Find the best Social Work Case Management Software

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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

4.67 (78 reviews)

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Law Ruler Software

Law Ruler is redefining what legal practice management and intake software should be for volume litigation practices focused on mass tort, personal injury, social security disability, immigration, civil litigation, employment, cri...Read more about Law Ruler Software

4.80 (40 reviews)

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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 a...Read more about SmartAdvocate

4.72 (71 reviews)

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Filevine is the #1 most customizable legal management software. Don't waste your valuable time on a free trial – Filevine is customized to how you do business and adapts to how your team evolves. Exceptional collaboration tools e...Read more about Filevine

4.52 (192 reviews)

88 recommendations

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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 about Amicus Attorney

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CasePacer is a personal injury case management solution that helps legal practices manage case details, documents, negotiations, and settlements, among other activities. The built in Automatic Workflow keeps the firm on the s...Read more about CasePacer

4.67 (18 reviews)


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 Penelope

4.27 (74 reviews)

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PlanStreets case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform. Our case management softw...Read more about PlanStreet

4.41 (29 reviews)

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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 att...Read more about CharityTracker

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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

4.49 (41 reviews)

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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

4.52 (60 reviews)

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Neon CCM

Neon CCM (formerly known as CiviCore) helps human, victim, and child service organizations with their daily client and case management tasks. Organizations can streamline administrative tasks such as data entry and access client d...Read more about Neon CCM

4.40 (10 reviews)


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 about NewOrg

4.60 (25 reviews)

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Exponent Case Management

Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies drive radically better impact with outcomes management, client lifecycles, service planning and referral tracking. Th...Read more about Exponent Case Management

4.79 (14 reviews)


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 functio...Read more about Foothold

4.47 (32 reviews)

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Apricot Social Solutions

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 t...Read more about Apricot Social Solutions

3.86 (70 reviews)

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Community CareLink

Community CareLink by First Call is a cloud-based electronic health record (EHR) and practice management system designed specifically for mental health facilities and substance abuse centers. The solution is fit for midsize social...Read more about Community CareLink

4.42 (31 reviews)

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AidHound is a cloud-based human services solution designed to help nonprofits collect and store data related to participants and staff activities in a unified repository. Key features include client management, goal setting/tracki...Read more about AidHound

4.90 (10 reviews)


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

3.85 (26 reviews)

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Sumac is powerful, customizable software designed specifically for nonprofits. It offers a complete solution for Donor Management, Fundraising, Case Management, Membership Management, and Volunteers. Choose the Add-ons you need to...Read more about Sumac

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Buyers Guide

Last Updated: November 06, 2022

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.