Get a Case Management Portal Tailored to Your Needs

Build it yourself with little to no code or have our experts create a custom case management system that fits your workflow.

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Doctors appointment form-1

Modernize Case Management on Your Terms

Outdated spreadsheets, legacy systems and siloed tools slow teams down, introduce errors and make it harder to track and resolve cases efficiently.

Caspio helps you deliver a secure, custom case management solution designed to match your process. Equip users with self-service portals to submit, update and track cases while centralizing data, automating tasks and managing every case in real time.

Why Settle for One-Size-Fits-All?

Your cases, clients and workflows are unique. Your system should be too. With Caspio, you get:

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Total Customization

Design fields, forms, dashboards and workflows that match how your team operates. Build a system aligned with your process from the ground up.

Built-in Automation

Eliminate repetitive manual tasks with workflows that keep every case moving forward, ensuring nothing falls through the cracks.

Real-Time Visibility

Monitor case status, team activity and key performance metrics from a centralized dashboard for faster, more informed decisions.

Self-Service Access

Give clients or internal users secure portals to submit, update and track cases, reducing back-and-forth and increasing transparency.

Role-Based Permissions

Manage roles, permissions and access levels using clicks instead of code, so the right people see the right data at the right time.

Scalability Without Limits

Add users, manage more cases and integrate AI tools or third-party systems as your needs grow, all without rebuilding your app.

AI-Capabilities

Use AI to accelerate case resolution, prioritize cases, analyze data and generate insights for improved decision-making and efficiency.

Unlimited Users

Easily onboard and manage unlimited users without worrying about per-user fees or licensing restrictions. Collaborate freely at no additional cost.

Enterprise-Grade Platform You Can Trust

With over 25 years of experience powering secure, scalable business systems, Caspio is trusted across industries that demand reliability, compliance and flexibility. Whether you're handling sensitive data or managing mission-critical operations, you can count on a solution built for long-term success.

World-Class Security

Safeguard your data with enterprise-grade standards like SOC 2, HIPAA, GDPR, FERPA and more. Keep information secure across workflows.

Regulatory Compliance

Meet strict industry regulations with confidence. Built-in support for compliance across healthcare, education, government and other regulated sectors.

24/7 Support

Get help from real experts whenever you need it. Our global support team is always available to assist and keep your systems running reliably.

Trusted by Leaders

Used by organizations in healthcare, government, legal, education and other industries to manage complex workflows, protect data and scale easily.

Popular Case Management Use Cases

From simple tasks to complex workflows, Caspio powers case management across industries.

Healthcare

Track patient cases and follow-up tasks with automated workflows and centralized records to improve coordination and care.

Legal

Manage intake, discovery and case progress in one system. Automate steps and keep visibility throughout the lifecycle.

Insurance

Simplify claims processing with approval workflows, status tracking and secure document storage in one unified portal.

HR (Human Resources)

Handle employee incidents and compliance cases with tasks, role-based access and audit-ready tracking.

Social Services

Equip caseworkers to manage support plans, update case notes and track outcomes with real-time data access.

Custom Workflows

Design case workflows customized for any process. If you can describe it, you can build it without writing code.

How Caspio Customers are Making a Difference

Cristina González Alcalá

Caspio enabled us to act fast and adjust to evolving problems on a secure, low-cost platform.

Hendrik Dreyer

Using Caspio, I develop solutions much faster and cheaper than my competitors.

Shane Wieberg

Caspio gave us more time to analyze data and put focus on what the system actually needs.

Ready to Take Control of Your Case Management?

Don’t settle for off-the-shelf. Build a system that works the way you do or let us build it for you.