Best Social Work Case Management Software with a Free Trial of 2026

CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to 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. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

Countbubble is a case management system for human services nonprofits. It provides tools to help nonprofits track and report their work. The Form Builder lets you create data collection forms quickly. Notes Feed: Keep your case notes organized, and easily accessible. Plans allows you to create and manage custom case plans. Work with participants (aka customers) from the Participant Manager screen 5-Export data at any time or use the built-in reports to view summaries or services, outcomes or demographics. countbubble is a *simplified* program that helps nonprofits manage data. It is designed to be simple to use so that you can get up and running quickly without spending many hours in training. countbubble is ideal for agencies that provide multiple services and have a lot of data to manage, report and track. It's also perfect for case management programs with long-term goals and basic needs assistance programs.

Utilize our diverse collection of note templates and treatment plans, tailoring existing options or creating innovative templates from the ground up using our form builder. Take charge of your workflow by entering notes and documenting your observations whenever convenient—whether from the calendar, the client's chart, or during a session itself. The client portal simplifies the process for your clients, allowing them to manage their appointments, participate in video sessions, access homework, and make payments effortlessly. Clients who are pleased with their therapy progress are significantly more inclined to refer others. With the TheraPlatform client portal, you can make the referral process a seamless choice for your clients, encouraging them to share their positive experiences with friends. This streamlined approach not only enhances client satisfaction but also contributes to the growth of your practice.

KaleidaCare is an online platform designed for the tracking, management, and reporting of social services and foster care. It is specifically engineered to deliver both immediate and enduring benefits to mental health and social service organizations, facilitating the efficient tracking of client admissions, the administration of services, and the management of treatment outcomes. Affordable and user-friendly, KaleidaCare allows social service agencies to effortlessly generate reports, handle billing and deadlines, and receive timely notifications, all while providing the ability to electronically sign and store important documents from any internet-enabled device, whether in the office or at home. Additionally, its comprehensive features empower organizations to enhance their operational efficiency and improve client care delivery significantly.

Software to enable those who do good. The leading "no code” lifecycle management software helps you streamline administration, increase visibility, and improve outcome reporting. Enquire gives you the power to do good more. It provides an end-to-end solution that supports grant applicants and suppliers, financial management, performance reporting, and contract and financial management. Easy-to-use online software connects your team, clients, and external partners to allow everyone to collaborate and engage. You can dramatically streamline administration to save time and money while allowing you to concentrate on your mission. Transparency and accuracy in reporting across all your programs.

Are you looking for an easy, budget-friendly, and safe method to take notes about your colleagues? If so, Notehouse is just what you need! With a user-friendly interface that feels familiar, you'll be navigating the platform effortlessly in just a few minutes—it's even approved by Lauren's non-tech-savvy mom! We prioritize narrative notes that are both searchable and sortable, enabling you to keep a clear record of conversations, meetings, and appointments with your coworkers. Our platform facilitates information sharing across teams, allowing you to see who took each note and when it was recorded. The sidebar highlights essential information, and our sticky notes stay in place without any hassle! Moreover, our customizable tagging system gives you the power to track whatever you deem necessary, simplifying the sorting of cases for reporting and analysis. We employ advanced two-sided encryption, HIPAA-compliant database servers, and regular security audits, among other measures, to guarantee that your information remains private, secure, and accessible only to your team. With Notehouse, managing your notes has never been more efficient and secure!

Manage your information, streamline your workflow, oversee your organization, enhance your decision-making, and disseminate your insights. By utilizing AidHound, you can boost your productivity by 20%. This software as a service (SaaS) solution is specifically crafted to enable organizations to efficiently gather, analyze, and visualize data related to their beneficiaries and operations in a secure manner. Consider your objectives and determine what data is essential to assess your trajectory. Create customized forms and profile sections to gather information about your participants and the activities undertaken by your team. AidHound aggregates all necessary data and transforms it into actionable insights, enabling you to meticulously evaluate your advancement and the influence your organization wields. Regularly assess your progress, formulate clear conclusions, and generate recommendations for implementation within your organization, allowing you to make well-informed choices, implement necessary adjustments, and then revisit the initial steps for continuous improvement. Ultimately, this cyclical process supports sustained growth and effectiveness.

