About CaseFlow Automation

Professional automation services focused solely on personal injury law firms.

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Pl Focused

We Know Personal Injury Workflows

CaseFlow Automation is a faceless, professional automation service focused solely on personal injury law firms.

Our founder and team bring years of hands-on PI claims and case management experience—we know where firms lose time and how to fix it with automation.

We don't provide legal advice; we provide workflow systems that let your team win back hours and move cases forward.

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What Sets Us Apart

  • Illustration of a gear, a bar chart, a dollar coin, and a circular arrow, representing financial or business process concepts.

    Results-Focused

    We measure success by hours saved and deadlines met, not by hours billed.

  • Icon of a shield outline in blue on a dark background.

    Security First

    Your client data security is our priority. We follow best practices and can sign NDAs.

  • Icon of two people, representing a group or community.

    PI Expertise

    We understand personal injury workflows because we've lived them.

  • An icon of three people with a gear and checkmark, representing team management or approval.

    Professional & Faceless

    We deliver systems, not selfies. Your success is our portfolio.

Why We Built CaseFlow Automation

We built CaseFlow Automation after seeing how much time personal injury law firms lose on repetitive admin work. From intake to settlement, we noticed small inefficiencies adding up to hours lost each week.

Our team brings hands-on experience in PI claims and case management, so we know exactly where bottlenecks happen and how automation can solve them. Our mission is simple: give firms back time, reduce errors, and move cases faster—without adding tech headaches.

Our Insight Into Pain Points

Most law firms struggle with manual intake, delayed medical records, and repetitive admin tasks that slow down case resolution. By automating these processes, CaseFlow helps your team focus on winning cases, not paperwork.

We analyze your workflows, identify hidden bottlenecks, and provide a clear roadmap for automation—so you see measurable results from day one.

Frequently Asked Questions

  • Not for the audit. For builds we may request limited access or use secure handoff methods—your data security is priority.

  • Typical Tier 1 project: 7-14 days. Tier 2 project: 14-21 days. Tier 3 project: 3-6 weeks depending on integrations.

  • Yes. We follow best practices for data protection and can sign an NDA. For PHI-sensitive workflows we recommend secure connectors and a vetted VA/tech.

  • Yes—monthly maintenance plans available ($99-$399/mo depending on scope).

Ready to Transform Your Workflow?

Book a free 20-minute audit and see how much time you could save.

Book Your Free Audit →