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Human services organizations use Casebook to manage intake, cases, services, and reporting across programs and teams.
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Join the human services government agencies, social services nonprofits, and Tribal & First Nations already running their programs on Casebook.
When data is spread across departments and legacy systems, your team loses hours to duplicate work and manual workarounds. Casebook brings intake through reporting into one configurable platform, giving your organization a connected view across programs and teams.
Every time you open a client’s file, you’ll find every case note and service tied to them in the same record. That record always stays connected across programs and staff changes, so new staff gets full visibility from day one.
Book a DemoStandardize intake across teams. Every response connects to the client record, so staff stop re-entering the same information.
Book a DemoAssign each referral and workflow step to the right person. Clear owners, deadlines, and overdue alerts keep handoffs between teams from slipping.
Book a DemoRun prebuilt reports or build your own from the data your team already records. Dashboards give leadership a current view across programs.
Book a DemoRun multiple programs on one platform, each configured to its own forms and workflows. Each client’s history stays connected across programs.
Book a DemoSupervisors see the latest notes and activity on the cases they oversee, without chasing updates. Teams stay aligned on where each client stands, across offices and shifts.
Book a DemoControl who sees what with role-based access by application and assignment. Encryption, SSO, and MFA protect client information on a HIPAA-compliant platform.
Book a DemoCasebook is configured around your programs, teams, and reporting requirements. Here’s what that means in practice:
Each program has its own intake, workflows, and reporting requirements. Casebook is configured around yours. Here’s what that looks like in the program areas we support:
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.
Casebook handles intake, documentation, reporting, and workflows. Your team gets to spend that time with the people who need it most.
Configurable case management software for nonprofits, government agencies, and social work teams — from intake through reporting.