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description: Discover the best Social Work Case Management Software for your organisation. Compare top Social Work Case Management Software tools with customer reviews, pricing and free demos.
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title: Best Social Work Case Management Software - 2026 Reviews, Pricing & Demos
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# Social Work Case Management Software

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## Products

1. [CharityTracker](https://www.softwareadvice.co.uk/software/129328/charitytracker) — 4.5/5 (1059 reviews) — Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clien...
2. [InfoFlo](https://www.softwareadvice.co.uk/software/138010/infoflo) — 4.5/5 (96 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...
3. [FAMCare](https://www.softwareadvice.co.uk/software/135271/famcare) — 4.3/5 (20 reviews) — FAMCare is a cloud-based human services case management tool that assists agencies operating for the welfare of peopl...
4. [Nookal](https://www.softwareadvice.co.uk/software/364897/nookal) — 4.6/5 (89 reviews) — Nookal: Streamlined Practice Management for Your Clinic Nookal’s intuitive booking software simplifies managing multi...
5. [SimplePractice](https://www.softwareadvice.co.uk/software/81975/simplepractice) — 4.6/5 (2822 reviews) — SimplePractice is an EHR and all-in-one practice management solution that helps health and wellness providers access ...
6. [Carepatron](https://www.softwareadvice.co.uk/software/241061/care-patron) — 4.4/5 (843 reviews) — Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the peopl...
7. [IntakeQ](https://www.softwareadvice.co.uk/software/137242/intakeq) — 4.7/5 (321 reviews) — IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage c...
8. [Filevine](https://www.softwareadvice.co.uk/software/38967/filevine) — 4.4/5 (286 reviews) — Filevine offers a comprehensive legal practice management platform designed to streamline document management, commun...
9. [Bonterra Apricot](https://www.softwareadvice.co.uk/software/76884/bonterra-case-management) — 4.2/5 (225 reviews) — Bonterra Case Management is a cloud-based case management solution designed specifically for nonprofits to manage don...
10. [Amicus Attorney](https://www.softwareadvice.co.uk/software/97880/amicus-attorney) — 3.7/5 (199 reviews) — Amicus Attorney is a legal case management software designed to help law firms efficiently manage their growing pract...
11. [Sumac](https://www.softwareadvice.co.uk/software/184069/sumac) — 4.4/5 (132 reviews) — Case Management Software Built for Nonprofits Sumac is flexible, powerful case management software designed specifica...
12. [SmartAdvocate](https://www.softwareadvice.co.uk/software/119728/smartadvocate-litigation) — 4.7/5 (125 reviews) — SmartAdvocate is a legal case management software designed to support various practice areas including personal injur...
13. [Healthie](https://www.softwareadvice.co.uk/software/396778/healthie) — 4.4/5 (118 reviews) — Healthie is a HIPAA-compliant electronic health record software designed for healthcare providers to manage practice ...
14. [Notehouse](https://www.softwareadvice.co.uk/software/147328/notehouse) — 4.7/5 (105 reviews) — Notehouse is a relationship management software designed to cater to the specific needs of professionals such as lawy...
15. [Casebook](https://www.softwareadvice.co.uk/software/216199/casebook) — 4.2/5 (86 reviews) — Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your...
16. [Prevail Case Management System](https://www.softwareadvice.co.uk/software/151243/prevail) — 4.6/5 (83 reviews) — Prevail is a one-stop-shop for managing your legal matters. The tools available to Prevail users are tightly integrat...
17. [Noteable](https://www.softwareadvice.co.uk/software/343763/noteable) — 4.7/5 (81 reviews) — Noteable is a complete solution for behavioral services companies including community-based counseling providers, gro...
18. [TheraPlatform](https://www.softwareadvice.co.uk/software/172057/theraplatform) — 4.4/5 (79 reviews) — TheraPlatform is a HIPAA compliant practice management and video conferencing platform. Providers and patients do not...
