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Social Work Case Management Software

Social Work Case Management software helps social workers and human service organizations implement service programs and track client information and service delivery.

Easy-to-use, cloud-based, HIPAA-compliant case management software for all social workers. No setup fee. Starts @ $20/mo per user. Learn more about CharityTracker
CharityTracker is an easy-to-use, cloud-based, HIPAA compliant software for social workers. With no setup fees, hidden fees, or contracts, you can cancel anytime! Say goodbye to spreadsheets with our time saving, affordable solution. Quickly & digitally streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals, & prove your impact with change-over-time reports for your funders. Free trial - Price starts at $20/month. Learn more about CharityTracker

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Automate your casework and revolutionize your ability to understand your data with FAMCare. Learn more about FAMCare
Transform the quality of care your social work agency provides by unlocking the power of your data. Can you access it easily? Is it reliable? For many agencies, proving program success to funders is an uphill battle, often due to the challenges of gathering and correlating meaningful data. With FAMCare's Rapid Case Management Platform, these obstacles become opportunities. Empower your team with cutting-edge data insights, simplify reporting, and enable real-time, data-driven decision-making. FAMCare makes case management reporting effortless, allowing social workers and agency leaders to elevate service quality, maximize resource utilization, and deliver better outcomes for the vulnerable individuals and families counting on your care. Learn more about FAMCare

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Complete practice management from intake to scheduling, payment processing, reminders, patient portal, telehealth and insurance billing Learn more about IntakeQ
IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing onboarding experience while optimizing and streamlining the intake process. IntakeQ also offers PracticeQ, powerful practice management including scheduling, payment, appointment reminders, secure messaging, telehealth, invoicing and insurance billing. Affordable pricing, 14-day free trial, no credit card required, no software to install. Learn more about IntakeQ

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
SimplePractice is a HIPAA compliant practice management software. Join 200,000+ thriving health & wellness professionals.
SimplePractice is a top-rated EHR software and all-in-one practice management solution trusted by more than 200,000 health and wellness providers. While using this practice management software, practitioners are able to access everything they need from appointment scheduling, billing, and payments to HIPAA-compliant Telehealth, insurance claim filing, and more. Sign up for a free, 30-day trial today to try it out for yourself. Learn more about SimplePractice

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
The Healthcare OS that lets you work, your way
The Healthcare OS that lets you work, your way - Boost your Client's outcomes, efficiency, and productivity by customizing any tool or workflow to fit your needs. Learn more about Carepatron

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
The ultimate legal tech stack trusted by over 65,000 professionals. Get a 1:1, customized demo.
Filevine is the #1 most customizable social work case management software. Filevine is customized to how you do business and adapts to how your team evolves. Exceptional collaboration tools enable your team to focus on what matters, with automatic task assignments, easy reporting, texting, and emailing. Free, unlimited data storage in the cloud. SOC 2 Type II certification ensures that your data is protected with the best security. Learn more about Filevine

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Practice Management software that integrates your information into a single system for improved efficiency and profitability.
Amicus Attorney is an intuitive case management solution that tracks and invoices billable time, automates important documents, and provides easy access to all your clients and case files. Work from your desktop or in the private cloud while integrating with QuickBooks and other applications. Learn more about Amicus Attorney

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of any size.
Bonterra Case Management (formerly Apricot by Social Solutions) combines best-in-class case management features with advanced data and analytics. At-a-glance insights illuminate trends, while built-in communication tools make it easy to keep participants engaged. By empowering your organization to make data-driven decisions, Bonterra Case management enables you to maximize your resources and grow your impact across your community. Learn more about Bonterra Case Management

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant.
​​Sumac Case Management is an all-in-one solution for social services. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant. Top-rated support included! Learn more about Sumac

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Award-winning legal case management system with built-in Artificial Intelligence tools.
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm’s efficiency and profitability. Learn more about SmartAdvocate

