Quick Overview
- 1#1: CaseWorthy - Comprehensive end-to-end case management platform designed for human services organizations to track clients, services, and outcomes.
- 2#2: Casebook - Modern API-first CRM and case management software tailored for nonprofits and social services to streamline workflows and collaboration.
- 3#3: Bonterra - Data-driven platform for nonprofits offering case management, outcomes measurement, and program tracking for social impact.
- 4#4: CharityTracker - Affordable cloud-based client tracking and case management system for nonprofits, churches, and social service agencies.
- 5#5: Foxtrot PMA - Mobile-enabled public health and social services case management software for field workers and compliance reporting.
- 6#6: Unlike - Integrated web-based case management solution for social services with client records, referrals, and reporting features.
- 7#7: Northwoods Reach - Public human services case management software focused on eligibility, workflows, and integration for government agencies.
- 8#8: Anasazi Software - Electronic health record and case management system for behavioral health and human services providers.
- 9#9: Social Work 360 - All-in-one practice management software for social workers handling cases, billing, and documentation.
- 10#10: Therap - Cloud-based solution for developmental disability service providers with case management, e-signatures, and compliance tools.
We evaluated these tools based on functionality, user experience, scalability, and value, ensuring each option balances robust features with practicality to support the dynamic demands of social work practice
Comparison Table
Social worker case management software is critical for organizing client interactions, tracking progress, and streamlining administrative tasks. This comparison table explores top tools like CaseWorthy, Casebook, Bonterra, CharityTracker, Foxtrot PMA, and more, examining features, usability, and support to help readers identify the right solution for their practice.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CaseWorthy Comprehensive end-to-end case management platform designed for human services organizations to track clients, services, and outcomes. | specialized | 9.7/10 | 9.8/10 | 9.4/10 | 9.6/10 |
| 2 | Casebook Modern API-first CRM and case management software tailored for nonprofits and social services to streamline workflows and collaboration. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.7/10 |
| 3 | Bonterra Data-driven platform for nonprofits offering case management, outcomes measurement, and program tracking for social impact. | enterprise | 8.4/10 | 9.1/10 | 7.7/10 | 8.0/10 |
| 4 | CharityTracker Affordable cloud-based client tracking and case management system for nonprofits, churches, and social service agencies. | specialized | 8.1/10 | 8.5/10 | 7.7/10 | 7.8/10 |
| 5 | Foxtrot PMA Mobile-enabled public health and social services case management software for field workers and compliance reporting. | specialized | 3.8/10 | 2.7/10 | 6.5/10 | 3.2/10 |
| 6 | Unlike Integrated web-based case management solution for social services with client records, referrals, and reporting features. | specialized | 8.4/10 | 9.0/10 | 8.0/10 | 8.0/10 |
| 7 | Northwoods Reach Public human services case management software focused on eligibility, workflows, and integration for government agencies. | enterprise | 7.8/10 | 8.5/10 | 7.0/10 | 7.2/10 |
| 8 | Anasazi Software Electronic health record and case management system for behavioral health and human services providers. | specialized | 7.6/10 | 8.2/10 | 6.8/10 | 7.4/10 |
| 9 | Social Work 360 All-in-one practice management software for social workers handling cases, billing, and documentation. | specialized | 7.8/10 | 8.1/10 | 7.6/10 | 7.5/10 |
| 10 | Therap Cloud-based solution for developmental disability service providers with case management, e-signatures, and compliance tools. | specialized | 7.9/10 | 8.7/10 | 7.2/10 | 7.5/10 |
Comprehensive end-to-end case management platform designed for human services organizations to track clients, services, and outcomes.
Modern API-first CRM and case management software tailored for nonprofits and social services to streamline workflows and collaboration.
Data-driven platform for nonprofits offering case management, outcomes measurement, and program tracking for social impact.
Affordable cloud-based client tracking and case management system for nonprofits, churches, and social service agencies.
Mobile-enabled public health and social services case management software for field workers and compliance reporting.
Integrated web-based case management solution for social services with client records, referrals, and reporting features.
Public human services case management software focused on eligibility, workflows, and integration for government agencies.
