CaseManagement.ai

C
C tier on Case Management SoftwareScore 5.8 · #139 of 177
Android app
Yes
Free plan
No
Paid plans from
$5,060/mo
Runs on
Android, iOS, Web
casemanagement.ai
The CaseManagement.ai homepage

Summary

CaseManagement.ai is case management software for human services organizations, including teams working in IDD, behavioral health, child welfare, aging, housing, and veterans services. With documented consent, its ambient listening feature converts sessions into structured progress notes in under 60 seconds, then deletes the audio. AI can assemble notes, goals, assessments, and uploaded documents into person-centered plans for team review, e-signature, and audit. Goal tracking measures progress against Individual Support Plans, flags stalled goals, and produces outcome reports. Document Intake extracts diagnoses, medications, goals, and risks from records and links each item to its source page. State Bridge maps documentation to state or payer portal fields and supports CSV, XML, and portal-ready exports. The Progressive Web App runs in a mobile browser on iPhone, iPad, and Android devices without an app-store installation. The maker says data is encrypted in transit and at rest and supports HIPAA, 42 CFR Part 2, and state-specific requirements. The listed plan is 5060.00 USD per month, billed per user per month on average; no free plan or self-serve trial is offered, but personalized demos are free.

Who it is for

It suits human services organizations that need to document services, track goals, and prepare state or payer submissions. Mobile-browser access may suit teams using iPhone, iPad, or Android devices.

What is good

  • Progress notes created in under 60 seconds
  • Audio deleted after processing
  • Plans support team review, e-signature, and audit
  • Document extractions link back to source pages
  • Exports support CSV, XML, and portal-ready formats

What to know first

  • No free plan
  • No self-serve free trial
  • Custom integration development is a premium service

Verdict

CaseManagement.ai combines documentation, planning, goal tracking, and state-transfer tools for human services teams. Its listed monthly plan is billed per user on average, and organizations can request a free personalized demo instead of starting a self-serve trial.

CaseManagement.ai plans and pricing

All plans
CaseManagement.ai $5,060/mo per user / month, on average; billed monthly one plan · every feature included · no mandatory annual contract · volume and nonprofit discounts available casemanagement.ai · 3 Oct 2026

Compared on case management software

Free plan
Nocasemanagement.ai
Paid from
$50/user/mocasemanagement.ai

Facts

Purpose
CaseManagement.ai is an AI-powered case management platform for human services organizations, including IDD, behavioral health, child welfare, aging, housing, and veterans services.casemanagement.ai · 3 Oct 2026
AI documentation
With documented consent, ambient listening turns sessions into structured progress notes in under 60 seconds, and audio is immediately deleted after processing.casemanagement.ai · 3 Oct 2026
Person-centered plans
AI can assemble notes, goals, assessments, and uploaded documents into a person-centered plan for team review, e-signature, and audit.casemanagement.ai · 3 Oct 2026
Goal tracking
Goal tracking measures progress against Individual Support Plans, flags stalled goals, and generates outcome reports.casemanagement.ai · 3 Oct 2026
Document intake
AI Document Intake extracts diagnoses, medications, goals, and risks from uploaded records and links each extraction to its source page.casemanagement.ai · 3 Oct 2026
State system transfers
State Bridge maps documentation to state or payer portal fields and supports structured CSV, XML, or portal-ready exports without a custom integration build to start.casemanagement.ai · 3 Oct 2026
Integrations
The platform supports API-based integrations with state payer platforms, billing clearinghouses, payroll systems, and other third-party tools; custom integration development is available as a premium service.casemanagement.ai · 3 Oct 2026
Security and compliance
The maker says the platform supports HIPAA, 42 CFR Part 2, and state-specific requirements, with a Business Associate Agreement executed for each organization before go-live.casemanagement.ai · 3 Oct 2026
Data encryption
The maker says data is encrypted in transit and at rest.casemanagement.ai · 3 Oct 2026
Mobile access
The platform is a Progressive Web App that runs in a mobile browser on iPhone, iPad, and Android devices without an app store install.casemanagement.ai · 3 Oct 2026
Implementation
Most organizations go live within 3–5 months of contract signing, and each organization is assigned a dedicated implementation specialist.casemanagement.ai · 3 Oct 2026
Support
Ongoing support is available by phone, email, and chat; enterprise clients receive a dedicated account manager.casemanagement.ai · 3 Oct 2026
Trial
CaseManagement.ai does not offer self-serve free trials and offers free personalized demos instead.casemanagement.ai · 3 Oct 2026
Who it serves
The maker says the team has supported 30,000+ individuals across 30+ U.S. states and has 15+ years of case management and human services experience.casemanagement.ai · 3 Oct 2026

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