Quick Overview
- 1#1: TherapyNotes - Secure EHR platform designed for behavioral health professionals to create, store, and manage compliant progress notes and treatment plans.
- 2#2: SimplePractice - All-in-one practice management solution with customizable SOAP notes, telehealth, and secure client progress documentation.
- 3#3: Clio - Cloud-based legal practice management software that centralizes case files, tasks, and detailed matter notes for attorneys.
- 4#4: TheraNest - Affordable mental health EHR featuring unlimited progress note templates, scheduling, and HIPAA-compliant storage.
- 5#5: Jane - Online booking and EMR platform for clinics with intuitive SOAP charting, forms, and secure note management.
- 6#6: Practice Better - Wellness practice management tool offering secure client portals, customizable notes, and program tracking.
- 7#7: MyCase - Legal case management system with organized case folders, document storage, and collaborative note features.
- 8#8: PracticePanther - Automation-focused legal software for managing cases, tasks, invoices, and embedded case notes efficiently.
- 9#9: Smokeball - AI-enhanced legal productivity suite with automated matter organization, time tracking, and precedent-based notes.
- 10#10: CaseWorthy - Human services case management platform with dynamic note-taking, outcome tracking, and customizable workflows.
We ranked these tools based on features like compliance (HIPAA, etc.), note customization, integration capabilities, and user-friendliness, balanced with overall value to ensure relevance and performance across diverse professional needs.
Comparison Table
This comparison table explores key features, pricing structures, and user experiences of popular case notes software tools, including TherapyNotes, SimplePractice, Clio, TheraNest, Jane, and more. Readers will discover insights to match their practice demands, from customization options to ease of use and cost-effectiveness.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | TherapyNotes Secure EHR platform designed for behavioral health professionals to create, store, and manage compliant progress notes and treatment plans. | specialized | 9.6/10 | 9.8/10 | 9.4/10 | 9.2/10 |
| 2 | SimplePractice All-in-one practice management solution with customizable SOAP notes, telehealth, and secure client progress documentation. | specialized | 8.8/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 3 | Clio Cloud-based legal practice management software that centralizes case files, tasks, and detailed matter notes for attorneys. | enterprise | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | TheraNest Affordable mental health EHR featuring unlimited progress note templates, scheduling, and HIPAA-compliant storage. | specialized | 8.4/10 | 8.2/10 | 9.1/10 | 8.5/10 |
| 5 | Jane Online booking and EMR platform for clinics with intuitive SOAP charting, forms, and secure note management. | specialized | 8.4/10 | 8.7/10 | 9.1/10 | 7.8/10 |
| 6 | Practice Better Wellness practice management tool offering secure client portals, customizable notes, and program tracking. | specialized | 7.8/10 | 7.6/10 | 8.4/10 | 7.7/10 |
| 7 | MyCase Legal case management system with organized case folders, document storage, and collaborative note features. | enterprise | 8.2/10 | 8.5/10 | 8.7/10 | 7.9/10 |
| 8 | PracticePanther Automation-focused legal software for managing cases, tasks, invoices, and embedded case notes efficiently. | enterprise | 7.9/10 | 8.2/10 | 8.7/10 | 7.5/10 |
| 9 | Smokeball AI-enhanced legal productivity suite with automated matter organization, time tracking, and precedent-based notes. | general_ai | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 10 | CaseWorthy Human services case management platform with dynamic note-taking, outcome tracking, and customizable workflows. | enterprise | 7.6/10 | 8.2/10 | 7.0/10 | 7.4/10 |
Secure EHR platform designed for behavioral health professionals to create, store, and manage compliant progress notes and treatment plans.
All-in-one practice management solution with customizable SOAP notes, telehealth, and secure client progress documentation.
Cloud-based legal practice management software that centralizes case files, tasks, and detailed matter notes for attorneys.
Affordable mental health EHR featuring unlimited progress note templates, scheduling, and HIPAA-compliant storage.
Online booking and EMR platform for clinics with intuitive SOAP charting, forms, and secure note management.
Wellness practice management tool offering secure client portals, customizable notes, and program tracking.
Legal case management system with organized case folders, document storage, and collaborative note features.
