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CaseWorthy

by CaseWorthy

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What CaseWorthy is

CaseWorthy is cloud case and program management software for coordinating whole-person care and reporting outcomes across human services. It serves nonprofits, government agencies, and community organizations working in areas such as aging, behavioral health, homelessness, workforce development, veterans services, and survivor services. The platform includes case intake, secure client data, configurable workflows, automated notifications, case notes, document management, and client and partner portals. Organizations can use apBuilder tools to create or edit fields, forms, workflows, reports, and dashboards without relying on external developers. Reporting includes standard, ad hoc, and funder-ready options, alongside analytics and dashboards. CaseWorthy describes more than 40 integration capabilities, including Salesforce, DocuSign, QuickBooks, and Google Maps. Its security and compliance statements include HIPAA, HITECH, NIST 800-53, SOC 2 Type 2, LIHEAP, and HMIS. The company also describes encryption, role-based access, vulnerability scanning, and annual third-party penetration testing. Cara offers AI-assisted summaries and insights, with humans retaining decision-making responsibility and customer data not shared with external AI providers. Mobile access includes the ServTracker Mobile Home Care App for iOS and Android, which requires a subscription to activate an account. Pricing is available on request.

Who it suits

CaseWorthy suits nonprofits, public agencies, and community organizations managing human services programs and outcomes. It is relevant to organizations that need configurable workflows, reporting, and mobile access.

What it does well

  • Configurable forms and workflows without custom code.
  • Includes standard, ad hoc, and funder-ready reporting.
  • Lists more than 40 integration capabilities.
  • Mobile app is available for iOS and Android.

What to know first

  • Pricing is available only on request.
  • ServTracker account activation requires a subscription.

Getting started

  1. Visit the CaseWorthy website.
  2. Schedule a demo or consultation with CaseWorthy.
  3. Choose the relevant web, API, Android, or iOS access route.
  4. For ServTracker Mobile Home Care App access, obtain a subscription to activate an account.

Verdict

CaseWorthy combines case management, configurable processes, reporting, and security controls for human services organizations. Prospective customers need to request a demo or consultation for pricing, and mobile app account activation has a subscription requirement.

Questions

How much does CaseWorthy cost?

CaseWorthy is paid, and pricing is available on request. Prospective customers can schedule a demo or consultation.

Which platforms does CaseWorthy support?

The platform is listed for web, API, Android, and iOS. The ServTracker Mobile Home Care App is available for iOS and Android.

Can organizations customize CaseWorthy?

Yes. Its apBuilder tools let organizations create and edit fields, forms, workflows, reports, and dashboards without external developers.

What integrations does CaseWorthy offer?

CaseWorthy describes more than 40 integration capabilities. Examples include Salesforce, DocuSign, QuickBooks, and Google Maps.

What compliance standards does CaseWorthy list?

CaseWorthy lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance. It also describes its solution as LIHEAP and HMIS compliant.

Facts from CaseWorthy's own pages

AI
Cara provides AI-assisted summaries and insights, while CaseWorthy says humans retain decision-making responsibility and customer data is not shared with external AI providers. · caseworthy.com, 11 Oct 2026
Audit trail
Yes · caseworthy.com, 19 Sept 2026
Company history
CaseWorthy says it was established in 2008. · caseworthy.com, 11 Oct 2026
Compliance
The company lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance, and says its CaseWorthy solution is LIHEAP and HMIS compliant. · caseworthy.com, 11 Oct 2026
Configurable workflows
Organizations can configure workflows, forms, assessments, and service plans without custom code. · caseworthy.com, 11 Oct 2026
Configuration
Its apBuilder tools let organizations create and edit data fields, forms, workflows, reports, and dashboards without relying on external developers. · caseworthy.com, 11 Oct 2026
Core features
Features include customizable workflows, secure client data, automated notifications, reporting and analytics, mobile access, client and partner portals, document management, and case notes. · caseworthy.com, 11 Oct 2026
Custom case fields
Yes · caseworthy.com, 19 Sept 2026
Deployment
cloud · caseworthy.com, 19 Sept 2026
Headquarters
West Valley City, Utah, United States · caseworthy.com, 23 Sept 2026
Case intake forms
Yes · caseworthy.com, 19 Sept 2026
Integrations
CaseWorthy describes more than 40 integration capabilities and names Salesforce, DocuSign, QuickBooks, and Google Maps as examples. · caseworthy.com, 11 Oct 2026
Mobile app
The ServTracker Mobile Home Care App is available for iOS and Android, and a subscription is required to activate an account. · caseworthy.com, 11 Oct 2026
Mobile apps
Yes · caseworthy.com, 19 Sept 2026
Pricing
The official pages reviewed direct prospective customers to schedule a demo or discovery consultation and do not state a price. · caseworthy.com, 11 Oct 2026
Pricing availability
The pages reviewed direct prospective customers to schedule a demo or consultation and do not state a software price. · caseworthy.com, 11 Oct 2026
Purpose
CaseWorthy provides case and program management software for coordinated whole-person care and outcome reporting across human services. · caseworthy.com, 11 Oct 2026
Reporting
The platform provides standard, ad hoc, and funder-ready reporting, along with built-in dashboards and analytics. · caseworthy.com, 11 Oct 2026
Reporting dashboards
Yes · caseworthy.com, 19 Sept 2026
Security
CaseWorthy says it uses encryption, role-based access controls, firewalls, network monitoring, regular vulnerability scanning, and annual third-party penetration testing. · caseworthy.com, 11 Oct 2026
Security and compliance
The company lists HIPAA, HITECH, NIST 800-53, and SOC 2 Type 2 compliance, and says its services are monitored around the clock. · caseworthy.com, 11 Oct 2026
Security controls
The company describes encryption, role-based access controls, annual third-party penetration testing, regular vulnerability scans, and backups across multiple availability zones. · caseworthy.com, 11 Oct 2026
Support
CaseWorthy support is available Monday through Friday, 7 a.m.–6 p.m. Mountain Time, through its support portal, phone, and email. · caseworthy.com, 11 Oct 2026
Who it serves
The platform is used by nonprofits, government agencies, and community organizations working in areas such as aging, behavioral health, homelessness, workforce development, veterans services, and survivor services. · caseworthy.com, 11 Oct 2026

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