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CaseManagement.ai
What it is
CaseManagement.ai is an AI-powered case management platform for human services organizations working in areas such as IDD, behavioral health, child welfare, aging, housing and veterans services. With documented consent, ambient listening turns sessions into structured progress notes in under 60 seconds, and the audio is deleted after processing. AI can bring notes, goals, assessments and uploaded documents together in person-centered plans for team review, e-signature and audit. Goal tracking measures progress against Individual Support Plans, flags stalled goals and generates outcome reports. Document Intake extracts diagnoses, medications, goals and risks from uploaded records and links each extraction to its source page. State Bridge maps documentation to state or payer portal fields and supports CSV, XML or portal-ready exports. The Progressive Web App runs in a mobile browser on iPhone, iPad and Android devices without an app-store installation. The listed plan is $5,060 a month, billed per user per month on average, with monthly billing. There is no free plan or self-serve trial; personalized demos are offered instead.
For and against
For
- Creates structured notes from sessions with documented consent.
- Links extracted document details to source pages.
- Tracks Individual Support Plan goals and outcomes.
- Supports CSV, XML and portal-ready exports.
- Runs in mobile browsers without app-store installation.
Against
- There is no free plan.
- There is no self-serve free trial.
- The listed plan costs $5,060 a month.
The verdict
CaseManagement.ai combines documentation, goal tracking and state-system export tools for human services teams. Consider its listed monthly price and implementation timeline when evaluating fit.
Who it suits
The platform may suit human services organizations that need case documentation, person-centered plans and outcome tracking. Mobile browser access may be useful to staff using iPhone, iPad or Android devices.
Plans and prices
CaseManagement.ai
one plan · every feature included · no mandatory annual contract · volume and nonprofit discounts available
Read 3 Oct 2026 · casemanagement.ai
On the record
- 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 · read 3 Oct 2026
- Data encryption
- The maker says data is encrypted in transit and at rest.casemanagement.ai · read 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 · read 3 Oct 2026
- Goal tracking
- Goal tracking measures progress against Individual Support Plans, flags stalled goals, and generates outcome reports.casemanagement.ai · read 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 · read 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 · read 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 · read 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 · read 3 Oct 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.casemanagement.ai · read 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 · read 3 Oct 2026
- Paid from
- 50casemanagement.ai · read 20 Sep 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 · read 3 Oct 2026
- Support
- Ongoing support is available by phone, email, and chat; enterprise clients receive a dedicated account manager.casemanagement.ai · read 3 Oct 2026
- Trial
- CaseManagement.ai does not offer self-serve free trials and offers free personalized demos instead.casemanagement.ai · read 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 · read 3 Oct 2026
