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Enterprise Layer Intelligence
Categories/CRM/Casebook PBC
Casebook PBC

Casebook PBC

Founded 2017

Manage social service cases, client records, and intake workflows from one place

You can use Casebook to track social service cases, manage client records, and coordinate human services workflows. The system lets caseworkers record client intake assessments, organize contact notes, and link family members within unified case files. Staff can monitor multiple community programs simultaneously, manage foster care and victim services, and track compliance metrics. You can also build custom reports for grants or supervisors, access client data remotely in the field, and maintain audit trails across public safety and community health initiatives.

What Casebook PBC does

Record client intake and assessment detailsGenerate monthly compliance and grant reportsLog case notes and communication historyLink related client and family profilesTrack caseloads across multiple departmentsAttach documents and records to client filesConfigurable intake forms and assessment workflowsCentralized client profiles with family and relationship linkingAutomated grant and supervisor reporting templatesClient note tracking and document storageMulti-program management across different human servicesWeb-based database accessible in the fieldDirect case file logging for incoming client communications

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Casebook, case management, human services, social work, client intake, assessment tracking, foster care management, child welfare, victim services, public safety, tribal case management, grant reporting, client records, caseload tracking, social services