CaseFlow Erfahrungen

Useful for social service agencies.

Kommentare: We love it! It has made our case management easier but there are still a few quirks to work out through.

Vorteile:

Caseflow makes case management for our camp kids easier and more compact. It also helps us obtain more funding for our camp program by allowing us to track to the our community needs, what members cannot afford our services and need scholarships, among other things. It's a great tool to have for community organizations that need to seek out funding.

Nachteile:

The integration features are a little buggy. Yes, we can add forms from other survey sites, but it ends up causing more crashes. I also wish that the document uploading process was easier.

Creating something that will be forever utilied within our organization.

Kommentare: [SENSITIVE CONTENT HIDDEN] THANK YOU THANK YOU THANK YOU. We are looking forward to things going back to our new normal, for us to fully utilize CaseFlow. And not only serve our campers and volunteers well because of how easy and complete you've made it for us but to simply enjoy what we do and how we do it because of the ease of use you've gifted to us with this process.

Vorteile:

It'll be easier for me to talk about my journey for you to fully understand this review. I was brought onto the Royal Family Kids Concord, CA team to oversee Registration Day. From Excel to Google Sheets, we thought, there had to be something better. I was told that we were going to use CaseFlow and to be honest, after a brief walkthru I already saw everything (several on my checklist) that would not work. After only a couple of phone calls and maybe 2 follow-up emails to [SENSITIVE CONTENT HIDDEN] our CaseFlow platform was reworked, customized, built out, and tailor-made for our camp and potentially for all the other camps nationwide. So my here are my pros: Customer support is beyond expectation; the platform is easy to use; reports are everything, customization is painless, security between authorized users and admins are so precise and unbreachable, and again, you and the CaseFlow team can make CaseFlow everything your organization needs it to be. Whether you're simply checking in or making it a full-on inventory management platform for each section of your camp, you can use CaseFlow.

Nachteile:

Just for the sake of putting something in this box, I'll say set-up. Now, I am not going to mislead you. I personally did the least amount of work on this. The CaseFlow team took their time getting to know my team and me, our process, and walked through an actual camp event with me ... then started on the customization. They simply asked the questions then made it happen for me. They even mimicked our previous process to make the transition easiest for our "non-techy", existing team members to transition to using CaseFlow. I have yet to walk through a live registration day due to the current global situation that caused us to postpone our event, but in putting in the final touches, I am confident that my team and I will maximize our CaseFlow platform. And really, there is so much in this platform that we may not even use some of its more in-depth tools.

Amazing customer service, not a one-size-fits-all program

Kommentare: CaseFlow's staff is amazing. They are personable and helpful and supportive. The product just didn't work for what we needed without adding more work for us. For other social service organizations it very well may be perfect.

Vorteile:

I like that it integrates with other software like JotForm, but it takes a lot of work on CaseFlow's end to get it to import correctly. I like that the staff is so willing to help make it work for you and reconfigure things to meet your needs.

Nachteile:

This software doesn't fit every organization, and I commend the company for trying so hard to make it fit. For what we needed it for--managing volunteers year over year for a mentoring program, it was too much work to make it work for us. The software integrates with JotForm but it's so sensitive that it's a lot of work to do it. It's labor intensive to get it to do what it needs, and you have to start over every year with a volunteer's profile. Ultimately it was so much work to get it to do what we needed that it wasn't worth it for us. That said, I think it's primarily our set up that wasn't a good fit, and it may work very well with other kinds of organizations.

CaseFlow Tenant Management

Vorteile:

CaseFlow has enabled LUCHA to track and monitor our families and households throughout the Humboldt Park neighborhood in Chicago. Caseflow has enabled us to come together a team of case managers and social workers to collaborate and best serve the needs of our residents. CaseFlow allows LUCHA staff to track the populations we serve and what types of needs they have. The reporting feature of these engagements have been used in grant applications to continue funding the important work of the Resident Services Department. As an organization that collaborates with many universities by hosting social work students, we have used CaseFlow as a training manual to teach our student interns the basics of case management and client note taking.

Nachteile:

CaseFlow has many features that we do not use, such as the checklist. It appears as if a task is not completed or overdue. We would rather the system had an overview of a to-do list.

