# CaseFlow Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CaseFlow Software - reviews, pricing plans, popular comparisons to other Human Services products and more. Source: https://www.capterra.com/p/204843/CaseFlow --- # CaseFlow Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CaseFlow ## What is CaseFlow? CaseFlow lowers administrative costs while increasing capacity for organizations serving the vulnerable. Its superior technology enables support for all of your possible service workflows and maximizes affordability. With customers around the world, CaseFlow is the easy choice for any size organization, especially those that despair of finding "the right fit." Book a demo to see your challenges solved. Time-saving automation abounds! We help the helpers. ## What is CaseFlow used for? [Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 92% Neutral 8% Negative 0% Starting price $150 Other, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CaseFlow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://caseflow.global&name=CaseFlow) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CaseFlow 4.6 (24) VS. [4.7 (38)](https://www.capterra.com/p/143681/Collaborate/reviews/) Starting Price $150 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (24) Ease Of Use 4.3 (38) Value For Money 4.5 (19) Value For Money 4.4 (31) Customer Service 5.0 (23) Customer Service 4.6 (37) ## CaseFlow alternatives Highest Rated [4.8 (39)](https://www.capterra.com/p/178861/Junna-Care/#reviews) Starting price $99.00 Per User, Per Month [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month [4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $109.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/204843/CaseFlow/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Case Notes 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Forms Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Program Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of managing several related projects or business activities to achieve organizational goals Referral Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Log and store the source of contacts/leads Reporting/Analytics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data CaseFlow 63 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Track employee schedules, availability, and performance across projects and tasks Software specialized for non-profit organizations Store, manage and track all forms in a centralized location Establish measurable goals and objectives and track their progress over a specific period of time Compliant with HIPAA, which sets standards for sensitive patient data protection Activities related to the initial admission of a charge into the organization's care Records of patients' medical history Access software remotely via mobile devices Manage and support multiple locations Process of managing several related projects or business activities to achieve organizational goals Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Active reporting of data and metrics Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Manage volunteer information and direct volunteer resources Create, design and manage workflows for repetitive tasks Features 4.5 (24) 4.5 Based on 24 reviews ## Pricing Value for money 4.5 (19) [View pricing plan details](https://www.capterra.com/p/204843/CaseFlow/pricing/) Base Package $150.00 Other,Per Month It includes: - 1 Custom Workflow - 2 Users - Customization: Initial Setup Provided - Email Notificaitons - Extensible via Caseflow Business Rules - Spreadsheet Import/Export - Standard Reports - Unlimited Cases - Unlimited Documents - Training: 2 Hours Live Online - Security: Encryption - Unlimited Email Support to Designated Point of Contact - Maintenance updates: Automatic Value for money 4.5 (19) 4.5 Based on 19 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Adobe PDF Library](https://www.capterra.com/p/232963/Adobe-PDF-Library/)[ eSchool](https://www.capterra.com/p/179503/eSchool/) ## Support, customer service and training options Customer Service 5.0 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (23) 5.0 Based on 23 reviews ## User reviews Overall rating 4.6 Based on 24 reviews Filter by rating 5(16) 4(6) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent CH Chantell H. Director Non-Profit Organization Management ### "Director of Operations and Properties." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 7, 2025 As the Director of Operations and Properties at The Beacon, I cannot speak highly enough about our experience with Caseflow. Their platform has been a game-changer for our organization, streamlining our case management processes and improving how we support our residents and staff. From the very beginning, the Caseflow team demonstrated professionalism, patience, and a true understanding of the work we do. The system itself is intuitive, efficient, and customizable—perfect for the unique needs of a transitional housing program like ours. It has allowed us to track client progress, document services, and generate reports with ease, all while keeping our team aligned and accountable. Caseflow has truly helped us increase our impact, reduce administrative stress, and stay focused on what matters most: serving our community. We are grateful for this partnership and highly recommend Caseflow to any organization seeking to elevate their service delivery and internal operations. Chantell Howard Pros I love the fact that it's customizable to fit your needs of The Beacon. Plus, its user friendly. Great product. Cons None so far. We really enjoy case flow. Love it. One of my case managers uses the software daily. No complaints from us. