01
Getting started
Understand Caseflow's core structure before building your first implementation.
- Review platform documentation
- Explore product features
- Choose a subscription tier
- Create your company workspace
Support center
Answers without the runaround.
Start with the essentials, understand how Caseflow is organized, or open a private ticket from your workspace when you need help.
02
Cases & plan years
Keep each employer and annual cycle organized without losing prior-year history.
- One case per employer
- One workbook per plan year
- Connected renewal workflows
- Archived history stays available
03
Collaboration
Bring brokers and implementation teams into shared context with controlled access.
- Role-based workspace access
- Case assignments
- Workbook comments
- Notifications and activity
04
Readiness
Use workbook completion signals to focus review on what still needs attention.
- Section progress
- Missing-item actions
- Smart Tasks
- Completion review
05
Billing
Company owners can manage subscriptions without leaving Caseflow.
- Secure Stripe checkout
- Monthly or annual billing
- USD and CAD options
- Renewal-scheduled plan changes
06
In-app support
Open a private support ticket when documentation does not cover your question.
- Product and workflow questions
- Account access help
- Subscription support
- Issue reporting
Private support
Get help without leaving Caseflow.
Sign in, open Help, and submit a concise description of the issue and affected workflow. Never include passwords, API keys, or sensitive employee data.