Freedom251 › Nonprofit Case Management Software

Case Amplify

Free trial APIWeb

What Case Amplify is

Case Amplify is AI-assisted case management software for human-services and social-service programs. It brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting into one platform, alongside custom intake forms, service plan tracking, referrals, and outcome tracking. Its AI can summarize case activity, draft notes, extract structured details from documents, and help complete configured forms. Staff review and approve AI-generated notes, extracted information, and suggested actions before they enter records. Extracted details can link to the source conversation or document for verification. Teams can send client reminders and requests by SMS without requiring an app installation or internet access. Approved integrations are supported through APIs and structured exports. Case Amplify describes controls including role-based access, audit and data-access logs, and tenant-level controls; it says client data is not used to train public AI models. Its AI policy names Azure Direct Models hosted within Microsoft Foundry and says customer data is not used to train foundation models. A free trial is available for a timeframe agreed with the company, while monthly or annual fees are disclosed at signup. The platform terms prohibit using it to process Part 2 data.

Who it suits

Case Amplify is built for human-services programs such as vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD services. It may suit teams that need case management with staff-reviewed AI assistance and client texting.

What it does well

Combines case records, tasks, workflows, and reporting
AI can draft notes and extract document details
Staff approve AI-generated content before record entry
SMS reminders do not require clients to install an app

What to know first

Pricing is disclosed at signup
Free trial timeframe is agreed with the company
Not designed to process Part 2 data

Limits

The platform is not designed to process Part 2 data, and its use for that data is prohibited. Subscription fees are disclosed when a customer signs up.

Getting started

Visit the Case Amplify website
Contact Case Amplify for pricing and subscription terms
Arrange the mutually agreed free-trial timeframe
Use the web application or browser-based mobile access
Connect approved systems through APIs or structured exports

Verdict

Case Amplify brings case-management tools and staff-reviewed AI assistance together for human-services programs. Its Part 2 data restriction is an important limit to consider.

Questions

Does Case Amplify offer a free plan?

No. Case Amplify is paid, with pricing supplied on request, and it offers a free trial for a timeframe agreed with the company.

Which platforms does it support?

The listed platforms are web and API, with browser-based mobile access described.

What can its AI do?

It can summarize case activity, draft notes, extract structured information from documents, and help complete configured forms. Staff review and approve the resulting content or suggestions.

Can clients receive messages without an app?

Yes. Teams can send SMS reminders and requests without requiring clients to install an app or have internet access.

Does it integrate with other systems?

Approved integrations are supported through APIs and structured exports.

What security and compliance controls are described?

Case Amplify describes role-based access, audit logs, data-access logs, and tenant-level controls. It says its processes and systems were independently audited for HIPAA and SOC 2 Type II standards.

Facts from Case Amplify's own pages

AI documentation: Its AI features can summarize case activity, draft notes, extract structured information from documents, and help complete configured forms. · caseamplify.com, 7 Oct 2026
AI infrastructure: Its AI policy says the platform uses Azure Direct Models hosted within Microsoft Foundry and that customer data is not used to train foundation models. · caseamplify.com, 7 Oct 2026
AI review: Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record. · caseamplify.com, 8 Oct 2026
Availability: The terms describe the platform as a web application and/or mobile application, if any. · caseamplify.com, 8 Oct 2026
Client messaging: The SMS engagement feature lets teams send clients reminders and requests by text without requiring clients to install an app or have internet access. · caseamplify.com, 7 Oct 2026
Compliance: The homepage describes the product as HIPAA-aligned and SOC 2 audited. · caseamplify.com, 8 Oct 2026
Core functions: It brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together in one platform. · caseamplify.com, 7 Oct 2026
Core tools: The platform brings case records, documentation, client communication, tasks, workflows, configurable program data, and reporting together. · caseamplify.com, 8 Oct 2026
Data retention: The terms say customers can choose to retain data for 30 days or for the agreement term, with data retained in secure backups for six years after 30-day retention ends. · caseamplify.com, 8 Oct 2026
Headquarters: 1720 W 4th Ave Unit B, Spokane, WA 99201, United States · caseamplify.com, 28 Sept 2026
Integrations: The company says APIs and structured exports can support approved integrations with other systems. · caseamplify.com, 8 Oct 2026
Intended users: The product is presented for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging services, and disability and I/DD services. · caseamplify.com, 8 Oct 2026
Notable limit: The terms state that the platform is not designed to process Part 2 data and prohibit its use for that data. · caseamplify.com, 8 Oct 2026
Pricing: The terms describe monthly or annual subscriptions and say the fee is disclosed at signup; no exact price is stated there. · caseamplify.com, 8 Oct 2026
Product: Case Amplify describes itself as AI-assisted case management software for human-services and social-service programs. · caseamplify.com, 8 Oct 2026
Security: The site identifies role-based access, audit logs, data-access logs, and tenant-level controls, and says client data is not used to train public AI models. · caseamplify.com, 8 Oct 2026
Source links: Extracted information can link back to the conversation or document where it originated. · caseamplify.com, 8 Oct 2026
Staff review: Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record. · caseamplify.com, 7 Oct 2026
Support: The company offers video tutorials and personalized guidance from its support team. · caseamplify.com, 7 Oct 2026
Trial: The terms say trial access is free for a timeframe mutually agreed upon with Case Amplify; they do not state a fixed number of days. · caseamplify.com, 8 Oct 2026
Who it serves: The product is built for human-services programs including vocational rehabilitation, workforce development, homelessness and housing, aging, and disability and I/DD services. · caseamplify.com, 7 Oct 2026

Where Case Amplify stands on Freedom251

Nonprofit Case Management Software#7 of 32
Social Work Case Management#5 of 17