Immigration case management, simplified
Complete CRM and immigration law practice management solution. Built on top of monday.com sales CRM.
Included in Caseflow
Power up Your Caseflow workspace with apps built by Workiflow, designed for legal practices.
Track USCIS Receipts
Automatically track case receipts and processing times. 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.
Automated workflows
Choose from dozens of automations and automatically apply task templates to your cases as they progress through various stages.
Templatize your case tasks
Save time with smart task templates for your cases. Add dynamic due dates and dependencies, dynamically assign tasks to your team 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.
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, Caseflow simplifies every step.
How to get Caseflow
Get started with Caseflow in 3 simple steps
01
Schedule a free Caseflow demo
Schedule a personalized demo to see how Caseflow 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
Access your Caseflow workspace
Receive access to the Caseflow workspace template—fully customized for Immigration 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. Your board is customized to track details like date of birth, country of origin and more.
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.
Meet the experts behind Caseflow
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 authorized 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 Caseflow practical for law firms.
Kyle Homstol
Ops Manager, Global Mobility Partners
Global immigration provider, Kyle ensures Caseflow meets the unique needs of legal professionals worldwide.
Our services
Our team offers tailored services to ensure your Caseflow 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.
Plan — Workflow Scoping & Optimization
Map, optimize, and automate your Caseflow + monday.com processe
We analyze your firm’s existing workflows and design optimized, automated processes using monday.com and Caseflow. Our team identifies bottlenecks, eliminates manual work, and builds a streamlined operational framework tailored to your organization.
What’s included:
- Workflow mapping & documentation
- Automation recommendations (Make.com, monday automations)
- Process optimization & best-practice system design
- Requirements gathering for integrations and data structure
Outcome: A clear, scalable workflow optimized for automation and efficiency.
Adopt – Training and Onboarding
Map, optimize, and automate your Caseflow + monday.com processe
We provide customized training programs designed to help your team confidently use monday.com and Caseflow. From beginner onboarding to advanced workflow training, we ensure your users understand the tools, automations, and processes built for them.
What’s included:
- Role-based training sessions
- Hands-on workflow and automation training
- Best-practice setup guidance
- Adoption strategy & change management support
Outcome: A confident, well-trained team using your new system effectively from day one.
Build – Custom Integrations
Connect Caseflow with your essential tools using custom monday.com integrations
We build robust, secure integrations that connect Caseflow with your entire tech stack — document management, client communication tools, CRM systems, billing platforms, and internal databases. Our no-code and low-code integration solutions create a unified workspace that automates data flow across all systems.
What’s included:
- Custom API integrations (monday.com + Caseflow + third-party apps)
- No-code automation via Make.com
- Multi-system data sync & workflow orchestration
- Secure, scalable integration architecture
Outcome: A seamless, connected environment that eliminates manual data entry and improves operational accuracy.
Launch – Data Migration
Secure, accurate migration of your case files and client data into monday.com
We handle your data migration with precision — securely transferring all case files, client records, tasks, timelines, and workflow dependencies into your new monday.com + Caseflow environment. Your information is cleaned, structured, and organized for long-term success.
What’s included:
- Full data extraction & cleanup
- Data transformation & mapping to monday.com
- Import of cases, clients, tasks, and dependencies
- Post-migration validation & quality checks
Outcome: Clean, structured data that’s fully accessible and ready for reporting, automation, and daily workflow execution
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
Got more questions? Feel free to reach out for a free demo, and we will be happy to give you tailored advice
Caseflow 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.
Caseflow 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, Caseflow 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 Caseflow 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.