Case Amplify vs Primero

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.

Primero is an open-source information management platform for protection-related data. Its use cases include child protection and gender-based violence case management, incident monitoring, and family tracing and reunification. Case workflows span identification, registration, assessment, planning, referrals and transfers, and closure, with supervision, notifications and tasking tools. The platform lists CPIMS+, GBVIMS+ and MRMIMS+ modules, along with intake forms, custom fields, audit trails and reporting dashboards. Teams can configure forms, roles, lookups, reports, languages, logos and locations through a self-service interface. Primero is available in more than 40 languages. Its v2 progressive web app works online and offline in modern browsers on mobile devices, tablets and laptops, though offline use is limited to creating cases and editing records already accessed in the session; changes submit after reconnection. A free DIY tier requires implementers to manage infrastructure and support. Full Service SaaS costs $8,250 a year, while Hybrid deployment costs $25,000 a year for the first year and decreases to the Tier 3 cost in year two and thereafter.