Contact for quote
Multiple practices · broader team access
- Everything in Pilot
- Multi-practice switching and filters
- Priority onboarding
- Scoped seats for your operating team
- BAA path for production PHI hosts
MSO / multi-clinic
Network
Dedicated engineer ownership for larger networks and custom scope.
Contact for quote
Custom practices & seats
- Everything in Practice
- Dedicated engineer for rollout
- Custom routing and reporting scope
- Security review & BAA path
- Priority support
Multi-practice and network engagements are custom-scoped. Live demo uses synthetic data only.
Who CaseFlow is for
Built for the people who move PI cases — and the leaders who approve the systems they use.
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.
Executive / operations leadership
Cross-practice visibility into workload, bottlenecks, ownership, and operational performance — without living in the weeds of every case.
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?
There is no public self-serve signup for production. Open the live product demo anytime; we send login credentials 1:1 to real prospects. Discuss a Pilot and we provision authorized practice users with engineer-assisted onboarding.
How does pricing work?
Engagements are practice-scoped and quoted with you after you evaluate the live product. Pilot, Practice, and Network scopes cover different practice footprints and support models. Multi-practice and network engagements are custom-scoped. Open the live demo, then discuss a pilot.
Does CaseFlow replace our EHR / EMR?
No. CaseFlow is an operational workflow layer for PI case assignment, follow-up, and visibility. It works alongside your existing clinical and practice systems.
What security controls does CaseFlow include?
Practice-scoped access, role-based permissions, optional MFA, audit events for workflow changes, password policy, and TLS in production. On a demo we map these to your security checklist.
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.
Evaluate the product. Discuss scope. Start a pilot.
CaseFlow is available as a live multi-practice environment with synthetic data. Engagements are practice-scoped, with dedicated engineer onboarding for your rollout.
Multi-practice and network engagements are custom-scoped — we quote after we understand your footprint.