General Case Management

Automate and simplify your data management and funder compliance processes to prove your social impact in the communities you serve.

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Web Portal

CaseWorthy Connect empowers you to collaborate with providers, clients, other agencies, and volunteers. Boost efficiency with instant online access to case management files – assessments, intake forms, case notes, reports, approvals, and more – all in one place. YOU are always in control of who has access to your information.

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Case Management Product Features

  • Interactive dashboards
  • Automated workflows
  • apBuilder development toolset
  • Configurable alerts engine
  • Document management


Drill down into the exact data you need to create detailed operational, compliance, ad hoc, and custom reports that show how your programs are performing. Access the reports you need from any mobile device, anywhere, anytime. Save and share reports and automatically schedule them to go out to individuals or entire teams. Our compliance team stays ahead of all data capturing, eligibility rules and compliance requirements so you can focus on your clients.

Who We Serve

We partner with non-profits, Health and Human Services (HHS) foundations, and government agencies seeking to streamline day-to-day operations, meet compliance requirements, and help improve people’s lives.

If your agency takes data collection and analysis seriously, wants to ensure that its end users have tools and resources at their finger tips, and values the ability to define the way your database looks and feels, CaseWorthy is absolutely the right way to go.

— Matthew Gallion, Performance Improvement Manager for Catholic Charities of Southern Missouri

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