Case Amplify
Case Amplify is AI-assisted case management software for human-services and social-service programs.
What Case Amplify is
Case Amplify is AI-assisted case management software for human-services and social-service programs. It combines case records, documentation, client communication, tasks, workflows, configurable program data and reporting. AI tools can summarise case activity, draft notes, extract structured information from documents and help complete configured forms. Staff review and approve generated notes, extracted details and suggested actions before they enter a record, with source links available for verification. SMS engagement lets teams send reminders and requests without requiring clients to install an app or have internet access. Approved integrations use APIs and structured exports. Case Amplify describes role-based access, audit logs, data-access logs and tenant-level controls, and says client data is not used to train public AI models. Its AI policy identifies Azure Direct Models hosted within Microsoft Foundry. The product serves vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD programs. Pricing is on request, and a mutually agreed free-trial period is available.
Good
- Combines records, workflows and reporting
- AI drafts and extracts case information
- Staff approval precedes record updates
- SMS works without client apps or internet
- Provides role-based access and audit logs
Watch out
- Pricing is disclosed at signup
- Free-trial timeframe is mutually agreed
- Not designed for Part 2 data
- Data may remain in backups for six years
Who it suits
It suits human-services programs needing case records, intake, service plans, referrals, outcomes, messaging and reporting in one platform. It is intended for organizations in the listed social-service fields.
Verdict
Case Amplify combines configurable case management with reviewed AI assistance and client SMS engagement. Its stated controls and integrations support organizational use, but Part 2 data restrictions and pricing terms need attention.
The facts
Each one read from Case Amplify's own pages, with the date it was checked.
What it does
- AI documentation
- Its AI features can summarize case activity, draft notes, extract structured information from documents, and help complete configured forms.checked 7 Oct 2026
- AI infrastructure
- Its AI policy says the platform uses Azure Direct Models hosted within Microsoft Foundry and that customer data is not used to train foundation models.checked 7 Oct 2026
- AI review
- Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.checked 8 Oct 2026
- Availability
- The terms describe the platform as a web application and/or mobile application, if any.checked 8 Oct 2026
- Client messaging
- The SMS engagement feature lets teams send clients reminders and requests by text without requiring clients to install an app or have internet access.checked 7 Oct 2026
- Compliance
- The homepage describes the product as HIPAA-aligned and SOC 2 audited.checked 8 Oct 2026
- Core functions
- It brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together in one platform.checked 7 Oct 2026
- Core tools
- The platform brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together.checked 8 Oct 2026
- Data retention
- The terms say customers can choose to retain data for 30 days or for the agreement term, with data retained in secure backups for six years after 30-day retention ends.checked 8 Oct 2026
- Integrations
- The company says APIs and structured exports can support approved integrations with other systems.checked 8 Oct 2026
- Intended users
- The product is presented for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging services, and disability and I/DD services.checked 8 Oct 2026
- Notable limit
- The terms state that the platform is not designed to process Part 2 data and prohibit its use for that data.checked 8 Oct 2026
- Pricing
- The terms describe monthly or annual subscriptions and say the fee is disclosed at signup; no exact price is stated there.checked 8 Oct 2026
- Product
- Case Amplify describes itself as AI-assisted case management software for human-services and social-service programs.checked 8 Oct 2026
- Security
- The site identifies role-based access, audit logs, data-access logs, and tenant-level controls, and says client data is not used to train public AI models.checked 8 Oct 2026
- Source links
- Extracted information can link back to the conversation or document where it originated.checked 8 Oct 2026
- Staff review
- Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.checked 7 Oct 2026
- Support
- The company offers video tutorials and personalized guidance from its support team.checked 7 Oct 2026
- Who it serves
- The product is built for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD services.checked 7 Oct 2026
The company
- Headquarters
- 1720 W 4th Ave Unit B, Spokane, WA 99201, United Stateschecked 28 Sep 2026
Money
- Trial
- The terms say trial access is free for a timeframe mutually agreed upon with Case Amplify; they do not state a fixed number of days.checked 8 Oct 2026
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