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Social Work Case Management Software for Windows
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Easy-to-use, cloud-based, HIPAA-compliant case management software for all social workers. No setup fee. Starts @ $20/mo per user.
Learn more about CharityTracker
CharityTracker is an easy-to-use, cloud-based, HIPAA compliant software for social workers. With no setup fees, hidden fees, or contracts, you can cancel anytime! Say goodbye to spreadsheets with our time saving, affordable solution. Quickly & digitally 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. Free trial - Price starts at $20/month.
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- Scheduling Software
- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Local product
Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant.
Learn more about Sumac
Sumac Case Management is an all-in-one solution for social services.
Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders.
HIPAA & PIPEDA Compliant.
Top-rated support included!
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- Client Management
- Document Management Software
Local product
Case Management made simple so you can focus on your non profit. Get a fully customized system to fit your needs at an affordable price
Learn more about InfoFlo
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price
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- Document Management Software
Automate your casework and revolutionize your ability to understand your data with FAMCare.
Learn more about FAMCare
Transform the quality of care your social work agency provides by unlocking the power of your data. Can you access it easily? Is it reliable? For many agencies, proving program success to funders is an uphill battle, often due to the challenges of gathering and correlating meaningful data.
With FAMCare's Rapid Case Management Platform, these obstacles become opportunities. Empower your team with cutting-edge data insights, simplify reporting, and enable real-time, data-driven decision-making. FAMCare makes case management reporting effortless, allowing social workers and agency leaders to elevate service quality, maximize resource utilization, and deliver better outcomes for the vulnerable individuals and families counting on your care.
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Local product
Owl Practice
4.4
(68)
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Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners grow, engage, and get paid.
Learn more about Owl Practice
Owl Practice is a comprehensive and compliant EHR, and practice management solution tailored specifically for mental health professionals. This innovative platform empowers practitioners to effectively engage with clients, foster growth within their practice, and streamline the payment process. With an array of features designed to simplify administrative tasks and enhance clinical workflows, Owl Practice not only helps practitioners focus more on their clients but also ensures they are well-equipped to thrive in a competitive landscape.
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- Client Management
- Document Management Software
SimplePractice is a HIPAA compliant practice management software. Join 200,000+ thriving health & wellness professionals.
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 everything they need from appointment scheduling, billing, and payments to HIPAA-compliant Telehealth, insurance claim filing, and more. Sign up for a free, 30-day trial today to try it out for yourself.
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The Healthcare OS that lets you work, your way
The Healthcare OS that lets you work, your way -
Boost your Client's outcomes, efficiency, and productivity by customizing any tool or workflow to fit your needs.
Learn more about Carepatron
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- Client Management
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The ultimate legal tech stack trusted by over 65,000 professionals. Get a 1:1, customized demo.
Filevine is the #1 most customizable social work case management software.
Filevine is customized to how you do business and adapts to how your team evolves.
Exceptional collaboration tools enable your team to focus on what matters, with automatic task assignments, easy reporting, texting, and emailing.
Free, unlimited data storage in the cloud. SOC 2 Type II certification ensures that your data is protected with the best security.
Learn more about Filevine
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Practice Management software that integrates your information into a single system for improved efficiency and profitability.
Amicus Attorney is an intuitive case management solution that tracks and invoices billable time, automates important documents, and provides easy access to all your clients and case files. Work from your desktop or in the private cloud while integrating with QuickBooks and other applications.
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- Client Management
- Document Management Software
Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of any size.
Bonterra Case Management (formerly Apricot by Social Solutions) combines best-in-class case management features with advanced data and analytics. At-a-glance insights illuminate trends, while built-in communication tools make it easy to keep participants engaged. By empowering your organization to make data-driven decisions, Bonterra Case management enables you to maximize your resources and grow your impact across your community.
Learn more about Bonterra Case Management
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- Client Management
- Document Management Software
Award-winning legal case management system with built-in Artificial Intelligence tools.