Electronic health record and case management system for behavioral health and human services providers.
All-in-one practice management software for social workers handling cases, billing, and documentation.
Cloud-based solution for developmental disability service providers with case management, e-signatures, and compliance tools.
CaseWorthy
specializedComprehensive end-to-end case management platform designed for human services organizations to track clients, services, and outcomes.
No-code Platform Builder for creating fully customized client journeys and forms without developer support
CaseWorthy is a comprehensive cloud-based case management platform tailored for social services organizations, enabling efficient client intake, assessment, service coordination, and outcomes tracking. It supports diverse programs like child welfare, homelessness, workforce development, and TANF, with built-in compliance for HIPAA, HUD HMIS, and other regulations. The software offers robust reporting, analytics, and mobile access to streamline workflows for social workers managing complex caseloads.
Pros
- Highly configurable no-code workflows adaptable to any program needs
- Advanced analytics and reporting for impact measurement and grant compliance
- Seamless mobile app for field-based case management and real-time updates
Cons
- Steep initial learning curve for full customization
- Pricing requires custom quotes, lacking public transparency
- Performance can lag with very large datasets or custom configurations
Best For
Large social service agencies and government programs handling high-volume, compliance-heavy caseloads in child welfare, homelessness, or human services.
Pricing
Custom quote-based pricing starting at around $50/user/month, scaled by agency size, users, and modules; demo required for details.
Casebook
specializedModern API-first CRM and case management software tailored for nonprofits and social services to streamline workflows and collaboration.
Visual Workflow Builder for no-code automation of complex case processes
Casebook (casebook.net) is a cloud-based case management platform designed specifically for social workers, nonprofits, and human services organizations. It centralizes client records, automates workflows for intake, assessments, service planning, and outcome tracking, while ensuring HIPAA compliance and data security. The software supports real-time collaboration, custom forms, and mobile access to streamline daily casework and improve service delivery.
Pros
- Highly customizable no-code workflows and forms tailored to social work needs
- Robust reporting and outcomes tracking for data-driven decisions
- Strong mobile app and real-time team collaboration features
Cons
- Pricing can be steep for very small organizations
- Advanced customizations may require initial training
- Integrations with some niche tools are limited
Best For
Mid-sized social service agencies and nonprofits needing scalable, compliant case management with strong customization.
Pricing
Custom quote-based pricing starting around $50/user/month, with tiers for Essential, Professional, and Enterprise plans.
Bonterra
enterpriseData-driven platform for nonprofits offering case management, outcomes measurement, and program tracking for social impact.
Advanced outcomes tracking and impact measurement with built-in logic models for social service programs
Bonterra (formerly Social Solutions with ETO) is a robust case management platform tailored for nonprofits and social service organizations, enabling social workers to track client interactions, manage cases, deliver services, and measure program outcomes. It combines human services case management with CRM and fundraising tools for a unified view of clients and donors. The software supports customizable workflows, assessments, goal tracking, and compliance reporting to drive data-informed decisions in social work.
Pros
- Powerful outcomes measurement and analytics for evidence-based social work
- Highly customizable forms, workflows, and reporting tailored to human services
- Seamless integration of case management with nonprofit CRM and fundraising
Cons
- Steep learning curve due to extensive customization options
- Enterprise-level pricing may be prohibitive for small agencies
- Mobile app lacks full desktop functionality
Best For
Mid-sized to large nonprofits and social service agencies needing integrated case management, outcomes tracking, and fundraising capabilities.
Pricing
Custom enterprise pricing via quote; typically starts at $5,000-$10,000 annually for basic implementations, scaling with users and modules.
CharityTracker
specializedAffordable cloud-based client tracking and case management system for nonprofits, churches, and social service agencies.
Real-time duplicate prevention across clients and households to ensure equitable aid distribution
CharityTracker is a cloud-based platform designed for nonprofits and social service agencies to manage client assistance programs, track aid distribution, and generate compliance reports. It centralizes client data, including demographics, service history, and outcomes, to prevent duplicate aid and measure program impact. Ideal for case managers handling material support like food, housing, and financial aid, it also supports donor and volunteer management.