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Created by a social worker's daughter, Notehouse is the most affordable, user friendly, HIPAA-compliant case management system today!
Notehouse: The Simplest, Most Affordable, HIPAA-Compliant Platform on the Planet! Designed for the world's human helpers and starting at just $12 a month, Notehouse enables you to take narrative-based notes on the individuals you support. By ensuring continuity in case management and preventing vital information from slipping through the cracks, over 250 schools, organizations, municipalities, and providers trust Notehouse worldwide. Discover why users call Notehouse a "lifesaver" with its customizable fields, robust data access controls, and much more. In 2023, Notehouse was honored with awards for "Best Ease of Use," "Best Value," "Best Customer Support," and "Most Recommended" by Capterra and Software Advice users. Sign up for a free trial today—no credit card required—and see how Notehouse can help you make a difference in the lives of those you support. Learn more about Notehouse

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Case Management made simple so you can focus on your non profit. Get a fully customized system to fit your needs at an affordable price
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price Learn more about InfoFlo

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Legal Case Management Software for firms of all sizes, and all practice areas. Prevail will help you handle more cases in less time.
Since 1993, Prevail has been trusted by law firms, large and small, all over the US, handling all areas of practice, and specializing in Disability and Injury Law. Manage all of your matters in one database with Automated Intake, Document Generation, QuickBooks Integration, Medicals and Evidence Tracking, Outlook Integration, Damages/Specials Tracking, Settlement Calculation, Litigation, Scanning and more. Learn more about Prevail Case Management System

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Improve service delivery and outcomes for clients with Casebook. Streamline workflows, collaborate, manage cases and report easily.
Casebook supports social workers with software configurable to your needs. You can streamline your workflows, collaborate with your team, and get on-demand reports easily. Manage cases, clients, and services from any device on a HIPAA compliant platform. Track progress, analyze data, and make data-driven decisions with pre-built and custom reports to improve service delivery, outcomes, and stay compliant. Contact us for your custom demo to see exactly how Casebook can help you. Learn more about Casebook

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Improve client outcomes and engagement with a cloud-based case management software platform that's flexible, configurable, and secure.
Penelope is a cloud-based case management software platform that's ideal for social service organizations with 25 or more users. Get a single source of truth, and free your organization from spreadsheets and multiple systems with a secure and configurable platform that's designed for organizations offering multiple services. Penelope includes flexible data collection, workflow automation, and reporting options, while our mobile portal, ClientConnect, helps improve the client experience. Learn more about Bonterra Penelope

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  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners grow, engage, and get paid.
Owl Practice is a comprehensive and compliant EHR, and practice management solution tailored specifically for mental health professionals. This innovative platform empowers practitioners to effectively engage with clients, foster growth within their practice, and streamline the payment process. With an array of features designed to simplify administrative tasks and enhance clinical workflows, Owl Practice not only helps practitioners focus more on their clients but also ensures they are well-equipped to thrive in a competitive landscape. Learn more about Owl Practice

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
An easy-to-use, flexible, and powerful social work case management system that your workers, support staff, and leadership will love!
extendedReach is the industry-leading, intuitive social work case management software solution. Built specifically for child and family agencies, we designed extendedReach to work the way you already do. We leverage your existing checklists, documents, policies, and processes, enabling them with technology to increase productivity by streamlining your workflows. extendedReach is an easy-to-use, affordable web-based social work case management system that you will love! Learn more about extendedReach

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Complete solution for providers of behavioral services such as in-home counseling, speech and occupational therapy, and ABA
Noteable is a complete solution for community-based behavioral services agencies, like counseling groups, social services, and ABA providers. Noteable is a full featured EHR and practice management suite that includes clinical notes and reports, automated billing, practice management, telehealth, data collection and analysis and integrated faxing. Learn more about Noteable

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
TheraPlatform is a HIPAA-compliant EMR, practice management and telehealth platform designed for mental health providers and therapists
TheraPlatform is All-in One HIPPA compliant EMR, practice management and Telehealth platform for therapists and mental health providers. Streamline your practice with our comprehensive features: scheduling, documentation, paperless intake/consent forms; note templates; Wiley treatment planners, billing; e-claims, client portal; Free built- in Telehealth with built- in whiteboard, screen-sharing, resource library and more. Get paid faster with Auto-Pay and Auto-Claim! Start 30-Day Free Trail! Learn more about TheraPlatform