19. [Bonterra Penelope](https://www.softwareadvice.co.uk/software/430179/penelope) — 4.2/5 (75 reviews) — Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social se...
20. [Owl Practice](https://www.softwareadvice.co.uk/software/223192/owlpractice) — 4.3/5 (72 reviews) — Owl Practice is a powerful and comprehensive Electronic Health Record (EHR) and practice management platform specific...
21. [NewOrg](https://www.softwareadvice.co.uk/software/2542/neworg) — 4.8/5 (67 reviews) — NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers...
22. [extendedReach](https://www.softwareadvice.co.uk/software/112803/extendedreach) — 4.5/5 (62 reviews) — extendedReach is a cloud-based case management tool that helps child and family social service agencies with scheduli...
23. [Exym](https://www.softwareadvice.co.uk/software/242580/exym) — 4.5/5 (53 reviews) — Empower clinicians with our intuitively powerful behavioral health EHR. Easy to learn and quick to train, Exym’s soft...
24. [Foothold](https://www.softwareadvice.co.uk/software/65905/foothold-technology) — 4.6/5 (51 reviews) — Foothold offers a federally-certified mental health EHR that is fully interoperable with other systems and HIEs. AWAR...
25. [Law Ruler Software](https://www.softwareadvice.co.uk/software/63233/lawruler) — 4.8/5 (46 reviews) — Law Ruler is redefining what legal practice management and intake software should be for volume litigation practices ...

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## Related Categories

- [Patient Management Software](https://www.softwareadvice.co.uk/directory/3489/patient-intake/software)
- [Human Services Software](https://www.softwareadvice.co.uk/directory/4556/human-services/software)
- [HIPAA Compliance Software](https://www.softwareadvice.co.uk/directory/4599/hipaa-compliance/software)
- [Patient Case Management Software](https://www.softwareadvice.co.uk/directory/4181/patient-case-management/software)
- [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software)

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Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.uk/software/138010/infoflo","@type":"ListItem"},{"name":"FAMCare","position":3,"description":"FAMCare is a cloud-based human services case management tool that assists agencies operating for the welfare of people. It is primarily designed for service providers helping adults who suffer from mental illness, substance abuse and domestic violence.\n\n\nKey features of FAMCare include demographic assessment, client scheduling, document archives and treatment monitoring. Its information tracking module provides users with data, which helps prevent negligence and exploitation of their wards. Further, agencies can use the billing feature to automate costing and record funding sources and grants. Other features offered are legal form capture, education tracking and referrals.\n\n\nFAMCare’s group management provision allows users to sort stakeholders into categories such as volunteers, donors and more. The solution is available on an annual subscription and support is provided via phone and online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2b6ffba7-c821-4227-8b9e-714b8bcfd6e1.png","url":"https://www.softwareadvice.co.uk/software/135271/famcare","@type":"ListItem"},{"name":"Nookal","position":4,"description":"Nookal: Streamlined Practice Management for Your Clinic\n\nNookal’s intuitive booking software simplifies managing multiple class and group attendees for sessions like yoga, pilates, and more. Patients can conveniently book appointments and classes online, reducing administrative tasks and enhancing patient retention.  \n\nKey Features:  \n\n1. Effortless Scheduling  \n- Use the diary to schedule appointments, classes, or events with ease.  \n- Organise events like staff meetings, conferences, or travel by selecting the desired day and time.  \n- Add notes to stay on top of important tasks and occasions.  \n\n2. Enhanced Communication \n- Communicate with patients via SMS for booking confirmations, reminders, and follow-ups.  \n- Reduce missed appointments and improve clinic efficiency with streamlined patient interactions.  \n- Use the built-in Message Centre to connect with staff individually or in groups, regardless of location.  \n\n3. Simplified Invoicing and Payments \n- Send bulk invoices to patients or third parties.  \n- Integrate with online payment platforms for seamless transactions.  \n- Merge or edit invoices with ease to save time.  \n\n4. Comprehensive Reporting \n- Access performance metrics to track business growth and staff retention.  \n- Generate reports covering financial records, staff KPIs, and other key metrics to drive clinic success.  \n\n5. Flexible Integrations\n- Customise your setup with industry-specific integrations to suit your clinic's needs.  \n- Add or remove integrations as your business evolves, saving time and supporting growth.  \n\n6. Customisable Clinical Notes\n- Maintain comprehensive patient records with charts and text-based notes.  \n- Use templates tailored to your clinic’s requirements.  \n- Speed up documentation with shortcuts for commonly used abbreviations and notes.  \n\nWhy Choose Nookal?  \nNookal is your all-in-one Practice Management Software solution. Designed to streamline operations, improve communication, and support clinic growth, Nookal empowers you to focus on what matters most—providing exceptional care to your patients.  \n\nReady to take your clinic to the next level? Try Nookal today!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/27906788-5288-4403-92f4-3c117e1fa765.png","url":"https://www.softwareadvice.co.uk/software/364897/nookal","@type":"ListItem"},{"name":"SimplePractice","position":5,"description":"SimplePractice is an EHR and all-in-one practice management solution that helps health and wellness providers access everything needed from appointment scheduling, billing, and payments to HIPAA-compliant Telehealth, insurance claim filing, and more. The platform offers a user-friendly interface that allows practitioners to access all the essential tools in one centralized location. From scheduling and documentation to customizable templates and billing, SimplePractice covers every aspect of practice management for mental health professionals, speech-language pathologists, chiropractors, social workers, and more.\n\nOne of the key features of SimplePractice is its scheduling functionality, which enables practitioners to maintain control over calendars and appointments. The platform allows practitioners to set up online appointment requests, accept or decline appointments, and send automated reminders to clients. With features, such as telehealth integration, practitioners can conduct video appointments, offering clients a convenient and flexible way to access care. Group appointment scheduling is also made easy with the ability to schedule, send reminders, document, and bill group sessions with multiple clients, catering to the needs of larger practices.\n\nDocumentation is a crucial aspect of any healthcare practice, and SimplePractice simplifies this process by offering customizable templates for progress notes, assessments, intake forms, and more. Practitioners can choose from a library of templates or create their own personalized templates to streamline their documentation workflow. The platform also features ePrescribe functionality, allowing practitioners to check medication histories, prescribe medications, and order refills directly from the platform, enhancing efficiency and accuracy in patient care.\n\nBilling is another essential aspect of practice management, and SimplePractice provides tools to streamline the payment process for practitioners. Secure online billing and payment options allow practitioners to store credit cards securely, automate client payments with features such as AutoPay, and manage insurance claims with ease. The platform offers a client portal that gives clients 24/7 access to documents, billing information, and appointments, improving communication and transparency in care delivery.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0c6444d3-b999-46f3-840f-935cd8aaac40.png","url":"https://www.softwareadvice.co.uk/software/81975/simplepractice","@type":"ListItem"},{"name":"Carepatron","position":6,"description":"Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve.\n\nWhether you’re a solo practitioner or part of a team, Carepatron helps you run your practice seamlessly with online booking, health records, tasks, notes, chat, video, AI, and more—all in one place.\n\nWith easy customization in just a few clicks, Carepatron empowers practices of every size to deliver services more efficiently, save time, and achieve better outcomes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6658777a-80d7-48d5-aad4-24fbdeac5c7e.jpeg","url":"https://www.softwareadvice.co.uk/software/241061/care-patron","@type":"ListItem"},{"name":"IntakeQ","position":7,"description":"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 scheduling, initial assessments, multi-provider practice, treatment plans, claims management and compliance tracking. \n\nProviders using IntakeQ can create progress notes templates, which can be personalized and shared with coworkers and clients. With questionnaire analytics, users can gain insights into their clients and practice by aggregating data from feedback forms, surveys and polls. The messaging portal enables providers to exchange documents, files, intake forms and treatment notes with clients whilst maintaining compliance with HIPAA guidelines. Additionally, the mobile-friendly solution lets practitioners add reminder opt-in to forms and send automated emails, SMSs and voice messages to reduce no-shows and cancellations. \n\nIntakeQ facilitates integration with Stripe, Square, Office Ally, Microsoft Outlook, Zoom and