CaseFlow
CaseFlow · San Jose, California, USA
What it is
CaseFlow is case management software for health and human services organizations, nonprofits, and NGOs. It tracks case status and can alert staff to tasks, target dates, appointments, and dependencies on outside agencies. Organizations can customize workflows and data collection as client needs change. The software fills Word and PDF templates with case information and includes standard reports; custom reporting costs extra. CaseFlow Mobile offers customized forms and offline data collection that syncs once a device reconnects. The cloud service 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, billed monthly or annually, plus a $1995 setup fee. It 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 add-ons. CaseFlow says it does not provide full CMS or EMR capabilities.
For and against
For
- Tracks case status, tasks, dates, and appointments.
- Custom workflows can change with client needs.
- Mobile forms support offline data collection.
- Base package includes unlimited cases and documents.
Against
- Base package is $150 per month plus a $1995 setup fee.
- Base package includes two users.
- Internet connection is required for the cloud service.
- Full CMS and EMR capabilities are not provided.
The verdict
CaseFlow brings case tracking, customizable workflows, reporting, and mobile field collection together for human-service work. Budget for setup and possible add-ons, and note that it does not offer full CMS or EMR capabilities.
Who it suits
CaseFlow suits human-service organizations that need case tracking, adaptable workflows, and mobile field data collection. It is not a full CMS or EMR replacement.
Plans and prices
Base Package
2 users · 1 custom workflow · unlimited cases · unlimited documents
Read 28 Sep 2026 · caseflow.global
Setup
Initial setup
Read 22 Sep 2026 · caseflow.global
On the record
- 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 · read 28 Sep 2026
- Cloud hosting
- CaseFlow is cloud software that requires an internet connection and stores data on its servers.caseflow.global · read 28 Sep 2026
- Company
- The company name is Ask4Rain LLC, with CaseFlow described as its assumed business name.caseflow.global · read 28 Sep 2026
- Custom workflows
- Organizations can tailor workflows, collect different types of data, and change workflows as client needs change.caseflow.global · read 28 Sep 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 · read 28 Sep 2026
- Eligible organizations
- The company says it serves human-service organizations, including for-profit, nonprofit, and government organizations, and excludes businesses without a human-service purpose and certain activism or illegal-activity organizations.caseflow.global · read 28 Sep 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 · read 28 Sep 2026
- Mobile field work
- CaseFlow Mobile supports customized forms and offline data collection that syncs when the device reconnects.caseflow.global · read 28 Sep 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 · read 28 Sep 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 · read 28 Sep 2026
- Purpose
- CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs.caseflow.global · read 28 Sep 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 · read 28 Sep 2026
- Support and setup
- CaseFlow says it handles general setup, and existing library programs can typically be set up in 2–3 business days; the base package includes two hours of live online training and unlimited support for a designated contact.caseflow.global · read 28 Sep 2026
