CaseWorthy
CaseWorthy is a Salt Lake City-based SaaS provider of purpose-built case management software for non-profits and government agencies, serving 1,000+ human services organizations across aging, IDD, behavioral health, and homelessness programs on its CORE data platform.
- Company typePrivate
- Founded2008
- HeadquartersSalt Lake City, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What CaseWorthy does
CaseWorthy, Inc. is a Salt Lake City-based, private-equity-backed software company founded in 2008 that provides purpose-built case management software for human services organizations. Its platform serves more than 1,000 non-profit organizations and local and state government agencies whose programs touch more than 41% of the US population, supporting 15M+ individual and family cases, 300M+ case notes, $22.3B+ in claims processed, and 4B+ services delivered across verticals including aging services, behavioral health, intellectual and developmental disabilities (IDD), homelessness/HMIS, youth and family services, workforce development, veterans services, and government.
The platform is organized around the CORE data lakehouse, which unifies program, client, and workflow data into a single source of truth, and a suite of vertical applications (ClientTrack, ServTracker, MediSked) layered with configurable modules such as apBuilder (no-code configuration), ClaimExchange (Medicaid billing), Power BI Embedded analytics, mobile field apps, and 115+ language translation. Cara, the embedded AI copilot, provides natural-language case queries, automated case summaries, and policy/compliance knowledge retrieval. The architecture runs on AWS/Azure with HIPAA, HITECH, NIST 800-53, SOC 2 Type 2, HUD HMIS, and HITRUST (MediSked) certifications, and includes built-in EVV for the 21st Century Cures Act.
The company generates revenue through subscription-based SaaS contracts (annual enterprise agreements, quote-based pricing) supplemented by professional services for implementation, training, and ongoing system administration. Distribution is a consultative direct enterprise sales motion targeting mid-market and enterprise non-profits and government agencies. The company was previously backed by Symphony Technology Group, which funded the January 2023 acquisition of MediSked, and received a majority growth investment from Rubicon Technology Partners in June 2026 to accelerate AI development, integrations, and further M&A, following the February 2025 acquisition of Eccovia.
CaseWorthy firmographics
Firmographics- Name
- CaseWorthy
- Legal name
- CaseWorthy, Inc.
- Website
- https://caseworthy.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CaseWorthy is a Salt Lake City-based SaaS provider of purpose-built case management software for non-profits and government agencies, serving 1,000+ human services organizations across aging, IDD, behavioral health, and homelessness programs on its CORE data platform.
- Ownership category
- akta.pro rank
CaseWorthy industry classification
Industry- Product category
- Human Services Case Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)
- akta.pro secondary industries
- Data Virtualization & Logical Data Warehousing (HDAEABAG), Home Health Clinical Care Coordination & Case Management (HSABACAO), Workforce Support Services & Case Management (Coaching, Wraparound) (EDAAAOAK)
Keywords
Where CaseWorthy is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CaseWorthy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Platform Subscription: Subscription-based SaaS model for case management platform access. Pricing likely varies by organization size, program count, and feature modules selected. Enterprise pricing with annual contracts typical for government and non-profit clients.
- Professional Services: Implementation, training, and system administration services to support platform deployment and ongoing optimization.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
CaseWorthy product offering
Product offeringCore offering
CaseWorthy provides a purpose-built, SaaS case management platform for non-profit organizations and government agencies delivering human services. The unified platform combines ClientTrack, ServTracker, and MediSked applications on a CORE data lakehouse, with shared modules and an embedded AI copilot (Cara) to support coordinated whole-person care, compliance, billing, and outcome reporting.
Product overview
CaseWorthy offers a purpose-built unified platform for human services organizations delivering coordinated whole-person care. The core portfolio includes ClientTrack (enterprise case management), ServTracker (aging services), and MediSked (HCBS and I/DD services), all built on the CORE data lakehouse. Shared modules under Enhanced Options extend functionality with apBuilder (configuration), ClaimExchange (billing), CommHUB/CommLINK (communication), Language Translation, mobile apps, Power BI Embedded analytics, and client/ volunteer portals. The platform integrates Cara AI as an embedded copilot for administrative efficiency. The architecture enables organizations to scale programs without adding systems, with all components sharing a unified data foundation.
Differentiator
Problem solved
Functional benefit
Brands
- ClientTrack: Industry-leading case management solution empowering organizations to deliver better services, improve outcomes, and streamline workflows by combining program data and business operations into a single, scalable solution.
- ServTracker
- MediSked
- CORE
- Cara
Products and services
- ClientTrack Industry-leading case management solution that empowers organizations to deliver better services, improve outcomes, and streamline workflows by combining program data and business operations into a single, scalable solution for complex human services organizations.
- ServTracker Comprehensive software solution for aging service providers to streamline client information and optimize service scheduling and delivery, with robust features for home-delivered meals, home care, and senior center operations.
- MediSked All-in-one agency management and billing solution for Home and Community-Based Services (HCBS) and I/DD providers, enabling care coordination, scheduling, and Medicaid-supported service delivery.
- CORE Data Lakehouse CaseWorthy's data lakehouse that unifies information across programs, people, and workflows into a single, trusted source of truth, powering analytics, reporting, and AI capabilities with connected data.
- Cara AI Copilot AI copilot built directly into the CaseWorthy platform, designed specifically for human services. Reduces documentation time, surfaces actionable insights, and expands staff capacity through instant case summaries, natural language queries, and knowledge base access.
- Enhanced Options Suite of platform-wide shared modules that extend the baseline feature set with advanced capabilities including enhanced reporting, communication tools, mobile functionality, and data control.
