---
title: CaseNote Vault Reviews
meta_title: 'CaseNote Vault Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CaseNote Vault works for a business like yours.
date_modified: '2026-09-23'
parent_category:
  name: Nonprofit
  url: https://www.g2.com/categories/nonprofit
---


# CaseNote Vault Reviews
**Vendor:** Know Your Time  
**Category:** [Human Services Software](https://www.g2.com/categories/human-services)
## About CaseNote Vault
CaseNote Vault is a cloud-based documentation and case management platform designed for youth-serving organizations. It helps authorized staff create, organize, and retrieve case notes and participant records through a centralized workspace. Built for teams working in youth services, residential programs, juvenile justice, education, behavioral health, and family services, CaseNote Vault supports more organized documentation, historical recordkeeping, and staff workflows.






- [View CaseNote Vault pricing details and edition comparison](https://www.g2.com/products/casenote-vault/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+18%3A16%3A55+-0500&secure%5Bsession_id%5D=5ddc040e-6adc-4d51-9780-47d882592202&secure%5Btoken%5D=5d3eea90e562a32f6c552b71320e32fc02e0d18b01b9ce793d845fe3252ea7de&format=llm_user)

## CaseNote Vault Features
**Additional Functionality**
- Activity Tracking
- Social Marketing
- Generative AI
- Accounting
- Customizable Reports
- CRM
- Customizable Forms
- Fund Accounting
- Forms Management
- Real-Time Analytics
- Member Database
- Alerts/Notifications
- Communication Management
- Customizable Templates
- Budgeting/Forecasting
- Mobile Access
- Event Scheduling
- Donor Management
- Attendance Management
- Activity Dashboard
- Reporting & Statistics
- Volunteer Management
- Real-Time Reporting
- For Nonprofits
- Recurring/Subscription Billing
- Access Controls/Permissions
- Calendar Management
- Third-Party Integrations
- Customizable Branding
- Registration Management
- Campaign Management
- Event Management
- Document Storage
- API
- Contact Management
- Website Management
- Credit Card Processing
- Membership Management
- Data Import/Export
- Electronic Payments
- Accounting Integration
- Grant Management
- Dues Management
- Committee Management
- AI Copilot
- Fundraising Management
- Customizable Fields

**Platform Basics**
- Reporting
- Interoperability
- Performance
- Ad hoc Reporting

**Case Management**
- Client Intake
- Outcome Measurement
- Customizable Forms

**Platform Additional Functionality**
- Mobility
- Messaging

**Platform Data**
- Dashboard
- Alerts and Notifications

**Additional Functionality**
- HIPAA Compliant
- Data Collection
- Scheduling
- Workflow Management
- Calendar Management
- Activity Tracking
- Data Import/Export
- Mobile Access
- Appointment Management
- Reminders
- Survey/Poll Management
- Electronic Payments
- Child Welfare Management
- Alerts/Escalation
- Reporting & Statistics
- Certification & Licensing
- Forms Management
- Progress Tracking
- Client Management
- Customizable Fields
- Third-Party Integrations
- Employee Management
- Attendance Management
- Care Plan Management
- Compliance Management
- For Nonprofits
- Role-Based Permissions
- Task Management
- Generative AI
- Document Management
- AI Copilot
- Time Tracking
- Intake Management
- Training Management
- Customizable Reports
- Assessment Management
- Contact Management
- API
- Volunteer Management
- Medical History Records
- Self Service Portal
- Billing & Invoicing
- Referral Tracking
- Electronic Signature
- Goal Setting/Tracking
- Multi-Location
- Case Management
- Access Controls/Permissions
- Project Time Tracking
- Contact Database
- Task Scheduling
- Case Notes
- Records Management
- Progress Reports
- Document Storage
- Dashboard Creation
- Client Portal
- Reporting/Analytics
- Referral Management
- Program Management
- Document Templates
- Communication Management
- Collaboration Tools

## Top CaseNote Vault Alternatives
  - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (347 reviews)
  - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews)
  - [Therap Services](https://www.g2.com/products/therap-services/reviews) - 4.6/5.0 (230 reviews)