Casebook Resources Hub

Resources Hub

Casebook is human services software developed with human

services practitioners, and configurable to your needs.

Blog

Diversifying Funding for Nonprofits: 7 Tips for Long-Term Stability

Casebook Expertise

Trending

Blog

The Role of Social Work in Preventing Burnout for Caregivers and Educators

Blog

Grants for Nonprofits: Practical Steps to Navigate Low-Funding Periods

recent Blogs

Applying a Case Management Approach to Family Strengths and Needs Assessment

Addressing child welfare and safety leaves you with a lot to consider, from the family’s immediate needs to their greatest

8 min read

Nonprofit Analytics: The Case Management Shift You Didn’t Know You Needed

A nonprofit organization leaves you with lots of data to collect, manage, and analyze, from donor contributions to program

7 min read

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.

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.

Webinar

Track What Matters

See how real human services teams report faster, track services in real time, and prove outcomes without extra admin.

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.

Webinar

Driving Organizational Growth

Learn how to reduce admin burdens, improve reporting, and expand your impact without adding complexity.

Guides & Insights

Prepping for Case Audits

A practical guide to help social workers document and prepare for case audits with ease.

Grant Tracking Spreadsheet

Track grants, deadlines, and budgets in one place.

Buyer’s Checklist: Choosing Case Management Software

A free checklist to help you choose the right case management software with confidence.

Discharge Planning Checklist

A must-have checklist to streamline client discharges and improve outcomes.

Client Intake Process Flowchart

A simple flowchart to organize your intake process and support better outcomes.

Driving Nonprofit Impact With Data and Technology

Insights from leaders on using data and tech to strengthen nonprofit impact.ant funding in human services.

Events & Conferences

In-Person Conference

Texas School Social Workers Conference

35th Texas School Social Workers Conference

Austin, TX February 11-13, 2026 Registration & Information

Upcoming

In-Person Conference

Events & Conferences

Texas School Social Workers Conference

Upcoming

SSWAA National Conference 2026

EVAWI 2026

CorCon 2026

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