Find the best Social Work Case Management Software


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The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm. In their search for a software product to help resolve many of their specific case management challenges, they realized there were...Read more about SmartAdvocate

4.8 (103 reviews)

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SimplePractice is a top-rated EHR software and all-in-one practice management solution trusted by more than 200,000 health and wellness providers. While using this practice management software, practitioners are able to access eve...Read more about SimplePractice


Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partner...Read more about CharityTracker


IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment sche...Read more about IntakeQ

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Filevine is your ultimate legal tech stack, including case and document management, texting, and time and billing features. Powerful AI tools summarize and find inconsistencies in documents in as quick as a few minutes. Get your f...Read more about Filevine


The healthcare workspace for teams and their clients. Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more held in one place. ...Read more about Carepatron

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 about Amicus Attorney

Bonterra Case Management

Bonterra Case Management 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 ...Read more about Bonterra Case Management


Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more. Sumac also offers ...Read more about Sumac


InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also ha...Read more about InfoFlo


Notehouse is a relationship management software designed to cater to the specific needs of professionals such as lawyers, guidance counselors, HR managers, and social workers. With Notehouse, users can easily take time-stamped not...Read more about Notehouse

Prevail Case Management System

Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrated. This integration gives Prevail the ability to do multiple things automatically as a result of one action take...Read more about Prevail Case Management System

Bonterra 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 rem...Read more about Bonterra Penelope


Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. ...Read more about Casebook

Owl Practice

Owl Practice is used by clinical practitioners and administrators involved in the health sector. Key features of the platform include appointment scheduling, video therapy, record management, and invoicing. The system includes a c...Read more about Owl Practice


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 efficie...Read more about extendedReach


TheraPlatform is a HIPAA compliant practice management and video conferencing platform. Providers and patients do not need to download software, as it can be accessed via browser on a laptop, desktop, tablet, or smartphone. Group ...Read more about TheraPlatform


Noteable is a complete solution for behavioral services companies including community-based counseling providers, group homes, and in-home or clinic-based ABA. With Noteable, agencies can create and customize treatment programs, i...Read more about Noteable


CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations & local, state & federal government agencies to transform key data into actionable information an...Read more about CaseWorthy


Empower clinicians with our intuitively powerful behavioral health EHR. Easy to learn and quick to train, Exym’s software empowers you to spend more time with your clients and less time managing your work. Exym has designed their...Read more about Exym

Buyers Guide

Last Updated: March 16, 2023

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.


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.