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STILL GOT QUESTIONS?

Frequently Asked Questions

Is CaseFlow OS just another CRM or automation tool?

No — it sits on top of your existing CRM and phones to control intake end-to-end. It’s the operating system that runs the front of your firm.

How long before it pays for itself?

Most firms see a 25–40 % lift in booked consults within 60 days and recover 100K–300K in annual fees — a 6–10× ROI inside the first quarter.

Will my staff need retraining?

We configure around your existing tools and train your intake admin during setup. They spend less time chasing calls and more time closing.

What happens if we don’t hit results?

That’s covered under our Installed-Until-Stable Guarantee (see below).

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