FAQ CaseAI

About CaseAI

What is CaseAI?

CaseAI is an AI-powered platform designed to reduce the administrative workload of social workers and nonprofits. It automates note-taking, generates structured action plans, centralizes beneficiary data, and helps teams focus on human support rather than paperwork.

Who is CaseAI for?

CaseAI is built for social workers, nonprofits, inclusion programs, community organizations, public agencies, and any team supporting people facing social, administrative or professional challenges.

Is CaseAI a CRM, an AI tool, or both?

CaseAI is both: a simple CRM for organizing beneficiaries, notes and actions, and an AI assistant that generates structured summaries, suggestions, insights, and action plans.

Who develops CaseAI?

CaseAI is developed by Bayes Impact, a tech nonprofit founded in 2014 in Silicon Valley. Bayes Impact builds open-source AI solutions used by governments, local authorities, and nonprofits across three continents.

Features & Use Cases

How does CaseAI help social workers save time?

CaseAI converts raw notes into clean summaries, generates action plans automatically, centralizes all beneficiary information, and creates reports instantly. Teams spend less time on administration and more time on meaningful support.

Can CaseAI generate notes and action plans automatically?

Yes. From a free-text note or meeting transcript, CaseAI produces a clear, structured summary and a personalized action plan that you can review, edit, or adapt.

Does CaseAI improve team coordination?

Yes. All notes, documents, and actions are centralized for each beneficiary, making collaboration easier and reducing duplicated work.

What reports or dashboards are available?

CaseAI provides essential reports such as yearly entries and exits, distribution by support type, follow-up actions, trends in beneficiary situations, and CSV exports for internal reporting or funders.

Data, Security & Privacy

What data does CaseAI process?

CaseAI manages data used in social support: personal information, administrative status, housing, employment or training status, follow-up notes, documents, action items, and any custom fields defined by your organization.

Who owns the data?

Your organization retains 100% ownership of all data. CaseAI never sells, shares, or uses your data for commercial purposes.

Does the AI train on our data?

No. Your data is never used to train CaseAI’s AI models. It is only used to generate responses within your organization’s secure environment. CaseAI does not use your data to improve a global model or to benefit other users.

Where is the data stored?

Data is hosted on secure servers located in Europe, fully compliant with GDPR requirements.

How is data secured?

CaseAI applies industry-standard protections:

– AES-256 encryption at rest

– HTTPS encryption in transit

– OWASP security standards

– strict access controls

– audit logs and monitoring

– regular security testing

Compliance & Responsible AI

Is CaseAI GDPR compliant?

Yes. CaseAI complies with GDPR requirements including data minimization, transparency, user rights, deletion, export, and strong security measures.

Is CaseAI compliant with the EU AI Act?

Yes. CaseAI implements the obligations applicable to AI systems used in social support: transparency, human oversight, documentation, risk management, and responsible AI safeguards.

Does the AI replace professional judgement?

No. CaseAI does not make decisions. It supports social workers by structuring notes and suggesting possible actions, but users remain fully in control and can modify or ignore suggestions at any time.

Can CaseAI be customized?

Yes. Action plans, note templates, categories, and custom fields can be fully adapted to your organization’s methodology and workflows.

Access, Pricing & Onboarding

Is CaseAI free?

CaseAI is free for eligible nonprofits and NGO.

Is there a long-term commitment?

No. There is no contract, no commitment, and no hidden fees. You can start, test, or stop at any time.

How do we get access?

Fill out the form on caseai.org. Our team will contact you within 24 hours to present the platform and help you get started.

Social Impact & Co-Construction

How is CaseAI developed with nonprofits?

CaseAI is co-built through continuous collaboration with field organizations: interviews, workshops, feedback cycles, onsite visits, and real-world testing to ensure it reflects the daily needs of social workers.

What social impact does CaseAI aim for?

CaseAI aims to reduce administrative burden, improve case management quality, strengthen coordination, and give social workers more time to focus on people, not paperwork.