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CaseManagement.ai

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What CaseManagement.ai is

CaseManagement.ai is a case management platform for human services organizations serving people through IDD, behavioral health, child welfare, aging, housing, and veterans services. Its AI documentation tools turn consented session audio into structured progress notes in under 60 seconds, then delete the audio. The platform can combine notes, goals, assessments, and uploaded records into person-centered plans for team review, electronic signature, and audit. Goal tracking measures progress against Individual Support Plans, flags stalled goals, and creates outcome reports. AI Document Intake extracts diagnoses, medications, goals, and risks from records while linking each item to its source page. State Bridge maps documentation to state or payer portal fields and exports structured CSV, XML, or portal-ready files. API integrations connect with payer platforms, billing clearinghouses, payroll systems, and other tools; custom integration development is available as a premium service. The Progressive Web App runs in mobile browsers on iPhone, iPad, and Android, as well as on the web. The maker says it supports HIPAA, 42 CFR Part 2, and state requirements, with encryption in transit and at rest. Pricing starts at $50/user/mo; there is one listed plan at $5,060 a month, billed per user per month on average.

Who it suits

It suits human services organizations managing cases across IDD, behavioral health, child welfare, aging, housing, or veterans programs. Teams needing structured documentation, service-plan tracking, state exports, and mobile browser access may find its feature set relevant.

What it does well

  • Ambient notes produced in under 60 seconds
  • Audio deleted immediately after processing
  • Person-centered plans support review and e-signature
  • Goal tracking flags stalled Individual Support Plan goals
  • State Bridge exports CSV, XML, and portal-ready files
  • Runs on iPhone, iPad, Android, and web browsers

What to know first

  • No free plan is available
  • No self-serve free trial
  • Custom integrations are a premium service
  • Implementation usually takes 3–5 months

Limits

There is no free plan or self-serve trial. The listed plan is $5,060 a month, billed per user per month on average; volume and nonprofit discounts are available.

Plans

PlanBilled and limitsPrice
CaseManagement.aiper user / month, on average; billed monthly · one plan · every feature included · no mandatory annual contract · volume and nonprofit discounts available$5,060 a month

As casemanagement.ai lists them, read 3 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit https://casemanagement.ai
  2. Request a free personalized demo
  3. Sign a contract and complete organization onboarding
  4. Work with the assigned implementation specialist
  5. Open the Progressive Web App in a supported mobile browser or use the web version

Verdict

Choose CaseManagement.ai if your human services organization needs AI-assisted notes, person-centered plans, goal monitoring, and state-system exports in one platform. Look elsewhere if you require a free plan, self-serve trial, or a rapid implementation without a contract process.

Questions

Does CaseManagement.ai have a free plan?

No. The platform has no free plan and no self-serve free trial, but it offers free personalized demos.

What platforms does it support?

It supports Android, iOS, and web. Mobile access uses a Progressive Web App in a browser, without an app-store installation.

How much does it cost?

Pricing starts at $50/user/mo. The listed CaseManagement.ai plan is $5,060 a month, billed per user per month on average.

Which integrations are available?

API-based integrations can connect with state payer platforms, billing clearinghouses, payroll systems, and other third-party tools. Custom integration development is offered as a premium service.

What compliance support is described?

The maker says the platform supports HIPAA, 42 CFR Part 2, and state-specific requirements, with a Business Associate Agreement for each organization before go-live.

Facts from CaseManagement.ai's own pages

AI documentation
With documented consent, ambient listening turns sessions into structured progress notes in under 60 seconds, and audio is immediately deleted after processing. · casemanagement.ai, 3 Oct 2026
Data encryption
The maker says data is encrypted in transit and at rest. · casemanagement.ai, 3 Oct 2026
Document intake
AI Document Intake extracts diagnoses, medications, goals, and risks from uploaded records and links each extraction to its source page. · casemanagement.ai, 3 Oct 2026
Free plan
No · casemanagement.ai, 20 Sept 2026
Goal tracking
Goal tracking measures progress against Individual Support Plans, flags stalled goals, and generates outcome reports. · casemanagement.ai, 3 Oct 2026
Implementation
Most organizations go live within 3–5 months of contract signing, and each organization is assigned a dedicated implementation specialist. · casemanagement.ai, 3 Oct 2026
Integrations
The platform supports API-based integrations with state payer platforms, billing clearinghouses, payroll systems, and other third-party tools; custom integration development is available as a premium service. · casemanagement.ai, 3 Oct 2026
Mobile access
The platform is a Progressive Web App that runs in a mobile browser on iPhone, iPad, and Android devices without an app store install. · casemanagement.ai, 3 Oct 2026
Person-centered plans
AI can assemble notes, goals, assessments, and uploaded documents into a person-centered plan for team review, e-signature, and audit. · casemanagement.ai, 3 Oct 2026
Purpose
CaseManagement.ai is an AI-powered case management platform for human services organizations, including IDD, behavioral health, child welfare, aging, housing, and veterans services. · casemanagement.ai, 3 Oct 2026
Security and compliance
The maker says the platform supports HIPAA, 42 CFR Part 2, and state-specific requirements, with a Business Associate Agreement executed for each organization before go-live. · casemanagement.ai, 3 Oct 2026
Paid from
50 · casemanagement.ai, 20 Sept 2026
State system transfers
State Bridge maps documentation to state or payer portal fields and supports structured CSV, XML, or portal-ready exports without a custom integration build to start. · casemanagement.ai, 3 Oct 2026
Support
Ongoing support is available by phone, email, and chat; enterprise clients receive a dedicated account manager. · casemanagement.ai, 3 Oct 2026
Trial
CaseManagement.ai does not offer self-serve free trials and offers free personalized demos instead. · casemanagement.ai, 3 Oct 2026
Who it serves
The maker says the team has supported 30,000+ individuals across 30+ U.S. states and has 15+ years of case management and human services experience. · casemanagement.ai, 3 Oct 2026

Where CaseManagement.ai stands on Freedom251

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