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Every Record You Keep Protects a Survivor’s Trust
Casebook is configurable, HIPAA-compliant case management software designed for domestic violence and victim services organizations, with trauma-informed documentation and VOCA-compliant reporting that help your team focus on the people you serve.
Advocates and case managers coordinate services, document interactions, track referrals, and follow up with survivors enrolled in multiple programs, often without one system that connects everything. Casebook centralizes case documentation and service coordination, then turns that same data into reports your team can act on. Your team spends less time compiling reports by hand and more time with the people you serve.
Victim services software needs to answer to multiple funders, each with its own reporting format and deadline. Casebook generates VOCA and VAWA compliant reports directly from your program data, so your team spends less time formatting spreadsheets and more time on casework.
Casebook is domestic violence software designed for teams managing sensitive, high-stakes casework. Every interaction stays connected in one secure record, so nothing gets lost or exposed when a case moves between advocates.
Casebook consolidates a survivor’s case history, needs, and services into one profile. Advocates see everything relevant to a case without searching separate files or systems.
You connect survivors to internal or external services, then track each referral through to completion. Casebook keeps you updated on whether the client was able to access the service.
Structured intake and case note templates keep every advocate working from the same information, so no survivor has to answer the same question twice.
Casebook keeps client records, forms, documents, and case information in one place. Authorized staff can see a complete case without switching between separate systems, so a survivor never has to repeat their story.
You configure forms and workflows to match each program’s specific requirements without a developer. Casebook encrypts all data those forms collect, regardless of which staff member sets them up.
Casebook protects survivor information with role-based access and encryption within a HIPAA-compliant, SOC 2 audited platform. Built-in audit trails log every action for VOCA and VAWA compliance reviews.
Casebook helps advocates and case managers organize and coordinate survivor-centered services throughout every program and stage of support.
Crisis Response and Safety Planning: You support crisis intervention and safety planning, then keep advocacy and follow-up connected as a survivor’s needs change.
Trauma-Informed Case Management and Self-Sufficiency Planning: Your team coordinates individualized services and goals that support a survivor’s path toward long-term stability and independence.
Shelter and Transitional Services: Advocates can plan the casework for survivors moving through emergency shelter, transitional housing, and other program resources.
Human Trafficking Survivor Support: A trafficking case can involve legal advocates, medical providers, housing specialists, and mental health providers, all working with the same survivor over months or years. Casebook keeps every one of those touchpoints tied to a single case, so teams can have greater visibility and meet individual needs of trafficking survivors.
Legal Advocacy and Victim Support: You keep referrals and documentation organized so legal advocacy and related services move forward smoothly.
Multi-Program Survivor Services: A survivor enrolled in your shelter program and a legal advocacy partner’s program at the same time doesn’t have to explain their situation to each one separately. Casebook connects both records into one case history every program can see.
For The Silent is a Texas nonprofit dedicated to protecting youth from sex trafficking through advocacy, case management, and survivor care. Every client interaction required extensive documentation due to the nature of the work. Grant reporting once meant a staff member had to spend over a quarter of their time manually adding up case data by hand for spreadsheets. With Casebook, advocates document that same work digitally, so they spend more time with clients and less time on paperwork.
One Connected System for Casework, Service Tracking, Outcomes, and Reporting
Staff loses hours to duplicate work when they need to enter the same information into separate systems. Casebook connects everything in one platform, so your team enters information once and finds it easily whenever they need it. The platform also generates VOCA-compliant reports directly without requiring anyone having to gather and reformat data by hand for a separate submission.
The right domestic violence case management software gives your team more time with survivors, faster answers for each other, and reports that prove impact to funders on demand.
You spend less time re-entering the same information twice and more time with the survivors who need you.
Your organization can add new programs and staff without losing consistent processes or oversight along the way.
Reliable outcome data helps you respond to funder requirements and make a stronger case every time you pursue or renew a grant.
Your team tracks each survivor’s goals and progress in one place. When circumstances change, you can see it immediately and adjust the plan.
Your team controls exactly who can access sensitive survivor information. Your organization can trust that data is handled correctly, every time.
Program leaders can see exactly which services are working. Every resource decision comes from real data instead of speculation.
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.