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape.
SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm’s efficiency and profitability.
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- Document Management Software
Created by a social worker's daughter, Notehouse is the most affordable, user friendly, HIPAA-compliant case management system today!
Notehouse: The Simplest, Most Affordable, HIPAA-Compliant Platform on the Planet!
Designed for the world's human helpers and starting at just $12 a month, Notehouse enables you to take narrative-based notes on the individuals you support. By ensuring continuity in case management and preventing vital information from slipping through the cracks, over 250 schools, organizations, municipalities, and providers trust Notehouse worldwide.
Discover why users call Notehouse a "lifesaver" with its customizable fields, robust data access controls, and much more. In 2023, Notehouse was honored with awards for "Best Ease of Use," "Best Value," "Best Customer Support," and "Most Recommended" by Capterra and Software Advice users.
Sign up for a free trial today—no credit card required—and see how Notehouse can help you make a difference in the lives of those you support.
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- Document Management Software
Legal Case Management Software for firms of all sizes, and all practice areas. Prevail will help you handle more cases in less time.
Since 1993, Prevail has been trusted by law firms, large and small, all over the US, handling all areas of practice, and specializing in Disability and Injury Law. Manage all of your matters in one database with Automated Intake, Document Generation, QuickBooks Integration, Medicals and Evidence Tracking, Outlook Integration, Damages/Specials Tracking, Settlement Calculation, Litigation, Scanning and more.
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- Client Management
- Document Management Software
Improve client outcomes and engagement with a cloud-based case management software platform that's flexible, configurable, and secure.
Penelope is a cloud-based case management software platform that's ideal for social service organizations with 25 or more users.
Get a single source of truth, and free your organization from spreadsheets and multiple systems with a secure and configurable platform that's designed for organizations offering multiple services.
Penelope includes flexible data collection, workflow automation, and reporting options, while our mobile portal, ClientConnect, helps improve the client experience.
Learn more about Bonterra Penelope
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- Client Management
- Document Management Software
Try Exym, an easy-to-use case management software solution for social service nonprofits & agencies.
Exym is a comprehensive EHR software solution designed specifically for social service agencies. Trusted for 20+ years, our intuitive and customizable software empowers providers to improve client outcomes, manage revenue cycles, and increase agency efficiency. Exym allows you to spend more time on what matters most- the clients in your care.
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- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Law Ruler is a powerful, legal-specific CRM, Client Intake, and Marketing Automation software built for law firms of all sizes.
CLIENT INTAKE | CONTACT MANAGEMENT | MARKETING AUTOMATION |
Sign more cases! Law Ruler is a powerful, legal-specific CRM, Client Intake, and Marketing Automation software built for law firms of all sizes. Law Ruler helps capture leads, boost client retention, and accelerate law firm growth.
Top features include: Intelligent Client Intake Form Builder, Automated Emails, Texts, and Voice Calling Campaigns, Built-in Softphone Dialer, One-Click eSignature, Document Automation, Intake & Marketing Dashboards, Automated Workflows, ChatGPT Integration, Pipeline Management, AI Email Assistant, Open API
Learn more about Law Ruler Software
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- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.
CaseWorthy enables organizations to successfully capture & manage client data in one, secure location, efficiently generate compliance reporting & go beyond basic compliance to learn more about their organizations. CaseWorthy supports data management & collection needs. By consolidating data & systems into a single platform, CaseWorthy helps nonprofits access the information they need to better coordinate services & more effectively address the needs of every individual & family they serve.
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- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
PlanStreet simplifies social work case management with intuitive tools for better tracking, reporting, and improving client outcomes.
PlanStreet's case management software is tailor-made for social services organizations. It eliminates manual processes and paperwork by providing caseworkers with a HIPAA compliant platform. PlanStreet allows organizations to easily track cases, simplify the intake process with custom forms, track services delivered, and more. The client portal increases efficiency and lets you share important information with clients, as well as schedule meetings and manage invoices. No need to use spreadsheets or other software to generate reports. PlanStreet creates tailored reports that meets your organization's needs. Quickly share financial reports to appease stakeholders.
