CaseFlow connects client intake, document signing and case work for a personal injury law firm. We planned, designed and built the client, staff and admin applications, with their signing and storage integrations.
A custom application that connects intake, signing and case records for a personal injury firm.
Collecting client details is only the start. Staff also prepare agreements, file photos and signed documents, assign the case and keep insurance and settlement details up to date. Each step done by hand adds staff time to every matter.
Staff share a full or short intake link. The submission creates client and case records and prefills an attorney-client agreement and a medical-record authorization in BoldSign.
Client intake
Accident details
Created from intake
Agreements
The Dropbox integration creates each client's folders from a standard template and stores uploaded photos. When signing finishes, a background process files the signed PDFs.
Case managers, attorneys and paralegals share records for parties, vehicles, insurers, liens, offers and notes. Staff enter settlement and fee inputs, and the interface calculates the firm's fee.
One connected path from a prospective client's first form to the team's case record.
Staff create a full or short intake link.
The client enters accident, medical and insurance details.
Prefilled agreements are signed in BoldSign.
Folders are created and signed PDFs stored in Dropbox.
Assigned staff keep the case, insurance and settlement record.
We worked through the firm's process, planned the solution, designed the applications and built them, including the signing and storage integrations.
Client intake and signing
Staff case workspace
Case team assignments
BoldSign and Dropbox integration
Settlement and fee figures
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