other third-party applications to streamline processes related to billing, invoicing, appointment management and telehealth video sessions. \n\nIntakeQ is available on monthly subscriptions and support is extended via documentation, FAQs and online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/154c9d1a-97e1-432f-a13c-e8743c8eb35f.png","url":"https://www.softwareadvice.co.uk/software/137242/intakeq","@type":"ListItem"},{"name":"Filevine","position":8,"description":"Filevine offers a comprehensive legal practice management platform designed to streamline document management, communication and billing processes. The platform includes AI tools capable of summarizing documents and identifying inconsistencies, helping legal professionals save time. With features like automatic task assignments, advanced reporting, and texting and emailing capabilities, teams can enhance collaboration and focus on critical tasks.\n\nDocuments are stored securely in the cloud with advanced filtering options, making it easy to locate files when needed. Filevine is compliant with SOC 2 Type II, SOC 2 Type III, and HIPAA standards, ensuring data security. Key features include task and deadline management, record management, advanced reporting, and robust communication tools. With a unified system for recording conversations, tasks, notes, and comments, users can manage workflows. The platform also allows case updates to be sent to clients via text, maintaining clear and timely communication.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3cd73079-28af-4704-bdac-e7bdcfa386be.png","url":"https://www.softwareadvice.co.uk/software/38967/filevine","@type":"ListItem"},{"name":"Bonterra Apricot","position":9,"description":"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 and allows them to focus on client management and social service outcomes. Bonterra Case Management for Funders includes applications specifically for grants and scholarships.\n\nBonterra Case Management delivers functionality to manage client, donor, volunteer tracking and outcomes. Some features offered within the platform include customizable data collection forms, unique workflows, security settings, customizable dashboards bulletins, attendance registration, management reports, electronic signatures and document storage. The reporting platform is equipped with dynamic charts and graphs and allows users to create and share reports within and outside the organization.\n\nBonterra Case Management is HIPAA compliant for health and human services and FERPA compliant to support schools and universities. The solution is also suitable for large national organizations such as faith-based initiatives, housing authorities, educational institutions, and workforce training initiatives.\n\nLearn more at www.bonterratech.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e8ea68a5-ae73-4af7-afaa-db04fb226f71.png","url":"https://www.softwareadvice.co.uk/software/76884/bonterra-case-management","@type":"ListItem"},{"name":"Amicus Attorney","position":10,"description":"Amicus Attorney is a legal case management software designed to help law firms efficiently manage their growing practices. It provides a centralized, intuitive solution for accessing every case detail, automatically capturing client and case information, tracking billable time, organizing deadlines, appointments, and tasks, generating documents, and creating invoices that can be delivered via email and paid online. With features like the Amicus Anywhere web-based access, a mobile app, and a secure client portal for collaboration, the platform supports robust remote work capabilities.\n\nThe case management feature serves as the core of Amicus Attorney, allowing seamless organization of client files, efficient task scheduling, and rules-based calendaring to ensure deadlines are met. Team collaboration is enhanced through instant access to shared files, progress tracking, and calendar updates, keeping the entire team aligned. Automatic legal calendaring, complemented by regular updates to rulesets, ensures accuracy and preparedness in managing case deadlines.\n\nAmicus Attorney also streamlines billing and payment processes with its integrated APX PayNow solution, enabling firms to generate invoices, send payment reminders, and manage collections more effectively, maintaining financial health. In addition, the platform seamlessly integrates with essential tools such as QuickBooks, Office 365, Dropbox, PC Law, Google Calendar, and Sage Timeslips, allowing legal professionals to leverage familiar applications within their workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2c052f2-437c-4553-acea-8507abd86a47.png","url":"https://www.softwareadvice.co.uk/software/97880/amicus-attorney","@type":"ListItem"},{"name":"Sumac","position":11,"description":"Case Management Software Built for Nonprofits\n\nSumac is flexible, powerful case management software designed specifically for nonprofits. You can also add extensions to make it an all-in-one nonprofit CRM.  \n\nWhether you’re running a shelter, food bank, health center, hospice, or family support program, Sumac helps your organization work more efficiently, serve clients better, and manage every aspect of your mission from one secure platform.\n\nWith Sumac, nonprofits can streamline daily operations, reduce administrative burden, and focus on what matters most: delivering high-quality, client-centered care.\n\n**Built for Nonprofits, Not Adapted for Them**\n\nWhile many case management tools were built for corporate use and adapted for nonprofits, Sumac was purpose-built for the nonprofit sector. That means every feature—from client intake to reporting—is designed with your specific workflows, compliance needs, and funding models in mind.\n\nThousands of nonprofits already trust Sumac to manage critical services in sectors such as:\n- Child and family services\n- Shelters and transitional housing\n- Food security and nutrition programs\n- Health and community services\n- Hospices and end-of-life care\n- Human and social services\n\n**Core Features That Make a Difference**\n\n- Case Management: Track clients, programs, services, and outcomes in one place. Sumac provides a full picture of each client’s journey while helping your team coordinate and communicate more effectively.\n\n- Custom Web-Based Intake Form: Simplify how you accept and onboard new clients with secure, branded forms that feed directly into your CRM—no manual data entry or uploads required.\n\n- Digital Forms & E-Signature: Create and distribute digital consent, waiver, or assessment forms with built-in e-signatures, so you can eliminate paper, reduce risk, and speed up documentation.\n\n- On-the-Go Access: With Sumac Case Portal, included at no additional cost, your team can manage client information, case notes, appointments, and services from any location or device.\n\n- Workflows & Reminders: Customize workflows and task alerts to reflect your team’s real-world processes. Improve accountability and ensure nothing falls through the cracks.\n\n- Built-in Email Communication: Send personalized or mass emails directly from within Sumac, without paying for a third-party email marketing tool. Ideal for staying connected to clients, volunteers, and donors.\n\n- Secure, Compliant Data Management: Sumac is HIPAA & PIPEDA compliant, and offers advanced data protection including role-based access, encrypted storage, and secure backups—helping you meet the strictest privacy standards.\n\n**Make It Your Own With Extensions** \n\nSumac’s modular design allows you to build a solution that fits your entire nonprofit. Start with case management, then add extensions as your needs grow:\n\n> Donations: Manage campaigns, receipting, and donor relationships.\n> Volunteers: Schedule, track hours, and communicate with ease.\n> Memberships: Manage member data, dues, renewals, and benefits.\n> Grant Management: Track applications, deadlines, and funder reporting.\n> Custom Modules: Create tools tailored to your programs or service models.\n\nThis flexibility allows you to unify your operations across departments, reduce siloed data, and minimize reliance on disconnected systems.\n\n**Why Nonprofits Choose Sumac**\n\n- Simple to Customize: Adapt Sumac to your programs and terminology—no developers needed.\n\n- Scalable & Affordable: Suitable for small nonprofits and large agencies alike. Add users and features as you grow.\n\n- Outstanding Support: Get fast, friendly help from real humans who understand the nonprofit sector—free and unlimited.\n\n- Proven Track Record: Trusted by nonprofits across North America and beyond, with over 30 years supporting mission-driven organizations.\n\n- With Sumac, you get more than software—you get a strategic partner committed to helping your nonprofit thrive.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a4673c08-1320-474a-acdc-dee29cbb49b8.png","url":"https://www.softwareadvice.co.uk/software/184069/sumac","@type":"ListItem"},{"name":"SmartAdvocate","position":12,"description":"SmartAdvocate is a legal case management software designed to support various practice areas including personal injury, mass torts, workers' compensation, family law, criminal defense and corporate law. It is suitable for legal professionals in solo practices and larger teams, offering tools to manage cases more efficiently.\n\nThe software includes artificial intelligence features that summarize cases, medical records, motions, briefs, and depositions. It also refines notes, translates content, and transcribes voice messages. Document management tools allow for template creation using merge codes, batch scanning with barcode functionality, and extensive storage capacity. Automated workflows help standardize case handling with tasks, reminders, and document generation.