Pros
- Robust duplicate client detection prevents over-assistance
- Powerful customizable reporting for grants and compliance
- Integrated tracking of aid, donors, and volunteers
Cons
- Limited advanced clinical case notes or therapy tools
- Interface feels dated compared to modern alternatives
- Pricing scales quickly for larger organizations
Best For
Nonprofit social service agencies focused on tracking material aid distribution and generating impact reports for funders.
Pricing
Starts at $149/month for basic plans (up to 3 users), with Pro at $299/month and custom enterprise pricing.
Foxtrot PMA
specializedMobile-enabled public health and social services case management software for field workers and compliance reporting.
Advanced multi-entity accounting engine for handling complex portfolios of properties with automated financial consolidations
Foxtrot PMA is a cloud-based property management accounting software primarily designed for real estate professionals to handle leasing, rent collection, maintenance requests, and financial reporting across multiple properties. It offers tools like tenant portals, AP/AR management, and bank reconciliations, but lacks specialized features for social work case management such as client assessments, case notes, service plans, or HIPAA-compliant documentation. While it could marginally support housing-related cases in social services, it is not optimized for comprehensive client tracking or interdisciplinary coordination typical in social work.
Pros
- Strong accounting and financial reporting capabilities
- Cloud-based with multi-company support for scalability
- User-friendly tenant and owner portals
Cons
- No dedicated case management tools like client notes or progress tracking
- Lacks social services-specific features such as referrals, assessments, or compliance with social work regulations
- Limited integrations with social work or healthcare systems
Best For
Social workers managing subsidized housing or eviction prevention programs who need basic property accounting alongside limited client tracking.
Pricing
Quote-based pricing starting around $150-$300 per month depending on number of units/properties managed, with custom enterprise options.
Unlike
specializedIntegrated web-based case management solution for social services with client records, referrals, and reporting features.
Relational client modeling that accurately maps family dynamics and multi-party relationships
Unlike (unlike.net) is a specialized case management platform tailored for social workers in child welfare, family services, and human services organizations. It provides tools for client intake, relational family mapping, case note documentation, service planning, and outcome tracking. The software emphasizes customizable workflows and compliance features to streamline operations while maintaining data security.
Pros
- Advanced relational data modeling for complex family structures
- Highly customizable no-code workflows and forms
- Strong reporting and compliance tools for audits
Cons
- Steeper learning curve for advanced customizations
- Limited native integrations with other software
- Pricing scales quickly for larger organizations
Best For
Mid-sized nonprofits and social service agencies handling child welfare and family cases that require flexible, relationship-focused case management.
Pricing
Custom subscription pricing based on users and features; typically starts at $99/user/month for basic plans, with enterprise options available.
Northwoods Reach
enterprisePublic human services case management software focused on eligibility, workflows, and integration for government agencies.
Automated, audit-ready reporting for SACWIS/NCANDS/AFCARS compliance with one-click federal submissions
Northwoods Reach is a comprehensive web-based case management software tailored for child welfare, human services, and social work agencies. It supports end-to-end workflows including intake, assessment, case planning, service tracking, and outcomes reporting, with strong emphasis on regulatory compliance like SACWIS, NCANDS, and AFCARS. The platform offers customizable modules, mobile access, and integrations to streamline documentation and collaboration for social workers managing high caseloads.
Pros
- Robust compliance and automated federal/state reporting tools
- Highly customizable workflows and strong integration capabilities
- Mobile app for field workers and family engagement portals
Cons
- Steep learning curve and complex initial setup
- High costs suited mainly for large government agencies
- Limited out-of-box simplicity for smaller organizations
Best For
State and county child welfare agencies with high-volume caseloads requiring stringent regulatory compliance and scalable enterprise features.
Pricing
Custom enterprise pricing via quote, typically $40-80/user/month depending on modules and agency size, with implementation fees often exceeding $100K for large deployments.
Anasazi Software
specializedElectronic health record and case management system for behavioral health and human services providers.
Advanced SAMHSA-compliant outcome measurement and grant reporting tools tailored for federally funded social service programs.
