Alternatives to CaseFlow

Compare CaseFlow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CaseFlow in 2026. Compare features, ratings, user reviews, pricing, and more from CaseFlow competitors and alternatives in order to make an informed decision for your business.

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    FAMCare Human Services

    FAMCare Human Services

    Global Vision Technologies

    FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. Built on the Visions 2.0 Low-Code Engine, FAMCare adapts to your unique programs—no coding, no costly redevelopment. From intake to outcomes, agencies in child welfare, aging, housing, victim services, and behavioral health use FAMCare to track performance, automate reporting, and deliver insights funders demand. With integrated Power BI analytics and dynamic dashboards, you’ll transform raw data into stories of measurable success. Know your data. Prove your results. Fund your mission. FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action.
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    CHARMS

    CHARMS

    Social Care Network Solutions Limited

    CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information.
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    NewOrg

    NewOrg

    NewOrg Management System

    NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.
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    CharityTracker

    CharityTracker

    Simon Solutions

    A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user
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    InfoFlo

    InfoFlo

    InfoFlo Solutions Inc

    Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.
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    Foothold

    Foothold

    Foothold Technology

    Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof. We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more. Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Transform the way you provide care with nimble software and a partnership guided by experience.
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    Casebook

    Casebook

    Casebook

    At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
    Starting Price: $29 per user per month
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    Sumac

    Sumac

    Societ

    Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.
    Starting Price: $109 per month
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    Collaborate

    Collaborate

    Network Ninja

    Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff. It's built to easily track intakes, services, goals, outcomes, and funder reports. Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more. Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems. Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support. To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.
    Starting Price: On Request
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    SAM

    SAM

    InReach Solutions

    SAM is case management software designed for adoption and foster care. Save your agency and clients hours each week with a centralized, secure online database and powerful toolset that drives your mission. Find matches and families faster with customized reports and online forms. View, filter, and sort available foster families and waiting youth in one centralized database. Narrow down potential placements by special needs, licensing, preferences, and more. Simplify matching, home studies, and reporting with customized tools. View, filter, and sort every family, child, and expectant parent record in one place. Create lists of suitable matches and share them with your team or clients in a few clicks.
    Starting Price: $300/Month
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    KaleidaCare

    KaleidaCare

    KaleidaCare

    KaleidaCare is a web-based social service and foster care tracking, management, and reporting software. Specifically built to add the most long-term and short-term value for mental health and social service agencies, KaleidaCare Solutions helps these organizations seamlessly track client admission, administer programs and services, and manage client treatment and outcomes. Affordable and easy to adopt, KaleidaCare enables social service agencies to seamlessly create reports, manage billing and deadlines, receive notifications, and electronically sign and store documents in the office or at home with the use of any Internet-based device.
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    extendedReach

    extendedReach

    extendedReach

    Our foster care software was designed with you in mind. For more than 20 years, extendedReach has been the industry-leading, intuitive case management software solution for modern social service agencies. With deep experience in the social service sector, we built extendedReach to work the way you already do. Leverage your existing checklists, documents, policies, and processes, enabling them with technology to increase productivity by streamlining your workflows. Features: - Info on the go - Accurate Billing - Built-in compliance checklist - Quickly collect signatures - Create custom forms - Break down silos - Go from paper mountain to paperless! Go to our website to see all of our features.
    Starting Price: $50.00/month
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    Noble Child

    Noble Child

    Noble Child

    Drive higher outcomes you can measure. The child welfare information system that ensures best practices, scales across your organization, and delivers demonstrable ROI. Learn how Noble Child is evolving service delivery, compliance, accessibility, and security for child welfare. Ensure best practices and efficient services. Give your employees the tools to drive quality services and the highest outcomes. Access live reporting dashboards. Ensure your agency is in constant compliance with real-time report data. Offer your entire agency 24/7 access to provide better services. Protect data and control access. Know your data is safe and ensure restricted access.
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    PlanStreet

    PlanStreet

    PlanStreet

    No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.
    Starting Price: $100/user/month
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    eAdopt

    eAdopt

    eAdopt

    eAdopt is a cloud-based case management and notification system for adoption professionals. eAdopt’s hosted software provides a secure way for adoption professionals to manage their caseloads. Training, consulting and education organizations, home study, foster care and adoption agencies and attorneys use eAdopt to present their adoptive parents a secure login to access their fully customizable tasks and submit their documents. Here, parents can see the progress and status of their adoptions, and agencies leverage the system’s communication tools to send automated notifications, group announcements and individual messages to families and staff. Additionally, agencies manage birth parents, embryo donors and waiting children in eAdopt’s portal. eAdopt's mission is to streamline the adoption process, so that agencies can more efficiently connect children with their forever families. Our cloud-based software helps agencies empower their staff and clients as they navigate adoption.
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    CaseWorthy

