Configurable Case Management Software for Homeless & Shelter Services

Do you struggle with fragmented client information and the complexities of managing family cases? You’re not alone. Many agencies find it challenging to get a complete picture of their clients’ interactions over time. 

Casebook offers homeless and shelter services agencies a comprehensive perspective on clients, capturing multiple interactions over time and enabling detailed reporting on these engagements. 

Some of our customers
Jimmie hale Mission
Alpha omega miracle
Inherit the earth homeless services
Abbie Shelter

See Casebook in Action

Streamlined Case Management for Shelter & Homelessness Services

Each individual comes with a unique story and unique needs. With Casebook, you’re empowered to manage intricate family cases, understand underlying drivers of homelessness, and deliver tailored services that truly make a difference.

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Centralize Information

Dive deep into your client’s journey, effortlessly managing family cases with our user-friendly interface. Track relationships and services, all in one place.

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Simplify Reporting

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

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Cost-Efficient & Scalable

Embrace an affordable solution tailored to fit your agency’s needs. Whether you’re a small team or a large organization.

Built For Human Service Providers

Designed with agencies like yours in mind, Casebook bridges the gap by offering an all-inclusive view of individual journeys. With our tool, CBOs and other organizations can not only streamline service delivery but also catalyze positive change in the lives of the homeless.

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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.

User & Pricing Scalability

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

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Why Settle for Less? Bridge the Gap with Casebook.

Why Choose Casebook

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

“Casebook is a powerful tool for us to be able to keep track of the families we work with. I can set tasks for myself or others on our team to help us manage our workload. | am able to document personal information and log case notes in 0 central location, something that we weren’t able to do before. It’s really wonderful.”

Rhonda Clark

Community Manager

“Casebook] is a breath of fresh air. It is an easy software to use once you get acclimated. The web application and the mobile application are identical. I like the way it tracks things and [relates] people…lt’s improved our infrastructure as an organization especially as we are [at] the top tier in what we do. It allows us to stand out.”

Richard Robinson

Project Coordinator
Life Anew Restorative Justice

Bring It All Together

The challenges of homelessness are vast, but your service delivery doesn’t have to be complicated. Harness Casebook’s potential to revolutionize how you serve, support, and uplift those in need.