Resources Hub

Everything you need to run better programs.

Guides, case studies, webinars, and templates — built with and for the human services teams using Casebook every day.

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Blogs

Casebook expertise and trending posts for human services teams.

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Case Studies

Real outcomes from agencies using Casebook.

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Events

In-person conferences where you can meet the Casebook team.

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Webinars

On-demand sessions with our experts, for your mission.

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Guides

Downloadable checklists, eBooks, and templates.

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The resources our community is reading and sharing most.

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Blog: Nonprofit Case Management Systems: Features, Benefits, and Best Picks

Nonprofit Case Management Systems: Features, Benefits, and Best Picks

November 29, 2025

Blog: Nonprofit Case Management Software: The Key to Smarter, More Impactful Operations

Nonprofit Case Management Software: The Key to Smarter, More Impactful Operations

December 12, 2025

Blog: Buy or Build Your Own Case Management System for Human Services?

Buy or Build Your Own Case Management System for Human Services?

August 25, 2023

Blog: How to Address and Overcome Social Worker Burnout

How to Address and Overcome Social Worker Burnout

January 29, 2024

Blog: The Role of Case Management in Effective Substance Abuse Treatment

The Role of Case Management in Effective Substance Abuse Treatment

February 27, 2026

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

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

Guides & Insights

Templates that do the heavy lifting.

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.

On-Demand

On-Demand Webinars

Built for human services teams.

Webinar

From Paper to Proof

Discover real tips and tools to streamline case management and reporting, so you can focus more on making an impact.

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.

Case Studies

Real outcomes, in their own words.

How agencies, nonprofits, and government teams use Casebook to cut reporting time, serve more people, and prove impact.

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YWCA of Greater Harrisburg Casebook case study

25%Less time reporting

YWCA of Greater Harrisburg

A centralized record cut reporting time by a quarter

A single repository for case notes gave the team back hours each week — and turned report-prep into a routine, not a fire drill.

Volunteers helping families at a United Way intake center

50%More client capacity

United Way of El Paso

50% more clients served — without adding headcount

The Community Resource Center scaled to 864 households, including 857 courtesy referrals routed through Casebook.

Bloomington, Indiana downtown — home of the BPD Social Work Program

2×Information per report

Bloomington Police Department

Leadership + technology, doubling community impact

The PD's Social Work Program uses Casebook to coordinate care, document outcomes, and show the city a clearer story of who is being helped.

Events & Conferences

Come meet us in person.

Austin, Texas

In-Person Conference

TNOYS 43rd Annual Conference 2026

Texas Network of Youth Services annual conference for youth, family, and community service professionals across Texas. Join the Casebook team for sessions, demos, and conversations.

Austin, TXJune 9 – 12, 2026

Upcoming events

What's next

Aug31
In-Person Conference
CACFS Conference 2026
Anaheim Marriott, Anaheim, CA · Aug 31 – Sep 3, 2026

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The Caseload · Monthly

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