    CaseWorthy

    CaseWorthy

    CaseWorthy is an advanced case management, client management and participation tracking application for Health and Human Service (HHS) organizations serving the nation's most vulnerable individuals and communities. Easy to use and customized to an organization's specific needs, CaseWorthy transforms data into actionable information teams can use to enhance their services. The platform features automated workflows, document management, rules and eligibility tools, as well as business intelligence dashboards.
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    mCase

    mCase

    RedMane Technology

    mCase is a unique, completely configurable cloud-based solution that makes case management tasks faster and more efficient. It lets staff support their clients in the office and out in the field, using mobile devices and the web, while providing an easy-to-use and powerful case management solution. mCase supports all aspects of the case management life cycle, including intakes, assessments, service planning, outcomes measurement and eventually, closure. Get an easy to use, comprehensive solution that gives you the tools you need to do your job, while reducing the amount of time you spend at your computer. Access robust reporting, analysis and dashboards to ensure process adherence and effective resource allocation. The mCase low code/no code platform allows you to deal with a changing business environment. It speeds up app delivery by an order of magnitude and dramatically reduces development costs.
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    CareDirector
    CareDirector is a case management solution that supports integrated working across health & social care. Its customisable modules supports organisations to manage case records, BI and finances in one system. Configurable dashboards help users to identify trends, track against deadlines and make decisions in real-time. It includes app based mobile working giving users access to relevant information on the go. It works both on and offline so records can be updated with or without a mobile signal.
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    FosterCare.Team

    FosterCare.Team

    FosterCare.Team

    FosterCare.Team is a web-based, team-centric, foster care collaboration platform that improves foster parent support and increases the quality of care for children in foster care. We leverage software created efficiencies to streamline communication between every member of a foster care team, while maintaining absolute team privacy and security. While your agency certainly has tools to help your internal team communicate, FosterCare.Team is a tool that extends outside of your agency, to all the members of a foster care team such as GALs, counselors, foster parents, and birth parents. By improving team communication, we improve foster parent support. By improving foster parent support, the foster children see improved quality of care. As an agency, you'll also find it easier to retain existing foster parents and recruit new ones because research has proven the most effective tool in recruiting new foster parents, is happy and supported existing foster parents.
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    Notehouse

    Notehouse

    Notehouse

    Want a simple, affordable, and secure way to take notes on the people you work with? Of course you do! That's why we created Notehouse. Our familiar, friendly interface puts users at ease and you'll be using the platform in minutes. Lauren's non-techie mom approved! Our focus is searchable, sortable, easy to read narrative notes , so you can keep track of conversations, meetings, and appointments with all your humans. Our narrative platform allows you to share information across teams so you know who took the note and when! Our side bar keeps must-have info front and center and our sticky notes never fall off! Finally, our customizable tag based system means YOU decide what you want to track, making sorting cases for reporting and analysis a breeze. We use two-sided encryption models, HIPAA compliant database servers, periodic security audits and more to ensure your information is private, secure, and for your team's eyes only.
    Starting Price: $5.00 per user per month
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    countbubble

    countbubble

    CountBubble

    countbubble is case management software for human service nonprofits. It offers tools that allow nonprofits to track & report their work. 1-The Form Builder allows you to create data collection forms quickly. 2-The Notes Feed helps you keep case notes organized and easy to review. 3-The Plans feature lets you to create & manage custom case plans. 4-Work with participants (aka clients) from the Participant Management screen 5-Export data any time, or use built in reports to view summaries of services, outcomes, or demographics. countbubble is *simplified* software that helps nonprofits manage their program data. It’s designed to be easy to learn so you can get started quickly - without numerous hours of training. countbubble is perfect for multi-service agencies that have lots of data to manage and report; case management programs that work on long-term goals; and basic needs assistance programs that simply need to track their ongoing work.
    Starting Price: $15/user/month
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    Exponent Case Management

