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Community Services Software

Purpose-Built Software for Community Services

Keep all of your organization’s client information in one secure software platform that’s accessible anytime from your mobile device. Empower your team to access the cases and reports they need so you can provide better client experiences.

Casebook Community Services software is a cutting-edge solution that empowers organizations to provide exceptional service to their communities. By seamlessly integrating data management and offering real-time data accuracy and alignment, this software optimizes community-centered operations and ensures organizations are delivering the highest level of service.

Securely Access Your Client Data From Anywhere

Many community services organizations have struggled to keep up with new technologies that support their operations by enabling them to take a data-driven approach to helping their clients. These organizations often suffer from limited reporting capabilities that hamper their fundraising efforts, as well as wasted resources and an overall lack of alignment that can result in clients being lost in the shuffle of their day-to-day. 

To address these issues, your organization should consider adopting software designed for community services. That’s where Casebook comes in.

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Eliminate Redundancies Quickly update your records without having to re-enter the same client data with each interaction. Easily add context-sensitive notes and see them reflected immediately for your whole team so client information is always accessible and up-to-date.
Sideline Paper Processes Cut back on physical notes, forms, and files. Streamline your documentation so your organization can reduce its reliance on paper and cumbersome spreadsheets while keeping your client data safe in our secure cloud-based platform.
Simplify Data Entry and Retrieval Save time and energy while reducing human error. Use our mobile-friendly software to enter notes, complete forms, and extract data for analysis anytime and from anywhere you have an internet connection.
Enhance Reporting Capacity Be prepared to generate and distribute the reports that funders and controlling agencies demand. Use our platform’s preloaded report templates or create your own custom reports that help your organization ensure continued funding.
Testimonial that attests to the functionality of Casebook

"Casebook is the most user-friendly of the case management softwares I have used in my career. It felt like a particularly good choice for us as we moved from no software to our first one — the best fit I could find for our relatively young start-up nonprofit."

Danny B. | Executive Director, Cache Refugee

Features Designed for Community Services

Casebook’s suite of integrated features enables quick and easy tracking of all your client interactions, improves team collaboration, and makes reporting a simple click-by-click process.

Relationship View
Prebuilt and Custom Reports
Integrated Email and SMS
Client Interaction History
Intuitive Intake Module

See the Whole Picture

Map your clients’ family and non-familial supports with Relationship View. Our platform enables you to create holistic person-centric profiles that display formal and informal relationships to provide a more complete picture of an individual’s situation.

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Get the Most Out of Your Data

Set up intuitive dashboards and create engaging visual reports with pre-installed templates or make your own custom reports on the fly to gather insights from your data. With just a few clicks, you can ready the reports required by funders and grantmakers to help ensure your organization’s financial health.

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Text and Email Into Case

Enable internal and external users to contribute case notes via email and text message. Ensure your client data is as complete and up-to-date as possible by making it easy for members of your organization to add information into each case file whether they have access to the platform or not.

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Trace the Continuum of Care

Track an individual’s support network in our platform to get a holistic view of the care they receive. Easily access the entire history of your clients’ interactions with your organization as well as service providers, case managers, and anyone else associated with their continuum of care. 

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Support Critical Client-Facing Functions

Provide high quality service to prospective or new clients before their cases are even opened. With Casebook’s person-centric Intake feature, you can easily capture referrals and enable clients to fill out forms from anywhere via mobile device to ensure they’re enrolled in the appropriate programs.

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See What’s New

Simplify data management for community service organizations with Casebook Community Services software
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Empower your organization to deliver exceptional community service with real-time data accuracy
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Elevate community service efforts through streamlined data management with Casebook Community Services software.
Six Minute Read | November 7, 2022 5 Benefits of Cloud-Based Workflows for Human Services Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely... Read More

Get In Touch With Us

Find out how our case management software is changing the way we provide community services. Contact our team today.

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