CaseManagement.ai
CaseManagement.ai is case management software for human services organizations, including teams working in IDD, behavioral health, child welfare, aging, hous…
What CaseManagement.ai is
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 $5,060 a month, billed per user per month on average; no free plan or self-serve trial is offered, but personalized demos are free.
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
Watch out
- No free plan
- No self-serve free trial
- Custom integration development is a premium service
Who it suits
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.
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.
Plans and prices
From CaseManagement.ai's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CaseManagement.ai | $5,060 a month | one plan · every feature included · no mandatory annual contract · volume and nonprofit discounts available · per user / month, on average; billed monthly |
The facts
Each one read from CaseManagement.ai's own pages, with the date it was checked.
What it does
- AI documentation
- With documented consent, ambient listening turns sessions into structured progress notes in under 60 seconds, and audio is immediately deleted after processing.checked 3 Oct 2026
- Data encryption
- The maker says data is encrypted in transit and at rest.checked 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.checked 3 Oct 2026
- Goal tracking
- Goal tracking measures progress against Individual Support Plans, flags stalled goals, and generates outcome reports.checked 3 Oct 2026
- Implementation
- Most organizations go live within 3–5 months of contract signing, and each organization is assigned a dedicated implementation specialist.checked 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.checked 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.checked 3 Oct 2026
- Paid from
- 50checked 20 Sep 2026
- 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.checked 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.checked 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.checked 3 Oct 2026
- Support
- Ongoing support is available by phone, email, and chat; enterprise clients receive a dedicated account manager.checked 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.checked 3 Oct 2026
Money
- Free plan
- Nochecked 20 Sep 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.checked 3 Oct 2026
- Trial
- CaseManagement.ai does not offer self-serve free trials and offers free personalized demos instead.checked 3 Oct 2026
Alternatives to CaseManagement.ai
- 1
In-Form
Free planAndroidiOSWebAPI8.0From £165 a year - 2
Primero
Free planAndroidiOSWebAPI7.7From $8,250 a year - 3
FAMCare
AndroidiOSWebAPI7.3From $795 a month - 4
CharityTracker
WebAPI7.1From $216 a year - 5
Neighbor Solutions
AndroidiOSWeb6.8From $100 a month - 6
CaseFlow
AndroidiOSWebmacOS6.7From $150 a month