\n\nDeployment options include cloud-based and server-based systems with secure remote access. Customizable dashboards and reports provide insights into case details and financial data. Additional features include a client portal for document access, mobile applications for remote case management, and office calendaring.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1401b222-618e-46cf-912d-46a352dc6274.png","url":"https://www.softwareadvice.co.uk/software/119728/smartadvocate-litigation","@type":"ListItem"},{"name":"Healthie","position":13,"description":"Healthie is a HIPAA-compliant electronic health record software designed for healthcare providers to manage practice operations and patient care. It supports private practices, group practices, digital health startups, and enterprise organizations across various clinical specialties. Professionals in areas such as behavioral health, nutrition, women's health, family care, health coaching, and chronic care management use the system for operational management and clinical workflows.\n\nThe cloud-based system includes tools for intake, onboarding, charting, care plans, and clinical documentation. It supports multi-provider functionality and includes AI scribe features. Practice management capabilities include scheduling, billing, insurance processing, reporting, analytics, and workflow automation. Patient engagement features include telehealth, secure messaging, webinars, journaling, programs, courses, and a patient portal. Collaborative charting and multi-provider scheduling are available for coordinated care across teams.\n\nHealthie offers a mobile application compatible with iOS and Android devices for practice management. The software supports API and SDK access for custom development and integration with business intelligence tools. It complies with healthcare industry standards for data security and privacy and provides scalable infrastructure suitable for individual practitioners and enterprise organizations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e5f04fe-08f7-4180-a512-aa86251746cf.png","url":"https://www.softwareadvice.co.uk/software/396778/healthie","@type":"ListItem"},{"name":"Notehouse","position":14,"description":"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 notes, ensuring accuracy and reliability in their documentation. One of the key features of Notehouse is its support for trackable tags, allowing users to sort and manage all of their cases and clients, making it easier to navigate through large amounts of information and quickly find the relevant details.\n\nThe platform focuses on providing the essential functionalities needed for effective note-taking, including narrative-based notes, upcoming dates, contact information, and a customizable tagging system. The mobile compatibility of Notehouse is also worth mentioning, as it offers voice recognition technology for easy voice-to-text transcription. Notehouse offers support for two-sided encryption models, HIPAA-compliant database servers, and periodic security audits.\n\nNotehouse understands the importance of collaboration and sharing within teams. The platform allows users to share information across teams, ensuring everyone is aware of who took the note and when. The Notehouse sidebar and sticky notes keep important information prominently displayed, making it easy to access and reference.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a34ac500-ad46-45d7-a598-6c6c829905ae.png","url":"https://www.softwareadvice.co.uk/software/147328/notehouse","@type":"ListItem"},{"name":"Casebook","position":15,"description":"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. You can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely. \n\nYou can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes.\n\nWith Casebook, you can transform your human service organization's service delivery and improve the lives of your clients.\n\nIf you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5df13351-c053-43c5-86db-5fad8a37e4bc.png","url":"https://www.softwareadvice.co.uk/software/216199/casebook","@type":"ListItem"},{"name":"Prevail Case Management System","position":16,"description":"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 taken by the user. Simply put, Prevail saves you time, lots of it.\n\n\nFrom the automated intake to the customizable workflow; document merge, reporting and dashboard analytics, Prevail keeps the firm running efficiently, allowing you to handle more cases in less time.\n\n\nTime and communication with clients and other contacts are managed and documented throughout your matters in Prevail, providing transparency within your firm.\n\n\nPrevail’s calendar is fully integrated with your matters, triggering statute dates and other deadlines. Prevail synchronizes your appointments bi-directionally with Outlook, so you’ll have an updated schedule regardless of where you are. Prevail is also integrated with Outlook email, making it simple to not only attach emails to a matter, but to compose emails right from the matter.