PlanStreet is a cloud-based solution that increases collaboration no matter where your team is located. Caseworkers, volunteers, clients and other stakeholders can easily use the software and access the important data using the web and mobile applications.
Get started with an intro call OR a free demo today!
Learn more about PlanStreet
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- Client Management
- Document Management Software
My Best Practice is an EHR system that helps clinicians streamline clinical notes, telehealth, billing, & appointment scheduling.
My Best Practice- the EHR for evidence-based clinicians. MBP simplifies creating and maintaining client accounts, schedule appointments, manage client information, billing, and more. MBP allows you to reprioritize your time, taking back hours typically spent on paperwork, and putting them back into working with patients.
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- Client Management
- Document Management Software
All-in-one EHR, CRM, & RCM solution for behavioral health treatment centers. Easy software to document and seamless insurance billing.
The Behave Health solution combines best-in-class electronic health records software with integrated medical billing & revenue cycle management software. We simplify your operations so you can focus on providing high quality patient care.
We support facilities across the behavioral health continuum of care; outpatient, residential, and inpatient. We can support facility providers treating patients with addiction/substance use disorders and mental health disorders.
Learn more about BehaveHealth Platform
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- Case Notes
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- Goal Setting/Tracking
- Client Management
- Document Management Software
Neon CCM software is designed to manage and streamline client, case, and program data so you can focus on making an impact.
Neon CCM (formerly known as CiviCore) offers tailored solutions for human services organizations. We know every organization is unique, so we tailor our software to meet your needs. With Neon CCM, you can organize data how it works for you. Easily generate reports for funding, grant, or regulatory purposes, set triggers and alerts so you never miss a deadline, and automate tasks. Do it all while streamlining operations to save you time.
Learn more about Neon CCM
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- Scheduling Software
- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Solve just about any case management problem that exists with ECINS, the world’s most collaborative case management system.
ECINS (Empowering Communities with Integrated Network Systems) is not your ordinary software company. We are a social enterprise dedicated to supporting overwhelmed social workers with our highly secure, cloud-based case management system. At ECINS we know that when people work together, they can achieve more, which is why we created a system that can solve just about any case management problem that exists. Give us your wish list and see how ECINS checks all of the boxes.
Learn more about ECINS
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- Scheduling Software
- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Optimize social work with FieldWorker: Streamline case management, improve efficiency, & empower your team. Visit fieldworker.ai.
Introducing Fieldworker: Your Comprehensive Social Work Case Management Software
Fieldworker is the ultimate solution for social workers, streamlining case management with user-friendly features like time & activity tracking, EVV, case notes, billing, audits, checklists & dashboards. Experience enhanced productivity and improved client care. Join us at Fieldworker.ai today!
Learn more about FieldWorker
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- Case Notes
- Reporting/Analytics
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- Client Management
- Document Management Software
Practice management software for substance abuse clinics. Functionality includes scheduling, hr, client management, and more.
Practice management software for substance abuse cliniks. Functionality includes scheduling, hr, client managemnet, and more.
Learn more about MyCaseRecords
Features
- Scheduling Software
- Case Notes
- Reporting/Analytics
- Goal Setting/Tracking
- Client Management
- Document Management Software
Unlock the power of data-driven, outcome-based decision making with Link2Feed’s Case Management Software and CACFP & SFSP Software.
At Link2Feed, we believe that human services organizations and their clients deserve access to world class technology. Link2Feed provides organizations with software to manage volunteers, inventory and clients, including case management features and compliance for programs like CSFP, SNAP TEFAP, CACFP and SFSP and more. Save 100 hours of administrative work every month. Increase client stability for 80%. Save 40 hours on reporting every month & more.
Learn more about Link2Feed
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- Case Notes
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- Client Management
- Document Management Software