Case Management Software from Casebook PBC

cb Engage

Case Management for Human & Social Services

At Casebook, we understand that the clients you serve aren’t just cases – they’re people, so we created software built to engage with the person, not just manage a record.

Case Management Software Built for Mobility.

cb Engage is purpose-built for human and social services case management and takes into account the need for better record keeping. Quick access to services & relationships and immediately capture critical information throughout the service lifecycle and share it throughout the organization – even outside of a traditional office environment. Caseworkers and social workers who are on the go working with clients or interacting with service providers will have a tool that moves with them through their day on a laptop, tablet, or smartphone.


workload dashboard for human and social services

Track the continuum of care

For individual and group clients and their relationship network, view changes & outcomes over time, on an easy to understand Person Profile. 

Notebook and digital remote signature capture


Empowers workers to capture case notes intuitively, and securely on any browser-enabled device – with all data immediately viewable to supervisors, administrators, or colleagues. 

customizable forms and workflows


See the whole story with person profile – view services, involvement history, notes, relationships, and more. 

Support multiple programs delivered by your agency – all on the one platform purpose-built for human services. 

Capture and display vital information – client program involvements, service enrollments and delivery, and case notes over time to understand what action the agency has taken to date.

Case summary view that lets workers, supervisors, and administrators see most the important cases, and client-specific information in an easy to understand view.

Reduce data entry errors that can lead to disastrous results when safety is at risk by providing error checking and linking to a single-record person profile database.

User experience is intuitive, and all applications live in a cohesive and always up-to-date platform to make it easier to train existing and new workers.

Minimal setup and training, enabling workers to enter data for timely and accurate decision making at the case, team, and organizational level.

Customizable workflows that help bring clarity and focus to cases with the ability to track progress, get notifications, capture notes, and meet deadlines. 

Pre-populated forms, Reduce double-entry by pre-populating forms of any type with data.

Natural language processing enables powerful search, filter, and data association without the hassle of multiple screens or complex queries.

Expand your Capabilities with cb Intake & cb Access

Also included with Case Management:

cb Intake, provides a no-wrong-door point of entry solution for client intake, service referrals, person-centric documentation, or incident reports brought into an organization’s information system.

cb Access supports portal abilities critical to client-facing organizational functions such as onboarding- or acceptance of online and phoned-in incident reports or service requests.

casebook software for human and social services
per user pricing for human services software

Per-User Pricing that’s Cost-Effective

Casebook Makes it Easy to Switch

Our LightSpeed process makes it easy to implement and go live.

We understand that making a technology change to a new case management system is a significant undertaking. Our LightSpeed Implementation process is designed to address your concerns – LightSpeed ensures an accurate contextualized data transfer, timeliness, and effective user training. cb Engage is highly intuitive and designed for how social service professionals actually work.

The Role of Modern Technology in Human Services Delivery

Legacy systems or disjointed systems can’t serve new demands, but a cloud-based case management system provides a platform for adopting new technologies, scalability to match demand growth for an agency’s services, and flexibility for changes in the employee base.

Learn More

The role of modern technology in human and social services