    Exponent Case Management

    Exponent Partners

    Technology for Social Change. We transform your nonprofit's relationship with data to improve programs and amplify impact. Our Salesforce consultants specialize in whole agency solutions for human services, philanthropy, and education organizations. Social services agencies are faced with an overwhelming administrative burden. You are expected to deliver results data to numerous funders, often through disconnected funder databases that don’t give you access to track and analyze your results. Our solutions span your whole agency by linking your data together and providing the tools to understand your impact in programs, fundraising, and operations. Leveraging our extensive experience building custom solutions for human services agencies, we’ve also developed Exponent Case Management–a fully-featured case management solution that provides powerful workflow, accessible analytics, and a modern platform that can be integrated with other systems.
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    AdvocacyPro

    AdvocacyPro

    AdvocacyPro

    Have your whole team connected no matter where they are. Nothing to install, 100% web based and responsive for all devices. You decide who has what access. If you are a college campus, victim services and campus police can work together. If you work with partner organizations, they can have access too. Work from wherever you need to be. Run reports, check client records, update on the go. Everyone is connected in real-time. You can be in the office or on your tablet or cell phone. Nothing to install on your computer or laptop. Just go to the website set up for you. Use a computer, laptop, tablet, or smartphone. Screens are automatically resized. Built for victim services for police or non-profit organizations. A separate version is available for college campuses. Track all aspects of client cases. The main system is designed for victim services but has been adopted for other populations.
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    Persimmony

    Persimmony

    Persimmony Software

    Persimmony’s cloud-based suite of solutions was designed in close collaboration with leading industry experts and offers Case Management, Time Study, Contract Management, QRIS, Intake/ Client Portals, a full suite of communications tools and 700+ fully customizable forms and reports – all accessed through a unified, single sign-on interface. Unique to Persimmony – our solutions are embedded with Federal Financial Participation methodologies from the first line of code – empowering government agencies to capture significant Federal reimbursements for activities they are already performing. The Persimmony approach combines expert consultancy services with user-friendly software to equip your team with the tools they need to maximize client outcomes and increase funding. Persimmony solutions can be successfully applied within most community service-providing entities.
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    CTARS

    CTARS

    CTARS

    CTARS is a web based client management system tailored for NDIS and OOHC providers. CTARS supports organisations to develop and manage personal client budgets, scheduling of services, billing and invoicing, day-to-day activity logging, goal tracking, medication management, incident management and reporting. CTARS allows an organisation to tailor the system to their business requirements, including configuring roles and permissions, form development, custom reporting, real time alerts and notifications and document management. Security - CTARS is hosted on AWS within Australia, is ISO Certified and supports additional end user security through MFA and SSO. Customised to your business - Your business is unique. That’s why we provide custom implementation for every new client to make sure CTARS matches the way you do business Easy to Learn - We provide recommendations and customised training, but the intuitive software automatically is adaptable to your individual needs
    Starting Price: $10/month
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    ASI-Ware

    ASI-Ware

    ASIware

    ASI-Ware is a placement management system that enables users to monitor, manage, and report vital information for children in different residential and foster care locations. With ASI-Ware, foster care caseworkers will have more time to serve children families due to its simplified service documentation, reporting, and data management. ASI-Ware is a secure web-based and hosted application that provides users with an easy-to-use executive dashboard.
    Starting Price: $250 per month
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    ECAP

    ECAP

    Foster Care Technologies

    School of Social Welfare researchers from the University of Kansas conducted a research study to evaluate ECAP's effectiveness for improving outcomes for children and families. Their pre/post study compared the results of placements that were made with ECAP to those made without. Below is a summary of the results of this study. The researchers also studied over 22,000 past placement records to identify how certain characteristics affect placement stability. ECAP’s algorithms were adjusted to reflect this new information and to make it even more effective. ​ FCT engages in ongoing research projects projects that continuously help us better understand the relationship between placement matching and better outcomes for children and families. We consult with domain experts from our Research Advisory Board, to constantly improve the way we use predictive analytics to help reduce trauma for children and families across the nation through the use of ECAP.
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    AidHound

    AidHound

    I AM - CONSULTORIA

    Control your data, organize your work, manage your organization, make better decisions and share your knowledge. AidHound increases your productivity by 20%. AidHound is a software as a service (SaaS) designed to empower organizations with collection, analysis and visualization of data on their beneficiaries and activities in a secure and efficient way. Think about your goals, what data would you need to know if you're on the right track. Design forms and profile areas to collect data on your participants and the activities of your staff. AidHound collects all the data you need and translates it into usable information, this allows you to carefully analyze your progress and the impact your organization is having. Review your progress, derive concrete conclusions and recommendations that you can apply in your organization, make informed decisions, carry out adjustments and go back to step 1.
    Starting Price: $19.99 per user per month
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    CaseXellence

