Plans and what's included
Every plan has every feature. Plans differ in price, users included, extra-user prices, texts and your own texting number.
Last updated October 22, 2026
Who can do this: Admin
What every plan includes
All of CaseMgmt: referrals and the referral portal, patients, cases, forms and e-signature, documents, calendar, texting, billing, payroll and reports. No feature is held back for a bigger plan.
Free, unlimited Referral Staff logins for attorneys, adjusters and other referral partners.
What changes between plans
The monthly price, how many users are included, the price of each extra user by role, how many texts are included each month, and whether your own texting number is included.
See the current numbers on Pricing. You choose monthly or yearly billing there when you sign up.
Monthly or yearly
Switching an existing subscription between monthly and yearly isn't on the Subscription page. Email admin@casemgmt.io and we'll do it for you.