CaseFlow® pricing

Please feel free to call us with any specific questions – we’re more than happy to help!

Organizations typically save over 25% of their case management admin expense using CaseFlow.

 

Subscribing to CaseFlow is like hiring an experienced case worker and an admin assistant at a tiny fraction of the cost. Increase your capacity while cutting wasted effort. Even a 1- or 2-person non-profit will find CaseFlow is a great investment.

 

All CaseFlow customers enjoy cafeteria-style (à la carte) pricing. Subscribe only to what you need. See how your organization lines up with one of these typical scenarios, then tell us your specific needs. We’ll be happy to tailor a firm quote for you.

Starter Package
Scalable to All Features!
$ 49 Monthly, or $570/year
  • + $995 setup
  • 1 custom workflow
  • 2 Users
  • Unlimited cases
  • Unlimited documents
  • Email notifications
  • Reports: Standard and
    optional Build-Your-Own
  • Spreadsheet import/export
  • Security: Encryption, role-based access, etc.
  • Customization: Initial setup provided, workflow customizable
    by users
  • Training: 2 hours live online
  • Unlimited email support to designated point of contact
  • Maintenance updates: Automatic
  • Extensible via CaseFlow Business Rules
  • Extra-Cost Options:
    HIPAA BAA, auto-filled documents, document review, text notifications, guest access, public forms, barcode support, integrations, etc.
Small
Organization
$ 99 Monthly, or $1140/year
  • + $1990 setup
  • 2 custom workflows
  • 5 Users
  • Unlimited cases
  • Unlimited documents
  • Email notifications
  • Reports: Standard and
    optional Build-Your-Own
  • Spreadsheet import/export
  • Security: Encryption, role-based access, etc.
  • Customization: Initial setup provided, workflow customizable
    by users
  • Training: 2 hours live online
  • Unlimited email support to designated point of contact
  • Maintenance updates: Automatic
  • Extensible via CaseFlow Business Rules
  • Extra-Cost Options:
    HIPAA BAA, auto-filled documents, document review, text notifications, guest access, public forms, barcode support, integrations, etc.
Medium
Organization
$ ASK ... for a quote
  • Setup per contract
  • 5 custom workflows
  • 20 Users
  • Unlimited cases
  • Unlimited documents
  • Email notifications
  • Reports: Standard, Build-Your-Own + 1 custom
  • Spreadsheet import/export
  • Security: Encryption, role-based access, etc.
  • Customization: Initial setup provided, workflow customizable by users, 60 customization hours
  • Training: 3x 2 hrs live online
  • Unlimited phone & email support to designated POC
  • Maintenance updates: Automatic
  • Extensible via CaseFlow Business Rules
  • Extra-Cost Options:
    HIPAA BAA, auto-filled documents, document review, text notifications, guest access, public forms, barcode support, integrations, etc.
Large/Enterprise
Organization
$ ASK ... for a quote
  • Setup per contract
  • Multiple custom workflows
  • 50-Unlimited Users
  • Unlimited cases
  • Unlimited documents
  • Email notifications
  • Reports: Standard, Build-Your-Own + 5 custom
  • Unlimited import/export
  • Security: Encryption, role-based access, etc.
  • Customization: Unlimited setup and customization hours, workflow customizable by users
  • Training: Unlimited
  • Custom-designed support package to multiple POCs
  • Maintenance updates: Pre-arranged
  • Extensible via CaseFlow Business Rules
  • Extra-Cost Options:
    HIPAA BAA, Auto-filled documents, document review, text notifications, guest access, public forms, barcode support, integrations, Design Tool access, Business Rules access, dedicated server(s), etc.

If your users will be unpaid volunteers, let us know. We’ll give you a break on user seats!

 

Sizing your organization

Starter Package

Typically dozens of cases/year, hundreds of documents

Small Organization

Typically hundreds of cases/year, thousands of documents

Medium Organization

Typically dozens of staff, hundreds of cases, tens of thousands of documents, multiple offices

Large/Enterprise Organization

Typically hundreds or thousands of staff, many offices, including government agencies

“We accommodate even the smallest non-profits because, like you, we want to make a difference in the world. You deserve the best tools too.”

– Ken Phillips, Founder