Trusted by 500+ human services organizations

Pinnacle Community ServicesYWCAUnited WayA Child's PlaceCatholic CharitiesCity of DallasEaston Police DepartmentWorking WardrobesNoHo Home AllianceCity and County of HonoluluCounty of Union, New JerseyAssociation of Special Children and FamiliesCommunity Commitment IncFlorida Community Health Worker CoalitionEpilepsy Foundation of ConnecticutConfederated Tribes of Colville ReservationCity of AuburnLutheran Family ServicesBristol Bay Native CorporationPinnacle Community ServicesYWCAUnited WayA Child's PlaceCatholic CharitiesCity of DallasEaston Police DepartmentWorking WardrobesNoHo Home AllianceCity and County of HonoluluCounty of Union, New JerseyAssociation of Special Children and FamiliesCommunity Commitment IncFlorida Community Health Worker CoalitionEpilepsy Foundation of ConnecticutConfederated Tribes of Colville ReservationCity of AuburnLutheran Family ServicesBristol Bay Native Corporation
Casebook

Configurable Software for Human Services & Social Work.

Organize and manage services, clients, and case data with a human services solution configured to your social services nonprofit or public sector organization’s needs.

  • A live walkthrough configured to your programs and goals
  • Straight answers on pricing, security, data, and migration
  • Procurement-ready documentation: SSO, SOC 2, HIPAA, FERPA

See Casebook in Action

Tell us a bit about your organization so we match you with the right specialist.

Your data stays private, and is never sold or shared.

HIPAA Compliant SOC 2 Audited B Corp Certified
PROVEN RESULTS

Measurable outcomes for the organizations we serve.

From community services to county programs, here's what teams see when their client data, services, and reporting live in one place.

8 hrs
saved per caseworker, every week

Automated intake, notes, and reporting replace duplicate data entry across spreadsheets and legacy tools.

60%
faster reporting cycles

Funder, program specific, and compliant reports generate from your case data in minutes — not days of CSV wrangling.

2x
more clients served, same headcount

Agencies replace 3–5* disconnected tools with Casebook and reinvest the saved hours into direct service.

100%
audit-ready, compliant records

SOC 2 Type II practices, HIPAA-compliant storage, role-based access, and time-stamped audit trails on every entry.

What customers say

Reviews from teams like yours.

"We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests."
SW
Shannon Wegner
Executive Director, Arrows Family Services
"I have a secure place to store all of my client files."
BR
Brianna Racchini
Executive Director, Triad Ladder of Hope
"The customer service is amazing and the platform is user friendly"
DJ
Daphine Jack
CEO, The Prevention Zone
"We replaced four disconnected tools with Casebook and gave our caseworkers back an hour every day."
MR
Maria Rivera
Director of Programs, Pinnacle Community Services
"We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests."
SW
Shannon Wegner
Executive Director, Arrows Family Services
"I have a secure place to store all of my client files."
BR
Brianna Racchini
Executive Director, Triad Ladder of Hope
"The customer service is amazing and the platform is user friendly"
DJ
Daphine Jack
CEO, The Prevention Zone
"We replaced four disconnected tools with Casebook and gave our caseworkers back an hour every day."
MR
Maria Rivera
Director of Programs, Pinnacle Community Services
Areas we serve

Purpose-built for the programs you run.

Casebook supports teams across nonprofit human services, government agencies, and community organizations — configured to your reporting and compliance needs.

  • Human Services Case Management
  • Government and Public Sector Agencies
  • Nonprofits and Community Services
  • Child Welfare and Family Services
  • Foster Care and Adoption
  • Victim and Survivor Services
  • Workforce and Employment Services
  • Reentry and Crime Diversion
  • School and Education Social Services
  • Police and Public Safety Social Work
  • Tribal and Indigenous Communities
Why teams choose Casebook

Why agencies move to Casebook.

Request a Demo
Request a Demo