What is Casebook?
Casebook is leading human services software, offering a configurable platform that has you covered from intake through reporting. Designed specifically for organizations in the nonprofit and public sectors, Casebook adapts to your unique workflows and needs. Whether you’re a government agency, social service provider, or nonprofit, this platform brings everything together to help manage services, clients, and case data seamlessly.
Main Benefits of Using Casebook
Casebook helps organizations streamline their operations with features that truly matter. Here’s what it can help you accomplish:
- Centralize Client Care Information
- Eliminate Paper Documents
- Access Client Information From Anywhere
- Skip Expensive Customizations
- Simplify Reporting Processes
- Solve Data Entry Errors
- Improve Team Collaboration
Configurable Software Tailored to Your Needs
One of the standout things about Casebook is its flexibility. It’s a configurable human services software platform that can be tailored to fit the specific needs of your organization. No matter the size or focus—child welfare, juvenile justice, adult services, housing, substance abuse, income assistance, or workforce development—Casebook molds itself around your workflows. No more one-size-fits-all frustrations here.
Security and Data Protection at the Core
Security isn’t an afterthought with Casebook. Hosted on the AWS Cloud, all data is encrypted and backed up with redundancy. The platform meets HIPAA compliance standards and has passed rigorous SOC-II audits. Plus, with automated nightly backups and a robust disaster recovery plan across multiple AWS regions, your data stays safe even in worst-case scenarios.
Onboarding and User Experience
Getting started with Casebook is smooth and supportive. The onboarding team takes time to understand your workflows through discovery meetings and 1-on-1 coaching sessions. There’s also an online curriculum that covers everything you need to know, so your team feels confident and ready to track impact right away. The platform itself boasts an intuitive user experience, making daily tasks easier and more efficient.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – by supporting income assistance and workforce development programs
- SDG 3: Good Health and Well-being – through substance abuse and adult services management
- SDG 4: Quality Education – via school social work software and youth services
- SDG 10: Reduced Inequalities – by empowering social service providers with better tools
- SDG 16: Peace, Justice, and Strong Institutions – through juvenile justice and case management solutions
Scalability and Collaboration Features
Casebook grows with your organization. Need to add more users or expand software capabilities? No problem. The platform is built with scalability in mind, giving you control to adapt as your client base and team needs evolve. Collaboration is another strong suit—open communication, task management, and workflow assignments keep everyone on the same page. And since it’s cloud-based, your team can access Casebook from anywhere with internet access. Convenience and teamwork, all in one place.




