    CaseXellence

    Speridian Technologies

    CaseXellence is a low-code intelligent process automation platform that enables public sector enterprises to modernize and transform their legacy infrastructure. CaseXellence has pre-built verticalized solutions designed specifically for public sector automation with security, transparency, and traceability at the heart of the platform. Experience the next level of case management with CaseXellence, the comprehensive suite designed to meet the diverse needs across various sectors, including government agencies, housing, education, and child welfare. Whether it’s Rental Assistance, Homeowner Support, Student Financial Aid, or Child Support, CaseXellence covers it all with elegance and efficiency.
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    Neon CCM

    Neon CCM

    Neon One

    Neon CCM offers secure, cloud-based solutions for tracking client information, outcome reporting, and so much more. Better data insights and data security, so you can spend more time with the people you serve and less time pulling data. Our team will work with you to build a system tailored to your specific needs and mission, so you can focus on the people you serve. Run, export & organize unlimited custom reports with personalized support from our project management team. If you’re tracking it, you can report on it. Keep sensitive information available to only those who have permission to access it using unlimited custom user groups. Add users and contacts as your organization grows at no additional cost. We offer optional HIPAA compliance for organizations handling sensitive medical information.
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    Access Mosaic

    Access Mosaic

    The Access Group

    Access Mosaic is a cloud-based social care case management system that gives organizations a single, end-to-end platform for adult and children’s social care case recording, finance and statutory reporting, designed to reduce administrative burden and improve outcomes by guiding practitioners through structured workflows that comply with legal requirements while allowing configuration to reflect local practices. It includes modules such as core social care case management, mobile access for field workers, a provider portal for third-party interfacing, and real-time health data viewing that integrates GP, hospital and outpatient records so practitioners can make informed, holistic decisions about care pathways. Mosaic is trusted across numerous UK councils and integrates with other health and social care systems to support multi-agency collaboration, provide a unified view of individuals and their needs, and streamline care delivery while reducing paperwork and duplication.
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    Binti

    Binti

    Binti

    Reinvent child welfare with us. Modern, mobile-friendly software driving measurable results and promoting quality practice. Binti’s modules, used individually or as an entire CCWIS solution, are designed to empower teams and communities to support youth and families. Designed to securely integrate with other systems, the modules allow for collaboration across service areas such as Medicaid, including acting as part of an MMIS system. Modern, user friendly CCWIS system across licensing, placements, case management, child intake, investigation, eligibility. Online portal for foster families. Mobile access for workers. Binti has an API to feed data between Binti’s modules and existing state system if needed. Empower case carrying staff to track due dates, reports, and milestones in the case plan. Enable workers to do their work in the field on their mobile phones. Support case workers, facilitate family engagement, and improve outcomes.
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    Access Abacus

    Access Abacus

    The Access Group

    Access Abacus is an integrated social care finance software solution developed for local government and social care organizations that centralizes and automates key financial processes related to social care delivery; it provides user-friendly workflows and financial reporting, automates invoice processing, billing, provider payments, credit control and debt management, and supports paperless payments and real-time activity monitoring so teams always see up-to-date information and can respond quickly to changes. It is designed to integrate seamlessly with social care case management platforms (e.g., Mosaic) and corporate ledger systems to create one connected financial case management environment, reducing manual administration by a significant percentage and enabling cost savings while freeing staff to focus on direct care. Abacus also includes features that help organizations stay ahead of legislative changes and compliance needs.
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    Alcea CaseTrack

    Alcea CaseTrack

    Alcea Tracking Solutions

    We do this every day-worldwide-in 43 countries! We show our customers how to collaborate. Case management is a collaborative process. Collaboration is cooperation. It is a melding together of all components into a logical flow. It means assessing, planning, coordinating and facilitating the delivery of support and services. It means meeting the needs of those providing services and those who require the services. Alcea Casetrack provides a completely customizable solution to manage all of your case management needs. You track complex interactions, with a collaboration of all resources, including documentation and eventual outcomes. Learn how Alcea CaseTrack can improve how your business collaborates. Whether it is for private or government institutions, in the medical, audit, legal, social (human rights) or other fields, the collaboration of individuals (from case workers, managers and clients, complainants to respondents) make case management a difficult environment to manage.
    Starting Price: $20 per month
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    Enquire

