Caseloop

About

Overview
Transform how you manage client cases with one-click access to AI-powered tools. Dictate session notes, respond to emails, and organize case files instantly—all from your browser.
Caseloop brings professional case management directly into your workflow. Trusted by social workers, therapists, and case managers, Caseloop helps you spend less time on documentation and more time with clients. Whether you're dictating SOAP notes after a session, drafting email responses, or managing client files, Caseloop makes case management seamless and efficient.
KEY FEATURES
📝 Voice-to-Text Session Notes

Dictate session notes and automatically format them into SOAP, DAP, BIRP, or GIRP templates
Convert voice recordings into professional clinical documentation in seconds
Edit and save notes directly to client files

💬 Smart Case Assistant

Ask questions about any client and get instant, context-aware answers
Access case history, treatment plans, and progress notes through natural conversation
Generate insights and summaries from your entire case file

📧 Email Intelligence

Generate professional email responses based on case context
Extract and save email attachments directly to client files
Maintain consistent communication while saving hours of writing time

📁 Seamless File Management

Add email attachments to case files with one click
Organize documents by client with automatic categorization
Access all case documents from a unified sidebar

👥 Client Organization

Quick-access client profiles with comprehensive case information
Track activities, appointments, and case status at a glance
Search and filter clients instantly

🔒 Secure & Private

All data stays on your local machine via Caseloop Desktop
No cloud storage of sensitive client information
HIPAA-compliant architecture

DESIGNED FOR PROFESSIONALS
Caseloop is built specifically for:

Social Workers managing multiple cases
Therapists documenting session notes
Case Managers coordinating client services
Healthcare Coordinators tracking patient progress
Family Service Providers maintaining detailed records

WORKFLOW INTEGRATION

Works seamlessly with Outlook for email management
Operates as a browser sidebar for instant access
Syncs with Caseloop Desktop for comprehensive case management
No disruption to your existing tools and processes

HOW IT WORKS

Install the Caseloop extension and desktop app
Click the extension icon to open your case management sidebar
Select a client or create a new one
Use voice dictation, email tools, or chat to manage your cases
All data syncs locally with your secure Caseloop Desktop

SAVE TIME, IMPROVE CARE

Reduce documentation time by up to 70%
Never miss important case details with AI-powered search
Maintain consistent, professional communication
Focus on what matters most—your clients

REQUIREMENTS
Caseloop Chrome Extension works with Caseloop Desktop (free download) to ensure your data remains secure and private on your local machine.
ABOUT CASELOOP
Caseloop is the modern case management platform designed by and for human service professionals. We understand that every minute spent on paperwork is a minute away from helping clients. That's why we've built tools that work the way you do—fast, intuitive, and always accessible.
Join thousands of professionals who've transformed their practice with Caseloop. Because better tools mean better care.