CaseFlow Reviews - Pros & Cons, Ratings & more

NewOrg

Community CareLink

InfoFlo

Salesforce Sales Cloud

CaseFlow is cloud-based case management software designed for child welfare, low income advocacy, domestic violence, youth support, career development, mental health, clinics, housing, etc. Track client workflows, volunteers, documents, communications, training, transactions, budgets, with reports.

CaseFlow

Web-based

Administrative Assistant

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

Mom2Mom Director

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

Social Worker

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

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

CaseFlow is wonderful software for our organization.

Executive Director

I like the Task Workflow as it helps us to track each of our adoption cases so that we can easily see the progression of the case.

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

Getting a quick glimpse of the interactions between the volunteers who are working with our patients is very nice as well as getting quick information about each session.

I have used other case management software programs in other jobs but I honestly feel caseflow encapsulates everything you need to stay  organized. I like the layout and the simplicity of it.

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

CEO/President

We are able to access our data from wherever and whenever we need to. The software was easy to explain to licensing when we were obtaining our annual renewal.

receptionist

Sometimes you are not able to create a new tab/title.

Google Sheets

Practice Fusion

[SENSITIVE CONTENT HIDDEN] THANK YOU THANK YOU THANK YOU. We are looking forward to things going back to our new normal, for us to fully utilize CaseFlow. And not only serve our campers and volunteers well because of how easy and complete you've made it for us but to simply enjoy what we do and how we do it because of the ease of use you've gifted to us with this process. 

Creating something that will be forever utilied within our organization. 

Kat, thank you for your review! We enjoy working with your team and are honored to assist in your mission to provide love and support for foster children. We remain committed to seeing you through many successful registration days and camp weeks with CaseFlow.

--Chellese Stamson, Manager Onboarding & Support


CaseFlow Tenant Management

Emma, thanks so much for your thoughtful review! We are delighted to be supporting your team at LUCHA. Your organization exhibits great creativity and compassion for your community!

Let's get together in regard to your checklists. We do have a way to turn off the status indicators you described, so if that is preferable it takes only a minute. We get it--not every organization needs those task reminders, and we probably neglected to mention it as an option. We'll get in touch shortly.

CaseFlow Support

CaseFlow's staff is amazing. They are personable and helpful and supportive. The product just didn't work for what we needed without adding more work for us. For other social service organizations it very well may be perfect. 

Amazing customer service, not a one-size-fits-all program

Thanks for your review, Allison. You provided great feedback during your time with us last season. At CaseFlow we thrive on meeting customer needs, but there are limitations to integrations. You noted that the JotForm integration required a lot of upkeep. There isn't anything we can do about that; supporting a 'moving target' does create delays. We have no control over another vendor's app editor. Until we offer a JotForm replacement within CaseFlow, Excel or Google Sheet imports are simpler to maintain while still affording the automated case-building.

We invite you to see this year's demo, Allison. We have dramatically overhauled the camper check-in process to allow quick check-ins at multiple stations by untrained volunteers, and have added more volunteer reports and other automations for donor receipts, etc. CaseFlow does allow you to migrate the most typical camp volunteer data from one year to the next, or into clubs, without re-entering it.

Let's chat!

CaseFlow Support

I think it's a great program for our purposes as an adoption agency.  It took awhile for us to start using it regularly but now our social workers access it to be able to look at paperwork that families have turned in which is really helpful to them.  It helps us to keep track of our adoption cases so that things don't fall through the cracks and we are able to refer back to dates of when documents were sent or received.  I know there are more functions of CaseFlow that we could be using and hope we can continue to learn the program as time goes on.

Review of CaseFlow 

Hi Jan! Thanks so much for your review! Your agency has really helped CaseFlow by supplying a high bar to clear--the complexity of international adoptions. Due to your creative suggestions CaseFlow is now able to support any other human service as well. Keep those suggestions coming! 

Ken Phillips, Founder

The particular area of law in which I work comes with ever-changing client information, in addition to ever-changing required Court documents. Without this type of organization, functioning at the level of efficiency I require of myself would not be possible. 

Great for Multi-Company Ise

Thank you for your review, Lynette! We appreciate your feedback and truly enjoy working with your client, who is doing amazing work helping people in need.

I would love to follow up with your client on the issue you describe and try to find a solution. We will actually be speaking tomorrow and I will discuss this issue.

Again thank you!

~Chellese Stamson, Manager, Onboarding & Support

We are using CaseFlow to track metrics across five programs including program attendance, supplies distributed, and online job application logins. We gave them a laundry list of things we needed to track and they set it up.

Great customer service for first-time user

Thanks for your comments, Erin! Your work is important to us, so it is a motivation to excel and serve.

Yes, although CaseFlow is browser-based to work on any device, case management can be bulky. We'll check in with you about your needs here. We do want to create a mobile app for field work especially. Great comment.

CaseFlow Support

My overall experience with CaseFlow has been positive. I am able to find the documents I have uploaded with ease. I think this is a great investment for our organization.

CaseFlow Review - Contreras

Gloria, thanks so much for your review! We designed CaseFlow specifically for social workers such as yourself so we are glad it fills the bill.

Regarding keeping timestamps and 'who-dunit' on case edits, CaseFlow actually has that feature already, but it's currently visible only to Admins and maybe not well publicized. CaseFlow logs every case change and document upload automatically to ensure an audit trail exists. Maybe we need to open log visibility to case managers. Let's talk--please expect a call.

