CaseWorthy vs KoNote

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.

KoNote is a web-based participant outcome management system for nonprofits, released under the MIT License. Each organization runs its own instance on its infrastructure or local network. It provides encrypted client records, custom intake fields, program enrollment tracking, and role-based client search. Teams can define goals and targets, attach measurable metrics, track revisions over time, and reuse plan templates. Progress notes may be quick or structured, include metrics, and be backdated with audit trails. Messaging uses SMS through Twilio or email through SMTP, with consent tracking; calendar subscriptions use iCal feeds. Authentication supports Azure AD single sign-on or local Argon2 authentication. Security measures include field-level personal information encryption, role-based access, configurable session timeouts, and a separate immutable audit database. Privacy functions include selectable CSV or PDF client exports, multi-manager erasure approval, export monitoring, and secure download links. Optional AI can suggest goals, metrics, note structures, and outcome narratives; personal information is scrubbed before data leaves the server. The software is free to use under its license, but organizations provide and configure their own infrastructure. KoNote was founded in 2013 and is based in Toronto, Ontario, Canada.