Configurable Human Services Software
Casebook can help you bring it all together.
Organize and manage services, clients, and case data with a human services solution configured to your nonprofit or public sector organization’s needs.
See What Casebook Helps You Accomplish
Centralize Client Care Information
Tired of searching through multiple systems and files for client information?
Centralize and streamline your client care information with Casebook. Provide a single comprehensive platform that eliminates the hassle of scattered data, enabling you to access all relevant client, case, program and provider details simply and provide seamless, coordinated care.
Eliminate Paper Documents
Burdened by piles of paperwork and the risk of misplaced or lost documents?
Say goodbye to paper documents and hello to a digital solution with Casebook. By digitizing your documentation processes, you can eliminate the hassle of paper-based systems, reduce administrative overhead, and ensure secure and easily accessible client records.
Access Client Information From Anywhere
Feeling restricted by the need for physical files and office-bound systems?
With Casebook, access your client information anytime, anywhere. Whether you’re in the field, working remotely, or on the go, Casebook’s cloud-based platform allows human service providers to securely access client information, ensuring continuity of care and flexibility in service delivery.
Skip Expensive Customizations
Frustrated with costly and time-consuming software customizations?
Save time and resources with Casebook’s configurable features tailored to human service providers. By offering a flexible and adaptable solution out-of-the-box, Casebook enables organizations to skip expensive customizations and start using the platform right away to achieve their goals.
Simplify Reporting Processes
Overwhelmed by complex and time-consuming reporting procedures?
Simplify your reporting processes with Casebook’s intuitive tools. Generate comprehensive reports with ease, automate data collection and analysis, and spend less time on paperwork, allowing human service providers to focus on delivering impactful services and demonstrating outcomes effectively.
Solve Data Entry Errors
Tired of dealing with data entry errors and their consequences?
Casebook helps eliminate data entry mistakes through intuitive data capture features, validations, and automated workflows, ensuring accurate and reliable information. Say goodbye to manual data entry headaches and hello to streamlined processes and improved data quality.
Improve Team Collaboration
Struggling with communication gaps and siloed workflows within your team?
Foster seamless collaboration with Casebook’s integrated platform. Share information, assign tasks, and track progress in real-time, enabling effective teamwork, efficient case management, and improved client outcomes through enhanced coordination and communication.
Document Encounters In The Field
Losing time writing up notes hours after the visit is over?
Casebook goes wherever your team works. Complete structured intake, capture case notes, and log encounters from a phone or tablet — even offline — then let everything sync automatically once you’re back on a connection, so documentation is finished before you leave the scene.
Track Referrals Through To Completion
Unsure whether the clients you referred ever connected with services?
Send referrals straight from a case to the providers in your service directory, then follow each one through closed-loop tracking. Casebook flags referrals that stall or go unconfirmed, so your team can follow up while there’s still time to reach the person.
Protect Client Data And Prove Compliance
Worried about who can see sensitive records and how you’d prove it in an audit?
Role-based access and encryption control exactly who can view or edit each record, and every action is logged. Casebook supports HIPAA and privacy requirements with a documented audit trail you can search and export when funders or reviewers come asking.
Casebook Features Are Built to Support the Needs of Human Service Teams Specifically
Built-in & Custom Reports
Tired of spending hours compiling data and generating reports?
Say goodbye to manual reporting headaches. With Casebook’s built-in and custom reports, human service providers can easily access comprehensive data insights and generate tailored reports in a fraction of the time, empowering them to make data-driven decisions and demonstrate the impact of their services effectively.
Form Building
Frustrated with tedious and time-consuming paperwork?
Simplify your data collection process and eliminate paperwork overwhelm with Casebook’s intuitive form building feature. Create personalized forms specific to your organization’s needs, reducing administrative burden and allowing human service providers to focus more on what matters – delivering meaningful support to their clients.
Service Planning
Struggling to coordinate and track individualized service plans efficiently?
