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CaseFlow Logo

CaseFlow

Cloud-based case management tool for every human service.

Table of Contents

CaseFlow - 2025 Pricing, Features, Reviews & Alternatives

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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.

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 from

150

/user

Per month

view pricing plans
book a demo

CaseFlow's key features

Most critical features, based on insights from CaseFlow users:

Calendar Management
5.0
(1)
Customer Management
4.0
(1)
Faculty/Staff Management
4.0
(1)
Attendance Management
4.0
(1)
Online Forms
4.0
(1)
Medical Management
0.0
(0)

All CaseFlow features

Features rating:

4.5
(23)

Program Management
4.0
(1)
Access Controls/Permissions
(0)
Email Alerts
(0)
Employee Management
(0)
For Nonprofits
(0)
Forms Management
(0)
Goal Setting/Tracking
(0)
HIPAA Compliant
(0)
Intake Management
(0)
Medical History Records
(0)
Mobile Access
(0)
Multi-Location
(0)
Progress Reports
(0)
Progress Tracking
(0)
Project Time Tracking
(0)
Real-Time Reporting
(0)
Records Management
(0)
Referral Management
(0)
Referral Tracking
(0)
Reminders
(0)
Reporting & Statistics
(0)
Reporting/Analytics
(0)
Role-Based Permissions
(0)
Scheduling
(0)
Self Service Portal
(0)
Task Management
(0)
Task Scheduling
(0)
Third-Party Integrations
(0)
Time Tracking
(0)
Training Management
(0)
Volunteer Management
(0)
Workflow Management
(0)
Activity Dashboard
(0)
Activity Tracking
(0)
Ad hoc Reporting
(0)
Administrative Reporting
(0)
Alerts/Escalation
(0)
API
(0)
Appointment Management
(0)
Assessment Management
(0)
Billing & Invoicing
(0)
Care Plan Management
(0)
Case Management
(0)
Case Notes
5.0
(1)
Certification & Licensing
(0)
Child Welfare Management
(0)
Client Management
(0)
Client Portal
(0)
Collaboration Tools
(0)
Communication Management
(0)
Compliance Management
(0)
Contact Database
(0)
Contact Management
(0)
Customizable Fields
(0)
Customizable Forms
(0)
Customizable Reports
(0)
Dashboard Creation
(0)
Data Collection
(0)
Data Import/Export
(0)
Document Management
(0)
Document Storage
(0)
Document Templates
(0)
Electronic Signature
(0)

CaseFlow alternatives

CaseFlow logo

CaseFlow

4.6
(23)
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Starting from

150

/user

Per month

Free trial
Free version
Ease of Use
4.5
Features
4.5
Value for Money
4.4
Customer Support
5.0
CharityTracker logo

CharityTracker

4.5
(1K)
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20

Per month

Free trial
Free version
Ease of Use
4.5
Features
4.4
Value for Money
4.6
Customer Support
4.5
Ensora Mental Health logo

Ensora Mental Health

4.4
(996)
visit website

Starting from

42

Per month

Free trial
Free version
Ease of Use
4.3
Features
4.1
Value for Money
4.3
Customer Support
4.4
Noteable logo

Noteable

4.8
(56)
visit website

Starting from

550

Per month

Free trial
Free version
Ease of Use
4.8
Features
4.5
Value for Money
4.8
Customer Support
5.0

CaseFlow pricing

Value for money rating:

4.4

Starting from

150

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range
view pricing plans

CaseFlow integrations (3)

Top integrations

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 reviews

Overall rating

4.6

/5

23

Positive reviews

91

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.78/10
Rating distribution

5

4

3

2

1

15

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

“I can also upload documents such as ms office files, photos and letters. The customer support of CaseFlow is superb.”
DC

Dess C.

Social Worker

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

Read all reviews
Read all reviews

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

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

Related categories

Human Services
Social Work Case Management