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One license, sized to your team

Find your fit

5 staff

Beyond case records, what do you actually need?

What this costs against the alternatives

Most case-management software is priced per user, so the gap widens every time you hire. Move the slider to your own team size.

20 staff

Competitor pricing re-verified 9 August 2026 from each vendor’s published plans, counted at the same headcount plus the owner, since per-seat vendors bill for that seat too. Vendors who publish only an entry band show as quoted rather than an estimate. CaseSteward figures exclude one-time setup.

Solo / Small

Up to 5 staff

$267.99/mo

or $2,759.99/yr if paid annually

  • Core license
  • Frontend Operations
  • Credentialing & Training
  • Timecards
  • Billing & Claims
  • AI Documentation Assistant
See this plan

Growing Agency

16-25 staff

$736.99/mo

or $7,589.99/yr if paid annually

  • Core license
  • Frontend Operations
  • Credentialing & Training
  • Timecards
  • Billing & Claims
  • AI Documentation Assistant
See this plan

Mid Agency

26-40 staff

$1,004.99/mo

or $10,349.99/yr if paid annually

  • Core license
  • Frontend Operations
  • Credentialing & Training
  • Timecards
  • Billing & Claims
  • AI Documentation Assistant
See this plan

Large / Multi-program

41-55 staff — more by arrangement

$1,164.99/mo

or $11,999.99/yr if paid annually

  • Core license
  • Frontend Operations
  • Credentialing & Training
  • Timecards
  • Billing & Claims
  • AI Documentation Assistant
  • Priority Support
See this plan
One-time purchase

Own It Outright

One-time purchase - up to 40 staff. No updates, limited support.

$14,999.99

  • Core license
  • Frontend Operations
  • Credentialing & Training
  • Timecards
  • Billing & Claims
  • AI Documentation Assistant
  • No plugin updates
  • Limited support
See this plan
Build your own

Get only what you need

Core license plus the modules you pick. Up to 5 staff.

from $109.99/mo

or $1,139.99/yr if paid annually

What the core license is

Core is the client record itself — referrals coming in, the consumers on your caseload, the notes your staff write and the visits they log, each person moving through your own pipeline stages. It is the system of record everything else writes into, held in your own database on your own site. On its own it runs a caseload end to end. Every module you add — credentialing, timecards, billing, the documentation assistant — builds on top of it, and can be added later without reinstalling or touching what you have already recorded.

Build my license