CaseFlow Support 

It has been great working with [SENSITIVE CONTENT HIDDEN] and CaseFlow. They are always making the platform better to accommodate the needs of their customers. Great customer service!

Great working with CaseFlow

Great feedback, Chris! We have enjoyed supporting your team and volunteers. If any ways come to mind about how we might simplify CaseFlow for your environment, please list them out. We'd be glad to check them against our product roadmap.

CaseFlow Support

We use this everyday. It has helped our agency compile all information into one location. It is accessible to all members of our agency immediately. 

Great Service for Adoption Agency

Kristie, thanks so much for your review and high marks! Yes, CaseFlow is easily tailored to each customer's needs--one of our major strengths! 

We are aware of the occasional issue with adding a custom task and it remains under investigation. It is a timing issue, and if you do something else and come back to it, it will eventually clear itself. For now we have offered a workaround to one of your managers. 

Regarding your second comment, if by 'formatting' you are referring to Google's latest version of Chrome's datepicker widget that made it more difficult to clear dates, we have no control there. Fortunately, CaseFlow is not tied to any browser, so if clearing dates is a frequent requirement of your daily work you might try Firefox or another browser that handles date clearing differently. 

We love working with you guys--you are doing great work!

Thanks again,

CaseFlow Support

We are required to track the accuracy and efficiency of our legal team, and in that, we must ensure that all legal documentation is processed in a timely manner, and is 100% accurate.  This is why the "alerts" system and "notes" feature along with a single-point reviewer are invaluable.  

A game-changer for our agency! 

Wow, thanks for that, Adam! Our team is honored to be working with you! And thanks for pushing the boundaries--we are happy to invent new stuff to match your vision.

-- Ken Phillips, Founder

We are extremely happy with CaseFlow. They are easy to work with. We have always received prompt support for our questions.

Jeanine, thank you for your review! We are glad CaseFlow helped your budget, and that you like its ease of use. We know you   work with a lot of volunteers, so that's especially gratifying, knowing CaseFlow helps to conserve their time (that may be hard to come by).

Regarding simplifying menus, we recently added a custom picklist feature that may be useful in your situation. And maybe we need to redesign your forms. I'll drop you a separate email with a couple ideas and we can discuss what you are looking for in detail.

Thanks again!

CaseFlow Support

We are able to access our data from wherever and whenever we need to.  The software was easy to explain to licensing when we were obtaining our annual renewal.  

Great Case Management Software - Highly Recommended!

Kelly, thanks for your review! We have likewise enjoyed watching the creativity and commitment to excellence of your organization, and we are proud to partner with you for the building of Arizona's families! 

--Ken Phillips, Founder

Caseflow allows me to keep everything in one place for my cases.  I really like the layout of the note section. My overall experience has been positive. 

Organized Social Worker since using caseflow

Thanks for your review, Sarah! We're happy that you have found CaseFlow superior to the case management packages of your past experience. 

As always, if you have ideas or comments, let us know!

CaseFlow Support

CaseFlow Review

Amber, thanks for your review! I see from the user logs that you are in CaseFlow doing TONS of work every day, so it's gratifying that you like the ease of use! 

If you inexplicably lose ANY data again please ask one of your admins to check the case log. That will show the reason, if it was not due to your browser session timing out for inactivity. We are not aware of any issue with data randomly disappearing, but if it is true that would be an "all hands on deck" issue.

CaseFlow Support

Great System

Jennifer, we appreciate your review! You guys have been great to work with. Let's visit those errors together--one of us will give you a call shortly.

CaseFlow Support

Caseflow user opinion

Thanks for your review, Ailyn! We are glad to be your partner in child welfare! 

Ken Phillips, Founder

Case Management at you fingertips

Dess, thanks for your review! It's a pleasure for us to make your job easier.

CaseFlow Support

self explanatory 

Hi Maura, thanks for your review! You are doing great work--we're glad we can be a part.

I'd like to learn more about what you need for a tab/title. Maybe we can help. We'll call.

CaseFlow Support

Generally, I find this app useful and functional for my need.

Caseflow Review...Check this out!

Hi Josefina, thanks for the review! We appreciate your positive opinion as a new user!

Regarding the issue you mentioned, we want to contact you to get details. It sounded like you were not seeing icons when you logged in, is that correct? We'll be in touch.

Thanks again!

CaseFlow Support

Very Helpful

Frescian, thanks so much for your review! As always, if you have any questions or comments do let us know!

CaseFlow Support

CaseFlow is so helpful with organization 

Brandi, thank you for your review! It's gratifying to know CaseFlow is facilitating remote work for you.

Regarding conversation records, or even email threads, you can store those in a Case Notes form. Let's talk. We should also show you a new form for social work supervisors such as yourself that you might find useful. We'll be in touch.

CaseFlow Support

Necessity to effective processing of our clients.

Nice to be working with you, Keith, and thanks for the review!

Ken Phillips, Founder

Sharing the files in different users in each department.

Caseflow software

Emerio, thank you for reviewing CaseFlow! We are delighted to be a partner with Children's Shelter of Cebu! 

CaseFlow permits saving unlimited files. We want to clarify our understanding of your file issue so we'll get in touch with you today. 

CaseFlow Support

CaseFlow Reviews (2025)

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Pros and cons

23 reviews