CaseWorthy

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.

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

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

• Case management software
• Human services platform
• Medicaid billing software
• Aging services software
• Behavioral health software

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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

Core 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

Named customers6 records

Segments10 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core and strategic.

• Eccovia, Inc.coreStrategic or Co-development Partner · 1 February 2025CaseWorthy 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.
• MicrosoftstrategicTechnology or IntegrationCaseWorthy 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

Direct 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

• Xx.com/caseworthyinc
• Facebookfacebook.com/CaseWorthyInc
• LinkedInlinkedin.com/company/caseworthyinc

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CaseWorthy