Case files and matters

Every file has everything in one place, and every firm sees it the way it works.

  • Everything about a file in one place

    Documents, correspondence and notes of a file in one view.

  • Your own case overview

    Each firm decides which cards, fields and list columns it sees.

  • Intake from every channel

    New files come in from e-mail, beA, online forms, via API and MCP; more intake routes follow.

  • Notes in the file

    Record information about the file; every note is kept in the file's history.

  • Chat in the file

    Ask a quick question about the file or request a change.

  • Parties recognised automatically

    The parties in a document are matched to existing contacts or created.

  • Clean contacts

    Merge duplicates, import contacts by CSV, map company structures.

  • Competent court from an address

    From an address, rightflow determines the competent court, following the assignment of addresses to court districts set out in the laws and regulations.

  • Responsibilities

    Groups and rules decide who is responsible for a file.

  • Conflict check across all files (Part of our roadmap. We give you the timeline in the offer.)

    Finds people, companies and reference numbers in all of the firm's other files (§ 43a(4) BRAO).

  • Import and export files (Part of our roadmap. We give you the timeline in the offer.)

    Take over existing files from your current system and hand files over in full.

Documents and AI analysis

Mail arrives, is read and lands in the right file. For every entry you see where it came from.

  • Incoming mail files itself

    Incoming mail lands in the right file automatically. You connect mailboxes yourself.

  • Read with a source

    The AI reads documents, scans included; every entry points to its place in the document.

  • Documents recognised and sorted

    Expert report, notice, invoice or a letter from the other side: every document is recognised and filed by type.

  • Large scans split up

    A long scan is split into single documents, each with its date.

  • Document versions

    Earlier versions of a document stay restorable for 35 days.

  • Your own expertise

    The agents work with your handbooks and model briefs.

  • Official forms filled in

    PDF forms are filled from the file's data.

  • Web research with a source (Part of our roadmap. We give you the timeline in the offer.)

    The agent looks up, say, a register entry or a court's address and names the page.

  • Online forms filled in (Part of our roadmap. We give you the timeline in the offer.)

    The agent fills portals and web forms; nothing is submitted before you confirm.

AI agents and workflow control

A team of specialised agents works every file. You set the rules and approve.

  • An agent team per case type

    Coordination, documents, review, drafting and deadlines: specialised agents work the file together.

  • Nothing without your approval

    Letters, e-mails and payouts go out only after a person has approved them.

  • Learns from corrections

    Your corrections become proposed rules; they apply only once you confirm them.

  • Firm-wide automations

    Agents that react to events and work beyond a single file.

  • Change workflows by talking

    You change the team's rules, texts and steps in a dialogue with the agent; it goes live only after your click.

  • Calculation blocks

    Calculations such as a claim account are ready-made building blocks for the team.

  • Agent picks up when due

    When a deadline falls due, the agent takes the file up again on its own.

  • See what the agent is doing

    What the agent is working on and why it stopped is shown in the file.

  • Set up from your existing files (Part of our roadmap. We give you the timeline in the offer.)

    The team is pre-configured from your e-mails and documents and works like your firm from day one.

  • Your workflows, as specified (Set up for your organisation as part of the project.)

    Your own procedural stages, checks and rules, from intake through application and objection to court action.

Deadlines, follow-ups and calendar

Deadlines are calculated from the document, not typed in. No file is left lying.

  • Deadlines calculated and tracked

    Deadlines are calculated from the document, never placed on a weekend, and sorted by due date in one worklist.

  • Follow-ups

    Every open file has a follow-up until it is done; the team chases.

  • Firm calendar

    Appointments, court dates and absences in one calendar.

Letters and correspondence

Letters on your letterhead, with your templates, through the right channel.

  • Your letterhead

    Letterhead, fonts and continuation pages on every generated letter.

  • Smart templates

    Templates with dynamic paragraphs; any document can be taken over as a template.

  • Text blocks

    You maintain your text blocks, the agent inserts them.

  • One editor for everything

    Letters, e-mails and signatures in one editor, with visible placeholders.

  • Signature, stamp, handwriting

    An e-mail signature per person, stamp and signature on letters.

