Operations OS for small services agencies

Replace Excel, Word and Outlook.

One tool that knows your industry on day one — cases, documents, deadlines, invoices and the client portal, without the spreadsheet juggling.

No credit card · CSV import from your Excel sheet in 5 minutes · cancel anytime

Pick your vertical

Each pack ships with terminology, custom fields, workflows, key dates, an intake form and automations.

Why agencies choose Caseflow

Built for your vertical

Migration, education, legal and real estate packs ship with terminology, fields, workflows, key dates and intake forms tuned to how your industry actually works.

Your data, your way

Custom fields, custom workflows, custom forms. Make it yours without writing code.

The full money loop

Quotes → invoices → Stripe → Xero. Or a foreign personal account if that's how you work. Same workflow.

Magic-link client portal

Your clients never see a password. Documents, signatures, payments — all through one secure link.

Automations that ship with your pack

Stage changes send the client email, create the follow-up task and tag the case — configured for your vertical out of the box.

AI where it earns its keep

Two AI features: summarise a case in 4 sentences, or draft a reply from a pasted client email. No gimmicks.

Simple, vertical-friendly pricing

Pick the tier that fits your team. Move between tiers anytime.

Starter

AUD $39/mo

  • · 2 users
  • · 50 active cases
  • · 5 GB storage
  • · Your vertical pack
Most popular

Growth

AUD $99/mo

  • · 5 users
  • · 250 active cases
  • · 25 GB storage
  • · Custom workflows + branding
  • · E-sign, Xero, Stripe
  • · Automations + AI assistant

Scale

AUD $249/mo

  • · 15 users
  • · Unlimited cases
  • · 100 GB storage
  • · Custom domain
  • · API + webhooks
  • · White-label portal
See full pricing comparison →

Stop juggling spreadsheets.

Try Caseflow free for 14 days. We'll import your existing client list in under an hour.

Start your free trial