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SPECIFICTION
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Case Amplify

caseamplify.com

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Spec score 7.8 #4 of 17 in Social Work Case Management

What it is

Case Amplify is AI-assisted case management software for human-services and social-service programs. It brings case records, documentation, client communication, tasks, workflows, configurable program data and reporting into one platform, with tools for custom intake forms, service plans, referrals and outcome tracking. Its AI can summarize case activity, draft notes, extract structured details from documents and help complete configured forms. Staff review and approve generated notes, extracted information and suggested actions before these become part of a record; extracted details can link back to their source conversation or document for verification. Teams can send clients SMS reminders and requests without requiring an app or internet access. The platform supports approved connections through APIs and structured exports. Case Amplify says it uses role-based access, audit logs, data-access logs and tenant-level controls, and that client data is not used to train public AI models. Its AI policy identifies Azure Direct Models hosted within Microsoft Foundry and says customer data is not used to train foundation models. The company says its processes and systems were independently audited for HIPAA and SOC 2 Type II standards. Pricing is on request, and the free trial period is agreed with the company. The terms prohibit using the platform to process Part 2 data.

Spec sheet

Product
Case Amplify describes itself as AI-assisted case management software for human-services and social-service programs.Read 8 Oct 2026 · caseamplify.com
Intended users
The product is presented for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging services, and disability and I/DD services.Read 8 Oct 2026 · caseamplify.com
Trial
The terms say trial access is free for a timeframe mutually agreed upon with Case Amplify; they do not state a fixed number of days.Read 8 Oct 2026 · caseamplify.com
Integrations
The company says APIs and structured exports can support approved integrations with other systems.Read 8 Oct 2026 · caseamplify.com
Security
The site identifies role-based access, audit logs, data-access logs, and tenant-level controls, and says client data is not used to train public AI models.Read 8 Oct 2026 · caseamplify.com
Compliance
The homepage describes the product as HIPAA-aligned and SOC 2 audited.Read 8 Oct 2026 · caseamplify.com
Support
The company offers video tutorials and personalized guidance from its support team.Read 7 Oct 2026 · caseamplify.com
Headquarters
1720 W 4th Ave Unit B, Spokane, WA 99201, United StatesRead 28 Sep 2026 · caseamplify.com
AI documentation
Its AI features can summarize case activity, draft notes, extract structured information from documents, and help complete configured forms.Read 7 Oct 2026 · caseamplify.com
AI infrastructure
Its AI policy says the platform uses Azure Direct Models hosted within Microsoft Foundry and that customer data is not used to train foundation models.Read 7 Oct 2026 · caseamplify.com
AI review
Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.Read 8 Oct 2026 · caseamplify.com
Availability
The terms describe the platform as a web application and/or mobile application, if any.Read 8 Oct 2026 · caseamplify.com
Client messaging
The SMS engagement feature lets teams send clients reminders and requests by text without requiring clients to install an app or have internet access.Read 7 Oct 2026 · caseamplify.com
Core functions
It brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together in one platform.Read 7 Oct 2026 · caseamplify.com
Core tools
The platform brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together.Read 8 Oct 2026 · caseamplify.com
Data retention
The terms say customers can choose to retain data for 30 days or for the agreement term, with data retained in secure backups for six years after 30-day retention ends.Read 8 Oct 2026 · caseamplify.com
Notable limit
The terms state that the platform is not designed to process Part 2 data and prohibit its use for that data.Read 8 Oct 2026 · caseamplify.com
Pricing
The terms describe monthly or annual subscriptions and say the fee is disclosed at signup; no exact price is stated there.Read 8 Oct 2026 · caseamplify.com
Source links
Extracted information can link back to the conversation or document where it originated.Read 8 Oct 2026 · caseamplify.com
Staff review
Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.Read 7 Oct 2026 · caseamplify.com
Who it serves
The product is built for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD services.Read 7 Oct 2026 · caseamplify.com

Strong points and limits

Strong points

  • Staff approve AI-generated notes and suggested actions.
  • Extracted details can link to their source material.
  • Client SMS requires no app or internet access.
  • Includes intake, referral and outcome tracking.

Limits

  • Pricing is provided when a customer signs up.
  • Trial timeframe is agreed with the company.
  • The platform cannot be used for Part 2 data.

Who it suits

Case Amplify is built for human-services programs, including vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD services. It suits teams that want case documentation, client messaging and program reporting in a web-based service.

Verdict

Case Amplify combines case management and client communication with AI-assisted documentation subject to staff review. Confirm pricing, trial terms and the Part 2 restriction before proceeding.

Where Specifiction places it

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