Great customer service for first-time user

Kommentare: We are using CaseFlow to track metrics across five programs including program attendance, supplies distributed, and online job application logins. We gave them a laundry list of things we needed to track and they set it up.

Vorteile:

This was the first time we've ever used client management software and the options were overwhelming. We're glad we chose Caseflow. It is a small company and the customer service is great. They've worked with us to tailor things to meet our programs' unique data tracking needs. They continue to be really responsive every time we are trying to run a new report and have an issue or we want to add or remove a feature. When we reach out we're actually talking to the people who design the software. They seem to like the challenge of figuring out how their software can meet our specific need!

Nachteile:

We have trouble opening and navigating the website from our phones, we only use it on computers

Review of CaseFlow

Kommentare: I think it's a great program for our purposes as an adoption agency. It took awhile for us to start using it regularly but now our social workers access it to be able to look at paperwork that families have turned in which is really helpful to them. It helps us to keep track of our adoption cases so that things don't fall through the cracks and we are able to refer back to dates of when documents were sent or received. I know there are more functions of CaseFlow that we could be using and hope we can continue to learn the program as time goes on.

Vorteile:

I like the Task Workflow as it helps us to track each of our adoption cases so that we can easily see the progression of the case. We can see what documents have been submitted by the family and keep track of important dates such as when certain documents were sent or received. I like that it is so customizable and that we can have a different Task Workflow for each type of adoption that we do. It's also great being able to keep track of adoption inquiries for ease of follow-up. The look of CaseFlow is also clean and attractive.

Nachteile:

Because we can't scan and upload documents directly to CaseFlow, it doubles the work. We scan documents and then save them in an electronic file and then upload them to CaseFlow from there. It would be wonderful if the capability of scanning directly to CaseFlow could be created in the software.

Great for Multi-Company Ise

Kommentare: The particular area of law in which I work comes with ever-changing client information, in addition to ever-changing required Court documents. Without this type of organization, functioning at the level of efficiency I require of myself would not be possible.

Vorteile:

I am in independent contractor providing paralegal services. My client uses CaseFlow to archive not only information within their agency, but documents drafted from mine. It allows every document on every client to be in one easily accessible place. This allows several different companies who are doing different facets of work to be able to all be on the same page.

Nachteile:

I would say that I tend to get "kicked off" of the system more frequently than I anticipated. There will be times when I am in the middle of work, with several CaseFlow tabs open, and then I just get kicked off the system and am required to log back in. I am not certain why is does that.

CaseFlow Review - Contreras

Kommentare: My overall experience with CaseFlow has been positive. I am able to find the documents I have uploaded with ease. I think this is a great investment for our organization.

Vorteile:

I like that all of the documents pertaining to the specific client can be found, added or edited in her file. Don't have to look all over the place to find a document. I like that we can create tasks for additional documents as well.

Nachteile:

I would like for there to be a time stamp and a place to find out who last modified or added documents to a clients file. This function would be very helpful because other Case Managers view and/or add documents and at this moment we are not aware of who is doing so. This causes the managers to think the assigned Case Manager did so but it is not always the case.

Great working with CaseFlow

Kommentare: It has been great working with [SENSITIVE CONTENT HIDDEN] and CaseFlow. They are always making the platform better to accommodate the needs of their customers. Great customer service!

Vorteile:

CaseFlow has a lot of features, most of which ZoeCare does not use, but it works really well for tracking the relationships between mentors and mentees of our two mentoring programs. Getting a quick glimpse of the interactions between the volunteers who are working with our patients is very nice as well as getting quick information about each session. [SENSITIVE CONTENT HIDDEN] has been very receptive to our needs and attending to the product requests we've had.

Nachteile:

For the simple use we needed, CaseFlow is overkill and can therefore be a little complicated. But for those who need a full-featured product, it has a lot to offer.

Great Service for Adoption Agency

Kommentare: We use this everyday. It has helped our agency compile all information into one location. It is accessible to all members of our agency immediately.

Vorteile:

They have reworked their program to fit our needs.

