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Track Participants. Report to Funders With Confidence.
Casebook’s configurable platform connects participant tracking to funder-ready reporting, so workforce development programs prove outcomes without the manual work.
One Connected System From Participant Intake to Funder Reporting
Case managers and program directors need a complete view of every participant they serve. Right now, many of them need to piece that view together from separate systems and spreadsheets. Casebook connects intake, referrals, service delivery, and outcome tracking in one system. It also turns that data into WIOA, TANF, and SNAP E&T reports without you having to pull numbers from five different spreadsheets and make them agree with each other.
Every reporting cycle, you pull participant data from separate systems, format it to match what each funder wants, and hope the numbers from one spreadsheet match the numbers from another. Casebook tracks participant outcomes and generates funder-ready reports directly from your program data. Your organization spends less time compiling reports and more time proving the results that help you grow and compete for new funding.
Working Wardrobes relied on multiple spreadsheets to track client and program data. Staff then spent hours compiling reports and audits by hand from disconnected sources. With Casebook, the organization centralized its records and impact tracking in one system, connecting 185 community partners while serving 5,500 individuals each year.
Casebook connects participant intake, service delivery, referrals, and outcome reporting for case managers and program directors.
You configure the intake process to screen for employment barriers, eligibility, skills gaps, and job readiness in one assessment. That single step connects each participant to the right program from day one.
Casebook connects a participant to a childcare provider or training program, then tracks if they followed through. You’ll always know which referrals are still open so you can follow up.
You log every workshop, coaching session, job readiness activity, or assessment your program delivers to each participant. Casebook then keeps that full service history attached to their case record.
Case managers set employment goals with each participant during enrollment, then track progress toward every milestone. Casebook shows you exactly how far each person has come.
Casebook generates WIOA, TANF, and SNAP E&T reports directly from your program data, with configurable templates for each funder’s specific format. No spreadsheet exports or reconciliation needed from you.
Casebook puts every caseload on one dashboard for supervisors, coaches, and partners. When a case manager leaves, the next person picks up a fully documented case immediately.
Casebook supports the specific workflows case managers and program directors handle every day.
Your program runs better when you track participants, coordinate services, and report to funders from the same system.
A program director needs more than enrollment numbers to prove a program works. Casebook shows which specific services led to a participant’s job placement.
A participant misses two appointments in a row. Casebook flags it immediately to their case manager so they can reach out before the client drops out of the program altogether.
You used to spend the week before a report deadline pulling numbers from five spreadsheets and hoping they matched. Now, the reports automatically reflect what’s in the system.
Your program could add ten new case managers this year, and your system will be ready for them. Casebook’s workflows apply to every new hire automatically, so getting bigger doesn’t mean rebuilding your processes with each new hire.
An employer partner wants to know if a participant showed up for their interview. You already have the answer because their case manager logged it that morning.
One case manager screens for transportation barriers every time. Another forgets to ask. With Casebook’s configured workflow, every case manager follows the same steps to deliver the same level of care to every participant.
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.