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.
Migration agencies
Visa subclasses, DHA evidence, bridging and lodgement dates, MARA compliance.
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Education agencies
Placements across destinations, provider offers and CoEs, commission ledger.
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Law firms
Matters, court dates, trust money, conflict checks, time to invoice.
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Real estate agencies
Sales and leases from appraisal to settlement, key dates, deposits on trust.
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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
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
Stop juggling spreadsheets.
Try Caseflow free for 14 days. We'll import your existing client list in under an hour.
Start your free trial