01
Subscriptions
- Subscriptions renew at the selected monthly or annual interval
- Annual pricing reflects the published annual discount
- Plan changes take effect at the next renewal
- Cancellation preserves access through the paid period
Terms of service
Clear expectations for shared operational work.
These terms describe subscription behavior, account responsibilities, permitted use, data ownership, and the boundaries of the Caseflow service.
02
Acceptance
- Using Caseflow means accepting the current terms
- Current terms are presented during onboarding
- Material updates may require renewed acceptance
- Do not use the platform if you do not agree
03
Permitted use
- Manage benefits implementation workflows
- Coordinate cases and plan years
- Collaborate with authorized participants
- Use the platform in accordance with applicable law
04
Account responsibility
- Maintain account security
- Provide accurate account information
- Manage team and collaborator access
- Report suspected unauthorized access
05
Data ownership
- Organizations retain ownership of entered data
- Caseflow does not claim customer workbook ownership
- Organizations remain responsible for data accuracy
- Historical workflow records may be retained
06
Platform boundaries
- Caseflow assists implementation workflows
- Users remain responsible for final review
- The platform is not legal or financial advice
- Features may evolve as the product develops
Need clarification?
Review before you proceed.
Use Caseflow's documentation or private in-app support if a term or subscription condition is unclear.