Done-For-You Workflow Automation for your Personal Injury Law Firms
Save 20-40 hours per week, eliminate admin bottlenecks, and move cases faster- without any tech headaches.
Why Firms hire Caseflow Automation
We automate intake, medical records, follow- ups, and internal tasks.
Built specifically for personal injury workflows (no generic one-size all).
Faceless, professional and results- focused- you get systems, not selfies.
Save time, reduce errors, and speed settlements.
Services (3 clear packages- use pricing or “ask for quote”)
What’s included: automated client intake form, auto case creation, staff notifications, initial email/text follow-ups, missing-info triggers.
Best for: Firms who want immediate reduction in manual intake time.
Includes Tier 1 plus: automated medical record requests, provider follow-up sequences, document upload reminders, missing-doc alerts, and a basic case timeline tracker.
Best for: Firms handling frequent records requests and provider delays.
Everything in Tier 1&2 plus: demand prep workflow, settlement & disbursement flows, attorney & paralegal task automation, reporting dashboards, KPI tracking, and 30 days support.
Best for: Multi- attorney firms or firms seeking full process overhaul.
How It Works (3 Steps)
Free 20-Minute Workflow Audit- We map your intake and records process.
Build & Test-Our tech team builds the workflows while you stay focused on cases.
Launch & Support- We deliver the automated system, train staff, and offer optional maintenance.
Results/ Benefits
Save 20-40 hours per week.
Reduce missed deadlines and lost documents.
Faster case movement- faster settlements.
Fewer staff mistakes, less rework.
Audit Offer
Get a Free 20-Minute Workflow Audit
No tech access needed- we ask questions, map the process, and show you where automation will save time and money.
Book Your Free Audit.
About
CaseFlow Automation
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.
FAQs
Do you need access to our case management software?
A. Not for the audit. For builds we may request limited access or use secure handoff methods- your data security is priority.
How long does this project take?
A. Typical Tier 1 project: 7-14 days. Tier 2 project: 14-21 days. Tier 3 project: 3-6 weeks depending on integrations.
Is this HIPAA/PII Safe?
A. 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,
Do you offer ongoing support?
A. Yes- monthly maintenance plans available ($99-$399/mo depending on scope).
Contact Us
Ready to save time? Book your free audit.