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CaseWorthy

caseworthy.com

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Spec score 7.8 #12 of 32 in Nonprofit Case Management Software

What it is

CaseWorthy provides cloud case and program management software for coordinating whole-person care and reporting outcomes across human services. It serves nonprofits, government agencies, and community organizations in areas such as aging, behavioral health, homelessness, workforce development, veterans services, and survivor services. The platform includes intake forms, secure client records, configurable workflows, automated notifications, case notes, document management, and client and partner portals. Its apBuilder tools let organizations create and edit fields, forms, workflows, reports, and dashboards without external developers or custom code. Reporting includes standard, ad hoc, and funder-ready options, with built-in analytics and dashboards. CaseWorthy describes more than 40 integration capabilities, including Salesforce, DocuSign, QuickBooks, and Google Maps. Cara provides AI-assisted summaries and insights; the company says people retain decision-making responsibility and customer data is not shared with external AI providers. The ServTracker Mobile Home Care App is available for iOS and Android, with a subscription required to activate an account. Pricing is on request.

Spec sheet

Purpose
CaseWorthy provides case and program management software for coordinated whole-person care and outcome reporting across human services.Read 11 Oct 2026 · caseworthy.com
Deployment
cloudRead 19 Sep 2026 · caseworthy.com
Integrations
The HMIS+ solution states it supports more than 40 integration capabilities and names Salesforce, DocuSign, QuickBooks, and Google Maps as examples.Read 11 Oct 2026 · caseworthy.com
Mobile apps
YesRead 19 Sep 2026 · caseworthy.com
Security
CaseWorthy says it uses encryption, role-based access controls, firewalls, network monitoring, regular vulnerability scanning, and annual third-party penetration testing.Read 11 Oct 2026 · caseworthy.com
Compliance
The company lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance, and says its CaseWorthy solution is LIHEAP and HMIS compliant.Read 11 Oct 2026 · caseworthy.com
Support
CaseWorthy support is available Monday through Friday, 7 a.m.–6 p.m. Mountain Time, through its support portal, phone, and email.Read 11 Oct 2026 · caseworthy.com
Headquarters
West Valley City, Utah, United StatesRead 23 Sep 2026 · caseworthy.com
AI
Cara provides AI-assisted summaries and insights, while CaseWorthy says humans retain decision-making responsibility and customer data is not shared with external AI providers.Read 11 Oct 2026 · caseworthy.com
Audit trail
YesRead 19 Sep 2026 · caseworthy.com
Case intake forms
YesRead 19 Sep 2026 · caseworthy.com
Company history
CaseWorthy says it was established in 2008.Read 11 Oct 2026 · caseworthy.com
Configurable workflows
Organizations can configure workflows, forms, assessments, and service plans without custom code.Read 11 Oct 2026 · caseworthy.com
Configuration
Its apBuilder tools let organizations create and edit data fields, forms, workflows, reports, and dashboards without relying on external developers.Read 11 Oct 2026 · caseworthy.com
Core features
Features include customizable workflows, secure client data, automated notifications, reporting and analytics, mobile access, client and partner portals, document management, and case notes.Read 11 Oct 2026 · caseworthy.com
Custom case fields
YesRead 19 Sep 2026 · caseworthy.com
Mobile app
The ServTracker Mobile Home Care App is available for iOS and Android, and a subscription is required to activate an account.Read 11 Oct 2026 · caseworthy.com
Pricing
The official pages reviewed direct prospective customers to schedule a demo or discovery consultation and do not state a price.Read 11 Oct 2026 · caseworthy.com
Pricing availability
The pages reviewed direct prospective customers to schedule a demo or consultation and do not state a software price.Read 11 Oct 2026 · caseworthy.com
Reporting
The platform provides standard, ad hoc, and funder-ready reporting, along with built-in dashboards and analytics.Read 11 Oct 2026 · caseworthy.com
Reporting dashboards
YesRead 19 Sep 2026 · caseworthy.com
Security and compliance
The company lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance, and says its services are monitored around the clock.Read 11 Oct 2026 · caseworthy.com
Security controls
The company describes encryption, role-based access controls, annual third-party penetration testing, regular vulnerability scans, and backups across multiple availability zones.Read 11 Oct 2026 · caseworthy.com
Who it serves
The platform is used by nonprofits, government agencies, and community organizations working in areas such as aging, behavioral health, homelessness, workforce development, veterans services, and survivor services.Read 11 Oct 2026 · caseworthy.com
Workflow automation
YesRead 19 Sep 2026 · caseworthy.com

Strong points and limits

Strong points

  • Configurable fields, forms, and workflows without custom code
  • Standard, ad hoc, and funder-ready reporting
  • More than 40 integration capabilities
  • Available on web, iOS, and Android

Limits

  • Pricing is available on request
  • Mobile app activation requires a subscription
  • Support is available Monday through Friday

Who it suits

It suits nonprofits, government agencies, and community organizations coordinating human services programs and outcome reporting. Organizations that need configurable forms, workflows, and reporting may find its tools relevant.

Verdict

CaseWorthy brings configurable case workflows, reporting, and mobile access together for human services organizations. Prospective customers need to request pricing, and mobile app account activation requires a subscription.

Where Specifiction places it

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