Resources
Human services organizations use Casebook to manage intake, cases, services, and reporting across programs and teams.
Trusted by
Join the human service government agencies, human services nonprofits, and public safety teams already running their programs on Casebook.
Spreadsheets and disconnected legacy systems take up hours of your team’s week in duplicate work and manual workarounds. Casebook connects program and case management into one configurable platform that covers intake through reporting, so government agencies and nonprofits get a single source of truth for their programs.
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 DemoYou create an intake form once, and every new client’s answers go straight into their case record. You’ll never retype a paper form into the system again.
Book a DemoCasebook routes a new referral straight to the right person the moment it comes in so everyone always knows who is in charge of the next step. Your team can stay ahead of what’s due with no spreadsheet to check thanks to Casebook’s automated reminders and deadlines.
Book a DemoYou can easily pull up the reports your funders and supervisors ask for in minutes without having to put together a new document. Casebook draws every number straight from real case data so you don’t have to enter the same information twice.
Book a DemoYou can run a victim services program and a workforce program on one Casebook platform, each with its own forms and workflows. Your organization decides how to shape the platform, program by program.
Book a DemoA supervisor can open any active case and see the latest notes without pinging the case manager for an update. Everyone stays aligned on where a client stands, even across different offices or shifts.
Book a DemoCasebook protects every record with role-based access and encryption, all within a HIPAA-compliant platform. Your team controls exactly who sees what, so sensitive client information never ends up in the wrong hands.
Book a DemoHuman services nonprofits and government agencies, public safety teams, and social service providers all adapt Casebook around how they already work. This is what that means for your team:
Every program you run comes with its own intake requirements and reporting needs. That’s why Casebook lets you configure around each one, so your team works with a system designed for what you do on a daily basis. Here’s what that looks like for the programs 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.