Automation-focused legal software for managing cases, tasks, invoices, and embedded case notes efficiently.
AI-enhanced legal productivity suite with automated matter organization, time tracking, and precedent-based notes.
Human services case management platform with dynamic note-taking, outcome tracking, and customizable workflows.
TherapyNotes
specializedSecure EHR platform designed for behavioral health professionals to create, store, and manage compliant progress notes and treatment plans.
Intuitive, template-driven progress notes with smart dropdowns and auto-save that drastically reduce documentation time while ensuring completeness and compliance.
TherapyNotes is a comprehensive, HIPAA-compliant electronic health record (EHR) and practice management platform tailored specifically for mental health professionals. It excels in case notes functionality, offering customizable progress note templates (including SOAP, DAP, BIRP, and more), treatment plans, and intuitive documentation tools that streamline clinical workflows. Beyond notes, it integrates scheduling, billing, telehealth, and client portals to support solo practitioners and group practices alike.
Pros
- Highly customizable progress note templates with auto-populate fields for rapid documentation
- Seamless integration of case notes with billing, scheduling, and client communication
- Robust HIPAA compliance, security features, and exceptional customer support
Cons
- Higher pricing tiers for group practices or add-ons like telehealth
- Initial setup and template customization can require some learning
- Limited third-party integrations compared to general EHR platforms
Best For
Mental health clinicians and practices seeking an all-in-one, user-friendly solution optimized for efficient case note creation and documentation.
Pricing
Starts at $49 per clinician per month (billed annually); additional fees for group practices ($59+), telehealth ($15/month), and premium support.
SimplePractice
specializedAll-in-one practice management solution with customizable SOAP notes, telehealth, and secure client progress documentation.
Auto-population of progress notes from intake forms and session data for faster, accurate documentation
SimplePractice is an all-in-one practice management platform for mental health and wellness professionals, with robust case notes functionality including customizable templates for SOAP, DAP, and other formats. It enables secure documentation, voice-to-text dictation, auto-population from intake forms, and client portal sharing of note summaries. The software integrates notes seamlessly with scheduling, billing, and telehealth, ensuring HIPAA-compliant storage and audit trails.
Pros
- Highly customizable note templates with auto-population from client forms
- Strong HIPAA compliance, secure sharing, and voice dictation for efficient note-taking
- Seamless integration with scheduling, billing, and telehealth workflows
Cons
- Higher pricing may not suit users needing only case notes without full practice management
- Steeper learning curve due to extensive features beyond documentation
- Some advanced customization requires higher-tier plans
Best For
Private practice therapists and counselors seeking integrated case notes within a comprehensive practice management system.
Pricing
Starts at $29/month per user (Essentials, up to 10 clients), $69/month (Professional, unlimited clients), $99+/month (Plus), with telehealth add-ons at $10-15/month per active client.
Clio
enterpriseCloud-based legal practice management software that centralizes case files, tasks, and detailed matter notes for attorneys.
Activity feed that automatically logs and contextualizes case notes alongside time entries, emails, and tasks for a complete matter timeline.
Clio is a cloud-based legal practice management platform that excels in comprehensive case management, including robust case notes functionality tied to matters, tasks, and clients. Users can create, organize, tag, and search detailed notes within individual cases, with seamless integration into time tracking, billing, and document storage. It provides a centralized hub for legal professionals to maintain chronological activity logs and communications, enhancing workflow efficiency.
Pros
- Deep integration of case notes with billing, tasks, and calendars
- Powerful search and organization tools for notes across matters
- Mobile app for on-the-go note entry and access
Cons
- Overkill and pricey for users needing only basic case notes
- Steeper learning curve for non-legal full suite features
- Limited standalone note customization without broader setup
Best For
Mid-sized law firms seeking an all-in-one practice management tool with advanced case notes integrated into daily workflows.
Pricing
Starts at $39/user/month (Combine plan, billed annually) up to $129/user/month (Complete plan); additional fees for Clio Grow intake and payment processing.
TheraNest
specializedAffordable mental health EHR featuring unlimited progress note templates, scheduling, and HIPAA-compliant storage.
