Sign in to CaseMgmt

Sign in at casemgmt.io with your work email and password; Referral Staff can use the referral portal page.

Last updated October 22, 2026

Who can do this: Everyone on your team

Steps

  1. Go to casemgmt.io/login. The page is called Staff Login.
  2. Type your Email and Password. Capital letters in the email don't matter.
  3. Click Sign In. Staff go to the Dashboard; Referral Staff go to the referral portal.

Staying signed in

For privacy, CaseMgmt signs you out after 30 minutes without activity, and your account can be signed in on one device at a time. See Why CaseMgmt signs you out.

If something goes wrong

“Invalid email or password”
Check the email for typos (capital letters and extra spaces don't matter). If you're not sure of the password, click Forgot password?. If the email and password are both right, your login or your company's account has been turned off: ask your Admin, or email admin@casemgmt.io.
“Your session has expired due to inactivity. Please sign in again.”
You were idle for 30 minutes. Sign in again; nothing you saved is lost.
“You were signed out because your account was logged into on another device.”
Your account was signed in on another computer, phone or browser. If that wasn't you, reset your password and tell your Admin.
I opened the referral portal and landed on my Dashboard.
The referral portal is only for Referral Staff logins. Staff logins always open the staff screens.
“This company's account is archived. Email admin@casemgmt.io to reactivate it. All your data is kept.”
Your company's account was archived. Email admin@casemgmt.io to bring it back.

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