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 21, 2025 Thank you for the outstanding review, Chantell! It’s always our goal to provide tools and support that make your work smoother and more impactful, and hearing that we’ve made a difference is incredibly rewarding. We're grateful to be working with you and your team. Always feel free to reach out with your questions and needs. Thanks again for taking the time to share your experience — it made our day! ER Erin R. Executive Director Non-Profit Organization Management ### "Great customer service for first-time user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2023 We are using CaseFlow to track metrics across five programs including program attendance, supplies distributed, and online job application logins. We gave them a laundry list of things we needed to track and they set it up. Pros This was the first time we've ever used client management software and the options were overwhelming. We're glad we chose Caseflow. It is a small company and the customer service is great. They've worked with us to tailor things to meet our programs' unique data tracking needs. They continue to be really responsive every time we are trying to run a new report and have an issue or we want to add or remove a feature. When we reach out we're actually talking to the people who design the software. They seem to like the challenge of figuring out how their software can meet our specific need! Cons We have trouble opening and navigating the website from our phones, we only use it on computers Reasons for choosing CaseFlow Great price, customizable, responsive staff Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 9, 2023 Thanks for your comments, Erin! Your work is important to us, so it is a motivation to excel and serve. Yes, although CaseFlow is browser-based to work on any device, case management can be bulky. We'll check in with you about your needs here. We do want to create a mobile app for field work especially. Great comment. CaseFlow Support JD Josefina D. Executive Director Non-Profit Organization Management ### "Caseflow Review...Check this out!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 29, 2020 Generally, I find this app useful and functional for my need. Pros I like the customization feature. This is addressing what I need in case management. Cons Sometimes it's difficult to open the app. One time I tried opening it and I cannot see the files I'm looking for. I had to reset it before I finally opened it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 30, 2020 Hi Josefina, thanks for the review! We appreciate your positive opinion as a new user! Regarding the issue you mentioned, we want to contact you to get details. It sounded like you were not seeing icons when you logged in, is that correct? We'll be in touch. Thanks again! CaseFlow Support AC Amber C. Case Aid Non-Profit Organization Management ### "CaseFlow Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 26, 2020 Overall I like the program. Pros I like that it is east to use. It took me no time to learn when I first started using the program. Cons I have noticed the program will sometimes delete my case notes after doing them and saving them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 29, 2020 Amber, thanks for your review! I see from the user logs that you are in CaseFlow doing TONS of work every day, so it's gratifying that you like the ease of use! If you inexplicably lose ANY data again please ask one of your admins to check the case log. That will show the reason, if it was not due to your browser session timing out for inactivity. We are not aware of any issue with data randomly disappearing, but if it is true that would be an "all hands on deck" issue. CaseFlow Support EL Emerio L. IT Coordinator Non-Profit Organization Management ### "Caseflow software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 22, 2020 Sharing the files in different users in each department. Pros Easy to use and a friendly user software. Cons None. Only in saving more files to cater more files in saving. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 24, 2020 Emerio, thank you for reviewing CaseFlow! We are delighted to be a partner with Children's Shelter of Cebu! CaseFlow permits saving unlimited files. We want to clarify our understanding of your file issue so we'll get in touch with you today. CaseFlow Support KJ Kristie J. Intake Coordinators Non-Profit Organization Management ### "Great Service for Adoption Agency" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 16, 2020 We use this everyday. It has helped our agency compile all information into one location. It is accessible to all members of our agency immediately. Pros They have reworked their program to fit our needs. Cons While using it you will need to log out and log back in if trying to add a task. You can only use certain browsers to comply with formatting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 17, 2020 Kristie, thanks so much for your review and high marks! Yes, CaseFlow is easily tailored to each customer's needs--one of our major strengths! We are aware of the occasional issue with adding a custom task and it remains under investigation. It is a timing issue, and if you do something else and come back to it, it will eventually clear itself. For now we have offered a workaround to one of your managers. Regarding your second comment, if by 'formatting' you are referring to Google's latest version of Chrome's datepicker widget that made it more difficult to clear dates, we have no control there. Fortunately, CaseFlow is not tied to any browser, so if clearing dates is a frequent requirement of your daily work you might try Firefox or another browser that handles date clearing differently. We love working with you guys--you are doing great work! Thanks again, CaseFlow Support AM Allison M. Director Civic & Social Organization ### "Amazing customer service, not a one-size-fits-all program" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 June 15, 2020 CaseFlow's staff is amazing. They are personable and helpful and supportive. The product just didn't work for what we needed without adding more work for us. For other social service organizations it very well may be perfect. Pros I like that it integrates with other software like JotForm, but it takes a lot of work on CaseFlow's end to get it to import correctly. I like that the staff is so willing to help make it work for you and reconfigure things to meet your needs. Cons This software doesn't fit every organization, and I commend the company for trying so hard to make it