Start free. Pay when it's working for you.
Speak or type what happened. TryCaSIE turns it into a clean case note you can paste into the system your organization already uses.
Lite
For professionals with lighter caseloads who want smart documentation tools.
7 days or 5 case notes, whichever comes first. No credit card needed.
- 60 notes per month
- Voice-to-note functionality
- Multilingual voice capture
- Multi-client notes
- All note formats
- iOS app included
Teams
For organizations and group practices documenting as a team.
5 seat minimum
We set up your organization and BAA so your team starts together.
- 60 notes per seat, per month
- Voice-to-note functionality
- Multilingual voice capture
- Multi-client notes
- All note formats
- iOS app included
- Organization BAA coverage
- Team dashboard and seat management
Web + iOS
Why teams choose TryCaSIE
Because it works with the systems you already have
TryCaSIE for organizationsFor Staff
- Notes done in minutes, not hours
- More accurate capture
- Fewer corrections and revisions
- Run a group, get a separate note for each client
For Supervisors
- Easier reviews
- More consistent notes
- Fewer surprises
For Organizations
- Clear guardrails for AI use
- Documentation that holds up
- Less stress when audits happen
- No platform switch or approval review
- Notes come out consistent enough for state documentation guidelines
Frequently asked questions
What is the difference between the Lite and Teams plans?
Lite is for individual professionals and includes 60 notes per month, monthly ($10/mo) or annually ($7/mo billed at $84/year). Teams is for organizations and group practices at $7 per seat per month, or $5 per seat per month billed annually ($60 per seat/year), with a 5 seat minimum and 60 notes per seat. Teams starts with a conversation rather than a checkout, because we set up your organization and your Business Associate Agreement before your staff sign in.
Is there a free trial?
Yes. The Lite plan includes a free trial (7 days or 5 case notes, whichever comes first) with full access to all features. No credit card is required to start.
What is a Business Associate Agreement (BAA)?
A BAA is a legal agreement required by HIPAA when a service provider handles protected health information (PHI) on behalf of a healthcare provider. On TryCaSIE the BAA is signed once by an organization's manager on behalf of the whole team, and it covers every worker they invite. Solo practitioners who need one can convert their account into a single-person organization from inside the app and sign it there. If you're unsure whether your role requires a BAA, contact us at hello@trycasie.com.
How does TryCaSIE handle AI accountability?
Nothing is approved without a human review. TryCaSIE keeps track of what was entered, what the system suggested, what was edited, and when the note was approved, so everything is clear and explainable.
Is your AI HIPAA compliant?
Yes. TryCaSIE uses Azure OpenAI Service for note generation and Azure Speech Service for voice transcription. These are enterprise AI services, not consumer APIs. These services are covered under Business Associate Agreements that explicitly guarantee your data is never used to train AI models. This is fundamentally different from using consumer AI products. Voice recording is multilingual, so workers can record in their preferred language.
How is client information protected?
Your data is protected by enterprise-grade security: AES-256 encryption at rest, TLS in transit, and a private VNet with no public IP exposure for data services. Our infrastructure runs on HIPAA-eligible Microsoft Azure services with managed identities and Azure Key Vault for secrets. No sensitive information is stored on client devices. Every user can also turn on two-factor sign-in with an authenticator app, so a password on its own is not enough to get into their account.
Do you offer discounts for non-profits?
Yes. We offer 30% off for verified non-profit and government-funded organizations. Contact us to learn more.
Can I cancel anytime?
Yes. Solo users cancel from Manage Billing in their profile; organizations cancel from the Billing tab of the manager dashboard. There is no cancellation fee. Monthly plans stop at the end of the current month. Annual plans are paid for the year up front, so canceling stops the next renewal rather than refunding the remainder.
What happens to my notes if I cancel?
Your notes stay readable, and you can still copy any of them into your system of record after you cancel. Cancelling does not delete anything by itself. Notes stay until you delete them, or until the retention period you set expires, whichever comes first. The audit record of who did what is kept for six years either way.
Can we control how long notes are kept?
Yes. On a Teams plan the manager sets a retention period for the whole organization, and notes older than it are permanently deleted every night. Solo accounts set their own. The default is to keep notes until someone deletes them. You do not need to contact us to change it or to delete anything.
What happens when someone deletes a note?
It leaves their notes list straight away and is permanently deleted 30 days later. They can also choose to delete it permanently on the spot, which removes the note and its edit history immediately and cannot be undone. In both cases the audit record of who created and deleted the note is kept for six years, as HIPAA requires.