CaseManagement.ai

Spec sheet

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.Read 3 Oct 2026 · casemanagement.ai

Free plan

NoRead 20 Sep 2026 · casemanagement.ai

Trial

CaseManagement.ai does not offer self-serve free trials and offers free personalized demos instead.Read 3 Oct 2026 · casemanagement.ai

Paid from

50Read 20 Sep 2026 · casemanagement.ai

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.Read 3 Oct 2026 · casemanagement.ai

Support

Ongoing support is available by phone, email, and chat; enterprise clients receive a dedicated account manager.Read 3 Oct 2026 · casemanagement.ai

AI documentation

With documented consent, ambient listening turns sessions into structured progress notes in under 60 seconds, and audio is immediately deleted after processing.Read 3 Oct 2026 · casemanagement.ai

Data encryption

The maker says data is encrypted in transit and at rest.Read 3 Oct 2026 · casemanagement.ai

Document intake

AI Document Intake extracts diagnoses, medications, goals, and risks from uploaded records and links each extraction to its source page.Read 3 Oct 2026 · casemanagement.ai

Goal tracking

Goal tracking measures progress against Individual Support Plans, flags stalled goals, and generates outcome reports.Read 3 Oct 2026 · casemanagement.ai

Implementation

Most organizations go live within 3–5 months of contract signing, and each organization is assigned a dedicated implementation specialist.Read 3 Oct 2026 · casemanagement.ai

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.Read 3 Oct 2026 · casemanagement.ai

Person-centered plans

AI can assemble notes, goals, assessments, and uploaded documents into a person-centered plan for team review, e-signature, and audit.Read 3 Oct 2026 · casemanagement.ai

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.Read 3 Oct 2026 · casemanagement.ai

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.Read 3 Oct 2026 · casemanagement.ai

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.Read 3 Oct 2026 · casemanagement.ai

Plans and prices

Every CaseManagement.ai plan and price →

Where Specifiction places it

• Nonprofit Case Management Software#7 of 327.9
• Case Management Software#111 of 1777.4