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Your Caseload Is Heavy Enough Without Fighting Your Software
Casebook is purpose-built case management software for social workers and case managers, designed explicitly around how human services teams work.
Spend less time on paperwork and more time with the people who need you.
Case managers and social workers lose hours every week re-entering client information across disconnected systems and compiling reports by hand. That friction pulls attention away from clients and toward paperwork. Casebook connects intake, case management and reporting into one configurable platform. This is what that means for your team:
See how organizations use Casebook, a nonprofit case management software, to cut administrative time, simplify documentation, and focus more on the people they serve.
YWCA of Greater Harrisburg centralized their case notes and details in Casebook. Staff save time on documentation and give clients more personalized service.
Read Case Study
United Way of El Paso’s CRC team increased client capacity by 50% with Casebook. They now provide hundreds of referrals to local households.
Read Case StudyCasebook keeps intake, documentation, service planning, and outcome reporting connected in one system throughout a case.
You configure Casebook around your organization’s existing programs and workflows so the platform matches how you already work. Your team never has to change to fit rigid, pre-built software.
Casebook simplifies client intake and needs assessments with digital forms tied directly to the case record. Workers spend less time manually entering data and more time with clients.
Structured templates cut case notes down to minutes and guide workers through what they need to document. Clients then get a worker’s full attention with no interruptions from the notepad.
Casebook shows workers everything about a client’s care in one place, including which services they’re enrolled in, which providers are involved, key dates, and notes that track progress over time.
Client milestones and program results update the moment something changes. That way, case managers and supervisors always see current data without having to wait for a monthly report.
Casebook consolidates a client’s history, case notes, documents, and service records into a single profile. Workers pull up everything about a client without searching through five different systems.
You and your team configure your own forms, fields, and workflows to match how your programs run. This is everything you can do without any programming experience:
Program directors see performance across every initiative, while case managers see exactly where their own caseload stands, all from the same live data:
Bring it all together. Automate routine tasks and gain valuable insights through data analytics. With Casebook’s user-friendly interface, your team can easily collaborate and access critical information, fostering seamless communication and decision-making.
Manual data entry and duplicate paperwork eat work hours every week. Casebook automates workflows and connects your forms directly to case records so your team saves time to spend it with clients instead.
Client and program data only proves your impact if you can easily pull it together. Casebook turns that data into clear outcomes you can show your stakeholders anytime.
New programs and staff can make your team lose track of active cases or pay for an expensive software update. Casebook scales right along with you, so growth never slows your team down.
If two team members update the same file over email, everyone else will be lost as to which one is current. Casebook keeps everyone working from the same case record in real time instead.
Sensitive client information deserves more than a shared login and good intentions. Casebook secures every record with role-based access and encryption so only the right people can see it.
Retyping the same information into multiple systems increases the chance of error. Casebook syncs data automatically throughout the platform to keep everything accurate without extra work.
I like how customizable the platform is. Casebook staff is patient in teaching you how to navigate the platform and customizing the fields to best suit what your organization needs.
Using Casebook as our case management tool is freeing up a ton of time for our victim advocates. They are able to spend more time in contact with clients due to their time being freed up.
One of the essential features is the ability to query information to provide detailed information to our funders. You will capture data on all of your clients smoothly and effectively.
They pay attention to my overall goals with the software and helped me customize to suit my organization's needs. They are amazing at customer service too.
Not only is customer service incredible from beginning to end but the ability to run clear and concise data reports for grant writing has been so helpful!
We work with families, and we needed a system to store people and notes. We can pull great reports much more quickly and easily than our last program. My employees love the ease of use.
I can quickly write general notes, service delivery, and progress notes for clients, make appointments, and upload documents for other professionals to view. It makes me more efficient in documenting.
I use CB Engage most often, which allows me to keep track of my client's progress and communicate with other caregivers. It is a very user-friendly program, which requires only minimal training.
Casebook is very easy to access and easy to use. Not hard at all to figure out as a first time user. One of the best things is having others on the case load to help.
Easy access to caseload and stats that are needed for record keeping. We have started using Casebook to track clients and stats better. The real benefit for us is remote access with multiple users.
I like how customizable the platform is. Casebook staff is patient in teaching you how to navigate the platform and customizing the fields to best suit what your organization needs.
Using Casebook as our case management tool is freeing up a ton of time for our victim advocates. They are able to spend more time in contact with clients due to their time being freed up.
One of the essential features is the ability to query information to provide detailed information to our funders. You will capture data on all of your clients smoothly and effectively.
They pay attention to my overall goals with the software and helped me customize to suit my organization's needs. They are amazing at customer service too.
Not only is customer service incredible from beginning to end but the ability to run clear and concise data reports for grant writing has been so helpful!
We work with families, and we needed a system to store people and notes. We can pull great reports much more quickly and easily than our last program. My employees love the ease of use.
I can quickly write general notes, service delivery, and progress notes for clients, make appointments, and upload documents for other professionals to view. It makes me more efficient in documenting.
I use CB Engage most often, which allows me to keep track of my client's progress and communicate with other caregivers. It is a very user-friendly program, which requires only minimal training.
Casebook is very easy to access and easy to use. Not hard at all to figure out as a first time user. One of the best things is having others on the case load to help.
Easy access to caseload and stats that are needed for record keeping. We have started using Casebook to track clients and stats better. The real benefit for us is remote access with multiple users.