Nachteile:

While using it you will need to log out and log back in if trying to add a task. You can only use certain browsers to comply with formatting.

A game-changer for our agency!

Kommentare: We are required to track the accuracy and efficiency of our legal team, and in that, we must ensure that all legal documentation is processed in a timely manner, and is 100% accurate. This is why the "alerts" system and "notes" feature along with a single-point reviewer are invaluable.

Vorteile:

This software is extremely easy to use, and was designed with a company's future growth in mind. I couldn't imagine trying to track the thousands of documents we process annually by any other means! Caseflow has radically changed our ability to track the accuracy of our legal documentation, which is the core of the adoption process.

Nachteile:

I can't think of anything I would change concerning Caseflow. It is that effective!

CaseFlow is wonderful software for our organization.

Kommentare: We are extremely happy with CaseFlow. They are easy to work with. We have always received prompt support for our questions.

Vorteile:

I love how easy the software is to use. It's very practical for our organization. Users love the ease with which they can access their clients.

Nachteile:

It would be nice if we could modify some of the menus and data input to simplify what we need.

Great Case Management Software - Highly Recommended!

Kommentare: We are able to access our data from wherever and whenever we need to. The software was easy to explain to licensing when we were obtaining our annual renewal.

Vorteile:

The accessibility of the software to the customization to our particular needs.

Nachteile:

Nothing to report. The software has been great!

Organized Social Worker since using caseflow

Kommentare: Caseflow allows me to keep everything in one place for my cases. I really like the layout of the note section. My overall experience has been positive.

Vorteile:

I started using this software shortly after accepting my position. I have used other case management software programs in other jobs but I honestly feel caseflow encapsulates everything you need to stay organized. I like the layout and the simplicity of it. Even those who are not tech savvy will find it easy to navigate.

Nachteile:

There isnt anything specific I can say I dont like. It works for my position perfectly.

CaseFlow Review

Kommentare: Overall I like the program.

Vorteile:

I like that it is east to use. It took me no time to learn when I first started using the program.

Nachteile:

I have noticed the program will sometimes delete my case notes after doing them and saving them.

Great System

Kommentare: Easy to work with.

Vorteile:

Easy to use, load and send documents to other users

Nachteile:

Sometimes get error messages. None other than that.

Caseflow user opinion

Vorteile:

It easy to use and very manageable. You can easily find the documents you need

Nachteile:

I did not find any difficulties in using the software

Case Management at you fingertips

Vorteile:

I like that it is accessible. As a supervisor, I can easily check the movement of our cases. I can easily access and provide support to my colleagues. CaseFlow allows me to work from home or anywhere there is internet access. I can also upload documents such as ms office files, photos and letters. The customer support of CaseFlow is superb. They are flexible, they listen to what we need and make it possible.

Nachteile:

As of now, I don't see anything that I least like about this software. Again, if there is a missing option, the customer support is responsive. They listen and they act immediately.

self explanatory

Kommentare: Easy user friendly

Vorteile:

easy to use you select if you want all or just open and closed cases

Nachteile:

sometimes you are not able to create a new tab/title

Caseflow Review...Check this out!

Kommentare: Generally, I find this app useful and functional for my need.

Vorteile:

I like the customization feature. This is addressing what I need in case management.

Nachteile:

Sometimes it's difficult to open the app. One time I tried opening it and I cannot see the files I'm looking for. I had to reset it before I finally opened it.

Very Helpful

Vorteile:

Uploading documents needed and easy generating reports.

Nachteile:

using other user options and less technical

CaseFlow is so helpful with organization

Vorteile:

I like that I can access CaseFlow from anywhere! It really makes working from home/distance easy!

Nachteile:

I would love to see a documentation section in CaseFlow somewhere so that we can keep records of conversations.

Necessity to effective processing of our clients.

Kommentare: Excellent purchase

Vorteile:

Ease of use and willingness to adjust to our specific needs.

Nachteile:

N/A they excelled in all their promises and responsibilities.

Caseflow software

Kommentare: Sharing the files in different users in each department.

Vorteile:

Easy to use and a friendly user software.

Nachteile:

None. Only in saving more files to cater more files in saving.