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  • Writer's pictureCheryl Brown

Social Services Case Management Software Reviews

If you work for a social services agency, you may have noticed that there are many software alternatives for handling client information. Case management software allows your company to gather and track all client information from one app. Contact details, case notes, meeting calendar and history, client interactions, and invoices are all included. Some of the best social service case management software are discussed below.

Overall Best Case Management Software- CaseBook

Foster care agencies, child adoption agencies, residential institutions, human and social service agencies, senior living facilities, and other organizations can benefit from a personalized, cloud-based management software. It can keep records of forms and case developments in one location. Provide tailored online applications, forms, checklists, and other services to families. Organize data, checklists, screening, admission, assessment, child protection records, budgeting, monitoring, mental health information, and activities for clients and children with this cloud-based agency software solutions.

Use our web-based case management software for digital checklists and online applications to expedite the approval of foster and adoptive families. List all criteria and due dates clearly to streamline the process to follow for caseworkers and easier for parents to adhere to.

Best for Freelancers and Small Businesses- Notehouse

Notehouse is a client management software that allows specialists such as attorneys, guidance counselors, human resource managers, and social workers to take time-stamped notes. Real-time, time tags are also supported by Notehouse to assist users in sorting and managing all of their instances and clients. Notehouse provides a simple solution that allows customers to get up and operate in a matter of minutes. Notehouse is a full-featured CRM Software for Startups and Agencies. Notehouse offers complete Windows-based solutions. This online CRM solution combines Case Notes, Categorization, Initial Evaluations, Reporting & Statistics, and Calendar Management.

Best for Lawyers and Advocates- SmartAdvocate

SmartAdvocate is a case management system completely integrated and built for legal practitioners. SmartAdvocate is a new program that will boost the performance and profitability of the business. It was created by personal injury attorneys who understand the subject of case management in today's fast-paced, hypercompetitive, and digitally demanding industry.

SmartAdvocate is a great piece of legal case management software. It is available for free download and as cloud-based legal software. It is an award-winning program that has a plethora of tools, reports, and capabilities for managing all elements of your legal cases. It ensures complete data protection on your server.

Best for Medical Human Service Organization- Penelope

Penelope is a cloud-based case management software application that may be configured to meet the needs of human service businesses that deliver a range of services in numerous locations.

This tool organizes everything in one location, from outcomes and treatment history to care plans, notes, smart forms, notifications, routines, signature capture, attachments, notifications, recommendations, and scheduling. Penelope integrates all parts of an organization's operations into a complete, cohesive system built from the bottom up to organize and improve service quality.

Penelope is supported by an expanding range of client interaction alternatives meant to reduce administrative work while also improving the experience of our businesses' clients.


Case management necessitates a significant amount of data collection. Case managers frequently interact with dozens of customers while gathering data on hundreds of data sets. Without the assistance of a dependable software program, it is difficult to keep track of this information. Having all of your customer data in one place makes it simple to present the data, generate reports, and exploit the data you gather.

Case Management Software for Social Services
Case Management Software for Social Services


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