Casebook for Child, Youth, and Family Services

Your job should revolve around people, not paperwork. Our Youth & Family Services software replaces paper stacks and spreadsheets with one central hub to track services, client/member intake, programs, and more, helping you quickly find the info you need so you can get back to the vital task at hand. The best part: It’s all cloud-based and mobile, meaning you can access and share important info on any device, anywhere. 


Configurable Child, Youth, and Family Services Software

Effectively manage your cases, clients, programs, 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 family services software for child, youth and family services providers that’s purpose-built for human services yet configures to your unique needs. 

Streamline Your Child, Youth, and Family Services

Casebook for Child, Youth & Family Services is cloud-based human services software built to support your organization’s mission. Our purpose-built technology powers your program delivery, client or member services, and service facilities.

improve communication with casebook human services software

Save Time on Administration

Intuitive functionality and effective user design empowers your team to focus on the community you serve and not worry about your software or data system. 

Cloud-based and Mobile

Cloud-based and available on any device with a web browser, Casebook was built with mobility in mind. Our offline capability means you can work without an internet connection.

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Customizable Forms

Digitized forms enable a paperless workflow that fits your organization’s needs. Create and modify your own forms that automatically associate with records when needed. Attach and associate external files with records.

casebook reporting for human and social services

Configurable Reporting

Get actionable data and pull reports quickly, so you can focus on your mission and share your organization’s story with funders and grant sources. Organize and visualize your data to track essential service or client metics. 

casebook software for schools

Person Profile

Attach files, view vital information, track progress and assess services, incidents and relationships for a full view of a person’s history of involvement, profile notes, application status and more.


Per User Pricing

With a flexible per-user pricing model we make it easy to control costs and scale to your exact needs.

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Built on our API-first platform, enabling integration with other systems across multiple program areas. Used both for implementation and ongoing data interoperability, the robust API enables data conversion from legacy systems.


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.

Organize and manage services, clients, and case data with a human services solution configured to your child welfare organization’s needs.

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.

You can eliminate the hassle of paper-based systems, reduce administrative overhead, and ensure secure and easily accessible client records.

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 Happy Customers Say

“It’s really helpful to filter by status, who’s done what and where they are in the license process so we can communicate effectively with providers which is one of our main goals – so this is perfect”


Crossroads NOLA

Discover the Transformative Power Casebook Can Provide to Your Child, Youth, and Family 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.