CaseWorthy 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CaseWorthy

4.4

(44)

Pricing

Starting at $0.01 per year

About CaseWorthy

CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations & local, state & federal government agencies to transform key data into actionable information and proof-points. Key features include robust, self-configuration tools, advanced communication tools through notifications, texts & email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management & reporting, individual, program, location & organization-wide data management, and more.

With the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated & customized emails and event specific notifications to clients and providers.

CaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social ca...

CaseWorthy Screenshots

CaseWorthy Pricing and Plans

Starting price: $0.01 per year

Free Trial

Free Version

Basic

$0.01

per year

No plan information available

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CaseWorthy Features

Popular features found in Social Work Case Management
Case Notes
Client Management
Document Management
Goal Setting/Tracking
Reporting/Analytics
Scheduling
More features of CaseWorthy
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Assessment Management
Attendance Management
Billing & Invoicing
Calendar Management
Case Management
Charting
Child Welfare Management
Client Portal
Collaboration Tools
Committee Management
Communication Management
Compliance Management
Contact Database
Contact Management
CRM
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Document Storage
Donation Tracking
Donor Management
Dues Management
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Email Templates
Email Tracking
Employee Management
Event Management
Event Scheduling
Forms Management
For Nonprofits
Grant Management
HIPAA Compliant
Interaction Tracking
Member Database
Membership Management
Mobile Access
Multi-Location
Program Management
Progress Reports
Progress Tracking
Real-Time Analytics
Real-Time Notifications
Real-Time Reporting
Records Management
Referral Management
Referral Tracking
Registration Management
Reminders
Reporting & Statistics
Role-Based Permissions
Self Service Portal
Summary Reports
Task Management
Task Scheduling
Third-Party Integrations
Time Tracking
Training Management
Volunteer Management
Website Integration
Workflow Management

CaseWorthy Integrations

Microsoft Power BI

MySQL

Twilio

WordPress

Docusign

ServTracker

CaseWorthy User Reviews

Overall Rating

4.4

Ratings Breakdown

57%

36%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.3

Functionality

4.4

Verified

Reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed August 2020

CaseWorthy is a great platform, especially if you can take full advantage of it

We are managing an online referral making/tracking network primarily, along with some case management for social service clients and other projects related to resource distribution and workforce development. We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform. We have been able to adapt CaseWorthy to all our data collection and process management needs.

Cons:

With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send.

Reasons for choosing CaseWorthy

Cost and flexibility, mainly.

Reasons for switching to CaseWorthy

Needed more features/flexibility

Jeanette B.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed September 2025

Efficient case management software

CaseWorthy has been a game changer compared to our last case management software! It has streamlined our client data management tenfold.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that CaseWorthy is user friendly and easy to navigate. It makes my job of data reconciliation efficient and easy.

Cons:

I don't have any negative things to say about CaseWorthy. Anytime that our team has had an issue arise, customer support has been helpful in fixing the problem.

Reasons for switching to CaseWorthy

Penelope had our team doing double the work, which was inefficient and time consuming.

Ashley I.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2019

We Love CaseWorthy

We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy!

Ratings Breakdown

Ease of use

Functionality

Pros:

There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.

Cons:

There can be a lot of navigating and clicks to get somewhere.

Danielle S.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for less than 2 years

Reviewed September 2020

A Flexible Partner and Strong Baseline Product

CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.

Cons:

CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.

Reasons for switching to CaseWorthy

CaseWorthy responded to our RFP. Their baseline solution met the most of our requirements. Several Catholic Charities' use CaseWorthy. Our references spoke highly of the product. In addition, CaseWorthy allows customers to share and build off of each other's solutions. This makes the product better over time. Plus, the customer saves time and money, developing their system. It is a win/win for CaseWorthy and the customer.

Joseph G.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Reviewed August 2021

St. Patrick Center Review

CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier.

Cons:

Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API.

Reasons for choosing CaseWorthy

A balance of cost, logistics, and feature usefulness. Key product features were reviewed to see which vendors would be capable of meeting our agency's needs. Then, the contractual increase in price was leveraged against integration and migration to move data to onboard a new system. As of last year, staying with CaseWorthy was determined to be the most reasonable decision.

