Case Management Software

Say goodbye to the frustration of disjointed case management systems for human services and tedious paperwork, errors and reporting gaps. Effortlessly manage, track, and organize all your cases and clients from one centralized hub with Casebook.

Configurable Case Management Software for Human Services Organizations

Effectively manage your cases, clients, case notes and reports in one easy place.

Equip your team with the best technology for social work case management. Casebook makes it easier for nonprofit, private sector, and public organizations to fulfill their missions and deliver better client outcomes.

This is Casebook, a scalable and mobile-ready case management software that’s purpose-built for human services yet configures to your unique needs. 

Streamline Your Case Management System

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.

casebook software for schools

Centralize Client Care Information

Consolidate all of your organization’s data into one place so anyone who needs it can get access anytime. With one reliable source of truth, you can get your whole team on the same page without having to track down notes, files, emails, or texts.

Get Rid of Paper Documents

Reduce your reliance on physical notes, forms, and files. Our intuitive platform simplifies documentation while securing your information so your team can stop worrying about carrying around a pile of folders and maintaining cabinets full of paper.

Work From Anywhere

Access your client information in or out of the office so you don’t have to spend time sitting at a desk. Our secure, cloud-based SaaS keeps client data confidential as you and your team enjoy the freedom of working from your mobile devices.

Skip Expensive Customizations

Easily adapt preloaded functionality to suit your organization without waiting for product support from a vendor. Our purpose-built software puts you in control so you can avoid expensive services not included in standard purchase or setup costs.
casebook reporting software for human services.

Simplify Reporting Processes

Be ready to pull the reports that funders and controlling agencies require of you. Powerful analytics and built-in reporting features enable you to quickly generate all sorts of reports to help ensure your organization’s health and compliance.

Solve Data Entry Errors

Cut back on human error by simplifying your data entry processes. Our platform makes your operation more efficient so you can provide better client services with greater accuracy in your team’s notes, forms, and other documents.
improve communication with casebook human services software

Bring the Team Together

Minimize the turnover effect with automated workflows and a single source of data for your entire organization. By streamlining communications across departments and geographical locations, Casebook helps your team deliver better client experiences.


Team sizes change, and for growth flexibility is essential, so we’ve made it simple to scale your users up or down or change user permissions with ease.

See What Casebook Can Help You Accomplish

Our purpose-built platform is preset with about 80 percent of what your organization would need out of the box, enabling you to configure the rest so you can effectively manage your clients according to your organization’s mission.
Make sense of your data with user-friendly dashboards that display the information that matters. Then you can create custom visual and graphical reports with our interactive report builder tool to extract meaningful insights out of your data.
Use our application programming interface (API) to integrate with Google, Outlook, Zapier, and other platforms for your convenience. You can even have non-users send information into a case through email.
Record important interactions and service deliveries with our platform’s Notebook feature. Empower your team to capture case notes intuitively and securely so they can ensure their information is true and up-to-date.
With our Forms feature, you can draft, build, and review your organization’s many forms from anywhere. Design and implement custom forms through a multistage creation process to meet the needs of your teams and clients.
Track the continuum of care your clients receive. View a list of services each client is involved in, the service providers, enrollment dates, and notes to help you understand changes and outcomes over time on an intuitive interface.

"User Friendly Case Management Software"

“Tracking cases, services and providing the monthly data for supervisors and grant requirements.”

Kevin B.

Lancaster City Schools – District Social Worker & Supervisor

"Casebook is a game changer"

“We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests.”

Shannon Wegner

Arrows Family Services – Executive Director

"Easy to Use"

“I have a secure place to store all of my client files.”

Brianna Racchini

Triad Ladder of Hope – Executive Director

"Casebook is amazing"

“The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively.”

Warren C. R.

RPS Counselor

"Casebook is the best"

“The customer service is amazing and the platform is user friendly”

Daphine Jack

The Prevention Zone – CEO

See What Our Loyal Customers Say

“Casebook is a game changer”

Shannon Wegner

Arrows Family Services – Executive Director

Discover the Transformative Power Casebook Can Provide to Your Organization


Get In Contact With Us

We’re here to help you change the face of human services with better case management software. Contact our team to learn more.