Casebook Software Solution

Use the Casebook software to securely track all incidents, update student files faster and get reports on students, teachers, support staff/services, and volunteers in seconds instead of minutes.

Efficient School Social Work Management with Casebook

Simplify school social work programs with Casebook's software. Track incidents, processes, manage files, and generate reports quickly.

Casebook software not only helps you simplify your data processes but also ensures compliance with HIPAA, FERPA, Title IX, and other relevant laws. With configurable settings, you can tailor the software to meet the specific needs of your organization and stay up-to-date with changing requirements. 

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

Centralized Data Management in Casebook

Manage data efficiently using Casebook’s comprehensive solution. Keep track of critical information for assigned providers from a centralized source, receiving alerts for deadlines and urgent situations. Gain insights into historical patterns for informed decision-making in managing programs at schools.

tracking solution software

Track Important Data in Casebook

Efficiently track, update, and alert administrators about deadlines, urgent situations, and historical issue patterns for assigned providers using our centralized school management software.

Casebook human services software communication tools

Email Communication

Send emails from within Casebook using your own email address and automatically track all replies from internal users and even external users like volunteers. Experience the added benefit of automated tracking for responses from internal users and external contributors, including volunteers.

casebook reporting for human and social services

Intuitive Reporting

Easily produce the reports demanded by funders and regulatory stakeholders. Identify actionable insights that can enhance student outcomes. Pinpoint specific challenges for targeted resolution, uncover patterns, and empower an improved learning experience for a greater number of students.

casebook software for schools

Student Progress Monitoring

Keep track of academic performance, attendance records, and behavioral patterns, ensuring timely interventions when necessary. Gain a comprehensive view of individual and group achievements, supporting educators and administrators in making informed decisions for student success.

See What Casebook Can Help You Accomplish

Tracking safety and security will help to identify areas in need of improvement before real harm occurs. Casebook also allows you to keep your data secure through access roles. Stay Within the compliance of HIPAA, FERPA, Title IX, and Other Laws. 

Configurable fields allows users to update data to align with their specific goals and change fields as data collection requirements change due to school requirements or regulatory updates that need to be made by staff.

Casebook is designed to help administrators, teachers, guidance counselors, and other school professionals who have to manage multiple relationships, programs, services, activities and incidents.

Manage all of this information from one place with helpful features like person profiles, history, notes, and more.

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

Casebook can be used by social workers, and other human services professionals in both public sector and nonprofit organizations serving their communities.


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.