CaseFlow vs CaseWorthy
CaseFlow
caseflow.globalCaseWorthy
caseworthy.comSide by side
| Figure | CaseFlow | CaseWorthy |
|---|---|---|
| Price from | $150/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 2 | 0 |
| Spec score · Nonprofit Case Management Software | 8.1 (#5) | 7.8 (#12) |
| Spec score · Case Management Software | 7.9 (#55) | 7.7 (#74) |
| Headquarters | Bozeman, Montana, USA | West Valley City, Utah, United States |
| Integrations | The site names Microsoft and Google import/export, JotForms, QuickBooks, online forms, and legacy systems; some connectors are available on request or for an additional fee. | The HMIS+ solution states it supports more than 40 integration capabilities and names Salesforce, DocuSign, QuickBooks, and Google Maps as examples. |
| Purpose | CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs. | CaseWorthy provides case and program management software for coordinated whole-person care and outcome reporting across human services. |
| Security | The FAQ lists encryption of data and backups, role-based access, IP filtering, and strong passwords, and says a HIPAA Business Associate Agreement is available on request. | CaseWorthy says it uses encryption, role-based access controls, firewalls, network monitoring, regular vulnerability scanning, and annual third-party penetration testing. |
Plans
In their own words
CaseFlow
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.
CaseWorthy
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.