Casebook Case Studies

The proof is in the people we serve.

Public sector agencies and nonprofits use Casebook to cut hours of work, grow their reach, and turn reports into the proof funders and boards actually trust. Here's what that looks like.

25%
Less time spent on reporting
Increase in funding secured
50%
More client capacity

Featured stories

Different missions. Same proof.

Real programs, real outcomes — across government, nonprofit, and community teams.

Featured case studyNonprofitHarrisburg, PAReporting

YWCA of Greater Harrisburg

A centralized record cut reporting time by a quarter

A single repository for case notes gave the team back hours each week — and turned report-prep into a routine, not a fire drill.

25%Less time spent reporting
Read the case study
YWCA of Greater Harrisburg Casebook case study
Community resource volunteers helping families at a United Way intake center
Nonprofit

United Way of El Paso

50% more clients served — without adding headcount

The Community Resource Center scaled from a packed pipeline to 864 households, including 857 courtesy referrals routed through Casebook.

El Paso, TXRead story
Bloomington, Indiana downtown — home of the BPD Social Work Program
Government

Bloomington Police Department

Leadership + technology, doubling community impact

The PD's Social Work Program uses Casebook to coordinate care, document outcomes, and show the city a clearer story of who is being helped.

Bloomington, INRead story
Easton, Pennsylvania — site of the Community Advocate Program
Government

Easton Police Department

Streamlined operations and faster crisis response

The Community Advocate Program replaced fragmented notes with a shared workspace — so the next responder always picks up where the last one left off.

Easton, PARead story
A Working Wardrobes client greeting a staff member with a warm hug
Nonprofit

Working Wardrobes

Better partner collaboration, better client outcomes

Centralized documents and shared workflows let staff and partners coordinate from anywhere — and gave clients a smoother, more dignified experience.

Irvine, CARead story
Catholic Charities of the Diocese of Green Bay staff supporting community members
Nonprofit

Catholic Charities of the Diocese of Green Bay

Responsive support that keeps caseworkers moving

A single point of contact and fast ticket turnaround mean the team spends its energy on clients — not on chasing answers about their software.

Green Bay, WIRead story
NOHO Home Alliance Casebook case study
Community

NOHO Home Alliance

More relationships, more progress, more impact

Personal relationships, tracked carefully over time, mean guests feel known — and the team can prove the difference their welcome makes.

North Hollywood, CARead story

In their words

What our customers are saying.

"We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to."
Tara DeGrave
Catholic Charities of the Diocese of Green Bay
"Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information."
Melissa Stone
Senior Police Social Worker, Bloomington PD
"Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact."
Bonni Pomush
CEO, Working Wardrobes
"You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable."
Amber Teunis
LPD Social Worker
"I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry."
Stephanie M.
Family Preservation Program Manager
G2 review
"Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants."
Terry B.
Enterprise human services team
G2 review
"It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized."
Amanda C.
Director of Restorative Responses
G2 review
"It keeps my case notes in order. I like that I can edit my notes, and it's easy to find my clients' names when I need them."
Lesley-Anne S.
Family Support Worker
G2 review
"I can look up a participant and quickly access all the information I need in one place — and the support team responds very quickly to questions and suggestions."
Susan N.
Manager of Adult Development
G2 review
"We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to."
Tara DeGrave
Catholic Charities of the Diocese of Green Bay
"Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information."
Melissa Stone
Senior Police Social Worker, Bloomington PD
"Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact."
Bonni Pomush
CEO, Working Wardrobes
"You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable."
Amber Teunis
LPD Social Worker
"I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry."
Stephanie M.
Family Preservation Program Manager
G2 review
"Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants."
Terry B.
Enterprise human services team
G2 review
"It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized."
Amanda C.
Director of Restorative Responses
G2 review
"It keeps my case notes in order. I like that I can edit my notes, and it's easy to find my clients' names when I need them."
Lesley-Anne S.
Family Support Worker
G2 review
"I can look up a participant and quickly access all the information I need in one place — and the support team responds very quickly to questions and suggestions."
Susan N.
Manager of Adult Development
G2 review
"I can look up a participant and quickly access all the information I need in one place — and the support team responds very quickly to questions and suggestions."
Susan N.
Manager of Adult Development
G2 review
"It keeps my case notes in order. I like that I can edit my notes, and it's easy to find my clients' names when I need them."
Lesley-Anne S.
Family Support Worker
G2 review
"It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized."
Amanda C.
Director of Restorative Responses
G2 review
"Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants."
Terry B.
Enterprise human services team
G2 review
"I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry."
Stephanie M.
Family Preservation Program Manager
G2 review
"You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable."
Amber Teunis
LPD Social Worker
"Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact."
Bonni Pomush
CEO, Working Wardrobes
"Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information."
Melissa Stone
Senior Police Social Worker, Bloomington PD
"We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to."
Tara DeGrave
Catholic Charities of the Diocese of Green Bay
"I can look up a participant and quickly access all the information I need in one place — and the support team responds very quickly to questions and suggestions."
Susan N.
Manager of Adult Development
G2 review
"It keeps my case notes in order. I like that I can edit my notes, and it's easy to find my clients' names when I need them."
Lesley-Anne S.
Family Support Worker
G2 review
"It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized."
Amanda C.
Director of Restorative Responses
G2 review
"Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants."
Terry B.
Enterprise human services team
G2 review
"I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry."
Stephanie M.
Family Preservation Program Manager
G2 review
"You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable."
Amber Teunis
LPD Social Worker
"Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact."
Bonni Pomush
CEO, Working Wardrobes
"Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information."
Melissa Stone
Senior Police Social Worker, Bloomington PD
"We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to."
Tara DeGrave
Catholic Charities of the Diocese of Green Bay

Watch the story

Hear it straight from the team.

A short conversation about what changes when case data finally works the way practitioners do.

Related reading

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Crumpled notes around a notebook, illustrating an unmanageable caseload
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If you have worked in case management for any length of time, you understand that knowing the steps of the process matters.

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Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods

When grant cycles tighten, the agencies that hold steady are the ones who plan early. Here's the playbook.

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Public sector caseworker reviewing intake records on a laptop
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Configurable Case Management Tools for Public Sector Workflows

Public sector and government agencies that stay on outdated legacy systems are unnecessarily raising their own costs.

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Case manager meeting one-on-one with a client
Best Practices8 min read

10 Key Case Management Best Practices

The habits that separate teams who scramble at reporting time from teams who can answer any funder question on the spot.

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Housing program staff reviewing participant progress together
Outcomes7 min read

How to Measure the Success of Transitional Housing Programs

Beds filled is not an outcome. Here's how housing programs define, track, and report measures that hold up.

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Social worker documenting a client visit
Documentation6 min read

Social Work Case Notes: How to Write Them Clearly and Effectively

Clean notes are the raw material of every report you'll ever run. Small habits, big downstream payoff.

Read article
Team comparing software options on a whiteboard
Technology9 min read

Buy or Build Your Own Case Management System for Human Services

The real cost comparison isn't licenses versus developers — it's how long until your data can answer questions.

Read article
Educator and social worker in a supportive conversation
Capacity6 min read

The Role of Social Work in Preventing Burnout for Caregivers and Educators

Caregivers and educators are stretched thin. Social workers play a quiet but critical role in keeping them in the work.

Read article

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