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CaseFlow

CaseFlow

Transforming cashflow, so you can serve better.

CaseFlow Overview

CaseFlow is a case management platform designed to help human services organizations streamline operations, reduce administrative burden, and empower caseworkers to stay on top of every detail. It supports dynamic workflows, automated reporting, and seamless collaboration while maintaining strong compliance and data security.

More About CaseFlow

Case Oversight & Workflow Management

  • Real-time case status updates
  • Alerts for delays from external agencies
  • Automatic reminders for upcoming tasks

Customizable Case Management

  • Adapt workflows to each client or compliance change
  • Collect any type of data, update workflows on the spot
  • Switch processes easily during ongoing cases

Stakeholder Collaboration

  • Invite clients, professionals, or agencies to contribute
  • Web-based public form submissions reduce entry errors

Staff Training & Continuity

  • Guided onboarding for interns or new hires
  • Workflow prompts ensure case continuity after handover
  • Unified interface enables quick cross-training

Technical Agility

  • Built-in business rules engine for custom logic
  • Scales from local nonprofits to government programs
  • No installation needed; zero-maintenance setup

Pros & Cons

Pros:

Real-time visibility into case status and task flow

Customizable workflows for changing client or compliance needs

Auto-filled documents reduce errors and save time

Mobile-friendly for field caseworkers to update on-site

Guest access and public forms improve collaboration

Cons:

Custom analytics require additional fees

Legacy system integrations may need technical setup

No clear on-premise hosting option provided

Public form setup may require assistance during onboarding

Software Trial

0 Days

Free Version

No

Licensing Type

Proprietary

CaseFlow Starting Price

150 USD ($)

Vendor Pricing Page

See Pricing

CaseFlow Software Features

Program Management Attendance Management Calendar Management Faculty/Staff Management Food Service Management Medical Management Registration Management Reporting Case Notes Client Management Document Management Forms Management Goal Setting Referral Management Service Planning Volunteer Management

CaseFlow Specification

Starting Price

150 USD ($)

Price Type

Flat Rate

Currency

USD ($)

Subscription

Monthly , Annually

Deployment Type

  • Cloud Hosted

Supported Platforms

  • Web-Based

Technical Support

  • Email
  • Chat

Training Resources

  • Documentation
  • Blogs
  • Help Guides
  • Webinars

Software Demo & Screenshots

CaseFlow Pricing

Base Package

$150/Monthly

Features

  • + $1995 setup
  • 1 custom workflow
  • 2 Users
  • Unlimited cases
  • Unlimited documents
  • Email notifications
  • Standard reports
CaseFlow Pricing Screenshot

*The price might have been changed, check the current pricing on the vendor's website.

CaseFlow Customers

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