Drag-and-drop form builder for creating fully customizable case note templates
TheraNest is a cloud-based practice management software tailored for mental health professionals, offering robust case notes features like customizable progress note templates, SOAP notes, treatment plans, and secure HIPAA-compliant storage. It integrates case notes seamlessly with scheduling, billing, and client portals to streamline documentation workflows. While not exclusively a case notes tool, it provides efficient tools for therapists to create, track, and review client progress over time.
Pros
- Intuitive interface for quick and customizable note entry
- HIPAA-compliant with secure, searchable note storage
- Integrated client portal for sharing select notes and forms
Cons
- Limited advanced reporting and analytics on case notes
- No dedicated mobile app for on-the-go note taking
- Customer support mainly email-based, lacking live chat
Best For
Solo therapists or small mental health practices seeking an affordable, user-friendly all-in-one platform with solid case notes functionality.
Pricing
Starts at $39/user/month (Solo, 30 clients), $49/user/month (Professional, 100 clients), $69/user/month (Advanced, unlimited clients); annual discounts available.
Jane
specializedOnline booking and EMR platform for clinics with intuitive SOAP charting, forms, and secure note management.
Drag-and-drop form builder for fully customizable case note templates
Jane (jane.app) is an all-in-one practice management platform tailored for health and wellness practitioners, with strong case notes functionality including customizable SOAP, DAP, and progress note templates. It enables secure clinical documentation, intake forms, and treatment plans via a drag-and-drop builder, integrating seamlessly with scheduling, billing, and telehealth. The software supports voice-to-text dictation and e-signatures, making it efficient for documenting client sessions.
Pros
- Highly customizable note templates and forms
- Seamless integration with practice management tools
- Voice dictation and mobile accessibility for quick notes
Cons
- Pricing scales per provider, costly for solos
- Advanced customizations have a learning curve
- Fewer third-party integrations than specialized EHRs
Best For
Solo therapists or small clinics needing integrated case notes with scheduling and billing.
Pricing
Starts at $59 USD/month per provider (Solo plan), up to $105/month for premium tiers; 3-month free trial available.
Practice Better
specializedWellness practice management tool offering secure client portals, customizable notes, and program tracking.
Customizable charting templates with built-in macros and client co-signature via secure portal
Practice Better is an all-in-one practice management platform tailored for health and wellness practitioners, featuring robust case notes tools like customizable SOAP, progress, and intake templates. It enables secure, HIPAA-compliant documentation with macros for efficiency, progress tracking, and integration into client charts. The software combines note-taking with scheduling, billing, telehealth, and a client portal for seamless workflow.
Pros
- Highly customizable note templates with macros and auto-populate features
- HIPAA-compliant secure storage and client portal for note sharing/e-signatures
- Seamless integration with scheduling and billing for holistic practice management
Cons
- Less specialized for pure psychotherapy compared to dedicated tools like TherapyNotes
- Pricing per practitioner can add up for teams
- Full advanced note features locked behind higher plans
Best For
Wellness practitioners and therapists in solo or small practices needing integrated case notes with practice management.
Pricing
Starts at $25/month per practitioner (Essential), $65/month (Professional), $99/month (Premier); 14-day free trial.
MyCase
enterpriseLegal case management system with organized case folders, document storage, and collaborative note features.
Visual case timeline that automatically incorporates notes, events, and deadlines for a comprehensive case overview
MyCase is a cloud-based legal practice management software that excels in case management, including detailed case notes functionality for tracking client interactions, deadlines, tasks, and progress updates. It integrates notes seamlessly with calendars, documents, billing, and a client portal for efficient workflow. Designed for law firms, it provides searchable notes, templates, and mobile access to keep everything organized and accessible.
Pros
- Robust case notes with templates, tagging, and search for quick retrieval
- Seamless integration with calendars, tasks, and documents for contextual notes
- Mobile app and client portal enable on-the-go access and secure sharing
Cons
- Pricing escalates quickly for multi-user firms
- Advanced customization of notes requires time to set up
- Reporting on case notes lacks depth compared to specialized tools
Best For
Small to mid-sized law firms seeking an all-in-one platform with strong case notes tied to full practice management.