Mary G.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for less than 2 years

Reviewed August 2020

Very Customizable

Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.

Cons:

It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.

Reasons for choosing CaseWorthy

Through customization, CaseWorthy could meet the case management and residential needs we had, as well as the needs of our Mental Health Clinic.

Reasons for switching to CaseWorthy

ClientTrack was not able to meet the needs of our new Mental Health Clinic, which had requirements similar to a medical clinic such as scheduling appointments on a front desk calendar, approving case notes, and doing referrals from other programs.

Vendor Response

Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.

Replied August 2020

Amelia L.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 12 months

Reviewed January 2022

Customizable Software with Great Support

Ratings Breakdown

Ease of use

Functionality

Pros:

Our organization chose CW after much consideration of many options, and as a whole we are so pleased with our choice. From the beginning, we have had great support - I loved having a dedicated team member to help us through the ETL and go-live process, and having an account manager has made all the difference in being able to resolve any questions and learn how to best use our database. The features are fantastic, and the ability to customize pretty much everything has been game-changing for our ability as an agency to track very specific items. As a system admin, I love being able to create what agency staff identify as necessary. It makes their lives easier to have forms and workflows that are exactly what they need. Moving to a new system, our users were understandably nervous about having to learn a whole new way of doing things. I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. I particularly love that our account manager shares the process that they took to resolve the issue, so that we can learn the system better. One reason we chose CW is because we will likely never grow out of its capabilities. Eight months in, we are only just starting to get a sense of what we can do with this system, and it's exciting to keep customizing the system and making it fit our needs exactly.

Cons:

Overall, we have been impressed with CW, and I would say that these cons are more things that I think CW could improve, rather than things that they are lacking. I will note that CW seems to be on the right path in this sense - it seems that they are constantly adding new features, offering additional trainings for system admins, and listening to their customers about what we want out of the system. I found the initial system admin training a little overwhelming, and felt that the trainers don't necessarily realize that people new to the database are not familiar with it. As time went on, this ceased to be an issue, but more because I was more familiar with the system, not because the trainers improved their methods. Other concerns I had initially were a lack of documentation. This was resolved when we were given access to the portal, where there is a ton of documentation, but it would have been nice to have received this access earlier in the process.

Reasons for switching to CaseWorthy

We switched due to outgrowing our legacy system and no longer being able to make it work for our needs.

Hannah D.

Verified reviewer

Human Resources

51-200 employees

Used daily for more than 2 years

Review source

Reviewed June 2023

Currently, we are looking to solve technology gaps for our clients within the system. This list is what we are currently working off of with our support team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to provide our clients a self-sufficient solution to managing their participants in recovery programs is what we like most about CW. This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client. Things like the Calendar, Random templates, Alert notifications, concise reporting, are all key.

Cons:

At times it can be difficult to extract data from the system and provide built-in customizations that we can let our clients manage instead of our internal teams. But we have a plan moving forward for this and are looking forward to it's implementation

Nina G.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Great Homeless Management Information System

Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application. It meets our federal requirements while also including additional features that facilitate the service delivery for both large and small organizations in our community.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We like that CaseWorthy's HMIS application provides the tools and resources our community needs to understand homelessness at the macro level and the micro level. The features available help case managers understand each individual's unique experiences, while also allowing researchers and grant writers to understand trends in homelessness and project performance.

Cons:

We do not like that there is not a mobile application. Our community had to purchase an external platform to fill this gap, because much of the work we do is out in the field and not sitting behind a computer.

Reasons for choosing CaseWorthy

Unsure, the switch occurred prior to my employment.

Reasons for switching to CaseWorthy

Unsure, the switch occurred prior to my employment.

Verified

Reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2018

the software not for all type of businesses

i cannot answer this question

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries

Cons:

not made for the non-profit financial services industry; not user friendly; slow to respond to load information

Vendor Response

The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations. I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer. Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at dshaffer@caseworthy.com I look forward to hearing from you, so we may take care of these problems in a timely manner. -Drew

Replied May 2018

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