01
Matter workspace
Keep client information, case status, notes, documents, assignments, follow-ups, and activity around one matter record.
CivicFlow
by Westforge
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Platform
A cleaner operating system for the everyday work of a small law firm.
CivicFlow brings matters, documents, intake, staff activity, follow-ups, reporting, and operational visibility into one organized workspace built to stay understandable as the firm grows.
Design principle
More visibility. Fewer places to click.
CivicFlow is designed around complete operational workflows instead of forcing staff to rebuild the same picture across email, spreadsheets, folders, and disconnected task lists.
Core system
The operating pieces your team uses every day
02
Client intake
Capture new client information in a structured workflow and move it into the firm's operating workspace without losing context.
03
Document tracking
Organize matter documents, track document status, identify gaps, and keep files connected to the work they support.
04
Team workflow
Assign work, track priorities, follow up on open items, and give staff a shared view of what needs attention.
05
Reporting
See case activity, workload, status, and operational trends through built-in reports and exports.
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Organization controls
Keep staff inside the right firm workspace with organization-aware records and administrative settings.
07
Data exports
Export operational data when your firm needs additional analysis, backup workflows, or reporting outside the platform.
08
Migration support
Map existing records into CivicFlow with a controlled onboarding process instead of starting your firm over from scratch.
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Growing-firm foundation
Use the same core system as your team expands from a solo practice into a multi-user operation.
For attorneys
Open the matter and understand what is happening.
Keep the case record, documents, current status, assignments, notes, and follow-up work connected so important context is easier to find.
For staff
Know what needs attention without chasing updates.
Shared queues, assignments, follow-up dates, document status, and reporting help the team move work forward with fewer manual handoffs.
Bring the firm together
Choose the plan that fits your team.
Basic starts at $30, Pro at $80, and Advanced at $100 per user per month.