\n\n\nPrevail’s automatic SMS/Text feature sends notifications to your client, alerting them as to changes in case status, and to advise them of appointments. This feature is designed to cut down on unnecessary phone calls, both incoming and outgoing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/818d725e-78cd-4316-a6be-2b5136c61da7.png","url":"https://www.softwareadvice.co.uk/software/151243/prevail","@type":"ListItem"},{"name":"Noteable","position":17,"description":"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, including case note and report templates, automate complex billing logic, customize clinical supervision workflows and monitor activity across multiple programs and locations using Noteable's practice analytics tools.\n\nNoteable offers a data collection and analysis suite, either standalone, or included in the full EHR that lets behavior analysts design individualized goals and objectives, collect data in-session using 8 collector types, discover insights with advanced graphing and analysis tools and report on progress.\n\nNoteable is proven to be ideal for agencies of all sizes, from small counseling teams and aba clinics to large, multi-location agencies providing many different types of services. The interface was carefully crafted for ergonomics. Clinical staff can access client details in one click, and start a note in two. As notes are entered, claims are tracked in real time so authorized units are utilized efficiently. Noteable's unique \"red dot\" task tracker guides staff right to the work they need to do. Advanced audit protections ensure that from notes to claims, agencies remain compliant.\n\nOther features include remote counseling and supervision using integrated video and screen sharing, electronic faxing, digital signature capture and time-based tracking of client medications, insurance, funding, home situation, diagnosis and treatment goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f67b95f-e99b-439f-9b49-36d0d9274ff5.png","url":"https://www.softwareadvice.co.uk/software/343763/noteable","@type":"ListItem"},{"name":"TheraPlatform","position":18,"description":"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 sessions can be conducted with participants from multiple locations, each using a secure and unique link. An integrated whiteboard, screen sharing, document camera compatibility, and therapeutic resource material management are other features of TheraPlatform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3cdc248f-61ae-48cf-9936-01a18da2a41f.jpeg","url":"https://www.softwareadvice.co.uk/software/172057/theraplatform","@type":"ListItem"},{"name":"Bonterra Penelope","position":19,"description":"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 reminders, staff communication tools, referral and wait list management and reports.\n\nThe automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.\n\nThey offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.\n\nSocial Solutions is becoming Bonterra. Learn more at www.bonterratech.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/97bcb750-4b51-47a4-aa7d-7d00ff2292c1.png","url":"https://www.softwareadvice.co.uk/software/430179/penelope","@type":"ListItem"},{"name":"Owl Practice","position":20,"description":"Owl Practice is a powerful and comprehensive Electronic Health Record (EHR) and practice management platform specifically designed for mental health professionals. This innovative solution is more than just an administrative tool; it’s a partner in your practice, enabling you to deliver top-notch care while effectively managing your business. \n\nOwl Practice offers a robust suite of features that streamline every aspect of running a mental health practice. From simplifying scheduling and automating billing processes to enhancing clinical workflows and ensuring compliance, this platform helps you focus on what matters most—your clients. Owl Practice also facilitates seamless client engagement through secure telehealth video sessions, automated reminders, and secure messaging, making it easier to connect with clients whether in person or virtually. \n\nMoreover, Owl Practice has financial tools, including rapid insurance verification and claims processing, to ensure that you get paid promptly, helping you maintain a stable cash flow and financial health. \n\nIn a competitive and ever-evolving mental health landscape, Owl Practice provides the comprehensive support you need to thrive. With its intuitive design, commitment to compliance, and focus on enhancing both client care and business efficiency, Owl Practice is the ultimate solution for mental health professionals looking to elevate their practice.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3eae2dc-3141-47be-9d53-eb5b9401e615.jpeg","url":"https://www.softwareadvice.co.uk/software/223192/owlpractice","@type":"ListItem"},{"name":"NewOrg","position":21,"description":"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, homeless services, environmental organizations, outpatient treatment centers and more.