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CaseFlow Logo

Cloud-based case management tool for every human service.

Table of Contents

CaseFlow - 2026 Pricing, Features, Reviews & Alternatives

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CaseFlow overview

What is CaseFlow?

CaseFlow is a cloud-based case management software designed to help human services agencies, adoption centers, clinics, franchisees, and organizations of all sizes handle workflows, volunteers, documents, staff training, onboarding, reimbursements, inventory, and more. The system encrypts and backs up data to maintain security and lets administrators configure role-based permissions for team members to prevent unauthorized access.

CaseFlow allows any size organization to track the status of each case, and store data and documents on a centralized platform. Organizations can auto-fill their own document templates, export case information in Microsoft Word or Excel format, and generate standard and ad hoc reports for each program. Organizations can also invite stakeholders, clients, and other professionals to participate in cases, track budgets, generate mailing lists, generate email and text notifications, ,and customize workflows according to their requirements.

The software facilitates integration with third-party platforms and permits easy import of case data from spreadsheets.

Key benefits of using CaseFlow

Increase administrative capacity/lower expenses by at least 25%.
Reduce stress due to better organization, tracking and compliance.
Automate notifications and document preparation.
See next tasks at a glance.
Fully customized to your operation.
Future-proof your operation because of CaseFlow's proprietary, fully-integrated Business Rules system.

Starting price

150 /
per month

Alternatives

with better value for money

CaseFlow’s user interface

Ease of use rating:

CaseFlow reviews

Overall rating

4.6

/5

24

Positive reviews

92

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.83/10
Rating distribution

5

4

3

2

1

16

6

2

0

0

Pros
“It's very practical for our organization. Users love the ease with which they can access their clients.”
JA

Jeanine A.

Mom2Mom Director

“I am able to find the documents I have uploaded with ease. I think this is a great investment for our organization.”
GC

Gloria C.

Social Worker

“CaseFlow is wonderful software for our organization.”
JA

Jeanine A.

Mom2Mom Director

Cons
“Just for the sake of putting something in this box, I'll say set-up. Now, I am not going to mislead you.”
KS

Kat S.

Administrative Assistant

“We have trouble opening and navigating the website from our phones, we only use it on computers.”
ER

Erin R.

Executive Director

“Sometimes it's difficult to open the app. One time I tried opening it and I cannot see the files I'm looking for.”
JD

Josefina D.

Executive Director

Who uses CaseFlow?

Based on 24 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Nonprofit Organization Management
Civic & Social Organization
Individual & Family Services
Hospital & Health Care
Others

Use cases

- Not enough reviews
-
-
-
-
-

CaseFlow's key features

Most critical features, based on insights from CaseFlow users:

Calendar management
Customer management
Program management
Faculty/Staff management
Case notes
Scheduling

All CaseFlow features

Features rating:

Document management
Referral management
Forms management
Attendance management
Reporting/Analytics
Project time tracking
Progress tracking
Progress reports
Multi-Location
Mobile access
Medical history records
Intake management
HIPAA compliant
Goal setting/tracking
For nonprofits
Employee management
Email alerts
Access controls/permissions
Real-Time reporting
Records management
Referral tracking
Reminders
Reporting & statistics
Role-Based permissions
Self service portal
Task management
Task scheduling
Third-Party integrations
Time tracking
Training management
Volunteer management
Workflow management
Activity dashboard
Activity tracking
Ad hoc reporting
Administrative Reporting
Alerts/Escalation
API
Appointment management
Assessment management
Billing & invoicing
Care plan management
Case management
Certification & licensing
Child Welfare Management
Client management
Client portal
Collaboration tools
Communication management
Compliance management
Contact database
Contact management
Customizable fields
Customizable forms
Customizable reports
Dashboard creation
Data collection
Data import/export
Document storage
Document templates
Electronic signature

CaseFlow alternatives

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CaseFlow pricing

Value for money rating:

Starting from

150

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about CaseFlow price and value

Value for money rating:

To see what individual users think of CaseFlow's price and value, check out the review snippets below.

“It's very practical for our organization. Users love the ease with which they can access their clients.”
JA

Jeanine A.

Mom2Mom Director

“I am able to find the documents I have uploaded with ease. I think this is a great investment for our organization.”
GC

Gloria C.

Social Worker

CaseFlow integrations (3)

CaseFlow support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base

Training options

Live Online
Documentation
In Person
Webinars

CaseFlow FAQs

Q. What type of pricing plans does CaseFlow offer?

CaseFlow has the following pricing plans:
Starting from: $150.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of CaseFlow?

CaseFlow has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does CaseFlow support?

CaseFlow supports the following languages:
English


Q. Does CaseFlow offer an API?

No, CaseFlow does not have an API available.


Q. What other apps does CaseFlow integrate with?

CaseFlow integrates with the following applications:
Adobe PDF Library, Microsoft Word, Microsoft Excel


Q. What level of support does CaseFlow offer?

CaseFlow offers the following support options:
24/7 (Live rep), FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base

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