    Enquire

    Tactiv

    Enquire Fund Management Software is designed for organisations in the social impact sector relying on government or philanthropic funding for impact programs. The solution provides an instant uplift for grant, contract, scholarship, awards, disaster recovery and case management, as well as project delivery and impact reporting. Enquire is created by the Tactiv, experts in this field. The software is used to streamline administrative tasks, improve access and transparency to information and report on impact. Enquire allows you to manage your funded projects online in a user-friendly and collaborative way, with one source of truth and easy reporting capabilities. Enquire supports templates, workflows, role-based access, contract, budget and project management, stakeholder reporting and integrates with other common finance/document management systems. The scalability and configurability of Enquire makes it a solution suitable for small companies, enterprises and everything in between.
    Starting Price: 1250.00 per month
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    Vertex Case Records Manager
    Vertex Case Manager is a cloud-based electronic case management software solution. Vertex Case Manager was created specifically designed for agencies like yours that serve people with disabilities in the community, employment, and residential settings. The Vertex Case Manager gathers information from every step of your client’s tenure from enrollment thru discharge. Through our social work case management software, information is gathered as clients attend and advance through your programs. Users can enter service time and progress records throughout the day. Missing or incomplete documents trigger a reminder to service providers to help maintain compliance. Our case management system allows for your user experience to be stress-free and keeps your agency organized and documentation compliant. From the dashboard, users see notifications, mark arrival times, and edit records all in one location.
    Starting Price: $2500 one-time payment
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    CareMatch

    CareMatch

    Five Points Technology Group

    CareMatch provides case workers and management staff the right tools to intelligently match children in care to placements the first time, helping to significantly reduce subsequent placements within the child welfare system. Professionals in child welfare understand the tremendous impact reducing the number of moves in a foster child’s life can play in improved academic performance, emotional well-being and the successful long term transition to independent living. By performing a “first match / best match” with every placement opportunity, child welfare organizations are finding powerful and compelling reasons to place CareMatch at the center of their placement workflows.
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    Circe

    Circe

    CIRCE

    Circe is a complete, easily adaptable, cloud-based platform for managing human services. It is simply the most economical, scalable and flexible case management platform for a wide range of services and programs. No matter what kind of services your agency delivers, Circe simplifies and streamlines case and workflow management so you can spend more time serving your clients. Circe was developed by service providers for service providers.
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    Bonterra Case Management
    Make case management smarter and easier than ever with Bonterra Case Management! As a leading case management software for nonprofits, Bonterra Case Management helps to manage donations, volunteers, and events while saving time on data entry and focusing on service delivery. Secure, flexible, and easy-to-use, Bonterra Case Management help nonprofits streamline their data collection and reporting as well as allows them to focus on client management and social service outcomes. Some important features of the platform include customizable dashboards bulletins, customizable data collection forms, security settings, unique workflows, attendance registration, electronic signatures, management reports, and document storage.
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    CITI Empower
    Empower, CITI’s enterprise-ready HHS platform allows for effective program management and decision-making across a wide spectrum of health and human services. Empower is built on a foundation of core domain experience gained through deep engagement and collaboration with clients and end-users. Empower supports federal and state child welfare and benefit programs including child welfare, foster care, child care, TANF, SNAP, and head start. Empower’s eligibility rules engine can be quickly configured and applied to support various welfare and benefits programs for eligibility determination and assisted decision making in case management. The Empower platform allows rapid solution deployment for all case management lifecycles. Its core is built on the latest technology platform to negate obsolescence and provide wider program coverage. All products built on the Empower platform are fully responsive and function on all mobile devices.
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    INSZoom

    INSZoom

    Mitratech

    Simplifying global immigration case management and compliance for clients of all sizes. INSZoom Case Management is a comprehensive, secure, and compliant cloud-based immigration software solution delivering all the capabilities needed to accelerate workflows while keeping client and candidate data secure. It’s the leading immigration software solution that’s already trusted by immigration services professionals worldwide. INSZoom won’t just save time and effort for your team: It transforms them into immigration heroes for your clients. With thousands of forms and documents, staff can spend inordinate amounts of time compiling, completing, and vetting. Manual data entry and reconciling vast array of immigration forms can lead to critical errors, and negative case outcomes. The INSZoom Case Manager App is available on the Apple App Store and the Google Play Store.
    Starting Price: $50 per month
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    Pieces Connect

