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Casebook customer United Way
city of houston

Configurable Software for Human Services & Social Work.

Manage services, clients, and case data with a flexible solution tailored to meet the operational needs of public sector human services agencies.

social work management software for human services for the public sector and nonprofits.

See Casebook in Action

social work management software for human services for the public sector and nonprofits.

Support Your Human and Social Service Organization's Needs

Say hello to a user-friendly platform that helps you maximize productivity and focus on what you do best—providing compassionate support to those in need.

Centralize Information

Get your team on the same page by consolidating all of your data in one place so your team can get access any time, anywhere.

Simplify Reporting

Quickly generate reports to ensure your organization’s health and compliance via powerful analytics and built-in reporting.

Improve Communication

Streamline communication across departments and teams to help your team deliver better client experiences.

Built For Human Service Providers

Casebook has every feature you need to effectively manage your cases, clients, case notes, and reports in a single solution.

Configurable Platform

Adapt Casebook to your goals and skip expensive customization with a flexible and adaptable out-of-the-box solution.
Easily access comprehensive data insights and generate tailored reports in a fraction of the time.
Reduce administrative burden and create personalized forms specific to your organization’s needs.

Configurable Platform

 Adapt Casebook to your goals and skip expensive customization with a flexible and adaptable out-of-the-box solution.

Built-In & Custom Reports

Easily access comprehensive data insights and generate tailored reports in a fraction of the time.

Form Building

Reduce administrative burden and create personalized forms specific to your organization’s needs.

Service Planning

Streamline service planning with a set of comprehensive tools to develop, monitor, and adapt your service plans in one place.
Seamlessly share information, assign tasks, and collaborate in real-time with integrated messaging and workflows.
Reduce administrative burden and create personalized forms specific to your organization’s needs.

Service Planning

Streamline service planning with a set of comprehensive tools to develop, monitor, and adapt your service plans in one place.

Workflows

Seamlessly share information, assign tasks, and collaborate in real-time with integrated messaging and workflows.

User & Pricing Scalability

Select the number of users and capabilities that makes sense for your organization, ensuring you fit your needs and budget.

case management software for human services & social work software solution.

Effectively Manage Your Cases in a Single Solution

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Why Choose Casebook

See how Casebook has helped improve outcomes for organizations around the world.

Zowie Parra

Data Reporter, Lost Angels

Casebook is solving the horrendous filing system of complex paper files. I greatly enjoy the wide range of information I am to put on an individual virtually. I can do this from a computer and mobile device. It is great!

Rhonda Hendrickson

Chief Operations Officer, YWCA Harrisburg

“[Casebook] does help us really tell the story with data to get more funding that would then allow us to increase those services. You know, more funding, more programs, more staff, more capacity.”