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Your whole caseload and every open task, on one calm desk.

Built for New York therapy agencies: ABA, speech, OT. Secretaries add the tasks, you see what needs you today, and nothing about a child falls through the cracks.

Free for 30 days. No card needed. Cancel anytime.

The Today screen: a “Your day” panel showing 2 of 8 tasks done, with 2 overdue and 4 due today, a week strip with colored category dots, and the day’s tasks, each with a category stripe and a due date.

Made for the way a clinical director’s day actually goes

Intake calls, authorizations, schedules, parents who need a call back. All of it in one place, with the people it’s about.

Every family, with everyone who works with them

Each client has one page: parent or guardian, services, language, and the therapists, peer and case manager on their team. Below it, a dated log of every call, note and finished task, so anyone can pick up where the last person left off.

  • Potential clients in amber, active clients in green, everywhere
  • The parent's phone and email one tap away on the profile
  • Log calls, meetings and visits with the date they happened
A client profile: Ava K., an active client, with her care team (an occupational therapist, a peer and a case manager), buttons to call, text or email her parent, and a dated log of calls, notes and finished tasks.

A task board your secretaries can fill in seconds

Tasks go into Not started, In progress and Done, each with a stripe in its category color. Drag a card along, or switch to a list when you would rather read than scan.

  • Categories you set: intake, authorizations, scheduling and more
  • Due dates in plain words: due today, 2 days overdue
  • Mark done with a note, and the secretary is emailed
The task board with three columns: Not started, In progress and Done. Each card has a colored stripe for its category, the client it is about and its due date.

One morning email instead of a pile of sticky notes

At the hour you choose, each person gets a short email: what is overdue and what is due today, grouped by category. Most days you will know your plan before you open the app.

  • An email the moment a task is assigned to you
  • Minimal-email mode leaves names and phone numbers out
  • Optional Google Chat messages for teams that live there
The morning email: two overdue tasks and three due today, grouped by category, with a button to open my tasks.

See every feature

From request to done, without the chasing

The loop your office already runs, minus the sticky notes and “did anyone call them back?”

  1. A secretary adds the task

    Pick the client. Their phone, parent or guardian, and care team fill in on their own.

  2. The right person hears at once

    Whoever it is assigned to gets an email right away, and it lands on the board.

  3. You close it with a note

    One click marks it done with a short note. The secretary is emailed at once.

  4. Tomorrow starts with a list

    A morning email with what is due today and what is overdue, by category.

Careful with children’s information

You work with children and families. We keep their details private and keep the rules simple.

  • Walled off per agency

    Database row-level security keeps each agency's records apart from every other agency.

  • Minimal-email mode

    Emails leave out names, phone numbers and details. Staff open the app to see them.

  • Roles you control

    Directors manage the team and settings. Remove someone's access in one click when they leave.

  • Never sold

    Your records belong to your agency. We don't sell them, rent them or use them for ads.

Every feature in every plan

Pay only for the office staff who sign in. Clients, therapists and tasks are unlimited.

30-day free trial · No card needed · Compare plans

Questions directors ask

Who is Caseglen for?

Clinical directors and office staff at children's therapy agencies in New York: ABA, speech, occupational therapy and similar services for children and families.

Does it replace our billing or main records system?

No. Caseglen is your day-to-day office desk: who needs what, who is doing it, and what is done. When a task is done, the secretary gets an email so they can update your main system or report to headquarters.

How long does setup take?

Most offices are running the same day. Add your clients and team, invite your staff by email, and start creating tasks.

Do therapists need accounts?

No. Therapists, peers and case managers are records with contact info and notes. Only your office staff sign in, so you only pay for the people who use it.

Is our data private?

Each agency's data is walled off from every other agency at the database level. You control who on your team has access, and minimal-email mode leaves names, phone numbers and details out of emails.

What happens after the free trial?

Your 30-day trial needs no card. Pick a plan to keep going, or let it end. You can cancel anytime.

Bring calm to your front office

Try it free for 30 days. No card needed, and most offices are set up the same day.