\n\n\nNewOrg enables users to collect information for reporting, manage volunteer activities and promote events. Other tools help users to create and manage programs, run outcome reports, track activity sign­ups and scheduling, manage communications, take surveys, manage fundraising activities and create development campaigns.\n\n\nThe payment processing module allows users to add donation buttons to existing websites. Users can enter donations in bulk, as well as post or export data to QuickBooks, FundEasy or Excel. Donations are tracked by campaign, event, class, staff member and more, and NewOrg can manage multiple financial accounts. Other features include document management, grant management, email distribution and an organization calendar.\n\n\nNewOrg is priced per user and is billed on an annual or monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3a5fc07-7787-489f-8f7b-e90294cc3e61.png","url":"https://www.softwareadvice.co.uk/software/2542/neworg","@type":"ListItem"},{"name":"extendedReach","position":22,"description":"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 efficiency at all levels.\n\n\nKey features of extendedReach include information querying, signature collection and document scanning. Its compliance solution allows users to sort data as per cases and derive insights into client metrics such as expiration dates and placement levels. It provides a scheduling module, which helps caseworkers manage appointments and receive notifications. Further, the billing functionality enables agencies to manage case-related financial documents including invoices and insurance claims.\n\n\nextendedReach comes with an array of built-in reports. It is available on a monthly subscription and support is provided via phone and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0c3d91d9-8bfd-4091-a875-bc3ae71c9fa3.png","url":"https://www.softwareadvice.co.uk/software/112803/extendedreach","@type":"ListItem"},{"name":"Exym","position":23,"description":"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 solution with clean interfaces to streamline tasks like note management, patient scheduling, and activity tracking. \n\nExym is a behavioral health EHR solution for behavioral health agencies. Clinicians use Exym's EHR software to simplify their billing, documenting, and case management needs. Exym provides EHR software for behavioral health agencies. Exym behavioral health EHR software connects you with Medi-Cal and other payers so you can get reimbursed quickly while improving your claims acceptance rates.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4edece1-e365-451e-97f2-d09549d9251c.png","url":"https://www.softwareadvice.co.uk/software/242580/exym","@type":"ListItem"},{"name":"Foothold","position":24,"description":"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 functionality to help streamline your agency operations, giving you more time to focus on the community you serve.\n\n\nAdvanced functionality includes IMO, e-Prescribing, e-Labs, InSights business intelligence and much more.\n\n\nFoothold works with agencies across the spectrum of human services including mental health, substance use disorder, homeless, supportive housing, developmental disabilities and HCBS (Home and Community Based Services).","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4240e993-e31d-4ab3-9289-15753734531a.png","url":"https://www.softwareadvice.co.uk/software/65905/foothold-technology","@type":"ListItem"},{"name":"Law Ruler Software","position":25,"description":"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, criminal defense. It is built specifically for lawyers to acquire more cases and manage them better. With Law Ruler, you will finally have a complete solution that allows you to manage your firm from Intake to Settlement.  \n\nLaw Ruler offers a full suite of modern, easy-to-use document management, text e-sign tools, email marketing, powerful automation of emails/text messages/tasks, expense/settlement tracking, contact & intake management, calendaring and docketing, billing and invoicing, click-to-call phone dialer, medical record ordering, and integration with law firm websites and over 1,500 legal industry vendors.\n\nIn addition, if your firm is only looking for intake software, Law Ruler also offers a legal intake CRM that could be used on a standalone basis and paired with other 3rd-party practice management. \n\nPricing is subscription-based depending on the number of users. Support is offered via phone, email, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/907acf9f-6715-4c99-be7f-c89e6342ed8b.png","url":"https://www.softwareadvice.co.uk/software/63233/lawruler","@type":"ListItem"}],"numberOfItems":25}
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