CaseFlow
CaseFlow: A configurable case system with offline field work, but a high entry cost. Ranked #6 of 31 in Nonprofit Case Management Software by our editors (8.8/10); pricing: Paid; best for field-service teams needing offline casework.
At a glance
- Editor score8.8 / 10
- PricingPaid
- Best forField-service teams needing offline casework
- Free planNo
- Paid from$150/mo
- Outcome trackingYes
- Facts checked22 Sep 2026
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
Our verdict on CaseFlow
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 status, tasks, target dates, appointments, documents, notifications, and reporting into one system. Its configurable workflows and data fields make it suited to organizations with distinct programs or service areas, while offline mobile field work supports teams collecting information away from a reliable connection.
Pricing is straightforward but front-loaded. The Base Package costs $150 per month or $1,800 per year, with either option covering 2 users, unlimited cases, unlimited documents, 1 custom workflow, standard reports, and email notifications. A separate $1,995 one-time Setup charge applies. The Base Package establishes a useful core, but organizations should account for the limited included user count, the single custom workflow, and any à la carte add-ons when assessing fit. Teams with modest staffing and defined processes may find the package easier to scope than programs needing broader access from the start.
CaseFlow’s strongest functional distinction is its combination of configurable casework and field support. Mobile work includes offline intake, photo documentation, and synchronization, while document templates can support Word, Excel, and PDF export or autofill. Standard, custom, analytical, and billing reports provide several reporting paths, and role-based and program-based access controls help separate access by responsibility. Integrations include Microsoft applications, Google applications, and Jotform. CaseFlow suits nonprofit and human-service teams that need offline field operations alongside structured case management; organizations seeking a lower initial commitment or more users in the base package should compare alternatives.
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CaseFlow pricing
All 2 CaseFlow plans and prices →
CaseFlow fact sheet
| Free plan | No |
|---|---|
| Paid from | $150/mo |
| Custom intake forms | Yes |
| Service plan tracking | Yes |
| Referral tracking | Yes |
| Outcome tracking | Yes |
| Client portal | Yes |
| Mobile access | Both |
| Deployment | Cloud, Mobile |
| Platforms | Web, Windows, macOS, iOS, Android |
| Compliance & security | HIPAA |
| Support | Email, Phone |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Microsoft Word, Microsoft Excel, Google applications, Jotform |
| Pricing | Paid (source) |
| Website | caseflow.global |
| Facts checked | 22 Sep 2026 |
CaseFlow integrations
CaseFlow lists 4 integrations on its own site.
- Microsoft Word
- Microsoft Excel
- Google applications
- Jotform
Alternatives to CaseFlow
- CaseWorthyA configurable nonprofit case platform for complex programs, with broad workflow and reporting coverage.9.4
- CollaborateA mature browser-based system for referrals, service delivery, outcomes, and funder reporting.9.3
- FAMCareA configurable platform for managing full human-services care workflows.9.2
See all CaseFlow alternatives →
CaseFlow vs the competition
- CaseFlow vs CaseWorthy
- CaseFlow vs Collaborate
- CaseFlow vs FAMCare
- CaseFlow vs In-Form
- CaseFlow vs Primero
- CaseFlow vs Neighbor Solutions
Compare CaseFlow with any tool side by side →
Also Ranked In
CaseFlow is ranked in 2 of our directories.
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Featured on iTechGuides
CaseFlow is listed in our Nonprofit Case Management Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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