Case Amplify vs In-Form

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.

In-Form is a case management system built around client relationships for non-profit organisations. It records client interactions, casework actions, assessments, and progress, serving homelessness and housing organisations as well as services for families, mental health, addiction, employment, refugees, and veterans. Its Housing product covers portfolios, compliance, tenant services, occupancy, rent, repairs, maintenance, assets, and safety checks. The cloud-hosted system runs on Salesforce and is accessed through a browser on any device. Reporting varies by edition: Community includes standard reports and dashboards, while Essential includes over 200 reports and dashboards. Enterprise supports bespoke recording and reporting, tailored user access, and automated processes. The maker lists integrations including Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly for Enterprise; these may involve additional costs. Community requires Homeless Link membership, allows up to 10 users, and deactivates accounts after 90 days of inactivity. Essential costs £165 a year per user, with set-up from £4,399.