Case Amplify vs CaseFlow

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.

CaseFlow is case management software for health and human services organizations, nonprofits and NGOs. It tracks case status and can alert staff to tasks, target dates, appointments and dependencies on outside agencies. Organizations can adapt workflows and data collection as client needs change. The software fills Word and PDF templates with case information and includes standard reports; custom reporting is available for a fee. CaseFlow Mobile supports customized forms and offline data collection that syncs when a device reconnects. It is cloud-hosted, requires an internet connection and stores data on its servers. It runs on Android, iOS, macOS, web and Windows. The Base Package costs $150 a month, or $1800/year, plus a $1995 setup fee. It includes two users, one custom workflow, unlimited cases and documents, email notifications, standard reports, spreadsheet import/export, two hours of live online training and unlimited support for a designated contact. Additional users, mobile apps, integrations and other features are listed as add-ons. CaseFlow does not provide full CMS or EMR capabilities.