CaseFlow Overview

CaseFlow is a comprehensive human services software platform designed to help organizations in the social services sector manage cases, streamline workflows, and improve service delivery. Whether for child welfare agencies, healthcare providers, or nonprofit organizations, CaseFlow helps users manage client records, track case progress, and coordinate services across multiple departments. The software allows caseworkers to securely store and access client information, manage appointments, and document interactions in a centralized system. CaseFlow’s built-in task management and workflow tools help users stay organized, ensuring that cases are handled efficiently and on time. The platform also includes reporting and analytics features, allowing organizations to generate reports on case outcomes, service utilization, and resource allocation. With its user-friendly interface and secure cloud infrastructure, CaseFlow helps organizations deliver more effective and efficient services to those in need while maintaining compliance with regulations and improving overall case management processes.

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Contact Details

  • Vendor Name CaseFlow
  • Founded 2017
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Civic & Social Organization, Education Management, Individual & Family Services, Religious Institutions

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CaseFlow Features

  • Arrow Icon Alerts/Escalation
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Employee Management
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Self Service Portal
  • Arrow Icon Appointment Management
  • Arrow Icon Document Management
  • Arrow Icon Task Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Training Management
  • Arrow Icon Volunteer Management
  • Arrow Icon Time Tracking
  • Arrow Icon Certification & Licensing
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Scheduling
  • Arrow Icon Calendar Management
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Scheduling
  • Arrow Icon Case Notes
  • Arrow Icon Program Management
  • Arrow Icon Referral Management
  • Arrow Icon Client Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Volunteer Management
  • Arrow Icon Forms Management
  • Arrow Icon Document Management

CaseFlow Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Starter Package

$99 Per Month

CaseFlow FAQs

CaseFlow is a comprehensive human services software platform designed to help organizations in the social services sector manage cases, streamline workflows, and improve service delivery. Whether for child welfare agencies, healthcare providers, or nonprofit organizations, CaseFlow helps users manage client records, track case progress, and coordinate services across multiple departments. The software allows caseworkers to securely store and access client information, manage appointments, and document interactions in a centralized system. CaseFlow’s built-in task management and workflow tools help users stay organized, ensuring that cases are handled efficiently and on time. The platform also includes reporting and analytics features, allowing organizations to generate reports on case outcomes, service utilization, and resource allocation. With its user-friendly interface and secure cloud infrastructure, CaseFlow helps organizations deliver more effective and efficient services to those in need while maintaining compliance with regulations and improving overall case management processes.

  • No, CaseFlow does not offer a free version.

  • Yes, CaseFlow offers a free trial.

  • No, Credit Card details are not required for the CaseFlow trial.

  • CaseFlow offers the following pricing plans & packages:

    Starter Package

    $99 Per Month

  • CaseFlow supports the following payment frequencies:

    • Monthly Subscription

  • No, CaseFlow does not offer an API.

  • CaseFlow offers support with the following options:
    • 24x7 Support , Email , Phone , Knowledge Base , FAQs/Forum

  • CaseFlow offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • CaseFlow supports the following languages:
    • English

  • Following are the typical users of the CaseFlow:
    • Self-Employed , Small-Business , Midsize-Business

  • CaseFlow supports the following deployment:
    • Cloud Hosted

  • CaseFlow supports the following devices and operating systems:
    • Web-Based

CaseFlow Comparisons

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