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CaseWorthy

by CaseWorthy · Since 2008
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ActiveAvailable globally
Quick facts
VendorCaseWorthy
Year launched2008
StatusActive
LocationPO Box 70837 West Valley City, UT 84170
Countries servedGlobal
Languages10
Integrations8+
Free tier
Free trial
Contact sales

About CaseWorthy

CaseWorthy is a case management software platform from CaseWorthy that supports social and human services organizations. It provides features such as scheduling, data integration, and reporting tools so organizations can manage their operations more effectively. By merging program data and operations, CaseWorthy helps service providers amplify their impact and improve service delivery. The platform is designed to address the specific needs of non-profits, ensuring that they can use their data for better outcomes. Key capabilities: scheduling data integration reporting tools program management user support Best for: non-profit organizations that need to manage cases and improve service delivery.

CaseWorthy is a cloud-based case management and client services platform built mainly for nonprofits, government agencies, and community service organisations to help them manage client information, track services delivered, and measure outcomes more effectively. The software combines features for intake and assessment, service planning, appointment scheduling, progress tracking, and reporting into a single system so teams can see a full picture of each client’s history and needs without relying on spreadsheets or fragmented tools. It typically includes a central CRM that stores detailed contact information and interaction records, and configurable forms and workflows let organisations tailor the system to how they work rather than forcing them into a rigid template. CaseWorthy also provides reporting and analytics tools that help monitor performance, generate funder-ready reports, and analyse trends to support strategic decisions. With automation features and role based access controls, the platform aims to streamline administrative tasks, improve data quality, and ensure that teams can collaborate securely when delivering services.

Pros & Cons

What users like
  • +Purpose-built for human services, nonprofits, and government service programs.
  • +Centralises case work data to reduce silos and improve coordination.
  • +Flexible workflows and dashboards align with unique organisational processes.
  • +Strong reporting tools support compliance and outcome-based management.
  • +Portal features enhance collaboration with clients, partners, and funders.
What users flag
  • Fewer independent public reviews compared to mainstream business platforms.
  • Can be complex and may require onboarding and staff training.
  • Depends on internet access for full functionality.
  • Larger implementations may require configuration to fit existing processes.

Features

Key features

Comprehensive Case Management Platform; Tracks and manages client data, services, progress, and interactions in a unified system designed for human and social services.
Customisable Workflows; Allows organisations to tailor processes to match their service delivery steps and operational needs.
Secure Data Management; Centralises records with role-based access, strong security, and compliance support for sensitive client information.
Advanced Reporting and Analytics; Dashboards and detailed reports help monitor outcomes, performance trends, and program effectiveness.
Mobile and Web Access; Caseworkers can access and update information remotely for field work and flexible service delivery.

Additional features

Client Intake and Profiles; Stores detailed demographic, historical, and service information for each client.
Document Management; Securely stores and retrieves case-related documents.
Automated Notifications and Reminders; Alerts staff and participants about deadlines, follow-ups, and required actions.
Mobile Access; Enables secure access to case records and notes from mobile devices or laptops.
System Integrations; Connects with other organisational systems such as finance or HR tools.
Client and Partner Portals; Provides secure portals for clients or partners to access relevant information when enabled.
Customisable Dashboards; Lets teams configure views to focus on key performance indicators.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
10
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchChineseRussianArabicPortugueseGermanJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇷🇺RUB🇮🇳INR🇧🇷BRL🇲🇽MXN🇿🇦ZAR

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