Streamline your service planning process with Casebook’s comprehensive tools. Collaboratively develop, monitor, and adapt service plans in one centralized platform, ensuring seamless coordination, improved client outcomes, and greater flexibility in meeting evolving needs.
Scheduling & Notifications
Fed up with missed appointments and communication gaps?
Take control of your scheduling and never miss a beat. Casebook’s scheduling and notifications feature keeps human service providers organized and clients informed. Efficiently manage appointments, deadlines, and tasks while ensuring timely notifications, enabling seamless communication and reducing the risk of missed opportunities.
Messaging & Tagging
Tired of disjointed communication and information you can’t find again?
Say goodbye to scattered conversations and hello to context that stays with the case. Casebook’s integrated messaging keeps information sharing and real-time collaboration in one place, and tagging lets your team label people, cases, and records the way your programs actually think – priority, program, language, follow-up – so the right context is always attached and the right records are always one search away.
Intuitive User Experience
Feeling overwhelmed by complex software interfaces?
Experience the ease of use with Casebook’s intuitive user experience designed specifically for human service providers. Say goodbye to steep learning curves and hello to a user-friendly platform that allows human service providers to navigate effortlessly, maximizing productivity and focusing on what they do best – providing compassionate support to those in need.
Workflows
Waiting on approvals nobody can see, and chasing work across too many screens?
Put your process on rails with Casebook’s workflow engine. Start workflows from dates, dynamic fields, or layered conditions, assign each step an explicit reviewer for clear, sequential approvals, and extend tasks to partners outside your team. Workflow tasks land in the same unified task list you already sort, filter, search, and export – so every approval has an owner and nothing stalls unseen.
Case Notes
Struggling with inconsistent case notes that are hard to write and harder to find?
Casebook gives every note a consistent home. Sort by date, search, apply advanced filters, and add custom columns in the notes datagrid, then author notes in a tabbed layout that keeps note type, method of contact, and date fields in the same place every time. Record services in bulk and lock finalized service notes, so documentation stays fast to write, easy to find, and dependable at audit time.
Audit Logs
Need to answer “who did what, and when?” without digging through records one at a time?
Follow the work or follow the user. Casebook’s audit log lets you choose your audit type – audit a single record or audit a user’s activity across the whole platform – with dynamic filters that adjust to the choice you make and a 90-day window per search that keeps results fast. Investigate behavior anywhere in the system, skip the record-by-record hunt, and walk into reviews with audit readiness and compliance confidence.
Relationship Types
Stuck with a fixed relationship list that doesn’t match the people your programs actually track?
Because one relationship list doesn’t fit every organization. Casebook lets your team configure relationship types at the tenant level – sponsor, mentor, investigator, counselor, ex-partner, caregiver, or whatever your programs need. Start from a pre-seeded default set, rename or archive types as your practice evolves, and group them under relationship categories, all while existing relationship data stays intact.
Provider Directory & Referrals
Sending referrals into a black box and hoping someone follows up?
Keep the whole network in one place. Casebook lets your team build a directory of the providers and community partners you actually work with, send referrals straight from a person’s record, and watch each one move from sent to accepted to connected. Everyone sees where a referral stands, follow-ups have an owner, and no one falls through the gap between two organizations.
Outcome Dashboards
Only finding out how a program performed once the reporting period is over?
See your programs while you can still change them. Casebook’s outcome dashboards turn the work your team is already documenting into live measures – people served, goals met, time to service, trends across quarters – so supervisors can spot a caseload sliding early and leaders can walk into a board or funder conversation with current numbers instead of a spreadsheet assembled the night before.
Casebook can support your Nonprofit or public sector organization
Case Management
Streamline your organization’s case management process with Casebook’s powerful software solution, designed to enhance efficiency and improve outcomes for your clients.
Public Safety Software
Casebook is purpose-built case management software for co-responders, crisis intervention teams, and public safety social workers responding in the field, with mobile, offline-ready documentation, referral tracking, and compliance-ready reporting.
