What is the Casebook Platform?

Casebook is a modular Human Services Platform that allows you to do your work remotely and in the field helping you move from compliance to empowering outcomes for the children and families you serve.

Here's what the article covers: 

Intake Process Management

cb Intake is an application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.

Find out more about creating a report in cb Intake here

Case Management

cb Engage is designed to help case managers, social workers, and other case workers who are on the go manage their caseloads, service referrals and external relationships.

With cb Engage, you can track the services and care that clients receive, manage and record notes, and upload important documents and files to the case page. To get started creating a case, check out this article

Provider Management

cb Track helps human service organizations effectively manage and track provider licensing, tasks, files, documents, and paper and digital forms.


With cb Track, a provider manager can monitor and update information for all of their assigned providers from a consistent and reliable source of truth that alerts them about upcoming deadlines and urgent matter. It also offers transparency into patterns and previous history to help workers maintain their providers in good standing and the safety of care recipients. Learn more about creating a new provider here

Data Management

cb Reporting is an interactive reports builder tool designed to help supervisors, program administrators, and social workers extract meaningful insights out of their Casebook data.

cb Reporting allows you to create custom visual and graphical reports, set up dynamic filters, add calculated fields, export reports to Excel/PDF/Powerpoint, and more. Administrators check out this article to start building custom reports today.