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One Configurable Platform for Casework and Compliance
Casebook gives government human services agencies one configurable platform to manage cases and meet compliance requirements with confidence.
Stay Compliant, Prove Your Impact, and Keep Your Budget
City, county, and state human services agencies need to prove program outcomes to protect their budget. They also need to meet state and federal compliance requirements while they coordinate care across departments without siloed data. Casebook configures around exactly this work, so your team has one platform for human services casework and reporting.
Casebook lets your agency:
A single government agency can manage many programs at once, usually across separate departments. Youth, child, and family services are one example. Workforce programs, victim advocacy, reentry, crisis response, and senior services are just as common, and plenty more fit the same pattern. This introduces the complexity of information getting isolated by department, which makes it easy for staff to lose track of programs they don’t directly manage. Casebook brings your programs, teams, data, and casework together in one configurable system instead of leaving everything scattered across separate tools.
Programs change. Priorities change. Casebook adapts every time.
We understand that the requirements of government agencies are subject to change due to new regulations, administrative shifts, fluctuating populations, and various other factors. Casebook’s government case management software solutions are built with scalability in mind to adapt to your evolving needs.
Casebook ties configuration, documentation, security, and reporting together in one platform built for government agencies.
You configure workflows, forms, and program structures to match your agency’s exact requirements, with no code and no need for an IT department. When policy changes, your team adjusts the system directly.
Casebook standardizes intake forms and eligibility screening so every worker collects the same information the same way. Clients will appreciate not having to repeat their stories to five different departments.
Every entry in Casebook creates an audit trail that meets government auditing standards and funder requirements. When reviewers show up, you’ll have all the documentation they need ready to go.
You can pull up built-in reports or create custom ones with real case data without having to compile anything by hand. Casebook’s dashboards show live performance data so you can make decisions with current information.
Casebook stores client records in one encrypted, HIPAA-compliant system with role-based access. Every department works from the same live data instead of outdated copies that confuse everyone.
You can track referrals, providers, enrollment dates, and progress notes from a single screen. Teams across programs and departments all stay updated on the same services in real time.
See how government agencies use Casebook to document work, save staff time, and strengthen how they serve their communities.
Bloomington PD’s social work program uses Casebook to document community impact work and save officers time for direct service.
Read Case Study
Easton PD’s Community Advocate Program uses Casebook to coordinate crisis response and daily operations, so the entire team stays aligned on active cases.
Read Case StudyEvery Casebook capability exists to help your agency serve residents well and prove its impact and outcomes. This is what we can do to help you achieve that:
Casebook documents and time-stamps every entry the moment a case manager creates it. You’ll have access to full records whenever state or federal reviewers request them for an audit.
Your outcome data stays within the system your team already uses, so you can show what changed for clients without opening a separate reporting project every time funders ask for evidence.
Budget reviews demand proof your programs work. Casebook turns case data into clear reports so you can walk into every review ready to justify continued funding.
Case managers now spend less time on paperwork and more time with clients, while program leaders see results throughout the entire community they serve.
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.