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Coordinate Programs. Support Clients. Report to Funders With Confidence.
Casebook is purpose-built case management software for community-based organizations coordinating multiple programs, funders, and client services in one system.
Coordinate Programs, Drive Impact, and Attract Funders From One Platform
Caseworkers at community-based organizations screen and enroll clients across multiple programs on different funding streams. Without a connected system, they can’t easily follow a client’s progress in all of them. Casebook gives your team a single view of every client, no matter how many programs they’re enrolled in. The platform turns that same data into funder-ready reports without any extra work.
See how community-based organizations use Casebook to coordinate more programs and prove their impact to funders.
Catholic Charities of the Diocese of Green Bay consolidated three of its five service areas into Casebook, cutting its reporting time from nearly a full business day to about one hour.
Read Case Study
United Way of El Paso’s CRC team increased client capacity by 50% with Casebook. They now provide hundreds of referrals to local households.
Read Case StudyCasebook covers intake, documentation, coordination, and reporting for CBOs managing multiple community programs.
You configure forms and data fields to match each program’s requirements without any help from the IT department. When your programs change, your team can adjust the workflows to match.
Casebook gives every client one profile that follows them through every program they join. Caseworkers see a person’s full history and current services without switching between separate systems.
Organizations running several programs at once can manage casework and documentation from one connected system. Nobody needs to switch between separate tools or spreadsheets to track a single case.
Program directors track outcomes in every caseload to evaluate what’s working and prove community impact. Progress updates automatically in a client’s record as managers document each encounter.
Casebook generates funder-ready compliance reports and tracks grant-specific outcomes without a separate export step. You can also configure dashboards to match exactly what each funder wants to see.
You track and coordinate volunteers in the same system you use for client casework. No separate volunteer tracking tool needed. Every assignment ties directly to the program it supports.
A client who had to explain their housing situation to their food assistance caseworker on Monday could have to explain it again to their senior services caseworker on Thursday if neither can see the other’s notes. With Casebook, your whole team sees the same connected profile, every program included.
Community services organizations do their best work when individual clients get real support, and the organization can prove that its support plans are working.
Grant renewals depend on proof that your programs work. Casebook turns case data into reports funders can act on, ready before every funding conversation starts.
You track outcomes for one client and for your entire program at the same time. That data helps you adjust a service plan or reshape organizational strategy.
New caseworkers learn Casebook within their first few days on the job thanks to its simple interface and flexibility. Use it on mobile or desktop depending on the task.
You can refer a client to a partner agency running a state-funded program, then track whether they followed through after the referral leaves your organization.
Casebook protects every client record with role-based access and encryption, all within a HIPAA-compliant platform. Every program and every staff member operates under the same protection.
You used to rebuild the same spreadsheet from scratch for every funder. Casebook generates funder-specific reports directly from your case data, audit-ready from the start.
Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information.
Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact.
You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable.
I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry.
Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants.
It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized.
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.