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
Every pack ships with terminology, custom fields, workflows, forms, and seeded automations.
Migration agencies
MARA matters, DHA evidence, lodgement clock.
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Education agencies
CRICOS placements, CoEs, GTE + subclass 500.
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Wedding planners
Couples, vendors, contracts, deposits.
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Funeral homes
Multi-faith, paperwork, aftercare.
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Tutoring centres
Students, packages, renewals, tutors.
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Talent agencies
Roster, bookings, commission, releases.
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Au pair agencies
Matching, visa workflow, welfare.
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Town planners
Councils, drawings, RFIs, hourly billing.
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Law firms
Matters, court dates, trust money, conflict checks.
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Recruitment agencies
Candidates, placements, fees, guarantees.
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Accounting firms
Tax, BAS, bookkeeping, lodgement deadlines.
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Cleaning services
Quotes, recurring jobs, photos, invoicing.
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Mortgage brokers
Applications, lenders, rates, settlement.
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Translation services
NAATI jobs, language pairs, interpreting.
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Why agencies choose Caseflow
Built for your vertical
Fourteen vertical packs ship with terminology, fields, workflows, and intake forms tuned for 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.
Automation engine
When X happens, do Y. Auto-replies, auto-tags, auto-tasks. No Zapier required.
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
- · 1 vertical pack
Growth
AUD $99/mo
- · 5 users
- · 250 active cases
- · 25 GB storage
- · All vertical packs
- · E-sign, Xero
- · 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