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
At Foothold, we believe in revolutionizing the operations of behavioral health and human service organizations.
At Foothold Technology, we believe in revolutionizing the operations of behavioral health and human service organizations through innovative technology. Our cloud-based EHR software, AWARDS, is designed to streamline case management, client tracking, treatment planning, and homeless information management. Trusted by thousands of organizations nationwide, Foothold Technology is committed to enhancing whole-person care and improving positive health outcomes. AWARDS supports multiple human service programs within a single, easy-to-use system, enabling comprehensive and effective client care. Partner with Foothold to simplify your daily operations so you can spend your time on what’s most important—providing care to those in need. Learn more about Foothold

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Try Exym, an easy-to-use case management software solution for social service nonprofits & agencies.
Exym is a comprehensive EHR software solution designed specifically for social service agencies. Trusted for 20+ years, our intuitive and customizable software empowers providers to improve client outcomes, manage revenue cycles, and increase agency efficiency. Exym allows you to spend more time on what matters most- the clients in your care. Learn more about Exym

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  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Manage clients, programs, scheduling, volunteers, development activities, communications and more using one unique integrated solution.
NewOrg provides unique holistic management of your clients and program interactions with them; all encounters attach to one unique client record simplifying service delivery plus sophisticated reporting improves validation of your impact for stakeholders. Additional benefits include scheduling, managing Volunteers, Donors, e-mail, web portals, event registration, e-sigs and more. Powerful yet intuitive to use; your staff will love NewOrg and you will see their improved efficiency. Learn more about NewOrg

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.
CaseWorthy enables organizations to successfully capture & manage client data in one, secure location, efficiently generate compliance reporting & go beyond basic compliance to learn more about their organizations. CaseWorthy supports data management & collection needs. By consolidating data & systems into a single platform, CaseWorthy helps nonprofits access the information they need to better coordinate services & more effectively address the needs of every individual & family they serve. Learn more about CaseWorthy

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
Law Ruler is a powerful, legal-specific CRM, Client Intake, and Marketing Automation software built for law firms of all sizes.
CLIENT INTAKE | CONTACT MANAGEMENT | MARKETING AUTOMATION | Sign more cases! Law Ruler is a powerful, legal-specific CRM, Client Intake, and Marketing Automation software built for law firms of all sizes. Law Ruler helps capture leads, boost client retention, and accelerate law firm growth. Top features include: Intelligent Client Intake Form Builder, Automated Emails, Texts, and Voice Calling Campaigns, Built-in Softphone Dialer, One-Click eSignature, Document Automation, Intake & Marketing Dashboards, Automated Workflows, ChatGPT Integration, Pipeline Management, AI Email Assistant, Open API Learn more about Law Ruler Software

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management
PlanStreet simplifies social work case management with intuitive tools for better tracking, reporting, and improving client outcomes.
PlanStreet's case management software is tailor-made for social services organizations. It eliminates manual processes and paperwork by providing caseworkers with a HIPAA compliant platform. PlanStreet allows organizations to easily track cases, simplify the intake process with custom forms, track services delivered, and more. The client portal increases efficiency and lets you share important information with clients, as well as schedule meetings and manage invoices. No need to use spreadsheets or other software to generate reports. PlanStreet creates tailored reports that meets your organization's needs. Quickly share financial reports to appease stakeholders. PlanStreet is a cloud-based solution that increases collaboration no matter where your team is located. Caseworkers, volunteers, clients and other stakeholders can easily use the software and access the important data using the web and mobile applications. Get started with an intro call OR a free demo today! Learn more about PlanStreet

Features

  • Scheduling
  • Case Notes
  • Reporting/Analytics
  • Goal Setting/Tracking
  • Client Management
  • Document Management