CaseFlow vs In-Form
CaseFlow
caseflow.global
In-Form
in-form.org.ukSide by side
| Figure | CaseFlow | In-Form |
|---|---|---|
| Price from | $150/mo | £13.75/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 2 | 7 |
| Spec score · Nonprofit Case Management Software | 8.1 (#5) | 8.9 (#1) |
| Headquarters | Bozeman, Montana, USA | London, United Kingdom |
| 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. | Listed integrations include Outlook, Conga, SMS Magic, Power BI, Einstein and FormAssembly, with some available only in Enterprise. |
| Purpose | CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs. | In-Form is a case management system designed around client relationships for non-profit organisations. |
| 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 In-Form has daily backups and identifies Homeless Link as Cyber Essentials Plus certified and ISO 27001 certified. |
Plans
In-Form
- CommunityFree
- Essential£165 a year
- In-Form Essential£165 a year
- Enterprise£300 a year
- In-Form Enterprise£300 a year
- In-Form Community£360 a year
- Housing£1,000 a year
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.
In-Form
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.