Tech riderRev. 20 Sept 2026

Case Amplify

Ch 056.8of 32 Nonprofit Case Management Software

1Runs onAPI, Web
2Costsfree trial
3Custom intake formsYes
4Service plan trackingYes
5Referral trackingYes
6Outcome trackingYes
7Mobile accessbrowser

7 lines stated Written from the maker's own pages: caseamplify.com

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Overview

Case Amplify is ranked #5 of 32 in nonprofit case management software on Specifiction. It runs on API, Web. There is no free plan. A free trial is offered.

Compared on nonprofit case management software

Free plan: Nocaseamplify.com
Custom intake forms: Yescaseamplify.com
Service plan tracking: Yescaseamplify.com
Referral tracking: Yescaseamplify.com
Outcome tracking: Yescaseamplify.com
Mobile access: browsercaseamplify.com

Facts

Product: Case Amplify is AI-assisted case management software for human-services and social-service programs.caseamplify.com · 7 Oct 2026
Core functions: It brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together in one platform.caseamplify.com · 7 Oct 2026
AI documentation: Its AI features can summarize case activity, draft notes, extract structured information from documents, and help complete configured forms.caseamplify.com · 7 Oct 2026
Staff review: Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.caseamplify.com · 7 Oct 2026
Source links: Extracted information can link back to the conversation or document it came from so staff can verify it.caseamplify.com · 7 Oct 2026
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.caseamplify.com · 7 Oct 2026
Integrations: The platform supports approved integrations with other systems through APIs and structured exports.caseamplify.com · 7 Oct 2026
Security: Case Amplify says it uses role-based access, audit logs, data-access logs, and tenant-level controls, and does not use client data to train public AI models.caseamplify.com · 7 Oct 2026
Compliance: The company says its processes and systems were independently audited by ConstellationGRC for HIPAA and SOC 2 Type II standards.caseamplify.com · 7 Oct 2026
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.caseamplify.com · 7 Oct 2026
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.caseamplify.com · 7 Oct 2026
Trial: The platform terms say a free trial is available for a timeframe agreed mutually with Case Amplify.caseamplify.com · 7 Oct 2026
Pricing: The platform terms state that monthly or annual subscription fees are disclosed when a customer signs up.caseamplify.com · 7 Oct 2026
Support: The company offers video tutorials and personalized guidance from its support team.caseamplify.com · 7 Oct 2026
Core tools: The platform brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together.caseamplify.com · 8 Oct 2026
AI review: Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.caseamplify.com · 8 Oct 2026
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.caseamplify.com · 8 Oct 2026
Availability: The terms describe the platform as a web application and/or mobile application, if any.caseamplify.com · 8 Oct 2026
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.caseamplify.com · 8 Oct 2026
Notable limit: The terms state that the platform is not designed to process Part 2 data and prohibit its use for that data.caseamplify.com · 8 Oct 2026