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One Student, Many Needs, One Connected Record.
Casebook is designed for student support and case management, helping social workers coordinate services and stay compliant with FERPA, HIPAA, and Title IX.
A school social worker’s caseload can include dozens of students, each with their own interventions and referrals to track. Without a connected system, all of that information ends up scattered across email threads and separate spreadsheets. Casebook brings documentation, service coordination, and reporting into one place, so your team spends less time on paperwork and more with students. It keeps every note aligned with HIPAA, FERPA, and Title IX requirements.
Casebook configures to how your specific student program works, whether you run one intervention model or several at once. Casebook can help you:
Easily refer students to vendor-provided or school-run programs, then track their enrollment and attendance in one place.
You can log what you did to support a student’s IEP goals, even if Casebook doesn’t manage the IEP itself.
You connect families to counseling, food assistance, housing help, or transportation, whatever’s keeping their kid from thriving at school.
Track what your program accomplishes as you go, then generate custom reports that make the case for continued funding.
A student comes to you in crisis. You use Casebook to document the incident, complete a risk assessment, create a safety plan, and refer them to an outside provider.
Casebook connects intake, communication, referrals, and reporting for school social workers managing student caseloads.
You standardize intake, so every social worker on your team collects the same information the same way. Session notes stay secure and mobile-ready, aligned with FERPA and HIPAA from the first entry.
A teacher emails you about a student’s behavior change. Casebook logs that email in the case file without any action from you, visible to everyone involved in that student’s support.
You refer a student to an outside counselor or a food pantry, then track whether the family connected with that resource. Casebook flags any referrals that need a follow-up call.
You open one dashboard and see every active case and which students need attention first. No need to dig through a spreadsheet you have to update by hand every time.
Casebook generates district-level outcome reports and visual progress metrics directly from your case data. When a federal grant asks for proof of impact, that same data is already there.
Casebook alerts you immediately when a follow-up deadline passes without action. That gives you time to react before an urgent situation gets lost in a caseload with 50 other priorities.
More Student Time. Stronger Support. Better Outcomes.
You’re only one person covering dozens of students and every compliance requirement that comes with the job. Casebook lets you spend your time on the students who need it most, not the paperwork.
Some students only need to make a phone call home to be fine, but others need a complete safety plan by the end of the day. School social workers have to juggle both extremes on a caseload that keeps growing.
The Book Works’ seven-person team spent hours searching for information because they had no formal record-keeping system in place. After adopting Casebook, the organization centralized its data and used it to secure a 600% increase in funding and expand its reach fourfold.
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.
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.
You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable.
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.
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.
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.
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.