    Pieces Connect

    Pieces Technologies

    Pieces™ Connect is a scalable, cloud-based case management platform that can help organizations better address the social, economic, and behavioral determinants of health. This transformational solution connects healthcare organizations with the community groups that look out for vulnerable populations – so patients get the help they need beyond the clinical setting. A comprehensive solution for connected community health. A complete solution to manage people who need social service support. Easily input, store, and manage information about patients or clients who utilize social services. As a turn-key solution, our staff will set up your community network, train, and support your team. Connect is designed with your needs in mind, so you have the information you need, not extra clutter you don’t. We know you have various levels of proficiency among staff—so we kept it simple and intuitive.
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    Casewatch Millennium
    Casewatch Millennium® is a multi-user, interactive database management system designed to meet the needs of diverse organizations whose missions range from direct provision of healthcare to social services case management to monitoring providers of care. Casewatch Millennium® can manage an entire organization, serve as a departmental system within a larger organization, or manage a network of organizations. Casewatch Millennium® is modular by design meaning an organization uses only the functions that are appropriate. Casewatch Millennium® is HIPAA compliant. Casewatch Millennium® is custom-tailored to meet the needs of each organization and workflow environment. We offer customization of any of the modules. Automated Case Management Systems (ACMS) Incorporated is a system developer and provider of Casewatch Millennium®, a multi-user, interactive database management system. The system is designed to assist people who provide case management services and managed care.
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    Olive

    Olive

    Olive

    Olive was designed to bring public health and social services case management to the cloud in a way that’s surprisingly easy and cost-effective.
    Starting Price: $179 per month
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    SETWorks

    SETWorks

    SETWorks

    SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies.
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    Duplie

    Duplie

    Duplie

    Easily schedule and manage your volunteers. Allow volunteers to register, self-service. Admins can send SMS/text messages, assign volunteers, sync to calendars, create recurring shifts and much more! Take your nonprofit to the next level by using our state-of-the-art platform today.
    Starting Price: $49.00/month
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    ECINS

    ECINS

    ECINS

    Empowering Communities with Integrated Network Systems (ECINS) is a social enterprise dedicated to improving the lives of vulnerable people and empowering the practitioners who serve them. A purpose-built, cloud-based, highly secure case management system, ECINS is the most widely used multi-agency collaboration tool in the U.K. and is rapidly expanding around the world. Created on the belief that when people work together they can achieve more, ECINS is capable of solving just about any case management problem that exists. With no user licenses, ECINS is available at one simple, comprehensive cost. This includes customization, training and support from real-world experts; access to a robust communications portal; and collaboration with a global user community that’s committed to helping one another achieve better outcomes every day.
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    TraxSolutions

    TraxSolutions

    nFocus Solutions

    TraxSolutions® by nFocus Solutions empowers government agencies, communities and mission-driven nonprofits to measure outcomes, improve accountability, and prove impact. Our comprehensive program and case management tracking software streamlines data collection, compliance, and performance reporting—so leaders can make faster, evidence-based decisions with confidence. Designed for scalability and flexibility, TraxSolutions® grows with your mission. From participant management to outcome measurement, we help organizations of every size transform raw data into actionable insight. Whether you serve communities, coordinate defense readiness, or measure social impact, TraxSolutions® ensures your team stays aligned, compliant, and focused on results.
    Starting Price: $300/month
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    Sara

    Sara

    Sara

    Sara is an all-in-one client communication and workflow platform that acts as a centralized hub to help state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies reduce administrative burden, automate client follow-ups, and improve compliance by integrating with existing case management systems and automating routine tasks like two-way texting and email, appointment scheduling and reminders, automated case note creation, document capture and e-signatures, surveys, and HIPAA-compliant video conferencing; it captures communications and syncs them as compliant records to the agency’s system of record, supports unlimited messaging templates and workflows, and can be configured to meet unique compliance and program requirements so agencies can scale operations and maintain consistent engagement across caseloads.
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    Olivia Prime

    Olivia Prime

    Disability Associates

    Olivia Prime is a powerful yet user-friendly Social Security disability case management software. It enables you to process more cases with less work over a shorter period. It’s inexpensive, easy-to-use, and cloud-based. Also, Olivia Prime contains a collection of unique tools designed to bring greater speed and efficiency to the SSA disability process. In addition, Olivia Prime enables you to add and control staff. You can securely communicate with clients and automatically track upcoming events. Unlike many CMS programs, Olivia Prime is easy to learn and contains free video training. Olivia Prime allows you to increase your win rate and boost operational efficiency. It will also help you to improve customer service. Start or expand your advocacy service with the most adaptive software in the industry.
    Starting Price: $99 per month