Finding software can be overwhelming. Software Advice has helped many organizations choose the right social work case management software to eliminate manual processes and improve client services.

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Amicus Attorney

Amicus Attorney is a legal case management software solution to help you manage your growing law practice. Access every case detail in a single, intuitive solution. Automatically capture client and case information, track billable... Read more

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Recent recommendations: 60 recommendations

Platforms: Win
Deployments: On premise
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SmartAdvocate

Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications.  In addition to case management, attorneys and their... Read more

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Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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CharityTracker

CharityTracker is a cloud-based case management tool that helps non-profit organizations manage statistical data, referrals, collaboration and alerts. Primarily catering churches, the centralized platform allows users to track attendees... Read more

Platforms: MacWinLinux
Deployments: Cloud
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TheraNest

TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for therapists, psychologists, psychiatrists, and social... Read more

Platforms: MacWinLinux
Deployments: Cloud
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CaseFox

CaseFox is a cloud-based billing and practice management solution for attorneys, CPAs, consultants, investigators, and other legal professionals. It is best suited for solo to midsize firms who are looking to streamline time tracking,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Penelope

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders,... Read more

Platforms: MacWinLinux
Deployments: CloudOn premise
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KaleidaCare Solutions

KaleidaCare Solutions is a web-based social service solution that allows agencies to manage clients, billing, cases and outcomes. Designed for foster care and child/family service markets, it provides a suite of products to track... Read more

Platforms: MacWinLinux
Deployments: Cloud
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CaseWorthy

CaseWorthy is a cloud-based case management solution designed for nonprofit organizations and government agencies to transform key data into actionable information and present cases. Key features include spacial mapping, e-signature,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Apricot

Apricot is a cloud-based case management solution designed specifically for nonprofits to manage donations, volunteers and events. It helps to streamline data collection and reporting for non-profit organizations and allows them to... Read more

Platforms: MacWinLinux
Deployments: Cloud
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AWARDS

Foothold offers a federally-certified mental health EHR that is fully interoperable with other systems and HIEs. AWARDS is HIPAA-compliant software that offers robust case management, client tracking, billing and reporting functionality... Read more

Platforms: MacWinLinux
Deployments: Cloud
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ASIware

ASIWare is a cloud-based data management solution that assists child placement and social service agencies with organizing and streamlining information. It helps businesses track client data, generate reports and measure the progress... Read more

Platforms: MacWinLinux
Deployments: Cloud
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PlanStreet

PlanStreet is a cloud-based Project Portfolio Management and case management (PPM) tool that enables businesses to handle all their projects and cases with ease and efficiency. PlanStreet helps with team workload, plan employee schedules,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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NewOrg

NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. It's suitable for veteran organizations,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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extendedReach

extendedReach is a cloud-based case management tool that helps child and family social service agencies with scheduling, billing and data management. It enables nonprofits to digitize their workflow and improve operational efficiency... Read more

Platforms: MacWinLinux
Deployments: Cloud
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CiviCore

CiviCore Human Services software is a cloud-based client and case management solution that helps organizations with mentoring, grant tracking and case management. Ensuring compliance with policies and standards, this fully customizable... Read more

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Deployments: Cloud
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ETO

ETO is a cloud-based case management platform that helps manage data, share information and track work progress. Designed for large nonprofits, government agencies and community collaboratives in child services, health, human services,... Read more

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Deployments: Cloud
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RazorLex Law Firm Management

RazorLex Law Firm Management Solution offers a suite of legal business solutions that empower agility within law firms around the globe. Transform your law firm, streamline your workflows, manage your clients, get easy access from... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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INSZoom

INSZoom is a cloud-based legal case management solution that enables law firms, hospitals, universities, non-profits, professional services organizations, corporations and businesses to streamline operations related to immigration... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Legal Suit Management System

Legal Suit Management System is a cloud-based legal practice management software suitable for all type of law firms, legal practitioners and in-house legal departments. The practice management solution offers various features like... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Lexicon

Built for legal professionals, Lexicon is a comprehensive legal practice management solution that is designed to improve matter, client, and billable hours management. Lexicon offers managed services for IT, HR/recruiting, marketing,... Read more

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Buyers guide

Social workers provide critical support, resources, and advocacy for their clients. They must manage large caseloads while providing personalized care to ensure that no cases slip through the cracks. Manually managing and updating cases wastes time on repetitive tasks. Case management software helps social workers manage cases, track priorities, schedule appointments, and share private information across social service agencies. This frees up valuable time that social workers can dedicate to serving their clients and communities.