fit. For what we needed it for--managing volunteers year over year for a mentoring program, it was too much work to make it work for us. The software integrates with JotForm but it's so sensitive that it's a lot of work to do it. It's labor intensive to get it to do what it needs, and you have to start over every year with a volunteer's profile. Ultimately it was so much work to get it to do what we needed that it wasn't worth it for us. That said, I think it's primarily our set up that wasn't a good fit, and it may work very well with other kinds of organizations. Reasons for choosing CaseFlow We only considered CaseFlow at that time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 17, 2020 Thanks for your review, Allison. You provided great feedback during your time with us last season. At CaseFlow we thrive on meeting customer needs, but there are limitations to integrations. You noted that the JotForm integration required a lot of upkeep. There isn't anything we can do about that; supporting a 'moving target' does create delays. We have no control over another vendor's app editor. Until we offer a JotForm replacement within CaseFlow, Excel or Google Sheet imports are simpler to maintain while still affording the automated case-building. We invite you to see this year's demo, Allison. We have dramatically overhauled the camper check-in process to allow quick check-ins at multiple stations by untrained volunteers, and have added more volunteer reports and other automations for donor receipts, etc. CaseFlow does allow you to migrate the most typical camp volunteer data from one year to the next, or into clubs, without re-entering it. Let's chat! CaseFlow Support LS Lynette S. Paralegal Law Practice ### "Great for Multi-Company Ise" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 12, 2020 The particular area of law in which I work comes with ever-changing client information, in addition to ever-changing required Court documents. Without this type of organization, functioning at the level of efficiency I require of myself would not be possible. Pros I am in independent contractor providing paralegal services. My client uses CaseFlow to archive not only information within their agency, but documents drafted from mine. It allows every document on every client to be in one easily accessible place. This allows several different companies who are doing different facets of work to be able to all be on the same page. Cons I would say that I tend to get "kicked off" of the system more frequently than I anticipated. There will be times when I am in the middle of work, with several CaseFlow tabs open, and then I just get kicked off the system and am required to log back in. I am not certain why is does that. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2020 Thank you for your review, Lynette! We appreciate your feedback and truly enjoy working with your client, who is doing amazing work helping people in need. I would love to follow up with your client on the issue you describe and try to find a solution. We will actually be speaking tomorrow and I will discuss this issue. Again thank you! ~Chellese Stamson, Manager, Onboarding & Support BS Brandi S. Social Work Supervisor Non-Profit Organization Management ### "CaseFlow is so helpful with organization " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 12, 2020 Pros I like that I can access CaseFlow from anywhere! It really makes working from home/distance easy! Cons I would love to see a documentation section in CaseFlow somewhere so that we can keep records of conversations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 17, 2020 Brandi, thank you for your review! It's gratifying to know CaseFlow is facilitating remote work for you. Regarding conversation records, or even email threads, you can store those in a Case Notes form. Let's talk. We should also show you a new form for social work supervisors such as yourself that you might find useful. We'll be in touch. CaseFlow Support JD Jan D. Executive Director Individual & Family Services ### "Review of CaseFlow " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 12, 2020 I think it's a great program for our purposes as an adoption agency. It took awhile for us to start using it regularly but now our social workers access it to be able to look at paperwork that families have turned in which is really helpful to them. It helps us to keep track of our adoption cases so that things don't fall through the cracks and we are able to refer back to dates of when documents were sent or received. I know there are more functions of CaseFlow that we could be using and hope we can continue to learn the program as time goes on. Pros I like the Task Workflow as it helps us to track each of our adoption cases so that we can easily see the progression of the case. We can see what documents have been submitted by the family and keep track of important dates such as when certain documents were sent or received. I like that it is so customizable and that we can have a different Task Workflow for each type of adoption that we do. It's also great being able to keep track of adoption inquiries for ease of follow-up. The look of CaseFlow is also clean and attractive. Cons Because we can't scan and upload documents directly to CaseFlow, it doubles the work. We scan documents and then save them in an electronic file and then upload them to CaseFlow from there. It would be wonderful if the capability of scanning directly to CaseFlow could be created in the software. Reasons for choosing CaseFlow We are friends with \[SENSITIVE CONTENT HIDDEN\] and were happy to act as a "guinea pig" when he was first developing the software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 17, 2020 Hi Jan! Thanks so much for your review! Your agency has really helped CaseFlow by supplying a high bar to clear--the complexity of international adoptions. Due to your creative suggestions CaseFlow is now able to support any other human service as well. Keep those suggestions coming! Ken Phillips, Founder [View all Reviews](https://www.capterra.com/p/204843/CaseFlow/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)