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Casebook is human services software developed with human

services practitioners, and configurable to your needs.

Blogs
Case Studies
Events
Webinars
Guides
Most Popular
Diversifying Funding for Nonprofits: 7 Tips for Long-Term Stability
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Diversifying Funding for Nonprofits: 7 Tips for Long-Term Stability
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The Role of Social Work in Preventing Burnout for Caregivers and Educators
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The Role of Social Work in Preventing Burnout for Caregivers and Educators
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Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods
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Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods
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Social Return on Investment (SROI): A Nonprofit’s Guide To Proving and Improving Impact
Social Return on Investment (SROI): A Nonprofit’s Guide To Proving and Improving Impact

Not every investment your nonprofit makes will result in a monetary profit — in fact, that’s sort of the whole

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Nonprofit Intake Forms: What to Include and How to Streamline the Process
Nonprofit Intake Forms: What to Include and How to Streamline the Process

The client intake process requires caseworkers to consider and remember extensive information about clients’ personal details as well as their

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The Role of Culturally Responsive Case Management in Tribal TANF
The Role of Culturally Responsive Case Management in Tribal TANF

Tribal families looking for assistance through the Temporary Assistance for Needy Families (TANF) program can run into unique problems. They

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On-Demand Webinars
Our experts, your mission.
Webinar
Work Smarter, Serve Better
Discover real tips and tools to streamline case management and reporting, so you can focus more on making an impact.
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Webinar
The Do’s and Don’ts of Choosing Case Management Software
Get the key questions to ask before buying software—plus a free buyer’s checklist.
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Webinar
Track What Matters
See how real human services teams report faster, track services in real time, and prove outcomes without extra admin.
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Webinar
From Intake to Impact
In under 8 minutes, learn to reduce intake friction, align your team, and improve outcomes from the very first client touchpoint.
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Webinar
Driving Organizational Growth
Learn how to reduce admin burdens, improve reporting, and expand your impact without adding complexity.
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Guides & Insights
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  • Downloadable, eBook
Prepping for Case Audits
A practical guide to help social workers document and prepare for case audits with ease.
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Download
  • Downloadable
Grant Tracking Spreadsheet
Track grants, deadlines, and budgets in one place.
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Download
  • Downloadable
Buyer’s Checklist: Choosing Case Management Software
A free checklist to help you choose the right case management software with confidence.
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Download
  • Downloadable
Discharge Planning Checklist
A must-have checklist to streamline client discharges and improve outcomes.
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Download
  • Downloadable
Client Intake Process Flowchart
A simple flowchart to organize your intake process and support better outcomes.
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Download
  • Downloadable, eBook
Driving Nonprofit Impact With Data and Technology
Insights from leaders on using data and tech to strengthen nonprofit impact.ant funding in human services.
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Download
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Events & Conferences

In-Person Conference

ICWA 2025

32nd Annual California ICWA Conference
Temecula, CA October 28 - 30, 2025 Registration & Information

Upcoming

In-Person Conference

NINAETC 2025

45th National Indian and Native American Employment and Training Conference
Providence, RI December 8 - 11, 2025