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Case note software for non-profits.

Keep client notes, goals and supporting documents together. Give your team a consistent way to record their work, review notes and find the information they need.

No credit card required

Trusted byProject 150 — High School Is Tough Enough

Clear records for the people you support.

From community outreach to family support, not-for-profit organisations need records that stay useful across programs and changing teams. Give your nonprofit team one place to document its work.

Keep client information together

Organise notes, goals and supporting documents around each person, so the detail is there when an authorised team member needs it.

Bring consistency across programs

Organise programs as Services. Service-specific templates give staff a shared structure for recording the support they provide.

Make handovers easier

Authorised team members can find previous notes and understand what happened before the next conversation or visit.

Review before approval

Follow documentation through draft, submission and approval, with a clear history of each note’s progress.

Explore all features

A shared record. A clearer day.

Record the work while it’s fresh.

Use a mobile or desktop browser to document a visit, conversation or program check-in.

Keep continuity across the team.

Find earlier notes and export the records you have permission to share.

“The ability for my team to enter notes in real time during on-site meetings has been a true game changer.”

Kelli KristoExecutive Director · Project 150

Read Kelli’s story

Sensitive information.
Thoughtfully protected.

Client information deserves careful handling. Control who can access it, and keep visibility over key activity.

Read about security

Encryption built in

Encryption in transit and at rest, with additional protection for sensitive documentation fields.

The right access

Manage access by role, Service and participant to reflect each person’s work.

A traceable history

Audit records for key access, case-note and administrative activity.

More secure sign-ins

Add another layer of account protection with multi-factor authentication.

Start small.
Grow with confidence.

Simple pricing based on active participants, with no per-seat charges. Start free with up to five active participants.

Compare plan details

Non-profit pricing · AUD per month

Prices shown include the 5% non-profit discount. Request your discount through the in-app chat after signing up.

Free

Perfect for trying out MyCaseNote

A$0

/ month

Up to 5 active participants

Start for free

No time limit on the Free plan.

Starter

For small support services

Standard price: A$49

Non-profit price: A$46.55

/ month

Up to 20 active participants

Get started

All features included.

Most popular

Professional

For growing support services

Standard price: A$99

Non-profit price: A$94.05

/ month

Up to 50 active participants

Get started

All features included.

Business

For large support services

Standard price: A$199

Non-profit price: A$189.05

/ month

Unlimited active participants

Get started

All features included.

A little more room in your budget.

MyCaseNote offers non-profits a 5% discount on paid plans.

Create your free account, then use the chat button in the bottom-right corner of the app to ask us about your non-profit discount. We’ll take it from there.

Get started free
  1. Create your free account
  2. Open the in-app chat
  3. Ask for your discount

A few things
worth knowing.

Getting started should feel simple.

Can we use MyCaseNote without NDIS?

Yes. NDIS is an optional module. Leave it off if your organisation does not use NDIS, and you can create participant records without an NDIS number. MyCaseNote calls the people you support “Participants” in the app.

How do we claim the non-profit discount?

MyCaseNote offers non-profits a 5% discount on paid plans. Create your free account, then use the chat button in the bottom-right corner of the app to ask us about your non-profit discount. We’ll take it from there.

Can different teams and programs use one workspace?

Yes. Organise your programs as Services, use Service-specific note templates and configure access through workspace roles, Service responsibilities and participant access. Explore Services.

What is included in the Free plan?

The Free plan supports up to five active participants, with no per-seat charges, no time limit and no credit card required. Compare plans.

Can we export our case notes?

Export the notes you have permission to export as a combined PDF or a ZIP of PDFs, grouped by note or participant. Attachments are excluded, and downloads expire 24 hours after the export is requested. Explore case note exports.

Clearer records. More focus on your community.

Get started free

No credit card. No time limit on the Free plan.