CaseFlow
Summary
CaseFlow is case management software built for health and human services organizations, nonprofits, and NGOs. It tracks case status and can alert staff to upcoming tasks, target dates, appointments, and dependencies on outside agencies. Organizations can adapt workflows and data collection as client needs change. CaseFlow fills Word and PDF templates with case information and includes standard reports; custom reporting costs extra. CaseFlow Mobile supports customized forms and offline data collection that syncs when a device reconnects. The software is cloud-hosted, requires an internet connection, and stores data on its servers. It runs on Android, iOS, macOS, web, and Windows. The Base Package costs $150 per month, plus a $1995 setup fee, and includes two users, one custom workflow, unlimited cases and documents, standard reports, and two hours of live online training. Additional users, mobile apps, integrations, and other features are listed as add-ons. CaseFlow does not provide full CMS or EMR capabilities.
Who it is for
CaseFlow suits human-service organizations that need case tracking, adaptable workflows, and field data collection. It may fit teams that can work with a cloud service and do not require full CMS or EMR capabilities.
What is good
- Tracks case status, tasks, and target dates
- Custom workflows and data collection
- Offline mobile forms sync on reconnection
- Base package includes unlimited cases and documents
- Runs on Android, iOS, macOS, web, and Windows
What to know first
- Requires an internet connection
- Base package includes two users
- Setup fee is $1995
- Additional users and mobile apps may cost extra
Verdict
CaseFlow focuses on case management for human-service organizations, with workflow customization and mobile field work. Account for the setup fee and add-on pricing, and note that it is not a full CMS or EMR.
CaseFlow plans and pricing
All plansCompared on case management software
- Free plan
- Nocaseflow.global
Facts
- Purpose
- CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs.caseflow.global · 28 Sept 2026
- Case tracking
- It shows the current status of each case and can alert staff about upcoming tasks, target dates, appointments, and dependencies on outside agencies.caseflow.global · 28 Sept 2026
- Custom workflows
- Organizations can tailor workflows, collect different types of data, and change workflows as client needs change.caseflow.global · 28 Sept 2026
- Documents and reports
- It can autofill Word and PDF templates with case information and provides standard reports, with custom reporting available for a fee.caseflow.global · 28 Sept 2026
- Mobile field work
- CaseFlow Mobile supports customized forms and offline data collection that syncs when the device reconnects.caseflow.global · 28 Sept 2026
- Integrations
- The site names Microsoft and Google import/export, JotForms, QuickBooks, online forms, and legacy systems; some connectors are available on request or for an additional fee.caseflow.global · 28 Sept 2026
- Security
- The FAQ lists encryption of data and backups, role-based access, IP filtering, and strong passwords, and says a HIPAA Business Associate Agreement is available on request.caseflow.global · 28 Sept 2026
- Cloud hosting
- CaseFlow is cloud software that requires an internet connection and stores data on its servers.caseflow.global · 28 Sept 2026
- Pricing limits
- Pricing is à la carte; the base package includes two users, and additional users, mobile apps, integrations, and other features are listed as add-ons.caseflow.global · 28 Sept 2026
- Product limits
- CaseFlow says it does not provide full CMS or EMR capabilities, though its clinic workflows can organize medical records and images.caseflow.global · 28 Sept 2026
- Company
- The company name is Ask4Rain LLC, with CaseFlow described as its assumed business name.caseflow.global · 28 Sept 2026
Company
- Headquarters
- Bozeman, Montana, USAcaseflow.global · 28 Sept 2026
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Sources
- caseflow.global· checked 28 Sept 2026
- caseflow.global/caseflow-features/· checked 28 Sept 2026
- caseflow.global/faq/· checked 28 Sept 2026
- caseflow.global/pricing/· checked 28 Sept 2026
- caseflow.global· checked 28 Sept 2026