Freedom251 › Nonprofit Case Management Software
CaseFlow
by CaseFlow
What CaseFlow is
CaseFlow is case management software for health and human services organizations, nonprofits, and NGOs. It tracks each case’s status and can alert staff to upcoming tasks, target dates, appointments, and dependencies on outside agencies. Organizations can adapt workflows and data collection as client needs change. CaseFlow can fill Word and PDF templates with case information and includes standard reports; custom reporting is available for a fee. Its mobile apps support customized forms and offline data collection that syncs when a device reconnects. The software is cloud-hosted, requires an internet connection, and stores data on its servers. Listed platforms are Android, iOS, macOS, web, and Windows. The Base Package costs $150/mo, plus a $1995 setup fee, and includes two users, one custom workflow, unlimited cases and documents, standard reports, and two hours of live online training. Additional users, mobile apps, integrations, and other features are listed as add-ons. CaseFlow does not provide full CMS or EMR capabilities.
Who it suits
CaseFlow suits human-service organizations that need to track cases, tailor workflows, and support staff working in the field. It is not a full CMS or EMR system.
What it does well
- Tracks case status, tasks, appointments, and target dates.
- Workflows and data collection can be tailored.
- Mobile forms support offline collection and later syncing.
- Includes standard reports and Word and PDF template autofill.
- Base Package includes unlimited cases and documents.
What to know first
- Requires an internet connection for cloud software.
- Base Package includes two users.
- Additional users, mobile apps, and integrations may cost extra.
- Does not provide full CMS or EMR capabilities.
Limits
The $150 per month Base Package includes two users and one custom workflow, with a $1995 setup fee. Additional users, mobile apps, integrations, and other features are add-ons; custom reporting is available for a fee.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Base Package | $ 150 Monthly, or $1800/year; + $1995 setup · 2 users · 1 custom workflow · unlimited cases · unlimited documents · email notifications · standard reports · spreadsheet import/export · 2 hours live online training · unlimited support to designated point of contact | $150 a month |
| Setup | Additional setup fee · Initial setup | $1,995 a month |
As caseflow.global lists them, read 28 Sept 2026. The maker's own page has the final word.
Getting started
- Visit caseflow.global and contact CaseFlow about the Base Package and setup.
- Arrange the $1995 initial setup; CaseFlow says it handles general setup.
- Configure the included custom workflow and import data through spreadsheet import/export if needed.
- Use the included two hours of live online training for the designated contact.
- Install or access CaseFlow on a listed platform; reconnect mobile devices to sync offline data.
Verdict
CaseFlow brings case tracking, adaptable workflows, document handling, and offline mobile data collection together for human-service work. Check the package and add-on costs carefully, and note that it is not a substitute for full CMS or EMR capabilities.
Questions
How much does CaseFlow cost?
The Base Package is listed at $150 per month, billed monthly or $1800/year, plus a $1995 setup fee.
Does CaseFlow have a free plan?
No. Its pricing model is paid.
Which platforms does CaseFlow support?
The listed platforms are Android, iOS, macOS, web, and Windows.
Can CaseFlow be used offline?
CaseFlow Mobile supports offline data collection, which syncs when the device reconnects. The cloud software itself requires an internet connection.
Does CaseFlow provide full CMS or EMR capabilities?
No. CaseFlow says it does not provide full CMS or EMR capabilities, although clinic workflows can organize medical records and images.
Who makes CaseFlow?
CaseFlow is the assumed business name of Ask4Rain LLC. The listed maker headquarters are in San Jose, California, and the listed headquarters are in Bozeman, Montana.
Facts from CaseFlow's own pages
- Case tracking
- It shows the current status of each case and can alert staff about upcoming tasks, target dates, appointments, and dependencies on outside agencies. · caseflow.global, 28 Sept 2026
- Cloud hosting
- CaseFlow is cloud software that requires an internet connection and stores data on its servers. · caseflow.global, 28 Sept 2026
- Company
- The company name is Ask4Rain LLC, with CaseFlow described as its assumed business name. · caseflow.global, 28 Sept 2026
- Custom workflows
- Organizations can tailor workflows, collect different types of data, and change workflows as client needs change. · caseflow.global, 28 Sept 2026
- Documents and reports
- It can autofill Word and PDF templates with case information and provides standard reports, with custom reporting available for a fee. · caseflow.global, 28 Sept 2026
- Eligible organizations
- The company says it serves human-service organizations, including for-profit, nonprofit, and government organizations, and excludes businesses without a human-service purpose and certain activism or illegal-activity organizations. · caseflow.global, 28 Sept 2026
- Free plan
- No · caseflow.global, 22 Sept 2026
- Headquarters
- Bozeman, Montana, USA · caseflow.global, 28 Sept 2026
- Integrations
- The site names Microsoft and Google import/export, JotForms, QuickBooks, online forms, and legacy systems; some connectors are available on request or for an additional fee. · caseflow.global, 28 Sept 2026
- Mobile field work
- CaseFlow Mobile supports customized forms and offline data collection that syncs when the device reconnects. · caseflow.global, 28 Sept 2026
- Pricing limits
- Pricing is à la carte; the base package includes two users, and additional users, mobile apps, integrations, and other features are listed as add-ons. · caseflow.global, 28 Sept 2026
- Product limits
- CaseFlow says it does not provide full CMS or EMR capabilities, though its clinic workflows can organize medical records and images. · caseflow.global, 28 Sept 2026
- Purpose
- CaseFlow is case management software purpose-built for health and human services, nonprofits, and NGOs. · caseflow.global, 28 Sept 2026
- Security
- The FAQ lists encryption of data and backups, role-based access, IP filtering, and strong passwords, and says a HIPAA Business Associate Agreement is available on request. · caseflow.global, 28 Sept 2026
- Support and setup
- CaseFlow says it handles general setup, and existing library programs can typically be set up in 2–3 business days; the base package includes two hours of live online training and unlimited support for a designated contact. · caseflow.global, 28 Sept 2026
Where CaseFlow stands on Freedom251
- Nonprofit Case Management Software#8 of 32
- Case Management Software#66 of 177