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Casebook is human services software developed with human

services practitioners, and configurable to your needs.

Blogs
Case Studies
Events
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Guides
Most Popular
Diversifying Funding for Nonprofits: 7 Tips for Long-Term Stability
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Diversifying Funding for Nonprofits: 7 Tips for Long-Term Stability
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The Role of Social Work in Preventing Burnout for Caregivers and Educators
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The Role of Social Work in Preventing Burnout for Caregivers and Educators
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Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods
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Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods
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Nonprofit Financial Management: Proven Systems Behind Financial Resilience
Nonprofit Financial Management: Proven Systems Behind Financial Resilience

Even if nonprofits don’t “make money” in the traditional sense, these organizations still have to handle lots of funds, with

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7 min read
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Nonprofit Case Management Systems: Features, Benefits, and Best Picks
Nonprofit Case Management Systems: Features, Benefits, and Best Picks

Nonprofits in the human services field must manage extensive amounts of data to track progress, maintain grant compliance, and maximize

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8 min read
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Learn how to write clear and effective social work case notes to improve documentation, client care, and communication with your team.
Social Work Case Notes: How To Write Them Clearly and Effectively

Social work case notes maintain accurate, trackable records of clients’ progress, improving client communication and continuity of care. However, learning

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6 min read
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On-Demand Webinars
Our experts, your mission.
Webinar
Work Smarter, Serve Better
Discover real tips and tools to streamline case management and reporting, so you can focus more on making an impact.
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Webinar
The Do’s and Don’ts of Choosing Case Management Software
Get the key questions to ask before buying software—plus a free buyer’s checklist.
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Webinar
Track What Matters
See how real human services teams report faster, track services in real time, and prove outcomes without extra admin.
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Webinar
From Intake to Impact
In under 8 minutes, learn to reduce intake friction, align your team, and improve outcomes from the very first client touchpoint.
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Webinar
Driving Organizational Growth
Learn how to reduce admin burdens, improve reporting, and expand your impact without adding complexity.
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Guides & Insights
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  • Downloadable, eBook
Prepping for Case Audits
A practical guide to help social workers document and prepare for case audits with ease.
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Download
  • Downloadable
Grant Tracking Spreadsheet
Track grants, deadlines, and budgets in one place.
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Download
  • Downloadable
Buyer’s Checklist: Choosing Case Management Software
A free checklist to help you choose the right case management software with confidence.
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Download
  • Downloadable
Discharge Planning Checklist
A must-have checklist to streamline client discharges and improve outcomes.
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Download
  • Downloadable
Client Intake Process Flowchart
A simple flowchart to organize your intake process and support better outcomes.
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Download
  • Downloadable, eBook
Driving Nonprofit Impact With Data and Technology
Insights from leaders on using data and tech to strengthen nonprofit impact.ant funding in human services.
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Events & Conferences

In-Person Conference

SSWAA National Conference 2026

SSWAA's 2026 National School Social Work Conference
St. Louis, MO March 24 – 27, 2026 Registration & Information

Upcoming

In-Person Conference

CorCon 2026

7th Annual National Co-Responder Conference (CoRCon)
Dallas, TX June 7 - 10, 2026