Anasazi Software offers a comprehensive client management system designed specifically for behavioral health, substance abuse treatment, and social service organizations. It streamlines case management with features like client intake, progress notes, treatment planning, scheduling, billing, and customizable reporting compliant with HIPAA and SAMHSA standards. The Windows-based, client-server platform supports multi-location agencies handling complex caseloads in social work environments.
Pros
- Deep customization for behavioral health workflows and grant reporting
- Strong HIPAA compliance and audit trails for case documentation
- Reliable on-premise deployment with offline capabilities
Cons
- Dated user interface lacking modern cloud accessibility
- Steep learning curve for new users without extensive training
- Limited mobile app support compared to newer SaaS competitors
Best For
Mid-sized social service agencies focused on substance abuse and mental health case management requiring robust, customizable on-premise solutions.
Pricing
Perpetual licensing model starting at around $5,000-$10,000 per server plus annual maintenance fees; custom quotes based on users and modules.
Social Work 360
specializedAll-in-one practice management software for social workers handling cases, billing, and documentation.
360-Degree Client View dashboard that aggregates all case history, notes, tasks, and progress in one customizable interface
Social Work 360 is a cloud-based case management software designed specifically for social workers, agencies, and non-profits to manage client cases efficiently. It provides tools for client intake, secure documentation of case notes, task assignment, appointment scheduling, and customizable reporting to track progress and ensure compliance. The platform emphasizes HIPAA compliance and workflow automation to reduce administrative burdens and enhance client outcomes.
Pros
- Robust case note templates and documentation tools tailored for social work
- HIPAA-compliant security with client portal for secure communication
- Comprehensive reporting dashboards for outcome tracking and compliance
Cons
- Limited third-party integrations compared to larger competitors
- Mobile app lacks some desktop features, affecting on-the-go use
- Pricing can add up for teams needing advanced customization
Best For
Small to mid-sized social service agencies and independent social workers handling 20-100 active cases who prioritize straightforward, compliant case management.
Pricing
Starts at $49/user/month (billed annually) for basic plan; premium tiers up to $99/user/month with custom enterprise quotes available.
Therap
specializedCloud-based solution for developmental disability service providers with case management, e-signatures, and compliance tools.
State-specific regulatory compliance modules with automated reporting for HCBS waivers and Medicaid audits
Therap is a comprehensive web-based platform tailored for human services agencies, especially those supporting individuals with intellectual and developmental disabilities (IDD). It provides electronic health records (EHR), case management, service documentation, incident reporting, billing, and compliance tools to streamline workflows for social workers and case managers. The software emphasizes regulatory compliance across multiple states and offers mobile access for real-time data entry and reporting.
Pros
- Robust compliance and regulatory reporting modules customized for IDD services and Medicaid requirements
- Integrated EHR, case management, billing, and telehealth in a single platform
- Mobile app and family portal for accessible documentation and communication
Cons
- Steep learning curve due to complex interface and extensive features
- High implementation and subscription costs, less affordable for small agencies
- Primarily optimized for IDD providers, limiting flexibility for general social work cases
Best For
IDD-focused social service agencies requiring detailed case management, compliance tracking, and electronic documentation for regulatory adherence.
Pricing
Custom enterprise pricing based on agency size, modules, and users; typically starts at $2,000–$5,000/month for mid-sized organizations with per-client or per-user fees.
Conclusion
The review of social work case management software highlights tools that enhance client tracking, streamline workflows, and drive meaningful impact. At the pinnacle, CaseWorthy stands out with its comprehensive end-to-end design, making it the top choice for human services organizations. Casebook and Bonterra follow strongly—Casebook for nonprofits needing modern API-first collaboration, and Bonterra for data-driven outcomes, each offering robust solutions tailored to distinct needs.
Take the next step in elevating your practice by exploring CaseWorthy, the top-ranked tool, or consider Casebook or Bonterra based on your specific priorities. These platforms are designed to empower, so choose the one that best aligns with your work and start optimizing your case management today.
Tools Reviewed
All tools were independently evaluated for this comparison