Complete immigration law firm practice management solution. Built on top of monday.com Sales CRM.
Built by industry experts
Case Flow, designed by immigration lawyers for their peers, equips you with the latest, powerful tools to excel in your immigration practice.
Accelerate your team to success
Skip huge setup costs and begin with our all-in-one workspace template. Effortlessly tailor it to suit your style.
Elevate, Expand, Integrate
Leveraging the powerful monday.com work OS, Case Flow seamlessly grows alongside your team. Enjoy integration with hundreds of apps through ready-to-use recipes and a fully accessible API.
Client Management
Simplify and enhance client communication by consolidating emails and updates for efficient collaboration, while grouping multiple contacts under one account for a comprehensive view of their email history, deals, and cases.
Sales Process
Efficiently manage your deals from lead to closure using a structured pipeline, ensuring you stay on top of all deal-related tasks and activities. Benefit from automated case creation and gain deep insights through your sales dashboard.
Case Management
Efficiently track case progress using predefined task templates, while promoting collaboration with staff and paralegals in case management. Obtain insights into case performance and manage USCIS receipts and processing times for each case.
Streamline your law practice with a single click! Our workspace template, crafted for immigration lawyers, manages contacts, deals, cases, and more. It’s an organized system, ready for immediate use and customizable as your practice grows.
Customize your own service list and attach them to deals. if the deal is closed, the cases will be automatically created!
Enter, track and view USCIS receipts directly from your case board.
Get automatic notifications when a case status is updated or goes beyond processing times.
Create task templates with pre-assigned owners, timelines, and dependencies for every case. Ensure your team never misses another important due date again!
Add automation to apply a template when a case is created, so your team can start working immediately!
With the Emails & Activities app, your team can easily manage client or customer relationships in a centralized way, meaning that your team will spend less time tracking down the details for every interaction. This amazing feature will allow you to send and receive emails, create your own email templates, capture meeting notes, events, and more! All in one visually optimized timeline.
Unlock the power of efficient legal practice management with affordable and flexible plans
Basic
$30/pm per seat
- A CRM and case management workspace.
- Case task templates
- Customizable service List
- USCIS receipt tracking & processing times
- Emails and activities app
- Unlimited free viewers
- 200+ templates
- iOS and Android apps
- Full API access
- Kanban view
- Automations (250 actions per month)
- Integrations (250 actions per month)
(25,000 actions per month) -
5 boards per dashboard
-
Kanban view
-
Embedded forms
-
Map view
-
Advanced search
-
Forms customization
Pro
$50/pm per seat
Everything in Basic +
- Resource allocation & management
- Time tracking
- Automations
(25,000 actions per month) - Integrations (25,000 actions per month)
- Two-factor authentication
- Google authentication
- 10 Boards per Dashboard
- Workload
- Time tracking
- Chart view
- Formula column
Custom Tags
Private boards
Dependency column
Enterprise
$90/pm per seat
Everything in Pro +
- Enterprise Workspace to support large teams 25+
- Multi level permissions
- 250k Automations & Integrations
- HIPAA compliance
- Custom onboarding
- Salesforce Integration
- Single Sign On (Okta, One login, Azure ADFS, Custom SAML)
- SCIM provisioning
- Audit log
- Session management
- HIPAA Compliance
99.9% uptime SLA - Integration
- Permissions
- Private workspaces
- Advanced account permissions
- IP Restrictions
- Content Directory
- Teams inside teams
- Custom roles
- Seats management
- Tenant level restrictions
- Approved guest domain
- Block domains from signup
ALL PLANS COME WITH A 14 DAY FREE TRIAL, NO CREDIT CARD REQUIRED.
START STREAMLINING YOUR PRACTICE TODAY!
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