One Case File. Endless Collaboration.
With CaseRM, your team has access to endless collaboration for every single case file.
Share and collaborate on case files with professionals inside and outside your organization.
Your case files are within reach on your workstation, tablet and smartphone. CaseRM is optimized to work on any device, browser and screen size.
Manage multiple organizations and facility locations from a single point of entry. Just one account gives you access to everything you need.
All You Need is an Internet Connection.
We’ll Do the Rest.
CaseRM is available from a web browser whether you use Windows, Mac, Linux, Android, iOS or Chromebook.
Access your case files from any computer, tablet or smartphone with an internet connection.
No installation, no computer management, no server purchases, no headache.
More Features Means More Collaboration
Take a look at some of the must-have features in our case management system.
- Create, manage and share case files, and control access.
- Keep track of all phone and in-person communications with clients, case collaborators, internal and external stakeholders.
- Add and manage case contacts that matter – including, emergency contacts, family physician, legal representatives, insurers, caseworkers, etc.
- Easily upload and attach documents to your case files including scanned letters, faxes, emails, images, audios, videos or any other file related to a case.
- Share documents directly from CaseRM and the system will notify collaborators via email.
- Create, group and organize contacts.
- Import contacts from Google, Outlook, and many other systems that support exporting to the Excel (csv) file.
- Share contacts, and control access to individual contacts and the address book as a whole.
- Create and manage calendars per service provider, equipment or room.
- Share calendars and control access levels.
- Create events and appointments, or simply block off time.
- Invite clients, patients, and colleagues to scheduled events.
- Make changes to events and notify guests.
With the best security features and a reliable interface, you and your team can collaborate with peace of mind.
Collaborate Affordably with Our
There’s no catch and this isn’t a limited-time offer. Your CaseRM account is always free, and includes:
- Unlimited case files, calendars and contacts
- Unlimited facility branch locations
- 1 organization
- 2 GB storage
- 5 members per organization
- Email support
The number of members (members are service providers, office admins, directors, partners – in other words, employees) per organization:
- 10 members for $50 per month
- Each additional member, $5 per month
All paid membership plans include unlimited organizations, access to audit trail, priority email and phone support.
Upload and store any type of file within your cases including documents, images and videos. Easily add storage when you need more space.