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One Connected Record for Every Child and Family
Casebook is configurable family services software that connects a child’s full history across programs, so each new worker picks up where the last one left off.
Children and families go through several case managers and service providers over time. Each new one inherits an incomplete record that leaves out the context that mattered most to that family’s care. Casebook keeps that history attached to the case itself, connected across every program and every worker involved.
Casebook is child and youth program software that gives case managers a single system for intake, service planning, documentation, and reporting.
A case manager, their supervisor, and an outside partner agency working the same case all see one shared, up-to-date record. That same record carries forward when a case moves to a new worker.
A family’s service plan might involve a case manager, a therapist, a school counselor, and a housing specialist. Casebook connects their combined progress into one continuous view of the family’s care.
An intake interview and a case note from months later both stay in the same file, secure and accessible from any device. A case manager sees the full history as a family’s situation changes.
A case manager refers a family to a food pantry or outside counseling, then records whether the family connected with it. Every referral your team makes stays in the same file, including services another organization provides.
A youth diversion program needs different intake questions than a family preservation program serving a different population. Your team can configure those forms directly without having to request IT support.
A program director can track outcomes for one family and for the entire program from the same real-time data. Casebook then turns that data into reports that show funders what’s working.
Casebook is family services software that connects every part of child, youth, and family services work.
A Child’s Place PA’s Healthy Parenting Program served 500 families a year using seven separate Excel sheets per client, which made reporting nearly impossible as staff grew to 12. After implementing Casebook, the organization grew to 24 staff members and cut reporting time to under five minutes. Program manager Jenyne Carter says client satisfaction has risen 20% because a new educator picking up a transferred case now sees exactly what was already discussed. Families no longer have to start over every time they meet a new staff member.
Configured to Your Workflows. Scalable as Your Organization Grows.
A program that fits perfectly at 12 staff members starts to strain past 20, especially once a new funding stream demands data the system wasn’t designed to track. Family case management software should configure around your organization as it grows, no expensive custom development or system switch required. Continuity like that protects the families your organization serves and lets you serve even more as you grow.
Everything your team documents during casework becomes the same data your program director reports to funders, without anyone having to re-enter any data along the way.
Funders want evidence before they renew a grant. Casebook turns the service and outcome data your team already records into the reports funders ask for.
Case managers lose hours every week to paperwork. With Casebook, they document as they go and win that time back to work directly with families.
Everyone working a case sees the same record at the same time, including partner agency staff your organization gives access to. Nobody waits on an email to learn what changed.
Program directors can pull reports showing which services produce results at the program level. Case managers review the same reporting for a single family’s progress.
Casebook encrypts every family record and limits access to the staff who need it. A full audit log captures every change, so an auditor can see who changed what.
Children and families work with a team that knows their full history, however long a case stays open. That continuity is what moves them toward their service plan goals faster.
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.
