AI for Case Managers, Social Workers, Case Workers, Adoption Agencies,
built for humans
Designed for frontline professionals, our AI listens to conversations and provides real-time answers to key questions — helping case managers and social workers save time, stay organised, and better support the individuals and families they serve.
How CaseNote can support you
Casenote is an AI that supports you in your case management interviews
1. Choose your questions
Load your custom question set or form before the meeting. Start the call with our simple recording tool — no extra setup needed. Simply hit record and and start talking.
2. Record your session
As you talk, our system transcribes the call in real-time, tracks which questions have been covered, highlights gaps, and lets you add live notes if needed.
3. Let the AI answer
Get a draft with the form pre-populated from the conversation. Review, edit, confirm answers with your client if needed, and export or sync to your existing systems.
Save Time
Save Hours
after every call
Instantly generate draft reports and complete forms using AI during your call. By the end of your call you can review the questions and answers with the client
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Auto-fill answers from the conversation
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Integrated notes and editing
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Ready-to-export reports immediately
INCREASE PRECISION
Never Miss,
an interview question
Guide interviews live with real-time tracking and prompts reducing the need for follow up calls
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Track which questions are covered
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Highlight gaps needing more attention
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Improve client feedback
INCREASE CONNECTION
Build Stronger
Connections
Stay present in the conversation while our tools handle the admin, helping you listen better, respond faster, and build deeper trust.
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Focus fully on the client, not your notes
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Real-time prompts to stay engaged
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Review & confirm answers together
INCREASE PRECISION
Never Miss,
an interview question
Guide interviews live with real-time tracking and prompts reducing the need for follow up calls
-
Track which questions are covered
-
Highlight gaps needing more attention
-
Improve client feedback
Help Center
Frequently asked questions
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
It works for both! Whether you're hosting a video call, a phone interview, or an in-person meeting, you can capture the conversation and let our system handle the heavy lifting.
We're actively building integrations to help you export and sync outputs into your existing systems and workflows. Stay tuned for updates — and let us know if you have a system you'd like us to prioritise!
We take data security seriously. All recordings and transcripts are encrypted, and we are building our platform with privacy and confidentiality as a top priority.
Yes — before closing the meeting, you can review the drafted answers, cross-check them with your client or interviewee if needed, and make adjustments.
We are currently working on our live assistant which will shows which questions have been covered, highlights any that need more attention, and will let you add live notes alongside the transcript.
Stay up to date on our journey
We are pushing the boundaries of case management to enable case managers to more effectively do their job while caring about safe and secure data.
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Ready to supercharge your meetings?
We would love to have an informal chat about the problems you have and things that you want to see in this space. This is your chance to shape the future of case management AI.
