Immigration law, simplified
Complete immigration law practice management solution. Built on top of monday.com sales CRM.
A workspace built for legal teams
Explore an overview of our intuitive boards and features, designed to manage your firm’s workflow
efficiently. From client intake to case resolution, Case Flow simplifies every step.
How to get Case Flow
Get started with Case Flow in 3 simple steps
01
Schedule a free
Case Flow demo
Schedule a personalized demo to see how Case Flow can revolutionize your case management.
02
Sign up for a free
monday.com trial
Get started with the monday.com CRM Enterprise plan, giving you access to the powerful features you need.
03
Get access to our Case Flow
workspace template
Receive instant access to the Case Flow workspace template—fully customized for legal workflows.
Pre-built workspace for immigration law firms
Kickstart your case management with a fully customized monday.com workspace
template—free with the CRM Enterprise plan. No setup hassle,
just instant organization and efficiency for your law firm.
Manage your contacts
Centralize all client information for quick access to contact history, including emails, deals, and cases. Customize your board to track details like date of birth and country of origin.
Group contacts by family or company
Organize multiple clients under a single account, perfect for managing families or employer-employee relationships. Easily track petitioners, beneficiaries, and derivatives in one place for seamless case management
Master your sales pipeline
Track all your leads, consultations, and contracts in one place. Stay organized as you manage potential clients, follow up on leads, and convert consultations into active cases
Use our case boards
Get started quickly with our ready-made case boards tailored for immigration processes like USCIS, EOIR, and Consular Processing.
Create your own
Prefer to create your own? Design custom boards that fit your unique case management needs, tracking every stage and task
Take the First Step Towards Smarter Case Management
Ready to see Case Flow in action? Book a demo today and experience how our workspace template can revolutionize your legal practice.
Recommended add ons
Power up Your Case Flow workspace with apps built by Workiflow, designed for legal practices.
Track USCIS Receipts
Automatically track case receipts, get real-time status updates, and keep your clients informed with ease as their cases progress.
Manage your services
Effortlessly manage all your immigration services, including pricing and filing fees. Add services to deals for automatic financial calculations, create multiple cases from a single deal, and much more.My Template
Automated workflows
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Templatize your case tasks
Save time with smart task templates for your cases. Add dynamic due dates and dependencies, automatically assign tasks based on case roles.
Easily identify each case
Automatically generate a unique identifier for each case, ensuring easy tracking, organization, and reference across your entire case management system.
Meet the experts behind Case Flow
Our team blends legal expertise with workflow innovation to create a seamless case management experience within monday.com. With deep backgrounds in both law and technology, we designed Caseflow to meet the specific needs of immigration law firms. Nadine and Kyle, highlighted below, bring extensive experience in family immigration, corporate immigration, and global immigration, ensuring that our solutions are tailored to the unique demands of your practice
Keenan Theron
Founder, Workiflow
Founder of Workiflow, an authorised monday.com channel partner. Keenan specializes in optimizing workflows for legal professionals.
Nadine Heitz
Founder & CEO, Heitz Immigration
A seasoned immigration lawyer, Nadine provides key insights to make Case Flow practical for law firms.
Kyle Homstol
Ops Manager, Global Mobility Partners
Global immigration provider, Kyle ensures Case Flow meets the unique needs of legal professionals worldwide.
Our services
Our team offers tailored services to ensure your Case Flow workspace operates at its peak. From
data migration to custom integrations and monday.com support, we provide everything your firm
needs for a seamless workflow.
Workflow scoping & optimization
We take the time to understand and document your firm’s unique challenges and workflows, tailoring solutions to streamline every stage of the immigration process, boost efficiency, and minimize manual tasks.
Custom integrations
Using monday.com as the foundation, we integrate Caseflow with your other essential tools, from document management to communication platforms, creating a seamless and connected workspace.
Training & onboarding
Our training programs are designed specifically for immigration practices, helping your team quickly and confidently adopt Caseflow’s features within monday.com.
Data migration
We securely transfer your data into monday.com, ensuring all case files and client records are easily accessible within Caseflow’s integrated environment.
App setup & optimization
We set up and customize monday.com alongside your other favorite apps to suit your firm’s specific immigration workflows, maximizing productivity.
Custom app development
When you need added functionality, we develop custom tools within monday.com to address the unique demands of immigration law, enhancing your team’s capabilities.
Integrate Your Favorite Apps
Streamline your workflow by connecting the tools you already use. Our team of API experts can seamlessly
integrate any app into monday.com, enhancing your firm’s efficiency with a custom-tailored solution.
Frequently asked questions
Streamline your workflow by connecting the tools you already use. Our team of API experts can seamlessly
integrate any app into monday.com, enhancing your firm’s efficiency with a custom-tailored solution.
Case Flow is a ready-to-use workspace template built on monday.com, and a suite of monday.com apps designed to streamline legal practices.
Yes, we will help you negotiate the best deal on your subscription. Case Flow is built to use the monday.com CRM enterprise plan.
Absolutely! The Caseflow workspace is built on the fully customizable monday.com platform. You can add your own boards, columns, dashboards, automations, and more. Our team of certified monday.com implementation specialists are ready to assist you with any customizations.
Case Flow is included for free with your monday.com CRM Enterprise plan subscription, giving you instant access to our pre-built template and custom boards.
Yes! monday.com offers loads of easy to setup native integrations with all the most well known apps.
There is also a monday.com app marketplace where you can find amazing tools, apps, and automations to power up your solution.
For more complex integrations our team specializes in API integrations using make.com or Zapier to ensure your entire workflow is seamless.
We provide full support, from onboarding and training to customizations and ongoing assistance. Whether you need help migrating data, setting up automations, or integrating other tools, our team is here to help.
Yes, Case Flow is designed to suit both large and small law firms. Built on the monday.com platform, it offers enterprise-grade security and scalability, making it ideal for firms of any size. Whether you’re managing a small practice or a large team, Case Flow adapts to your needs. Our team will help tailor the workspace to fit your firm’s unique workflows, and we can provide onboarding and training to ensure your team is fully equipped to use the platform efficiently.
The Case Flow workspace template can be fully deployed in your monday.com account within 1 week. Once you sign up for the monday.com CRM Enterprise plan, our team will set up the workspace template, make any necessary adjustments to fit your firm’s specific needs, and provide onboarding and training to ensure a smooth transition.
Yes, while you are waiting for a live demo, you can sign up for a free 14 day monday.com CRM trial here.
This will allow you to experience the monday.com platform.
When you are ready to sign up for a paid plan, our team will help you choose the best plan, and negotiate you the best deal with monday.com.