Product Features (Included in $249/mo):

• Unlimited document processing—no per-page fees

• AI-powered case classification and routing

• Document analysis and key information extraction

• Basic reporting and analytics dashboards

• Email support with 24-hour response time

• Access to help center and video tutorials

  
  

Before You Get Started with CaseFlow AI

• For P-Card Users:

  1. Sign Up (2 minutes) - Click on the UseCaseflow button to sign in.

  2. Upload Documents (immediate) - Start processing right away

  3. AI workflows - Platform adapts to your document types automatically

  4. You're Live - No waiting, no implementation delays

  5. Add Payment - Enter P-card details, for unlimited document processing

  
  

• For NCSC AI Sandbox Participants: COMING SOON

  1. Sign Up (2 minutes) - Use the NCSC AI Sandbox

  2. Skip Payment - Free Version with API access

  3. Upload Documents - Test with real cases from your jurisdiction

  4. Provide Feedback - Help us improve court-specific features

  5. Continue After Trial - Add P-card after to keep going

  
  

• What You'll Need:

  • Government P-card or procurement card

  • Email address for account setup

  • Sample documents to start processing (optional— you can explore the platform first)

    
    

Thank you for choosing CASEFLOW AI. We're here to help.

At CASEFLOW AI, we stand behind the quality of our products and supporting large teams.

What's Covered:

• Unlimited users across your jurisdiction

• Custom workflow configuration for your specific rules

• Integration with existing case management systems

• On-site team training for clerks and staff

• AI model training on jurisdiction-specific terminology

• White-label deployment with your county branding

• Dedicated account manager and priority support

• Multi-jurisdiction deployments (state-wide rollouts)

Contact sales@usecaseflow.ai for custom pricing

email our team with the following information:

Send an email to: support@usecaseflow.ai

Include the following:

• Your full name

• Your jurisdiction name

• Whether you're an NCSC AI Sandbox Participant

• Your primary use case (Courts/Care/Compliance)

• Any specific document types you need to process

Thank You For Choosing CaseFlow AI. We're Here To Help You Restore The Promise

Our team will get back to you with next steps.

If you’re not 100% satisfied with your purchase, you may:

• Cancel anytime from your account dashboard

• Billing stops immediately—no penalties

• Export your data within 30 days of cancellation

• Reactivate anytime and pick up where you left off

CaseFlow AI – Privacy Policy

At Courtney Sessions, Inc. ("we," "our," or "us"), we are committed to protecting the privacy, security, and integrity of the data managed through our CaseFlow AI platform. This Privacy Policy explains how we collect, use, protect, and handle data when you use the CaseFlow AI system, particularly focusing on our free/standard version.

We built CaseFlow AI on the principles of Responsible AI, Transparency, and Accountability. We ensure that artificial intelligence enhances judicial and administrative workflows without compromising security or human oversight.

1. Information We Collect and Process

CaseFlow AI processes data solely to facilitate case management, document categorization, and automated judicial workflows. The types of data we collect and process include:

• Authentication and Identity Data: To access CaseFlow AI, we collect necessary identity information. Our system utilizes Single Sign-On (SSO) and Multi-Factor Authentication (MFA) to verify users. We process data related to role-based access control (RBAC) to ensure users only see information relevant to their specific permissions (e.g., judge, counsel, clerk).

• Operational, Usage, and Telemetry Data: We collect end-to-end telemetry and infrastructure data to maintain platform stability. This data is instrumented using OpenTelemetry (OTel) and includes system health, job latency, notice on-time rates, and performance metrics.

• Audit Trail Data: We automatically log all access, modifications, workflow steps, and data transfers. These immutable audit logs include timestamps and user identification to provide a verifiable chain of custody and ensure total accountability.

• Case and Document Data: When users upload documents, filings, and evidence, we process this unstructured and structured data to perform automated categorizations and generate summaries.

2. How We Use the Data

We strictly limit the use of the data we process. Your data is never used outside of its intended judicial or administrative mission.

• Service Delivery: Data is used to automate repetitive tasks, coordinate workflows, and generate editable case memos.

• System Monitoring and Observability: Telemetry data is used to power real-time dashboards so our administrators and leaders can monitor service quality, track system availability, and calculate the mean time to remediate any delivery failures.

• Human-in-the-Loop AI Training: We use a "DataPrepOps" framework where AI model training and output generation are closely monitored by humans. Every AI-generated output requires human review and approval before becoming final.

• Data Masking: Personally Identifiable Information (PII) is automatically masked or completely excluded during any model training or retraining processes to protect individual privacy.

• Continuous Improvement: Retraining of our AI models takes place exclusively within secure, government-compliant environments, ensuring that any model evolution is traceable and explainable.

3. Data Sharing and Third-Party Subprocessors

We do not sell, rent, or trade your data. CaseFlow AI treats the client (e.g., the Court) as the exclusive data controller.

We engage third-party components to host our infrastructure and monitor system health. Specifically, telemetry data is published to observability tools like Honeycomb.io and CloudWatch. We use Honeycomb.io strictly to power operational dashboards and manage infrastructure health.

Important Data Privacy Guarantee: These third parties (including Honeycomb.io, AWS GovCloud, or Microsoft Azure Government) are contractually bound by strict security agreements aligned with NIST SP 800-53 controls. They do not store, process, or access any sensitive judicial, case, or client data.

4. Security, Encryption, and Access Controls

We employ a layered, defense-in-depth architecture to secure your data at every stage:

• Encryption: All data is encrypted in transit using HTTPS and Transport Layer Security (TLS), ensuring data never traverses the public internet unsecured. Data at rest is encrypted using managed keys (AWS KMS or Azure Key Vault).

• Zero-Trust Access: We enforce a Zero-Trust security model. Identity management is handled through secure federated access (AWS IAM Identity Center / Azure Active Directory), and conditional access policies restrict logins based on device compliance and location.

• Network Isolation: CaseFlow AI operates within secure, segmented virtual networks (VPCs/VNets) with private endpoints, ensuring that production, development, and testing areas remain completely isolated.

5. Data Retention and Custodianship

You (the client) retain full ownership, control, and custodianship of all data, metadata, and outputs created within CaseFlow AI.

• Retention and archival schedules are defined by your specific judicial, evidentiary, or institutional requirements.

• We execute automated backup and deletion policies based strictly on your guidelines to ensure full data sovereignty.

6. Compliance

Our data handling practices are built to support the highest levels of compliance, including:

• Alignment with NIST SP 800-53 Revision 5 and CJIS Security Policy standards.

• Compliance with state-specific frameworks, such as the Texas Responsible AI Governance Act (TRAIGA), by guaranteeing transparency, explainability, and the prohibition of using AI for social scoring or unfair manipulation.

7. Contact Us

If you have any questions about this Privacy Policy, our data practices, or our Responsible AI framework, please contact us at:

Courtney Sessions, Inc. 

2100 Geng Road, Suite 210 Palo Alto, CA 94303 

Email: support@usecaseflow.ai