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Case Management Software

Simplify the complex tasks of client tracking, data management, reporting, and more with our case management solutions for social services operations.

Social Services Case Management Solution

Our social services case management software is fully HIPAA-compliant and built to make your work more efficient and transparent. We recognize the challenges of handling numerous clients, conducting assessments, and managing caseloads, which can be both overwhelming and time-consuming, especially when using spreadsheets to keep track of clients and cases.

With incredible flexibility, our case management software helps simplify and streamline your workload, giving you more time to serve.

Whether you’re a nonprofit or part of a larger social work practice, our case management solution incorporates all the tools you need to get the job done, from intake and assessment to reporting and analytics, as well as donor and volunteer management, grant management, and program management.

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man using his laptop for social services case management

Streamline Your Workflow With Case Management Features for Social Service Organizations

Our case management software comes with a suite of features specially built for social services operations that will help you streamline your processes, reduce administrative case management burdens, and provide better care for your clients and patients. Our clients agree that our comprehensive case management suite is very practical, efficient, and flexible.

Customizable Forms

Create from scratch or use any of our built-in customizable social work form templates.

Custom Reporting

Generate reports to share with board members, program managers, and policy makers.

Client Management

Our software improves client management practices for social case workers.

Data Analysis

Get insights with data analysis features to help measure impact and identify trends.

Organized Recordkeeping

Upload, store, and share client documents for easy access, management, and sharing.

Customer Support

Our friendly customer support will help you navigate our case management platform.