--- description: Review of CaseWorthy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CaseWorthy | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Nonprofit CRM Software](/directory/4788/nonprofit-crm-software/software) > [CaseWorthy](/software/49357/caseworthy) # CaseWorthy Canonical: https://www.softwareadvice.co.uk/software/49357/caseworthy Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/49357/caseworthy?page=2) > The CaseWorthy Platform is a unified human services technology platform purpose-built for government agencies and nonprofit organizations managing multi-program services. From homelessness and housing to aging services, workforce development, victim services, child welfare, behavioral health, HCBS, and more—CaseWorthy brings every program, every client record, and every data point into one connected platform. How CaseWorthy Helps: Human services agencies run on disconnected systems. A client receiving housing assistance, job training, and behavioral health services often exists in three separate databases—meaning caseworkers duplicate work, supervisors can't see the full picture, and leadership spends weeks assembling reports that should take minutes. CaseWorthy solves this with a single platform where every program shares a common data foundation. Caseworkers see the whole person. Supervisors get real-time visibility across programs. Executives get cross-program reporting without the manual work. And organizations can grow into new programs without replacing their technology. CaseWorthy's Key Features: Case Management Applications: ClientTrack supports intake, eligibility, service planning, and compliance reporting across HMIS, workforce, victim services, child welfare, behavioral health, and other programs. ServTracker supports home-delivered meals, senior transportation, congregate dining, caregiver support, and community and volunteer-driven aging services programs. MediSked supports HCBS and I\&DD providers with EVV, Medicaid billing, and person-centered planning. Unified Data Foundation: CaseWorthy CORE is a unified data lakehouse built on Microsoft Fabric. Every application writes to CORE, making cross-program analytics native to the platform—not a custom integration project. Agencies access their data directly via semantic models and read-only SQL. Your data stays in your environment and is never used to train AI models. Configurable Workflows: Agencies configure assessments, eligibility rules, and program workflows themselves—without code or professional services. Compliance Reporting: Prebuilt reporting for HUD HMIS, OAA Title III, VOCA, VAWA, WIOA, Medicaid, and other federally regulated programs. AI-assisted Workflows: Cara, CaseWorthy's embedded AI assistant, surfaces case summaries, recommended next steps, and data insights so caseworkers spend less time on administration. Cara recommends; your team decides. Analytics and Dashboards: Prebuilt and self-service dashboards give program directors and agency leaders real-time visibility into caseloads, outcomes, and program performance across every program in one place. Who uses CaseWorthy? CaseWorthy serves approximately 1,000 government agencies, nonprofits, and community-based organizations across the United States. What they share is a commitment to delivering high-quality, coordinated care to the people and communities who need it most—and a need for technology that keeps up with the complexity of doing that work at scale. > > Verdict: Rated **4.4/5** by 44 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 44 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: CaseWorthy - **Location**: Salt Lake City, US - **Founded**: 2008 ## Commercial Context - **Starting Price**: US$0.01 - **Pricing model**: (Free Trial) - **Pricing Details**: CaseWorthy is a scalable, configurable solution, therefore services pricing can vary due to the needs of each organization. Software licenses are user-based. Schedule a demo and request full pricing information. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, Dominican Republic, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - Billing & Invoicing - CRM - Calendar Management - Case Management - Case Notes - Charting - Child Welfare Management - Client Management - Client Portal ## Integrations (14 total) - ActiveCampaign - Adobe Acrobat - Adobe Acrobat Reader - Docusign - Flexmonster Pivot Table - Google Maps - Mailchimp - Microsoft Power BI - MySQL - ServTracker - TinyMCE - Twilio - WordPress - YouTube ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) ## Related Categories - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) - [Fundraising & Donor Management Software](https://www.softwareadvice.co.uk/directory/417/fundraising-software/software) - [Online Membership Software](https://www.softwareadvice.co.uk/directory/1626/online-membership/software) - [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software) - [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software) ## Alternatives 1. 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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. > > 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. ----- ### "Efficient case management software" — 5.0/5 > **Jeanette** | *22 September 2025* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **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. > > CaseWorthy has been a game changer compared to our last case management software\! It has streamlined our client data management tenfold. ----- ### "We Love CaseWorthy" — 5.0/5 > **Ashley** | *6 November 2019* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "A Flexible Partner and Strong Baseline Product" — 5.0/5 > **Danielle** | *3 September 2020* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **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. > > 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\! ----- ### "St. Patrick Center Review" — 4.0/5 > **Joseph** | *25 August 2021* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **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. > > 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. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/49357/caseworthy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/49357/caseworthy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data