Here’s what we’ll cover:

What is social work case management software?

Social work case management software helps social workers and human service organizations automate manual processes and forms to increase operational efficiency and reduce errors that typically occur  from manual efforts. Social workers, service providers, and other key stakeholders can access a centralized database of client-related information on multiple devices improving the end-to-end case management process.

Common features of social work case management software

Social work case management software may include some or all of the following functionality:

Case notes Input and track notes regarding case activities and updates within case files. Share notes digitally with other social workers to increase ease of communication. Use note templates and create your own custom forms, eliminating the need to use paper notes for documentation.
Client management Access and manage client case history, such as program enrollments, assessments, and services. Securely transfer case files and client data between social service agencies, caregivers, and other involved parties.
Scheduling Plan availability and assign time slots for tasks and resources. Create individual, group, multi-staff, and recurring appointments in a comprehensive calendar to streamline scheduling and time management.
Assessments and service planning Simplify the time and steps needed for client intake. Meet with the client, gather information, identify needs, and secure documents in the case software platform. Analyze resources and information to determine treatment options that support the client's needs.
Goal setting and tracking Establish measurable goals and objectives to track client progress over a specified time period. Track individual client progress with program-specific goals which allows social workers to monitor and update treatment plans as needs change.

What type of buyer are you?

Social workers operate in a variety of settings which influences the type of case management software that best serves their needs.

Child, family, and school social workers: Social workers who serve children, families, and schools juggle multiple cases and typically travel to clients and other appointments. Look for software features that automate repetitive tasks, such as entering information manually when working with whole families. Case note features increase efficiency for tracking and retaining case data, while document management tools make it easy for everyone involved to access information in a central location.

Mental health and substance abuse social workers: Professionals in this field work with clients experiencing issues with mental health, addiction, or both. Look for software features that help you stay connected to cases and scheduling tools even while traveling between hospitals, treatment centers, and health clinics. Document management tools keep everyone connected to important case information, while goal setting features help social workers and clients track their progress against defined metrics.

Community social workers: Community social workers manage programs and connect clients to resources. Look for software solutions that include program, referral, and volunteer management. This will allow social workers to help communities function effectively while managing multiple programs.

Benefits and potential issues

Social work case management software offers numerous benefits to help social workers spend more time with their clients and less time managing paperwork:

  • Improve the case management assessment process: Intake assessment is the first step in case management, but many organizations don't have enough time or resources for this important process. By collecting data at the point of service, social workers spend less time manually processing input forms and more time focused on program delivery.
  • Streamline case notes and documentation: Detailed and organized case notes allow organizations to do more with fewer resources. Case note management streamlines the documentation process reducing the amount of time spent on paperwork and client tracking. Entering and storing case notes digitally helps team members collaborate effectively which improves service quality.
  • Keep the focus on the clients: Automating repetitive tasks and workflows removes the administrative burden of data management giving social workers more time to serve their clients. Forms can be customized to specific situations, ensuring individual needs are met across the service spectrum. Goal setting and tracking tools keep the focus on creating successful client outcomes.

Market trends to understand

When selecting social work case management software, there are a couple trends to keep in mind:

Location intelligence can help social workers serve their clients better. Analyzing location-based data helps social workers enhance program and service efficiencies. For example, organizations can create customized programs for locations impacted by specific addiction trends, such as the opioid epidemic. According to the CDC, the state of West Virginia has the highest rate of fatal opioid overdoses, and case workers in that state can use location intelligence to identify areas with high case concentrations. Understanding regional trends is important in the development of effective social programs.

Predictive analysis improves decision-making. Social workers and other welfare advocates can use predictive analysis to look for patterns in historical data to predict future outcomes. This may lead to allowing clients to access services without having to complete duplicate paperwork, as well as helping case managers identify individuals and groups at the greatest risk to prioritize service offerings.