  • Connect mailboxes

    Microsoft 365 and Outlook or any other mailbox via IMAP, set up yourself.

  • beA

    Court post received and sent inside the file; only the lawyer can release it.

  • Outgoing e-mail design

    The firm sets header image, font and signature position, as with its letterhead.

  • eBO and other channels (Set up for your organisation as part of the project.)

    We connect the electronic citizen and organisation mailbox (eBO) and other transmission routes in the project.

Portal for clients and partners

Clients and partners see where their matter stands and send missing documents themselves.

  • Client portal

    Clients and partners see their file and answer questions online.

  • Upload documents

    Clients upload missing documents straight into the portal; they land in the file.

  • Application flows, appointments, calculators (Set up for your organisation as part of the project.)

    Your own intake flows, appointment booking and calculators in the portal, agreed with you.

Claims, payments and accounting

Every claim, payment and payout per file, until everything is settled.

  • File account

    Claims, payments and payouts with VAT; a file closes only once everything is settled.

  • Interest calculation

    Interest on claims with rates, periods and VAT on interest.

  • Payment inbox

    Incoming payments with filter, search and bulk actions; several bank accounts per firm.

  • Bank statements and SEPA

    Import statements, match payments, export payouts as a SEPA file.

  • Four-eyes principle

    Payouts on request only after a second approval.

  • Claim account

    Principal, interest and costs in one account that letters and agents read.

  • DATEV export

    Bookings go to your accounting.

  • E-invoicing

    Invoices in the legally required electronic format.

  • Statutory lawyer fees (RVG)

    Statutory lawyer fees are calculated.

  • Direct bank connection (Part of our roadmap. We give you the timeline in the offer.)

    Statements arrive automatically and payments are matched without an import.

Reporting and control

Ask what you want to know; the analyst agent gives you the figure and the table behind it.

  • Analyses by chat

    Your own reports in a conversation with an analyst agent, exported as a file.

  • Every action logged

    What people and agents did in a file can be traced in full.

  • Firm-wide analyses (Part of our roadmap. We give you the timeline in the offer.)

    Agents check all of a firm's files and report on volume and results.

Integrations

rightflow takes cases in where they start and reports the status back.

  • Autoclaim

    Cases from the claims platform arrive as files, and the status goes back.

  • Motor insurers' central lookup

    The liable insurer is found through the GDV interface instead of a letter.

  • Assessor software (Part of our roadmap. We give you the timeline in the offer.)

    Expert reports arrive straight from the assessor's software in the file.

  • Your systems (Set up for your organisation as part of the project.)

    Member database, CRM, ERP or specialist software: we build further connections on one shared integration layer.

Users, permissions and organisation

You decide who sees and may do what, across several locations too.

  • Roles and permissions

    You decide in rightflow who may see and do what.

  • User management

    Invite and remove people, with your own sign-in page.

  • Several units

    Several firms or locations under one contract.

  • Single sign-on and two-factor

    Sign-in through your identity provider and with a second factor.

  • More countries (Part of our roadmap. We give you the timeline in the offer.)

    Language, date format and currency follow the firm's country.

Security, data protection and operations

Data in Germany, confidentiality under the BRAO, and nothing leaves the firm without approval.

  • Data stored in Germany

    Files and database are kept in data centres in Germany certified to ISO/IEC 27001.

  • Stored in the EU only

    Files, documents and backups are stored only in the European Union.

  • Geo-redundant backups

    Continuous backup at a second site in the EU.

  • Separate from other firms

    Each firm's data is kept apart from other customers' data.

  • Encryption

    Data is encrypted in transit and at rest.

  • BRAO, GDPR, EU AI Act

    Confidentiality under § 43e BRAO, a data processing agreement under the GDPR, classification under the EU AI Act.

  • Support from one team

    Onboarding, operations and support only by our own team.

  • Operations across several zones (Being rolled out now. We are happy to give you the date for your firm.)

    Production spread over several zones, with alerting and recovery.

Ready agent teams for these case types

Each case type comes with its own team: the procedure, expertise, templates and checks for exactly this kind of matter.

Do you have a requirements catalogue?

Send us your tender or specification. We answer every requirement one by one, with status and timeline, and show you the features on real case files.

As of November 2026