List of Caseflow Customers
Richmond, 3121, VIC,
Australia
Since 2010, our global team of researchers has been studying Caseflow customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Caseflow for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Caseflow for Case Management include: Thomson Geer, a Australia based Professional Services organisation with 550 employees and revenues of $200.0 million, Lowell Financial, a United Kingdom based Banking and Financial Services organisation with 737 employees and revenues of $143.0 million, Hunt & Hunt, a Australia based Professional Services organisation with 400 employees and revenues of $100.0 million, Wisewould Mahony, a Australia based Professional Services organisation with 110 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using Caseflow, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the Collaboration software purchases.
The Caseflow customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of Collaboration software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Hunt & Hunt | Professional Services | 400 | $100M | Australia | Caseflow | Caseflow | Case Management | 2013 | n/a |
In 2013, Hunt & Hunt deployed Caseflow as its Case Management application to centralize matter handling across its NSW practice and broader multi-office professional services operations. The deployment was coordinated by the NSW IT Manager and the internal Service Desk, working alongside a managed service provider to operationalize the platform within the firm’s existing IT roadmap.
Caseflow was configured to support core case management capabilities including matter records, document linking, workflow and task orchestration, and document automation. The implementation aligned document automation workflows with Microsoft Word macros and templates and with DocsCorp style controls, and Caseflow was used as part of the firm’s document-centric case processes alongside iManage Work.
The technical architecture placed Caseflow into the firm’s IaaS Windows Server environment and integrated authentication and authorization with Active Directory and Group Policy. Data persistence and reporting used the firm’s SQL infrastructure, while desktop and application deployment was managed via SCCM ConfigMgr and Intune, and the platform operated within the Microsoft 365 and Azure supported estate.
Governance for Caseflow operations was embedded in existing IT policy and compliance activity, including incident and event management supported by EDR and SIEM tools, BCP and DR planning, and regular reporting to the partnership. Operational ownership sat with the NSW IT team and the Service Desk, with vendor relationship management and IT asset and budget control incorporated into the firm’s IT processes.
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Lowell Financial | Banking and Financial Services | 737 | $143M | United Kingdom | Caseflow | Caseflow | Case Management | 2019 | n/a |
In 2019, Lowell Financial implemented Caseflow as a Case Management application to centralize customer-facing and privacy workflows. The deployment focused on operational use in the Customer Service function and adjacent teams in Leeds, with Caseflow used daily by Customer Service Advisors, the Privacy Team, and the Customer Welcome Team to handle case intake, correspondence, and recordkeeping.
Caseflow was configured to support standard case management capabilities including case capture and notes, correspondence generation, audit trail and evidence handling, and queue workflows for first contact resolution. The application was used to compile Data Subject Access Request packs, perform content removal and redaction, and generate bespoke response letters such as erasures and cease requests, while advisors recorded and examined customer account information in Caseflow and Microsoft Excel for cross-referencing and scorecard updates.
Operational governance was adjusted to embed first line control checks and SLA-driven administrative tasks, with the Privacy Team performing through checks of DSAR packs and the Customer Welcome Team auditing internally raised queries for inaccuracies and process misuse. Caseflow became the central Case Management system for assembling evidence, supporting compliance activities, routing audit findings to stakeholders, and maintaining commentary and grading in scorecard spreadsheets for team review.
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Thomson Geer | Professional Services | 550 | $200M | Australia | Caseflow | Caseflow | Case Management | 2014 | n/a |
In 2014, Thomson Geer implemented Caseflow in its Property Law department. Caseflow is a Case Management application used to manage matter records and standardize administrative workflows across property matters.
The implementation emphasized correspondence capture and records handling, with configuration supporting responding to external emails and managing incoming and outgoing correspondence. Administrative capabilities included document scanning, photocopying support, and compiling briefs for legal teams, while archival and data processing workflows were handled through Caseflow Acumen to process and index closed matter files.
The deployment operated alongside Aderant Expert and Filesite for active file management, with Caseflow Acumen functioning as the archival and data processing layer in the document lifecycle. Operational scope was concentrated on Property Law administrative staff and paralegals, with governance focused on standardized archiving and document handling workflows within the Caseflow environment.
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Professional Services | 110 | $15M | Australia | Caseflow | Caseflow | Case Management | 2013 | n/a |
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