Estimate only — for planning purposes

Documentation ROI Calculator

See how much time and money your agency spends on documentation — and what CaseNote Vault could save.

Your Program

5

Case managers, supervisors, and directors who document

150
4 hrs

Includes writing notes, fixing errors, chasing submissions, building reports

1 hrs20 hrs
$25

Loaded hourly cost including benefits — use $20–35 for frontline staff

$15$75
2

Funder reviews, state monitoring visits, licensing reviews

16

This calculator provides rough estimates for planning conversations only. Actual savings vary by program size, documentation complexity, and staff adoption. Numbers are not legally or financially guaranteed.

Your Estimated Numbers

80 hrs

Monthly doc hours

Across your full team

$2,000

Monthly doc cost

Staff time only

$24,500

Annual total cost

Incl. audit prep

44 hrs

Hours saved/mo

Est. ~55% reduction

Estimated Annual Net Savings

$11,687

After CaseNote Vault subscription cost

Estimated ROI: 654%

Suggested Plan

Growth

$149/month · Up to 100 youth, 10 staff

Best fit

Where CaseNote Vault saves time:

Structured templates eliminate rewriting and reformatting

Approval queue replaces email chains for supervisor review

Compliance tracker surfaces missing docs instantly

Packet builder replaces hours of manual file assembly