CaseFlow vs Collaborate
CaseFlow
caseflow.global
Collaborate
collaboratesoftware.comSide by side
| Figure | CaseFlow | Collaborate |
|---|---|---|
| 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 | 1 |
| Spec score · Nonprofit Case Management Software | 8.1 (#5) | 7.9 (#8) |
| Spec score · Case Management Software | 7.9 (#55) | 8.2 (#27) |
| Company | The company name is Ask4Rain LLC, with CaseFlow described as its assumed business name. | Collaborate is developed by Network Ninja, Inc., which the maker says was established in 1998. |
| Headquarters | Bozeman, Montana, USA | Chicago, Illinois, 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 maker lists REST API, webhooks, SFTP/SCP, state data systems, DocuSign, and SMS providers, and describes examples including medical billing, payroll/staffing, and QuickBooks. |
| Purpose | CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs. | Collaborate is customizable case management software for nonprofits and social services agencies. |
| 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. | The maker states that Collaborate is HIPAA compliant and SOC 2 Type 2 certified, and describes TLS 1.3 encryption in transit and AES-256 encryption at rest. |
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.
Collaborate
Collaborate is customizable case management software for nonprofits and social services agencies. Its case profiles gather intake information, services, assignments, referrals, notes, documents, notifications and alerts in one view. Organizations can tailor intake forms, digitize paper forms, define services and share external forms by link or website embed. Reports can be filtered and shared, with results shown as charts and graphs. The product integrates with DocuSign and supports API connections to systems including statewide referrals, medical billing, payroll, staffing and QuickBooks. It is cloud-hosted and accessed through a browser without installation, including on desktop, laptop, tablet and mobile phone with an internet connection. The maker says it is HIPAA compliant and SOC 2 Type 2 compliant, and lists encryption, role-based permissions, multifactor authentication, SSO support, audit logs and backups. Pricing is based on organization size, user count and modules, with no per-seat licensing fees; the price is on request. Typical deployment is stated as 8–12 weeks from contract to go-live, including migration, customization and staff training.