CaseWorthy vs Equip
CaseWorthy
caseworthy.com
Equip
equipnx.comSide by side
| Figure | CaseWorthy | Equip |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Nonprofit Program Management Software | 7.9 (#11) | 7.1 (#21) |
| Compliance | The company lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance, and says its CaseWorthy solution is LIHEAP and HMIS compliant. | The maker describes Equip as HIPAA and FERPA compliant. |
| Headquarters | West Valley City, Utah, United States | Birmingham, Alabama, United States |
| Integrations | The HMIS+ solution states it supports more than 40 integration capabilities and names Salesforce, DocuSign, QuickBooks, and Google Maps as examples. | Calendar syncing is available with connected Google or Microsoft accounts; Equip events sync outward, while external calendar events are not imported. |
| Purpose | CaseWorthy provides case and program management software for coordinated whole-person care and outcome reporting across human services. | Equip is an outcomes and independence platform for organizations supporting people with employment and transition goals. |
| Reporting | The platform provides standard, ad hoc, and funder-ready reporting, along with built-in dashboards and analytics. | Users can filter data and export it to Excel or PDF for billing, funding, audits, and internal analysis. |
| Security | CaseWorthy says it uses encryption, role-based access controls, firewalls, network monitoring, regular vulnerability scanning, and annual third-party penetration testing. | Equip says it is HIPAA compliant, hosted on AWS, encrypts data at rest and in transit, uses role-based access controls and audit logging, and signs BAAs. |
| Support | CaseWorthy support is available Monday through Friday, 7 a.m.–6 p.m. Mountain Time, through its support portal, phone, and email. | The maker says its team helps with setup, data migration, and template configuration, and its site offers a 30-minute introductory call. |
In their own words
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.
Equip
Equip is an outcomes and independence platform for organizations supporting people with employment and transition goals. It keeps participant demographics, goals, accommodations, authorizations, documents, history, case notes, service logs, incident reports, and employment support records in profiles. Teams can follow vocational skills, independent-living competencies, and custom indicators over time. Pathway Tracking organizes state-mandated or custom service sequences with milestones and authorization links. Outfitter AI can draft assessments, create step-by-step routines, help with forms, and surface contextual participant insights. The Independence Companion App gives participants routines, job aids, schedules, and secure messaging. Reporting data can be filtered and exported to Excel or PDF for billing, funding, audits, and analysis. Calendar connections send Equip events to Google or Microsoft calendars, but do not import outside events. Equip runs on Android, iOS, and web. Pricing is on request.