Flexible, All-In-One Human Services Software

Organize and manage services, clients, and case data with a human services solution configured to your nonprofit or public sector organization’s needs.

Some of our customers
YWCA eliminating racism empowering women

See Casebook in Action

Support Your Organization's Needs

Say hello to a user-friendly platform that helps you maximize productivity and focus on what you do best—providing compassionate support to those in need.

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Centralize Information

Get your team on the same page by consolidating all of your data in one place so your team can get access any time, anywhere.

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Simplify Reporting

Quickly generate reports to ensure your organization’s health and compliance via powerful analytics and built-in reporting.

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Improve Communication

Streamline communication across departments and teams to help your team deliver better client experiences.

Built For Human Service Providers

Casebook has every feature you need to effectively manage your cases, clients, case notes, and reports in a single solution.

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Configurable Platform

Adapt Casebook to your goals and skip expensive customization with a flexible and adaptable out-of-the-box solution.

Built-In & Custom Reports

Easily access comprehensive data insights and generate tailored reports in a fraction of the time.

Form Building

Reduce administrative burden and create personalized forms specific to your organization’s needs.

Service Planning

Streamline service planning with a set of comprehensive tools to develop, monitor, and adapt your service plans in one place.

Workflows

Seamlessly share information, assign tasks, and collaborate in real-time with integrated messaging and workflows.

User & Pricing Scalability

Select the number of users and capabilities that makes sense for your organization, ensuring you fit your needs and budget.

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Effectively Manage Your Cases in a Single Solution

Why Choose Casebook

See how Casebook has helped improve outcomes for organizations around the world.
5/5

“Casebook is a powerful tool for us to be able to keep track of the families we work with. I can set tasks for myself or others on our team to help us manage our workload. | am able to document personal information and log case notes in 0 central location, something that we weren’t able to do before. It’s really wonderful.”

Rhonda Clark

Community Manager
5/5

“Casebook] is a breath of fresh air. It is an easy software to use once you get acclimated. The web application and the mobile application are identical. I like the way it tracks things and [relates] people…lt’s improved our infrastructure as an organization especially as we are [at] the top tier in what we do. It allows us to stand out.”

Richard Robinson

Project Coordinator
Life Anew Restorative Justice

Bring It All Together

Organize and manage services, clients, and case data with a human services solution configured to your nonprofit or public sector organization’s needs.