CaseFlow vs Neighbor Solutions

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.

Neighbor Solutions is a CRM and case-management platform for nonprofits and social-service organizations. It manages neighbor profiles, household records, case notes, alerts, document uploads, electronic signatures, and incident reports. Program tools track goals, milestones, assessments, outcomes, multiple-program enrollment, and conditional intake forms. Street outreach features record field interactions with locations, map activity, track encampments, and show a neighbor’s history at each location. Shelter management includes live bed availability, reservations, waitlists, household check-ins, and occupancy analytics. A resource directory provides availability information, referral tracking between organizations, and consent-based sharing. Teams can build reports and dashboards, automate workflows, and use AI for history summaries, case-note tag suggestions, and URL or PDF imports. Data can be exchanged through HUD-compliant HMIS exports, CSV, Excel, HSDS, and read-only report access. It runs on Android, iOS, and web. Pricing starts at $100 a month, with a 14-day trial and no free plan.