Community Services Software
Enhance your community services with Casebook’s intuitive software, facilitating seamless coordination, resource allocation, and data-driven decision-making for your organization, ensuring efficient delivery of essential services to those in need.
School Social Work Software
Casebook’s specialized software for school social work empowers your team to effectively address students’ social and emotional needs, streamline communication with teachers and parents, and track progress, fostering a supportive and nurturing learning environment.
Youth, Child, and Family Services
Casebook offers a comprehensive software solution tailored for youth, child, and family services, enabling your organization to provide holistic care, track milestones, manage interventions, and collaborate with stakeholders to achieve positive outcomes and strengthen families in need.
Workforce Development Software
Casebook’s configurable platform connects participant tracking to funder-ready reporting, so workforce development programs prove outcomes without the manual work.
Government and Public Sector Software
Casebook gives government human services agencies one configurable platform to manage cases and meet compliance requirements with confidence.
Reentry Services Software
Casebook’s configurable platform helps community-based reentry organizations coordinate care and prove outcomes that lead to real stability for returning citizens.
What Our Customers Say
“User Friendly Case Management Software”
“Tracking cases, services and providing the monthly data for supervisors and grant requirements.”
“Casebook is a game changer”
“We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests.”
“Easy to Use”
“I have a secure place to store all of my client files.”
“Casebook is amazing”
“The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively.”
“Casebook is the best”
“The customer service is amazing and the platform is user friendly”
What teams say on G2
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.
Discover the Transformative Power Casebook Can Provide to Your Organization
FAQs
We are a configurable platform that will allow you to collect the data that matters to you. Casebook is extremely flexible, and has adapted to a wide-variety of nonprofit and public sector organizations.
Casebook provides a beautifly simplistic workflow to collect the entire continuum of care with a robust reporting tool to prove your team’s impact. You can measure end-to-end results and actually enjoy the process.
We’re hosted on the AWS Cloud which means our data is encrypted and redundant. Beyond that we’ve taken special measures to ensure our HIPAA compliance and have passed our SOC-II audit.
On the user end, we have built in restrictions that will limit users access to records they’re not supposed to see. This allows you to protect your clients data both inside and outside of the system.
To obtain Amazon’s partnership and preferred vendor status, Casebook has demonstrated to Amazon’s Well Architected Review team, that our data persistence layer, RDS architecture, and our automated nightly backup routines, will ensure minimal-to-none data loss in case of a catastrophic failure or disaster in AWS us-east-1 and ca-central-1 regions.
We have an incredibly responsive onboarding team that will seek to completely understand your workflow by meeting you and learning about your services. After the initial discovery meeting, you have 1-on-1 sessions with an onboarding coach that will walk you through the process of building your Casebook to work for you. There is also an online curriculum that teaches everything about the platform to make sure you are comfortable and well-equipped to start recording your impact.
Absolutely! Between the hours of 8am-8pm ET, our in-house customer success team members will be available via our live chat functionality.
We built the Casebook platform with growth in mind. At any point that you need to add users or incorporate more of the software into your processes, you will have the control to do so.
Casebook was designed by case managers for case managers. We know the data you need and where you need it, thus we have a person-centric model that collects everything in an organized manner.
Every organization is unique, so we can’t affirm this completely across the board. We can say that we’ve taken every measure to make sure you’re saving as many trees as possible. Forms, documentation, files, notes, and more are all housed within our platform.
One of our pre-built reports covers data quality within the system. From that dashboard, you’ll be able to dive into any clerical errors and fix them.
With our data picker system in place, building reports is easier than ever! Once you choose the category of data you’re looking to collect, there is a simple drag and drop functionality that allows you to build both practical and attractive reports. After building a report, you can use it indefinitely for impact measurements and fund raising opportunities.
This is one of the best things about Casebook! Open and clear communication among team members, task and workflow management, and proper assignments are all key features within the platform.
We are cloud based, so you’ll be able to open your Casebook from anywhere you have internet access.