Pricing
Starts at $39/user/month (Solo), $59/user/month (Essential), $89/user/month (Pro); billed annually with a free trial.
PracticePanther
enterpriseAutomation-focused legal software for managing cases, tasks, invoices, and embedded case notes efficiently.
Automated conversion of emails, calls, texts, and calendar events directly into searchable case notes
PracticePanther is a comprehensive legal practice management software that includes dedicated case notes functionality, enabling users to create, organize, and search detailed notes tied directly to client matters. It supports rich text notes, tagging, and attachments, integrating seamlessly with tasks, time tracking, emails, and documents for a complete case overview. While not exclusively a case notes tool, its notes feature benefits from the platform's automation and mobile accessibility, making it suitable for legal professionals managing ongoing case documentation.
Pros
- Seamless integration of notes with matters, tasks, and communications for contextual case tracking
- Powerful global search and filtering across all notes for quick retrieval
- Mobile app support for adding and reviewing case notes on the go
Cons
- Notes functionality is part of a broader PM suite, lacking specialized advanced features like AI summarization or customizable templates
- Per-user pricing can be costly for firms only needing case notes
- Steeper learning curve for non-legal PM features that overshadow core note-taking
Best For
Small to mid-sized law firms needing integrated case notes within full practice management workflows.
Pricing
Starts at $49/user/month (Essential plan, billed annually); higher tiers at $69 (Pro) and $89 (Business) per user/month, with a 10-day free trial.
Smokeball
general_aiAI-enhanced legal productivity suite with automated matter organization, time tracking, and precedent-based notes.
AutoTime and Timeline: Automatically captures and organizes all case interactions into a searchable chronological record without manual input.
Smokeball is a cloud-based legal practice management platform designed primarily for law firms, offering robust case management tools including automated note-taking and activity logging. It centralizes all case-related information such as emails, documents, calls, and tasks into a single matter file with a chronological timeline for easy reference. The software supports customizable templates and workflows to streamline case notes, billing, and client communication, making it a comprehensive solution beyond just note-taking.
Pros
- Automatic logging of activities, emails, and documents into case timelines for effortless note-keeping
- Powerful document automation and templates tailored for legal case notes
- Seamless integrations with Outlook, Word, and accounting tools for unified workflows
Cons
- Steep learning curve due to extensive features and desktop app requirement
- Pricing can be high for solo practitioners or non-legal users
- Less specialized for non-legal case notes compared to dedicated tools
Best For
Small to mid-sized law firms needing integrated case notes with full practice management capabilities.
Pricing
Starts at $49/user/month (Boost plan) up to $129/user/month (Prosper), billed annually with one-time setup fees around $1,200+.
CaseWorthy
enterpriseHuman services case management platform with dynamic note-taking, outcome tracking, and customizable workflows.
No-code workflow builder that automates case note entry and links it to outcomes tracking
CaseWorthy is a cloud-based case management platform tailored for human services organizations, non-profits, and government agencies, with strong capabilities for capturing, organizing, and reporting on case notes. It supports detailed documentation of client interactions, service delivery, assessments, and outcomes through customizable forms and workflows. The software ensures compliance with standards like HIPAA and facilitates data-driven insights via integrated reporting tools.
Pros
- Highly customizable forms and workflows for case notes
- HIPAA-compliant security and audit trails
- Mobile app for real-time field documentation
Cons
- Steep learning curve for full customization
- Pricing lacks transparency and can be high
- Overkill for organizations needing only basic case notes
Best For
Mid-to-large human services agencies seeking integrated case management with advanced case note tracking.
Pricing
Custom enterprise pricing based on users and modules; typically starts at $5,000+ annually with quotes required.
Conclusion
The review highlights that while all tools offer unique value, TherapyNotes leads as the top choice, excelling in tailored behavioral health compliance and progress note management. SimplePractice stands out as a versatile all-in-one solution for diverse practices, and Clio shines as a robust legal tool with centralized case organization. Together, these options redefine efficient note management, meeting varied professional needs.
Take the first step toward streamlined documentation—explore TherapyNotes to experience its user-friendly, secure, and compliant features, designed to simplify your workflow and enhance client care.
Tools Reviewed
All tools were independently evaluated for this comparison