In-Form vs CaseFlow

In-Form9.1Visit CCaseFlow8.8Visit

Higher score In-Form #4 in Nonprofit Case Management Software 9.1/10 Free plan · 30-day trial Free planFree trial✓ 5 of 5 features Visit In-Form

vs

C CaseFlow #6 in Nonprofit Case Management Software 8.8/10 Paid ✓ 5 of 5 features Visit CaseFlow

• In-Form fits best

  Budget-conscious charities needing broad casework

• CaseFlow fits best

  Field-service teams needing offline casework

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Side by side

Feature	In-Form 9.1/10 Visit ↗	CCaseFlow 8.8/10 Visit ↗
At a glance
Editor score	9.1	8.8
Ranking	#4 in Nonprofit Case Management Software	#6 in Nonprofit Case Management Software
Best for	Budget-conscious charities needing broad casework	Field-service teams needing offline casework
Pricing model	Free plan + paid	Paid
Starting price	£60/user/yr	$150/mo
Free plan	✓ (best)	—
Free trial	30 days	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, Windows, macOS, iOS, Android
Support	Tickets, Docs	Email, Phone
Compliance	GDPR, ISO 27001, 2FA	HIPAA
Integrations	7 integrations	4 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features In-Form 5/5 · CaseFlow 5/5
Custom intake forms	✓	✓
Service plan tracking	✓	✓
Referral tracking	✓	✓
Outcome tracking	✓	✓
Client portal	✓	✓
Specs
Mobile access	Browser	Both
Our review
Pros	Free Community plan for the first 3 users Covers intake, assessments, outcomes, referrals, and safeguarding Housing, reporting, automation, and document tools in one system	Offline intake, photo documentation, and synchronization for field work Configurable intake, service plans, referrals, and case tracking Reports, document templates, access controls, and third-party integrations
Cons	Community requires Homeless Link membership Community is capped at 10 users Access is web-only, with no native mobile app listed	Base Package includes only 2 users Only 1 custom workflow is included in the Base Package Requires a $1,995 one-time setup charge
Our verdict	In-Form is a cloud-based case management and client relationship system developed by Homeless Link for nonprofit organisations. It is aimed at teams managing client records, assessments, support plans, referrals, outcomes, safeguarding,… Read the review →	CaseFlow is cloud-based case management software for nonprofits, NGOs, health agencies, government organizations, and other human-service providers. It brings intake, client and referral capture, service plans, intervention tracking, case… Read the review →

Strengths and trade-offs

• In-Form — where it wins

  • Free Community plan for the first 3 users
  • Covers intake, assessments, outcomes, referrals, and safeguarding
  • Housing, reporting, automation, and document tools in one system

  Where it doesn't

  • Community requires Homeless Link membership
  • Community is capped at 10 users
  • Access is web-only, with no native mobile app listed

• CaseFlow — where it wins

  • Offline intake, photo documentation, and synchronization for field work
  • Configurable intake, service plans, referrals, and case tracking
  • Reports, document templates, access controls, and third-party integrations

  Where it doesn't

  • Base Package includes only 2 users
  • Only 1 custom workflow is included in the Base Package
  • Requires a $1,995 one-time setup charge

• In-Form9.1/10 · Free plan · 30-day trial

  Broad nonprofit casework coverage with a free entry plan and paid growth tiers.

  Visit In-FormFull verdict →
• CCaseFlow8.8/10 · Paid

  A configurable case system with offline field work, but a high entry cost.

  Visit CaseFlowFull verdict →