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Client Case Management System

+61 3 9827 6915

Your Client Case & Care Management solution

Finally, a powerful and simple solution you can afford!
CaseSmart gives you the power and flexibility to run your organisation your way, to help you better achieve what really matters, improving the lives of others.


CaseSmart helping those who help others!
Click here to download the brochure

CaseSmart is a flexible, configurable, cloud-based client case-management system which ‘simplifies the complex’, by quickly and easily connecting the right information to the right people at the right time, helping organisations succeed with helping those in need.

CaseSmart is a simple, end-to-end client intake and case management system, that can be accessed from anywhere, anytime on any mobile device integrating all your client information in to one secure location providing transparency and increasing productivity.

User Management

Provide every user and team their own way of working with clients.

Create users and teams at any level and attach them to the clients, services, workflows and tasks they need to see. Each user and team will only have access to the tools and client information relevant to the roles and permissions you have assigned them. This provides a streamlined view for every user creating efficiency, controlling privacy and allowing them to focus on providing better outcomes for their clients.

• Add users, teams and roles
• Attach one client to multiple users
• Customise fields, tools, views for each user or team

Client Intake

Multiple pathways for clients to be processed quickly and efficiently.

Client data can be automatically entered via webforms directly into the system, it can have consent protocols or be de-identified if needed for privacy, entered in from electronic referrals or manually at reception. Calendar reminders, alerts and notifications can be automatically created and all intake pathways can have individual privacy settings and security protocols set up, ensuring that only the right information goes to the right people at the right time.

• Client Entry Designer
• Consent Engine
• Client Notes
• Intake via Webforms
• Client Documents
• OH&S Warnings

Automated Workflow

Have Automated Workflows do the manual labour for you.

Workflows can be created for every aspect a user or team may need, ensuring they only see the information and tools required to complete their tasks. This means users just follow the process steps, thereby virtually eliminating training. Tasks become automated, simple and consistent, removing duplication and clerical errors, increasing Governance and greatly improving efficiency and accuracy of data.

• Automate Tasks, Alerts, Notifications
• Virtually Eliminate Training
• Remove Duplication


Get the information you need to move your organisation forward and improve the outcomes of your clients.

With dozens of built-in reports and the option to easily create virtually any other reporting requirement CaseSmart allows you to have detailed visibility over all your operations, organisational goals, track users’ activity and progress, measure outcomes for clients and provide better care for those in need.

• Desktop Reports
• Service Reports
• Referral Reports
• All Fields Data Report
• User Reports
• SmartForm Reports


Enter the right data, in the right way, once only to get the right outcomes for your organisation.

SmartForms are a flexible and powerful way to collect data, remove duplication and clerical errors, greatly reducing data entry time while improving consistency and accuracy of information. SmartForms can be used to trigger various automations, tasks, reports, actions and alerts. All data can be replicated into any other field within the system, therefore never having to fill in the same information twice, creating efficiencies such as being alerted when you need to review information, one form filling in another form automatically, forms that create outcomes, sharing forms and information across users and teams.

Data Security

Control all information,
at any access level.

CaseSmart is a high security web environment that matches and exceeds compliance across both local and global standards. We have been used by education institutions, Victoria Police, Tasmanian Government and many other community services and Not-for-Profits to ensure privacy and protect client and organisational information.

• All Data is encrypted at rest and in transit.
• Role-based security.

CaseSmart is an Australian owned and operated company with all data held here in Australia

Data Protocols

CaseSmart has some of the highest standards of data security protocols in Australia! We maintain Government grade security compliance to IRAP standard, comply with Victoria Police CLEDS security protocols and meet the OWASP Application Security Verification Standard.

Permission, Access, Reports

Permissions and access> can be assigned by user, role or teams during which the system logs every action by every user, creating a fully reportable audit trail ensuring the highest standards of security to help organisations meet their privacy and risk.

Configurable data Security

CaseSmart has configurable privacy and consent algorithms that can automate access to any data at any level to be aligned to your organisational requirements.

Government Grade Security

The Information Security Registered Assessors Program (IRAP) is an Australian Signals Directorate initiative to provide high-quality information and communications technology security assessment services to government. IRAP is a standard for government compliance for policing and terrorist grade information.

get in touch

We would love to chat to you about how we can help your organisation.
Simply give us a call or complete the form and we'll get right back to you.

Our office
South Yarra Corporate Centre
Suite 33/209 Toorak Road
South Yarra, Victoria 3141
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+61 3 9827 6915

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