Beneficiary management copilot

Your AI copilot for social work

Notes become action plans. Profiles update themselves. Reports write themselves. So your team can focus on the people they serve, not on data entry.

CaseAI product screenshot
Trusted by nonprofits and public agencies across 3 continents
Google.orgEquiphoriaFast ForwardClusterLab Silver OccitanieRaise SherpasFoster NationCure Parkinson's
Field-validated impact

Save up to 10 hours of work per week.

Per caseworker, on average. Reported by teams using CaseAI in production.

What it does

Notes become action. Automatically.

Three things CaseAI does so your team doesn't have to.

Time savings

Profiles that update themselves

No more duplicate data entry. The moment a caseworker writes a note, CaseAI extracts the relevant facts and updates the beneficiary's profile fields automatically — name, status, situation, next steps. Every form, always up to date.

The result: caseworkers spend their time on people, not paperwork. Teams report reclaiming 8 to 12 hours per week.

CaseAI auto-updating a beneficiary profile from a note
Efficiency

Action plans, on demand

CaseAI generates a tailored next-step plan for each beneficiary, aligned with your organization's methodology, charter, and protocols. No more starting from a blank page — caseworkers move from intake to action faster, with confidence.

Plans are editable, traceable, and your methodology stays in your hands — not in the model's.

CaseAI generating a tailored action plan
Impact

Reports your funders will love

Every note becomes structured data. CaseAI compiles up-to-date dashboards on your beneficiaries — demographics, outcomes, trends — and turns them into one-click reports for boards, funders, and partners.

Less manual reporting. More time to actually work on impact.

CaseAI generating insight reports from notes
Maggie Lin, Director at Foster Nation

CaseAI reduces redundant case-management tasks so professionals can be truly present for each other.

Maggie Lin
Director, Foster Nation
Pricing

Free for nonprofits.
No commitment, no hidden costs.

Save time from day one. The fee from enterprise users keeps CaseAI free and open for the social sector.

Enterprises
€20/ user / month

For public agencies and private organizations, France and worldwide.

  • Up to 100 active beneficiaries / user
  • All features included
  • EU AI Act & GDPR compliant
  • Volume tiers on request
Compliance & data

Privacy, security, and compliance — by design

CaseAI handles sensitive data. So we built it on the strictest regulatory and security standards from day one.

EU AI Act & GDPR

CaseAI is fully compliant with EU AI Act obligations for high-risk AI systems and with GDPR — including a Data Protection Impact Assessment, lawful-basis tracking, and beneficiary rights workflows out of the box.

AES-256 & OWASP-hardened

All data is encrypted at rest with AES-256 and in transit with HTTPS/TLS 1.3. The platform is built and audited against OWASP Top 10 standards. Sensitive data never leaves your jurisdiction.

Automatic anonymization

PII (names, addresses, IDs, sensitive identifiers) is detected and anonymized natively before any AI processing — including inside documents and images. Beneficiary data is never used to train third-party models.

Open source · Built by Bayes Impact

Built by a tech nonprofit, in the public interest

Founded in Silicon Valley in 2014, Bayes Impact is a nonprofit scaling AI for public services across three continents. CaseAI is part of our mission to put public-interest AI in the hands of the institutions and communities that need it — not behind a paywall.

CaseAI is fully open-source and self-hostable. Inspect the code, run it on your own infrastructure, contribute back. Our work survives us by design.

Learn more about Bayes Impact →

Ready to give your team back hours each week?

Tell us about your organization and we'll set you up with a CaseAI demo tailored to your sector and methodology.

Request a demo →
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