Streamline : Comprehensive case management process and applicant view with one platform. • Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads. • Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance. • Built-in fraud prevention and identity-proofing integrations. • Become responsive and agile to satisfy the growing demands of citizens. Transform : Resolve cases faster with real-time data and tools for collaboration and communication. • Automate processes for increased productivity. • Reduce operating costs. • Automate processes for increased productivity and lower operating costs • Make data-driven decisions and achieve greater ROI. Engage: • Collect customer data, but also understand it with 360-degree views, analytics, and reporting. • AI/ML based document processing and customer service • Better citizen engagement & communications. • Improved service delivery to citizens

Ensure your entire team remains linked regardless of their location. There’s no installation required, as it operates entirely on the web and adapts seamlessly to all devices. You control access permissions for each user. For college campuses, collaboration between victim services and campus police is facilitated. Partner organizations can also be granted access, allowing for flexible collaboration. Work from any location that suits you, whether in the office or on the move. Generate reports, review client files, and make updates effortlessly. Everyone stays connected in real-time, whether you're using a desktop, tablet, or smartphone. There’s no need to install software on your devices; simply visit the designated website. The interface adjusts automatically to fit any screen size. While originally designed for victim services, this platform is also suitable for various other organizations, including a specialized version for college campuses. Monitor every detail of client cases effectively, ensuring that all users have the tools they need to provide support and assistance. The system promotes a cohesive working environment that enhances communication and efficiency across all teams involved.

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

Be the best agency in your field. This is the solution to growing your agency, improving client satisfaction, and centralizing your records. Ensure compliance with all regulations and audits. Quicker, more accurate billing and better quality control. FieldWorker can be used to make your team's day easier. The features that will help your team succeed. Invite your team, create client information and contacts, track time and schedules, and you're good to go! We have a package that will suit your needs, whether you are starting with just a few clients or a large company. FieldWorker provides reminders, automates processes and generates state-mandated documents. This can lead to cost savings, P&L impact, happy customers, and empowered workers. Automating repetitive, manual tasks will make your day easier. Automated time-tracking and accurate automation can help you avoid inaccurate billing.

CitizenOne serves as a robust, cloud-based platform for Case Management and Scheduling, specifically designed to cater to the needs of social care organizations, healthcare providers, therapists, psychologists, and consultants. This comprehensive system integrates structured documentation for cases, client journals, appointment management, and workforce scheduling into one seamless solution. Whether overseeing intricate care operations or managing a private practice, CitizenOne streamlines administrative processes and enhances everyday workflows. With this platform, users can efficiently manage their clients, schedule appointments, maintain documentation, plan shifts, track time, and facilitate internal communication all from one location. Additionally, it adheres to working time regulations and guarantees compliance with GDPR standards for data management. By utilizing CitizenOne, organizations and individual practitioners can significantly diminish their administrative burden, foster enhanced transparency, and ultimately achieve improved outcomes for their clients. This platform not only aims to simplify operations but also to empower users in delivering quality care.

CaseWorthy is a sophisticated application designed for case management, client oversight, and tracking participation specifically tailored for Health and Human Services (HHS) agencies that cater to the nation's most at-risk populations and communities. With its user-friendly interface and customizable features, CaseWorthy converts data into practical insights that enable teams to improve their service delivery. This platform includes features such as automated workflows, document handling, eligibility assessment tools, and business intelligence dashboards, making it a comprehensive solution for organizations. By streamlining processes and enhancing data accessibility, CaseWorthy empowers HHS organizations to better support those they serve.

The Community Operating System (CommunityOS) We offer the most flexible software for leaders of positive change, whether you need a proven solution or something new. We don't believe people can live in silos. So we create integrated solutions. We unify systems, from infant care to aging services to directories of community resources and volunteer opportunities to call centers to collaborative partnerships. And from the blue skies that are part of everyday operations to the grey skies that are part of disaster and crisis, we also integrate with other agencies. We integrate with telephony, texting solutions, healthcare providers, workforce agencies, whole networks of United Ways and 2-1-1 centers, as well as coordinated disaster relief agencies. It is not a single system, but a network of systems.