Manage your clients, cases and programs effectively from one place
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.
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.
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.