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Description
Streamline : Comprehensive case management process and applicant view with one platform.
• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.
Transform : Resolve cases faster with real-time data and tools for collaboration and communication.
• Automate processes for increased productivity.
• Reduce operating costs.
• Automate processes for increased productivity and lower operating costs
• Make data-driven decisions and achieve greater ROI.
Engage:
• Collect customer data, but also understand it with 360-degree views, analytics, and reporting.
• AI/ML based document processing and customer service
• Better citizen engagement & communications.
• Improved service delivery to citizens
Description
Notehouse is a lightweight, secure, cloud-based system built for organizations that rely on narrative documentation. The platform delivers a streamlined environment for recording and retrieving human-services and client interaction notes without the overhead of a full CRM or case-management suite.
The core architecture centers on fast, structured narrative entries with full authorship attribution, timestamps, and robust search and filtering capabilities. A minimal UI ensures low friction for users while maintaining consistent data integrity across teams. Custom tagging and persistent notes enable flexible categorization and operational tracking without introducing schema complexity.
Data protection is engineered into the platform from the ground up. Notehouse uses two-sided encryption, HIPAA-compliant infrastructure, isolated database environments, and regular third-party security audits to maintain strict privacy standards and safeguard sensitive information.
Designed for reliability and ease of adoption, Notehouse offers a focused alternative to feature-heavy CRMs—prioritizing speed, clarity, and secure data handling for teams that need dependable narrative documentation at scale.
API Access
Has API
API Access
Has API
Integrations
Matter Center for Office 365
Oracle PeopleSoft
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$14.00 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Speridian Technologies
Founded
2003
Country
United States
Website
casexellence.speridian.com
Vendor Details
Company Name
Notehouse
Founded
2019
Country
United States
Website
www.getnotehouse.com
Product Features
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Product Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management