- Professional Services Implementation, training, and consulting services to support platform deployment, configuration, and ongoing optimization for human services organizations.
- Admin as a Service Managed system administration service providing ongoing platform management, configuration, and support for CaseWorthy customers.
Quantifiable outcome
- 66% increase in operational efficiency for IDD service providers
- +4 more outcomes
Companies that use CaseWorthy
Customer profileNamed customers6 records
Segments10 records
Ideal customer profiles4 records
CaseWorthy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability5 records
Feature8 records
CaseWorthy partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and strategic.
- Eccovia, Inc.coreCaseWorthy acquired Eccovia, Inc. in February 2025 to enhance its case management platform through complementary software and data analytics capabilities. The acquisition created one of the largest dedicated platforms in the human services sector, expanding CaseWorthy's reach and feature set.
- MicrosoftstrategicCaseWorthy expanded its strategic Microsoft collaboration to accelerate customer data access and platform innovation. The expanded Azure commitment enables self-service analytics, advanced integrations, and platform capabilities leveraging Microsoft cloud infrastructure.
Scale indicators11 records
Recent moves6 records
Expansion highlights3 records
CaseWorthy competitors and assessment
Company assessmentDirect peers
- Social Solutions (Apricot by Bonterra): Apricot by Bonterra (formerly Social Solutions) is a leading SaaS case management platform for non-profits and human services agencies. It directly competes with CaseWorthy's ClientTrack in serving community-based organizations with outcomes tracking, reporting, and program management.
- Bitfocus (ServicePoint): Bitfocus builds ServicePoint, a HUD HMIS-compliant case management system used by Continuums of Care for homeless services. It directly overlaps with CaseWorthy's HMIS/homelessness segment for coordinated entry, bed management, and HUD reporting.
- Athena Software (Penelope): Penelope by Athena Software is a configurable case management platform for social services, behavioral health, and community organizations. It competes head-to-head with CaseWorthy in serving multi-program non-profits and government agencies.
- CharityTracker: CharityTracker by Tesinc is a case management and client-tracking platform for non-profits, churches, and community action agencies. It serves a similar small-to-mid non-profit segment as CaseWorthy's ClientTrack for homeless, food pantry, and emergency assistance programs.
- CharityLogic: CharityLogic provides case management, grants management, and donor software for non-profits. It overlaps with CaseWorthy's non-profit customer segment for grants tracking, client services, and outcome reporting.
- Foothold Technology (a WellSky company): Foothold Technology is a behavioral health and human services case management/EHR platform, now part of WellSky. It directly competes with CaseWorthy's behavioral health and IDD capabilities in serving community mental health and IDD providers.
Broad incumbents
- Netsmart Technologies: Netsmart is a large incumbent EHR and case management provider for behavioral health, IDD, and human services. It serves overlapping customer segments as CaseWorthy (IDD via MediSked, behavioral health) but at much larger enterprise scale and broader portfolio.
- WellSky: WellSky is a broad health and community services software incumbent (formerly Mediware), with human services, aging, and behavioral health capabilities. Through its Foothold Technology brand it competes directly with CaseWorthy's behavioral health offerings.
Emerging players
- Streamline Healthcare Solutions: Streamline Healthcare Solutions offers an EHR/case management platform for behavioral health, IDD, and social services agencies. It overlaps with CaseWorthy's MediSked and ClientTrack offerings for HCBS and behavioral health providers.
- ContinuumCloud: ContinuumCloud provides EHR and practice management for behavioral health, IDD, and substance use providers. It competes with CaseWorthy's MediSked and behavioral health modules in the HCBS and CCBHC space.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
CaseWorthy social profiles
Digital presenceCaseWorthy compliance and trust
Trust signalCompliance6 records
CaseWorthy financial estimates
Financial estimateRevenue estimate
Valuation estimate
CaseWorthy leadership team
Management profileNumber of profiles
Profiles1 record
CaseWorthy subsidiaries and ownership
Company hierarchySubsidiaries2 records
CaseWorthy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CaseWorthy M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CaseWorthy
What does CaseWorthy do?
CaseWorthy provides a purpose-built, SaaS case management platform for non-profit organizations and government agencies delivering human services. The unified platform combines ClientTrack, ServTracker, and MediSked applications on a CORE data lakehouse, with shared modules and an embedded AI copilot (Cara) to support coordinated whole-person care, compliance, billing, and outcome reporting.
Is CaseWorthy a public or private company?
CaseWorthy is a private company. It is classified as private equity controlled and is currently operating.
When was CaseWorthy founded?
CaseWorthy was founded in 2008. It employs 51 to 100 people.
Where is CaseWorthy based?
CaseWorthy is headquartered in Salt Lake City, United States, in the North America region.
How does CaseWorthy make money?
Two revenue lines are on record. Software Platform Subscription is the primary driver. The others are professional Services.
Who are CaseWorthy's main competitors?
Direct peers on record are Social Solutions (Apricot by Bonterra), Bitfocus (ServicePoint), Athena Software (Penelope), CharityTracker, CharityLogic and Foothold Technology (a WellSky company). Broad incumbents are Netsmart Technologies and WellSky. Emerging players are Streamline Healthcare Solutions and ContinuumCloud.
Does CaseWorthy have an API?
No public API is recorded for CaseWorthy.
What industry is CaseWorthy in?
CaseWorthy's product category is Human Services Case Management Software. Its primary akta.pro industry code is HDAEALAJ, Enterprise Case Management & Request Fulfillment Platforms, with a secondary code of HDAEABAG, Data Virtualization & Logical Data Warehousing. Its NAICS code is 54151 and its SIC code is 7372.