Community Services Software

Casebook community services software empowers organizations by eliminating reporting limitations and centralizing data. By bridging the gap between data-driven strategies and client-focused operations, Casebook ensures no client gets lost in the bustling dynamics of day-to-day activities.

Human Services Software
That Brings It All Together

Manage your clients, cases and programs effectively from one place

Struggling to keep up with new technologies that support your operations? Your community services case management system should be enabling you to take a data-driven approach to helping your clients.

Bring it all together with Casebook.



This is Casebook, a scalable and mobile-ready community services management software that’s purpose-built for human services yet configures to your unique needs. 

Contact us for a custom demo

Efficiency And Reporting Within Casebook's Data Management Platform

Ditch paper-based processes with our secure cloud platform, and simplify data entry within the Casebook platform. Address reporting needs effortlessly with preloaded templates and customizable options, securing essential resources for ongoing success.

casebook reporting software for human services.

Eliminate Redundancy

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.

tracking solution software

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.
casebook software for schools

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.

See What Casebook Can Help You Accomplish

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.

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.

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.

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.

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.

Track the continuum of care your clients receive. View a list of services each client is involved in, the service providers, enrollment dates, and notes to help you understand changes and outcomes over time on an intuitive interface.

"User Friendly Case Management Software"

“Tracking cases, services and providing the monthly data for supervisors and grant requirements.”

Kevin B.

Lancaster City Schools – District Social Worker & Supervisor

"Casebook is a game changer"

“We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests.”

Shannon Wegner

Arrows Family Services – Executive Director

"Easy to Use"

“I have a secure place to store all of my client files.”

Brianna Racchini

Triad Ladder of Hope – Executive Director

"Casebook is amazing"

“The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively.”

Warren C. R.

RPS Counselor

"Casebook is the best"

“The customer service is amazing and the platform is user friendly”

Daphine Jack

The Prevention Zone – CEO

See What Our Loyal Customers Say

“Casebook is a game changer”

Shannon Wegner

Arrows Family Services – Executive Director

Discover the Transformative Power Casebook Can Provide to Your Organization


Get In Contact With Us

We’re here to help you change the face of human services with better case management software. Contact our team to learn more.