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Optional module

CaseFlow

Issues, grievances, and discipline—with SMS-powered answers.

Centralize grievance, discipline, and issue tracking with timelines and steward tools. Members can text a dedicated number to ask questions: Case Flow tries to answer from your knowledge base first, and lets the member escalate to an issue when they need a human. Mobile friendly for reps in the field and members on their phones.

Mobile friendly on phone and desktop

What you get

See it in action

Click any screenshot to enlarge. Desktop and mobile views shown together so you can see how it works on every device.

Case dashboard

Desktop

Mobile

Pricing

Add CaseFlow to your team. Requires base access ($100/month). Includes a 30-day free trial.

20–100 users

$20 /month

For small teams.

+ base access ($100/mo)

Get started

Most popular

100–1,000 users

$80 /month

Scale across your organization.

+ base access ($100/mo)

Get started

1,000+ users

$130 /month

Enterprise-ready with full support.

+ base access ($100/mo)

Get started

Ready to add CaseFlow?

Start with a free trial and invite your team when you’re ready.