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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.

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
SimplePractice is a HIPAA compliant practice management software. Join 178,000+ thriving health & wellness professionals.
SimplePractice is a top-rated EHR software and all-in-one practice management solution trusted by more than 185,000 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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Easy, cloud-based, HIPAA compliant software for social workers. Streamline case mgmt & recording case notes. No hidden fees. Free demo.
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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
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. Don't waste your valuable time on a free trial – 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

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

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
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 (formerly Apricot)

Features

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Award-winning case management software created by lawyers, for lawyers.
SmartAdvocate is a fully customizable, award-winning legal case management system made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. Initially designed by and for, personal injury and mass tort litigation firms, it is now used by a wide range of practices. Learn more about SmartAdvocate

Features

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Top rated by Tech Impact! Simple, affordable, user-friendly software for social workers, therapists, and case managers of all kinds.
Rated one of the top case management systems by Tech Impact and created by the daughter of a social worker, Notehouse is for every professional who wants to better serve their clients. Easily record your appointments and conversations, create customizable tags to track cases with ease. Our voice-to text recognition allows you to take notes on the go and our friendly interface is perfect for even the most tech-phobic of practitioners. Learn more about Notehouse

Features

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

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

Features

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
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. Originally developed by the Annie E. Casey Foundation. Contact us for your custom demo. Learn more about Casebook

Features

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Owl is a practice management solution for therapists and social workers to automate note taking, scheduling, compliance, and more.
The Owl Practice platform serves thousands of therapists across the US & Canada. Owl allows mental health professionals to easily manage their clinics or private practices and helps enable HIPAA and PHI and professional standards compliance. Owl also works with academic institutions across North America to power their student wellness and training clinics. Learn more about Owl Practice

Features

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

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
BUILT WITH YOUR GROWTH IN MIND | Intake | Practice Mgmt | Legal CRM | Legal Billing | All-In-One | Easy-To-Use | Sign More Cases
Built for growth! The #1 end-to-end growth suite for law firms, Law Ruler legal CRM & case management is designed to help firms sign up, intake, and manage more cases. Why Choose Law Ruler? ? Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ? Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ? Personalized Set-Up: Done-For-You Implementation available Learn more about Law Ruler Software

Features

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

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

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

Features

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Electronic documentation, case management and client tracking software for human services and behavioral health providers.
Electronic documentation software for human services and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof - with specific functionality for the needs of behavioral health agencies. Our software is HIPAA-compliant, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Learn more about Foothold

Features

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

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
Community CareLink is robust and intuitive case management software - from intake to impact and everywhere in-between.
HIPAA compliant Case Management/EHR solutions utilized by a wide spectrum of Non-profit agencies, including the United Way, Substance Use Disorder facilities, homeless shelters, outpatient care facilities, referral HUBS and more. Easily document client care, referrals, diagnoses, community collaboration, program outcomes and custom reporting capabilities useful for grant writing and tracking. Community CareLink makes data capture easy, fast and accurate. Learn more about Community CareLink

Features

  • Case Notes
  • Client Management
  • Scheduling Software
  • Document Management Software
  • Reporting/Analytics
  • Goal Setting/Tracking
PlanStreet is best for large and medium-sized social and community services organizations. Get started with $60/user/month!
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

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